DOSSIER · 13F Holders · Q1 2026
STOX

HORIZON FDS

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

CUSIP 44053A556·10 13F holders·last filed Mar 31, 2026
Market cap
13F value held
$90M
visible holders
Holders
10
filers reporting
Concentration
62.87%
Bank of New York Mellon Corp #1
top holder share
AI Holders Summary · Q1 2026

10 institutions reported STOX in Q1 2026. Bank of New York Mellon Corp leads at 62.9% 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
$57M2.1M0.01%Q1 2026
02
Cooper Financial Group
CIK 0001751581
$27M879K2.26%Q2 2026
03
Cambridge Investment Research Advisors, Inc.
CIK 0001419186
$5M172K0.01%Q1 2026
04
Simplicity Wealth,LLC
CIK 0001913243
$662K24K0.04%Q1 2026
05
GTS SECURITIES LLC
CIK 0001452765· Market maker
$454K17K0.02%Q1 2026
06
JANE STREET GROUP, LLC
CIK 0001595888· Market maker
$360K13K0.00%Q1 2026
07
Horizon Investments, LLC
CIK 0001560717
$24K8420.00%Q4 2025
08
OSAIC HOLDINGS, INC.
CIK 0001677044
$12K4420.00%Q1 2026
09
Golden State Wealth Management, LLC
CIK 0001776033
$8K2500.00%Q2 2026
10
CONCOURSE FINANCIAL GROUP SECURITIES, INC.
CIK 0000752798
$00Q2 2025