HBTA — Horizon Fds 机构持仓 · 2026年Q2

Name: 谁持有 HBTA？26 家机构、2.5 亿美元（2026年Q2）
Creator: ko.io

谁持有 Horizon Fds（HBTA）？2026年Q2（报告期截至 2026-06-30）共有 26 家机构在 SEC 13F 申报中报告持有，合计 2.49 亿美元。前几大持有机构：Foundations Investment Advisors, LLC（8,230.00 万美元）、Bank of New York Mellon Corp（5,130.00 万美元）、Envestnet Asset Management Inc（3,390.00 万美元）。

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

来源：SEC 13F 申报文件 · 截至 2026-06-30