HBTA — Horizon Fds Institutional Holders · Q2 2026

Name: Who Owns HBTA? 26 Institutions Hold $249M (Q2 2026)
Creator: ko.io

Who owns Horizon Fds (HBTA)? 26 institutions reported holding $248.83M in SEC 13F filings for Q2 2026 (period ended 2026-06-30). Largest holders: Foundations Investment Advisors, LLC ($82.3M), Bank of New York Mellon Corp ($51.3M), Envestnet Asset Management Inc ($33.9M).

Rank	Institution	Value	Shares	Change
1	Foundations Investment Advisors, LLC	$82.3M	2.5M	New
2	Bank of New York Mellon Corp	$51.3M	1.6M	Added
3	ENVESTNET ASSET MANAGEMENT INC	$33.9M	1.0M	Added
4	LPL Financial LLC	$29.2M	893,166	Added
5	Cambridge Investment Research Advisors, Inc.	$21.3M	652,536	Added
6	Cetera Investment Advisers	$20.0M	610,913	Added
7	Orion Porfolio Solutions, LLC	$3.7M	113,818	Trimmed
8	PRINCIPAL SECURITIES, INC.	$1.9M	59,623	Trimmed
9	Golden State Wealth Management, LLC	$1.8M	55,162	Trimmed
10	CERTIOR FINANCIAL GROUP, LLC	$730,506	22,346	Trimmed
11	INTERACTIVE FINANCIAL ADVISORS, INC.	$613,444	18,765	Trimmed
12	Envestnet Portfolio Solutions, Inc.	$597,965	18,292	Trimmed
13	OSAIC HOLDINGS, INC.	$457,151	13,984	Added
14	Ausdal Financial Partners, Inc.	$323,010	9,881	Trimmed
15	Brookwood Investment Group LLC	$293,654	8,983	Trimmed
16	AE Wealth Management LLC	$162,012	4,956	New
17	US BANCORP \DE\	$57,665	1,764	New
18	Silver Grove Financial Group, Inc.	$55,377	1,694	New
19	UBS Group AG	$30,304	927	Added
20	Royal Bank of Canada	$19,000	594	Trimmed
21	Horizon Investments, LLC	$16,607	508	Trimmed
22	SITTNER & NELSON, LLC	$4,250	130	New
23	MORGAN STANLEY	$1,013	31	Trimmed
24	Smartleaf Asset Management LLC	$838	26	Hold
25	Golden State Equity Partners	$0	0	Exited

Source: SEC Form 13F filings · as of 2026-06-30