Q4 2025 13F Holders as of 31 Dec 2025
-
Type / Class
-
Equity / EXPEDITION PLUS
-
Total 13F shares
-
3,824,846
-
Share change
-
-652,159
-
Total reported value
-
$110,805,368
-
Price per share
-
$28.97
-
Number of holders
-
20
-
Value change
-
-$18,880,432
-
Number of buys
-
5
-
Number of sells
-
16
Institutional Holders of HORIZON FDS - EXPEDITION PLUS (HBTA) as of Q4 2025
As of 31 Dec 2025,
HORIZON FDS - EXPEDITION PLUS (HBTA) was held by
20 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
3,824,846 shares.
The largest 10 holders included
Bank of New York Mellon Corp, Cambridge Investment Research Advisors, Inc., ENVESTNET ASSET MANAGEMENT INC, Cetera Investment Advisers, Orion Porfolio Solutions, LLC, PRINCIPAL SECURITIES, INC., CERTIOR FINANCIAL GROUP, LLC, Envestnet Portfolio Solutions, Inc., INTERACTIVE FINANCIAL ADVISORS, INC., and Horizon Investments, LLC.
This page lists
20
institutional shareholders reporting positions in this security
for the Q4 2025 filing period.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price
|
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.