DOSSIER · 13F Holders · Q2 2026
SMOX

HORIZON FDS SMALL/MID CAP CO A

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

CUSIP 44053A481·8 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$72M
visible holders
Holders
8
filers reporting
Concentration
83.57%
Bank of New York Mellon Corp #1
top holder share
AI Holders Summary · Q2 2026

8 institutions reported SMOX in Q2 2026. Bank of New York Mellon Corp leads at 83.6% 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
$61M2.0M0.01%Q2 2026
02
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$11M350K0.00%Q2 2026
03
Sanctuary Advisors, LLC
CIK 0001777271
$1M33K0.00%Q2 2026
04
US BANCORP \DE\
CIK 0000036104
$63K2K0.00%Q2 2026
05
PRIVATE TRUST CO NA
CIK 0001277557
$48K2K0.00%Q3 2026
06
UBS Group AG
CIK 0001610520
$12K3880.00%Q2 2026
07
Horizon Investments, LLC
CIK 0001560717
$7K2390.00%Q2 2026
08
SITTNER & NELSON, LLC
CIK 0001846138
$6K1990.00%Q2 2026