AI Holders Summary · Q2 2026

114 institutions reported HRZN in Q2 2026. MORGAN STANLEY leads at 19.0% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter

MORGAN STANLEY

CIK 0000895421

$5M1.1M0.00%Q2 2026 02

MARSHALL WACE, LLP

CIK 0001318757

$3M592K0.00%Q2 2026 03

Caprock Group, LLC

CIK 0001610769

$2M454K0.04%Q2 2026 04

Green Alpha Advisors, LLC

CIK 0001439207

$2M430K1.36%Q2 2026 05

Legal & General Group Plc

CIK 0000764068

$2M386K0.00%Q2 2026 06

Eagle Point Credit Management LLC

CIK 0001607203

$2M366K2.62%Q2 2026 07

Virtus Investment Advisers, LLC

CIK 0000019481

$1M252K0.28%Q2 2026 08

BLAIR WILLIAM & CO/IL

CIK 0000902367

$1M239K0.00%Q2 2026 09

BANK OF AMERICA CORP /DE/

CIK 0000070858

$1M226K0.00%Q2 2026 10

CAZ INVESTMENTS LP

CIK 0001159363

$1M217K0.19%Q2 2026 11

Connecticut Wealth Management, LLC

CIK 0001689829

$1M215K0.04%Q2 2026 12

UBS Group AG

CIK 0001610520

$925K195K0.00%Q2 2026 13

BlackRock, Inc.

CIK 0002012383

$856K181K0.00%Q2 2026 14

Arax Advisory Partners

CIK 0001586767

$597K126K0.00%Q2 2026 15

Apollon Wealth Management, LLC

CIK 0001764387

$597K126K0.01%Q2 2026 16

LaFleur & Godfrey LLC

CIK 0001387458

$542K115K0.06%Q2 2026 17

UMB Bank, n.a.

CIK 0000933429

$508K107K0.01%Q2 2026 18

Focus Partners Wealth

CIK 0001542153

$483K101K0.00%Q2 2026 19

AQR CAPITAL MANAGEMENT LLC

CIK 0001167557

$432K91K0.00%Q2 2026 20

JACKSON THORNTON WEALTH MANAGEMENT, LLC

CIK 0001903880

$429K91K0.03%Q2 2026

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