DOSSIER · 13F Holders · Q1 2026Cheap mega-capRe-rated
STOX

HORIZON FDS

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

CUSIP 44053A556·9 13F holders·last filed Mar 31, 2026
Market cap
1.9%
vs prior quarter
13F value held
$82M
53.0% inst. owned
of float
Holders
9
-64 QoQ
filers reporting
Activity
+54 / −100
+837 added · −916 reduced
this quarter
Concentration
69.34%
Bank of New York Mellon Corp #1
top holder share
AI Holders Summary · Q1 2026

9 institutions reported STOX in Q1 2026. Bank of New York Mellon Corp leads at 69.3% of the visible book. -64 net institutions QoQ — distribution reading.

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
$24M870K2.38%Q1 2026
03
Simplicity Wealth,LLC
CIK 0001913243
$661,78124K0.04%Q1 2026
04
GTS SECURITIES LLC
CIK 0001452765· Market maker
$454,32517K0.02%Q1 2026
05
JANE STREET GROUP, LLC
CIK 0001595888· Market maker
$360,00813K0.00%Q1 2026
06
Horizon Investments, LLC
CIK 0001560717
$23,8548420.00%Q4 2025
07
OSAIC HOLDINGS, INC.
CIK 0001677044
$11,9564420.00%Q1 2026
08
Cambridge Investment Research Advisors, Inc.
CIK 0001419186
$4,661172K0.01%Q1 2026
09
CONCOURSE FINANCIAL GROUP SECURITIES, INC.
CIK 0000752798
$00Q2 2025