AI Holders Summary · Q1 2026

75 institutions reported HRZN in Q1 2026. Green Alpha Advisors, LLC leads at 17.0% of the visible book.

Top holders

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

Hide index funds / market makers / custodians(1 on this page)

#HolderValueShares% port.Quarter

Green Alpha Advisors, LLC

CIK 0001439207

$2M590K2.45%Q1 2026 02

MARSHALL WACE, LLP

CIK 0001318757

$2M282K0.00%Q4 2025 03

Eagle Point Credit Management LLC

CIK 0001607203

$2M366K2.02%Q1 2026 04

Legal & General Group Plc

CIK 0000764068

$1M329K0.00%Q1 2026 05

Connecticut Wealth Management, LLC

CIK 0001689829

$900K214K0.04%Q1 2026 06

BlackRock, Inc.

CIK 0002012383

$756K179K0.00%Q1 2026 07

TWO SIGMA INVESTMENTS, LP

CIK 0001179392

$632K150K0.00%Q1 2026 08

UBS Group AG

CIK 0001610520

$607K144K0.00%Q1 2026 09

Virtus Investment Advisers, LLC

CIK 0000019481

$606K144K0.17%Q1 2026 10

Apollon Wealth Management, LLC

CIK 0001764387

$597K126K0.01%Q2 2026 11

LaFleur & Godfrey LLC

CIK 0001387458

$542K115K0.06%Q2 2026 12

TWO SIGMA ADVISERS, LP

CIK 0001478735

$408K63K0.00%Q4 2025 13

Quadrature Capital Ltd

CIK 0001651424

$365K57K0.00%Q4 2025 14

MILLENNIUM MANAGEMENT LLC

CIK 0001273087

$320K76K0.00%Q1 2026 15

CITADEL ADVISORS LLC

CIK 0001423053

$319K50K0.00%Q4 2025 16

First Financial Bank - Trust Division

CIK 0001315339

$310K66K0.02%Q2 2026 17

IMC-Chicago, LLC

CIK 0001452861· Market maker

$260K62K0.00%Q1 2026 18

BANK OF AMERICA CORP /DE/

CIK 0000070858

$257K61K0.00%Q1 2026 19

CANADA LIFE ASSURANCE Co

CIK 0001046192

$240K56K0.00%Q1 2026 20

INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC

CIK 0001818604

$233K49K0.01%Q2 2026

Page 1 of 4

55 more holders available. Log in →