DOSSIER · 13F Holders · Q2 2026
STOX

HORIZON FDS

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

CUSIP 44053A556·14 13F holders·last filed Jun 30, 2026
Market cap
13F value held
$121M
visible holders
Holders
14
filers reporting
Concentration
54.87%
Bank of New York Mellon Corp #1
top holder share
AI Holders Summary · Q2 2026

14 institutions reported STOX in Q2 2026. Bank of New York Mellon Corp leads at 54.9% 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
$66M2.1M0.01%Q2 2026
02
Cooper Financial Group
CIK 0001751581
$27M879K2.26%Q2 2026
03
LPL Financial LLC
CIK 0001403438
$15M498K0.00%Q2 2026
04
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$5M173K0.00%Q2 2026
05
Cambridge Investment Research Advisors, Inc.
CIK 0001419186
$5M172K0.01%Q1 2026
06
Simplicity Wealth,LLC
CIK 0001913243
$897K29K0.03%Q2 2026
07
JANE STREET GROUP, LLC
CIK 0001595888· Market maker
$360K13K0.00%Q1 2026
08
GOLDMAN SACHS GROUP INC
CIK 0000886982
$347K11K0.00%Q2 2026
09
US BANCORP \DE\
CIK 0000036104
$112K4K0.00%Q2 2026
10
OSAIC HOLDINGS, INC.
CIK 0001677044
$44K1K0.00%Q2 2026
11
Horizon Investments, LLC
CIK 0001560717
$26K8420.00%Q2 2026
12
JONES FINANCIAL COMPANIES LLLP
CIK 0000815917
$13K4300.00%Q2 2026
13
Golden State Wealth Management, LLC
CIK 0001776033
$8K2500.00%Q2 2026
14
CONCOURSE FINANCIAL GROUP SECURITIES, INC.
CIK 0000752798
$00Q2 2025