DOSSIER · 13F Holders · Q3 2026

HORIZON FDS FLEXIBLE INCOME AD

10 institutions still hold HORIZON FDS FLEXIBLE INCOME AD as of Q3 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 44053A523·10 13F holders·last filed Sep 30, 2026
Market cap
—
13F value held
$63M
visible holders
Holders
10
filers reporting
Concentration
64.08%
Bank of New York Mellon Corp #1
top holder share
AI Holders Summary · Q3 2026

10 institutions reported HORIZON FDS FLEXIBLE INCOME AD in Q3 2026. Bank of New York Mellon Corp leads at 64.1% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
Bank of New York Mellon Corp
CIK 0001390777
$40M1.7M0.01%Q3 2026
02
Cetera Investment Advisers
CIK 0001666741
$13M524K0.01%Q3 2026
03
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$9M370K0.00%Q2 2026
04
PRINCIPAL SECURITIES, INC.
CIK 0000012600
$390K16K0.00%Q3 2026
05
JANE STREET GROUP, LLC
CIK 0001595888· Market maker
$217K9K0.00%Q3 2026
06
US BANCORP \DE\
CIK 0000036104
$53K2K0.00%Q3 2026
07
Horizon Investments, LLC
CIK 0001560717
$7K2810.00%Q3 2026
08
OSAIC HOLDINGS, INC.
CIK 0001677044
$5K2250.00%Q3 2026
09
UBS Group AG
CIK 0001610520
$5K2070.00%Q3 2026
10
FMR LLC
CIK 0000315066
$2410.00%Q3 2026