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

HORIZON FDS

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

CUSIP 44053A622·20 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$285M
visible holders
Holders
20
filers reporting
Concentration
26.22%
ENVESTNET ASSET MANAGEMENT INC #1
top holder share
AI Holders Summary · Q2 2026

20 institutions reported BENJ in Q2 2026. ENVESTNET ASSET MANAGEMENT INC leads at 26.2% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$75M1.4M0.02%Q2 202602
Bank of New York Mellon Corp
CIK 0001390777
$59M1.1M0.01%Q2 202603
LPL Financial LLC
CIK 0001403438
$47M884K0.01%Q2 202604
Cetera Investment Advisers
CIK 0001666741
$44M839K0.04%Q2 202605
Cambridge Investment Research Advisors, Inc.
CIK 0001419186
$43M814K0.11%Q1 202606
Orion Porfolio Solutions, LLC
CIK 0001360533
$7M125K0.05%Q2 202607
PRINCIPAL SECURITIES, INC.
CIK 0000012600
$4M79K0.05%Q2 202608
AVANTAX ADVISORY SERVICES, INC.
CIK 0001303042
$2M36K0.01%Q2 202509
CERTIOR FINANCIAL GROUP, LLC
CIK 0002055620
$2M31K0.90%Q2 202610
Envestnet Portfolio Solutions, Inc.
CIK 0001998033
$956K18K0.00%Q2 202611
WOLVERINE TRADING, LLC
CIK 0000927337
$738K14K0.00%Q3 202512
OSAIC HOLDINGS, INC.
CIK 0001677044
$648K12K0.00%Q2 202613
Brookstone Capital Management
CIK 0001599584
$306K6K0.00%Q2 202614
Atria Investments, Inc
CIK 0001535865
$276K5K0.00%Q2 202615
Brookwood Investment Group LLC
CIK 0002066812
$268K5K0.03%Q2 202616
Kestra Advisory Services, LLC
CIK 0001830819
$224K4K0.00%Q2 202617
Silver Grove Financial Group, Inc.
CIK 0002111172
$53K1K0.03%Q2 202618
US BANCORP \DE\
CIK 0000036104
$45K8610.00%Q2 202619
Horizon Investments, LLC
CIK 0001560717
$19K3680.00%Q2 202620
CONCOURSE FINANCIAL GROUP SECURITIES, INC.
CIK 0000752798
$00—Q2 2025