DOSSIER · 13F Holders · Q1 2026
SMOX

HORIZON FDS SMALL/MID CAP CO A

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

CUSIP 44053A481·4 13F holders·last filed Mar 31, 2026
Market cap
13F value held
$55M
visible holders
Holders
4
filers reporting
Concentration
98.11%
Bank of New York Mellon Corp #1
top holder share
AI Holders Summary · Q1 2026

4 institutions reported SMOX in Q1 2026. Bank of New York Mellon Corp leads at 98.1% 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
$53M2.0M0.01%Q1 2026
02
Sanctuary Advisors, LLC
CIK 0001777271
$745K28K0.00%Q1 2026
03
CITADEL ADVISORS LLC
CIK 0001423053
$278K11K0.00%Q4 2025
04
Horizon Investments, LLC
CIK 0001560717
$9K3390.00%Q4 2025