HSMV

First Trust Horizon ManagedETF$38.30 0.44%
UnclassifiedCUSIP 33741Y100· EOD Sep 8, 2026

Among active 13F managers last quarter, 1 opened and 4 reduced; the largest holder to move was Orion Porfolio Solutions, LLC (−3.1%).

Tracked 13F holders
15
5 in Q2 2026 filings
13F value (tracked)
$28.7M
13F moves · latest Q
1 added
4 reduced

Price & smart-money activity

$38.30 0.44%5Y +17.0%
$27.34$30.59$33.84$37.10$40.35202120222023202420252026222222232234223324332
Hover for who · click for detailEnd-of-day closing prices52w $35.13 – $39.82

Who owns HSMV?

15 tracked 13F filers · ranked by shares held

15 tracked 13F filers disclose a position in HSMV as of the latest SEC 13F filings, a combined $28.7M in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

#FundSharesPosition valueLast moveAs ofHistory
1Envestnet Asset Management Inc222K
$8.0M
+4.9%
Added · +10K sh
Q1 2026
2Cetera Investment Advisers185K
$6.7M
+5.2%
Added · +9K sh
Q1 2026
3LPL Financial LLC172K
$6.2M
+5.4%
Added · +9K sh
Q1 2026
4Bank of New York Mellon Corp143K
$5.2M
+4.6%
Added · +6K sh
Q1 2026
5Orion Porfolio Solutions, LLC27K
$1.1M
−3.1%
Reduced · −878 sh
Q2 2026
6Principal Securities, Inc.17K
$632K
−0.2%
Reduced · −41 sh
Q2 2026
7Tower Research Capital LLC (TRC)13K
$476K
−65%
Reduced · −25K sh
Q1 2026
8Certior Financial Group, LLC8K
$289K
−3.6%
Reduced · −286 sh
Q2 2026
9Osaic Holdings, Inc.4K
$135K
+6.4%
Added · +225 sh
Q1 2026
10Silver Grove Financial Group, Inc.417
$16K
New
+417 sh
Q2 2026
11Royal Bank Of Canada339
$12K
New
+339 sh
Q1 2026
12International Assets Investment Management, LLC286
$11K
Held
Q2 2026
13Truvestments Capital LLC227
$9K
Held
Q2 2026
14UBS Group AG3
$109
−100%
Reduced · −887 sh
Q1 2026
15Russell Investments Group, Ltd.1
$34
Held
Q1 2026

Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

Is HSMV being bought or sold by institutions?

Last quarter, 1 fund opened a new position in HSMV, while 4 reduced. Based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).

Opened
1
fund took a first position
Reduced
4
reduced, still holding
Biggest moves · ranked by size of the change, positions above a floor

Funds that own HSMV also own

CompanyCo-held byTheir position there
Nvidia CorpNVDA8 funds$5.7B
Apple IncAAPL8 funds$4.6B
Microsoft CorpMSFT8 funds$3.8B
Amazon.com IncAMZN8 funds$2.5B
Alphabet Inc-CL CGOOG8 funds$2.1B
Broadcom IncAVGO8 funds$1.7B
Taiwan Semiconductor-SP ADRTSM8 funds$1.4B
Tesla IncTSLA8 funds$979.0M
Johnson & JohnsonJNJ8 funds$763.2M
Micron Technology IncMU8 funds$585.7M
Berkshire Hathaway Inc-CL BBRK/B8 funds$565.1M
ExxonMobil Holdings CorpXOM8 funds$560.1M

Ranked by how many of HSMV's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in HSMV.

Institutional ownership over time

5 tracked filers in Q2 2026 filingsstill filing
0815Q3 2024Q1 2025Q3 2025Q1 2026Q2 2026
tracked filers holding their reported valueQ2 2026 filings so far: $956K
Each bar counts tracked filers with a position in that quarter's filings, so the newest bar excludes filers still on an earlier quarter. Arkolith's tracked universe has grown over this window; part of any long-run rise is coverage, not new buyers.

Recent filings

0 most recent

No filings captured for this ticker in the live stream yet.

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Ask your agent what changed in HSMV

This ETF page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.

Copy-paste
curl -H "Authorization: Bearer YOUR_API_KEY" \
  "https://arkolith.com/api/v1/stocks/HSMV/capital-change-brief"
Ask your agent
Use Arkolith's capital_change_brief for HSMV.
Tell me what changed, whether insider activity
corroborates it, and cite the SEC evidence.

13F holdings + quarter-over-quarter ownership changes + end-of-day price history + the live filing stream, joined for HSMV. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.