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

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 44053A549·20 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$492M
visible holders
Holders
20
filers reporting
Concentration
77.20%
Bank of New York Mellon Corp #1
top holder share
AI Holders Summary · Q2 2026

20 institutions reported SFTY in Q2 2026. Bank of New York Mellon Corp leads at 77.2% 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
$380M12.4M0.06%Q2 202602
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$76M2.5M0.02%Q2 202603
FOUNDATIONS INVESTMENT ADVISORS, LLC
CIK 0001743404
$20M644K0.20%Q2 202604
LPL Financial LLC
CIK 0001403438
$10M329K0.00%Q2 202605
J.M. Arbour, LLC
CIK 0002099154
$2M57K1.51%Q2 202606
Independent Advisor Alliance
CIK 0001696899
$853K28K0.02%Q2 202607
Cambridge Investment Research Advisors, Inc.
CIK 0001419186
$801K30K0.00%Q1 202608
CreativeOne Wealth, LLC
CIK 0001739728
$726K24K0.02%Q2 202609
Brookstone Capital Management
CIK 0001599584
$412K13K0.00%Q2 202610
SUSQUEHANNA INTERNATIONAL GROUP, LLP
CIK 0001446194· Market maker
$375K12K0.00%Q2 202611
US BANCORP \DE\
CIK 0000036104
$357K12K0.00%Q2 202612
Creative Planning
CIK 0001540235
$250K8K0.00%Q2 202613
UBS Group AG
CIK 0001610520
$142K5K0.00%Q2 202614
AdvisorNet Financial, Inc
CIK 0001409362
$130K4K0.01%Q2 202615
AE Wealth Management LLC
CIK 0001697723
$120K4K0.00%Q2 202616
Horizon Investments, LLC
CIK 0001560717
$59K2K0.00%Q2 202617
JPMORGAN CHASE & CO
CIK 0000019617
$55K2K0.00%Q2 202618
SITTNER & NELSON, LLC
CIK 0001846138
$47K2K0.01%Q2 202619
GeoWealth Management, LLC
CIK 0001593387
$11K3660.00%Q2 202620
CONCOURSE FINANCIAL GROUP SECURITIES, INC.
CIK 0000752798
$00—Q2 2025