Explore more topics
Public ownership evidence

Horizon Expedition Plus ETF (HBTA) Ownership Disclosures

Read HBTA insider transactions, institutional 13F filings and Congressional disclosures with report dates, public availability and original receipts.

As of 2026-11-07T14:03:26.246Z

Jump to a section

Recent Form 4 activity

No matching purchases, sales or awards were returned in this 90-day public filing window.

Show the table · 0 rows, 6 columns

Scroll sideways to compare all columns. Select a heading to sort.

No records are available for this view.

90-day public availability window, up to 50 records.

Recent institutional filing receipts

These are raw ticker-matched positions in recent 13F receipts, including amendments. They are not deduplicated current ownership totals. Open the manager profile to inspect its effective filing book.

Show the table · 14 rows, 6 columns

Scroll sideways to compare all columns. Select a heading to sort.

Foundations Investment Advisors, LLC2026-06-302026-08-1568,628$2,243,449None
Foundations Investment Advisors, LLC2026-06-302026-08-152,434,386$79,580,079None
Foundations Investment Advisors, LLC2026-06-302026-08-1513,364$436,869None
OSAIC HOLDINGS, INC.2026-06-302026-08-1513,984$457,151None
Orion Porfolio Solutions, LLC2026-06-302026-08-15113,818$3,720,727None
Ausdal Financial Partners, Inc.2026-06-302026-08-159,881$323,010None
ROYAL BANK OF CANADA2026-06-302026-08-15594$19,000None
Silver Grove Financial Group, Inc.2026-06-302026-08-141,694$55,377None
UBS Group AG2026-06-302026-08-14927$30,304None
Horizon Investments, LLC2026-06-302026-08-14508$16,607None
MORGAN STANLEY2026-06-302026-08-1431$1,013None
Smartleaf Asset Management LLC2026-06-302026-08-1326$838None
Cetera Investment Advisers2026-06-302026-08-13610,913$19,970,734None
US BANCORP \DE\2026-06-302026-08-131,764$57,665None

90-day public filing window, up to 50 source positions.

Foundations Investment Advisors, LLC ↗Foundations Investment Advisors, LLC ↗Foundations Investment Advisors, LLC ↗OSAIC HOLDINGS, INC. ↗Orion Porfolio Solutions, LLC ↗Ausdal Financial Partners, Inc. ↗ROYAL BANK OF CANADA ↗Silver Grove Financial Group, Inc. ↗UBS Group AG ↗Horizon Investments, LLC ↗

Recent Congressional disclosures

No matching Congressional transactions were returned in this source preview.

Show the table · 0 rows, 5 columns

Scroll sideways to compare all columns. Select a heading to sort.

No records are available for this view.

Bounded public source preview, up to 25 disclosed events.

How to read the disclosure dates

The tables report different things: insider transactions, institutional positions and Congressional transaction ranges. Read each table with its source dates and units. They cannot be added into a combined ownership percentage.

  1. Company insiders

    SEC Form 4 purchases, sales and awards report transactions and their public filing availability.

  2. Institutional managers

    13F reports disclose delayed quarter-end positions. They are not a record of trades between quarters.

  3. Congressional filers

    Periodic transaction reports disclose transaction dates and amount brackets. Public filing dates determine what researchers could know.

Institutional source directory ↗Congressional source directory ↗

Read the transaction codes

Awards use transaction code A, purchases P and sales S. An acquisition from an award is not the same as an open-market purchase. Joint filers may share a transaction. Use original receipts and availability dates to interpret the events.