We are live on ! Find out more
HBTA

Horizon Expedition Plus ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Bank of New York Mellon
1
Bank of New York Mellon
New York
$42M +$840K +29,376 +2%
LPL Financial
2
LPL Financial
California
$22.9M +$24.5M +855,237 New
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$20.9M +$2.23M +78,009 +11%
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$17M -$2.46M -85,965 -12%
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$16.3M +$1.74M +60,989 +11%
BCI
6
Brinker Capital Investments
Pennsylvania
$3.13M +$73.8K +2,578 +2%
GSEP
7
Golden State Equity Partners
California
$2.16M +$2.31M +80,807 New
PS
8
Principal Securities
Iowa
$1.66M +$167K +5,832 +10%
GSWM
9
Golden State Wealth Management
California
$1.6M +$1.71M +59,883 New
HI
10
Horizon Investments
North Carolina
$778K +$292K +10,214 +54%
CFG
11
Certior Financial Group
Pennsylvania
$624K -$37.6K -1,314 -5%
Envestnet Portfolio Solutions
12
Envestnet Portfolio Solutions
Illinois
$528K -$129K -4,492 -19%
Morgan Stanley
13
Morgan Stanley
New York
$512K +$547K +19,112 New
IFA
14
Interactive Financial Advisors
Illinois
$507K -$4.32K -151 -0.8%
BIG
15
Brookwood Investment Group
Arizona
$356K +$69.2K +2,418 +22%
Osaic Holdings
16
Osaic Holdings
Arizona
$347K +$72.2K +2,524 +24%
AFP
17
Ausdal Financial Partners
Iowa
$265K -$601 -21 -0.2%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$42K +$27.9K +974 +164%
Wells Fargo
19
Wells Fargo
California
$2.6K +$2.77K +97 New
SAM
20
Smartleaf Asset Management
Massachusetts
$668 +$744 +26 New
UBS Group
21
UBS Group
Switzerland
$428 -$11.4K -398 -96%
OMC
22
Old Mission Capital
Illinois
-$508K -17,536 Closed
HAS
23
HBW Advisory Services
California
-$152K -5,236 Closed
JP Morgan Chase
24
JP Morgan Chase
New York
-$115K -3,969 Closed
KAS
25
Kestra Advisory Services
Texas
-$31.9K -1,102 Closed