Institutional Ownership
Horizon Fds
CUSIP 44053A630EXPEDITION PLUSHBTAQ1 2026
Institutional Holders
21
13F filers
Shares Held
4.91M
Aggregate institutional
Institutional Value
$114.57M
Q1 2026
Net New Holders
+1
6 new · 5 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions6
Increased9
Decreased6
Sold out5
Institutional Holders
21 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Bank Of New York Mellon Corp | 1.57M | $41.96M | +29.4K | Added |
| 2 | Lpl Financial LLC | 855.2K | $22.90M | +855.2K | New |
| 3 | Envestnet Asset Management Inc | 779.9K | $20.89M | +78.0K | Added |
| 4 | Cetera Investment Advisers | 608.4K | $16.29M | +61.0K | Added |
| 5 | Orion Porfolio Solutions, LLC | 116.7K | $3.13M | +2.6K | Added |
| 6 | Ascentis Independent Advisors | 80.8K | $2.16M | +80.8K | New |
| 7 | Principal Securities, Inc. | 61.8K | $1.66M | +5.8K | Added |
| 8 | Golden State Wealth Management, LLC | 59.9K | $1.60M | +59.9K | New |
| 9 | Horizon Investments, LLC | 29.0K | $777.5K | +10.2K | Added |
| 10 | Certior Financial Group, LLC | 23.3K | $623.6K | −1.3K | Reduced |
11 more institutional holders on Premium
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