DOSSIER · 13F Holders · Q1 2026
FRGN

HORIZON FDS

5 institutions still hold HORIZON FDS as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 44053A473·5 13F holders·last filed Mar 31, 2026
Market cap
13F value held
$86M
visible holders
Holders
5
filers reporting
Concentration
98.85%
Bank of New York Mellon Corp #1
top holder share
AI Holders Summary · Q1 2026

5 institutions reported FRGN in Q1 2026. Bank of New York Mellon Corp leads at 98.8% 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
$85M3.2M0.02%Q1 2026
02
JANE STREET GROUP, LLC
CIK 0001595888· Market maker
$719K27K0.00%Q1 2026
03
CITADEL ADVISORS LLC
CIK 0001423053
$250K10K0.00%Q4 2025
04
Horizon Investments, LLC
CIK 0001560717
$20K7700.00%Q4 2025
05
UBS Group AG
CIK 0001610520
$2710.00%Q1 2026
Insiders at HORIZON FDS
Apfel Eric J