# HORIZON FDS (HBTA)

> Institutional ownership reported to the SEC as of Q2 2026, from Form 13F filings. Source: https://holderbook.com/stocks/HBTA/

- Reporting holders: 24
- Reported value: $283.3M
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [Foundations Investment Advisors, LLC](https://holderbook.com/funds/1743404-foundations-investment-advisors-llc/) | $82.3M | 2,516,378 | 0.8% | 1 |
| [ENVESTNET ASSET MANAGEMENT INC](https://holderbook.com/funds/1407543-envestnet-asset-management-inc/) | $67.8M | 2,074,230 | 0.0% | 5 |
| [Bank of New York Mellon Corp](https://holderbook.com/funds/1390777-bank-of-new-york-mellon-corp/) | $51.3M | 1,570,336 | 0.0% | 4 |
| [LPL Financial LLC](https://holderbook.com/funds/1403438-lpl-financial-llc/) | $29.2M | 893,166 | 0.0% | 2 |
| [Cambridge Investment Research Advisors, Inc.](https://holderbook.com/funds/1419186-cambridge-investment-research-advisors-inc/) | $21.3M | 652,536 | 0.0% | 6 |
| [Cetera Investment Advisers](https://holderbook.com/funds/1666741-cetera-investment-advisers/) | $20.0M | 610,913 | 0.0% | 4 |
| [Orion Porfolio Solutions, LLC](https://holderbook.com/funds/1360533-orion-porfolio-solutions-llc/) | $3.7M | 113,818 | 0.0% | 5 |
| [PRINCIPAL SECURITIES, INC.](https://holderbook.com/funds/12600-principal-securities-inc/) | $1.9M | 59,623 | 0.0% | 5 |
| [Golden State Wealth Management, LLC](https://holderbook.com/funds/1776033-golden-state-wealth-management-llc/) | $1.8M | 55,162 | 0.2% | 2 |
| [Envestnet Portfolio Solutions, Inc.](https://holderbook.com/funds/1998033-envestnet-portfolio-solutions-inc/) | $1.2M | 36,584 | 0.0% | 5 |
| [CERTIOR FINANCIAL GROUP, LLC](https://holderbook.com/funds/2055620-certior-financial-group-llc/) | $730.5K | 22,346 | 0.4% | 6 |
| [INTERACTIVE FINANCIAL ADVISORS, INC.](https://holderbook.com/funds/1419099-interactive-financial-advisors-inc/) | $613.4K | 18,765 | 0.4% | 6 |
| [OSAIC HOLDINGS, INC.](https://holderbook.com/funds/1677044-osaic-holdings-inc/) | $457.2K | 13,984 | 0.0% | 5 |
| [Ausdal Financial Partners, Inc.](https://holderbook.com/funds/1667146-ausdal-financial-partners-inc/) | $323.0K | 9,881 | 0.0% | 4 |
| [Brookwood Investment Group LLC](https://holderbook.com/funds/2066812-brookwood-investment-group-llc/) | $293.7K | 8,983 | 0.0% | 4 |
| [AE Wealth Management LLC](https://holderbook.com/funds/1697723-ae-wealth-management-llc/) | $162.0K | 4,956 | 0.0% | 1 |
| [US BANCORP \DE\](https://holderbook.com/funds/36104-us-bancorp-de/) | $57.7K | 1,764 | 0.0% | 1 |
| [Silver Grove Financial Group, Inc.](https://holderbook.com/funds/2111172-silver-grove-financial-group-inc/) | $55.4K | 1,694 | 0.0% | 1 |
| [UBS Group AG](https://holderbook.com/funds/1610520-ubs-group-ag/) | $30.3K | 927 | 0.0% | 6 |
| [ROYAL BANK OF CANADA](https://holderbook.com/funds/1000275-royal-bank-of-canada/) | $19.0K | 594 | 0.0% | 4 |
| [Horizon Investments, LLC](https://holderbook.com/funds/1560717-horizon-investments-llc/) | $16.6K | 508 | 0.0% | 6 |
| [SITTNER & NELSON, LLC](https://holderbook.com/funds/1846138-sittner-nelson-llc/) | $4.2K | 130 | 0.0% | 1 |
| [MORGAN STANLEY](https://holderbook.com/funds/895421-morgan-stanley/) | $1.0K | 31 | 0.0% | 2 |
| [Smartleaf Asset Management LLC](https://holderbook.com/funds/2010393-smartleaf-asset-management-llc/) | $838 | 26 | 0.0% | 2 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q2 2026 | 24 | $283.3M |
| Q1 2026 | 21 | $131.6M |
| Q4 2025 | 20 | $110.8M |
| Q3 2025 | 22 | $127.3M |
| Q2 2025 | 13 | $33.9M |
| Q1 2025 | 8 | $3.9M |