FOUNDATIONS INVESTMENT ADVISORS, LLC has opened a new $82.3M position in $HBTA, per a new SEC 13F filing. This disclosure reflects the funds' holdings for the 06-30-2026 report period. You can see the fund's full portfolio on Quiver Quantitative, and also track the largest institutional owners of $HBTA.
$HBTA Hedge Fund Activity
We have seen 11 institutional investors add shares of $HBTA stock to their portfolio, and 18 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- FOUNDATIONS INVESTMENT ADVISORS, LLC added 2,516,378 shares (+inf%) to their portfolio in Q2 2026, for an estimated $82,260,396
- ENVESTNET ASSET MANAGEMENT INC added 257,230 shares (+33.0%) to their portfolio in Q2 2026, for an estimated $8,408,848
- CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. removed 85,965 shares (-11.9%) from their portfolio in Q1 2026, for an estimated $2,302,177
- LPL FINANCIAL LLC added 37,929 shares (+4.4%) to their portfolio in Q2 2026, for an estimated $1,239,899
- HORIZON INVESTMENTS, LLC removed 28,526 shares (-98.3%) from their portfolio in Q2 2026, for an estimated $932,514
- NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO removed 28,471 shares (-100.0%) from their portfolio in Q1 2026, for an estimated $762,464
- MORGAN STANLEY removed 19,081 shares (-99.8%) from their portfolio in Q2 2026, for an estimated $623,757
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API 13F endpoint.
Note that there may be inaccuracies in these estimates due to filing errors by the funds, parsing errors by us, or other anomalies.
Check out Quiver Quantitative's $HBTA ticker page for more data.