13F Insight
DOSSIER · 13F Holders · Q2 2026
HBTA

HORIZON FDS

28 institutions still hold HORIZON FDS as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 44053A630·28 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$248M
visible holders
Holders
28
filers reporting
Concentration
33.21%
FOUNDATIONS INVESTMENT ADVISORS, LLC #1
top holder share
AI Holders Summary · Q2 2026

28 institutions reported HBTA in Q2 2026. FOUNDATIONS INVESTMENT ADVISORS, LLC leads at 33.2% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
FOUNDATIONS INVESTMENT ADVISORS, LLC
CIK 0001743404
$82M2.5M0.85%Q2 202602
Bank of New York Mellon Corp
CIK 0001390777
$51M1.6M0.01%Q2 202603
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$34M1.0M0.01%Q2 202604
LPL Financial LLC
CIK 0001403438
$29M893K0.01%Q2 202605
Cetera Investment Advisers
CIK 0001666741
$20M611K0.02%Q2 202606
Cambridge Investment Research Advisors, Inc.
CIK 0001419186
$17M635K0.04%Q1 202607
Orion Porfolio Solutions, LLC
CIK 0001360533
$4M114K0.03%Q2 202608
Golden State Equity Partners
CIK 0001845003
$2M81K0.16%Q1 202609
PRINCIPAL SECURITIES, INC.
CIK 0000012600
$2M60K0.02%Q2 202610
Golden State Wealth Management, LLC
CIK 0001776033
$2M55K0.16%Q2 202611
AVANTAX ADVISORY SERVICES, INC.
CIK 0001303042
$866K34K0.00%Q2 202512
CERTIOR FINANCIAL GROUP, LLC
CIK 0002055620
$731K22K0.40%Q2 202613
INTERACTIVE FINANCIAL ADVISORS, INC.
CIK 0001419099
$613K19K0.37%Q2 202614
Envestnet Portfolio Solutions, Inc.
CIK 0001998033
$598K18K0.00%Q2 202615
OSAIC HOLDINGS, INC.
CIK 0001677044
$457K14K0.00%Q2 202616
Ausdal Financial Partners, Inc.
CIK 0001667146
$323K10K0.01%Q2 202617
Brookwood Investment Group LLC
CIK 0002066812
$294K9K0.03%Q2 202618
WOLVERINE TRADING, LLC
CIK 0000927337
$284K10K0.00%Q3 202519
AE Wealth Management LLC
CIK 0001697723
$162K5K0.00%Q2 202620
US BANCORP \DE\
CIK 0000036104
$58K2K0.00%Q2 2026
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