# HORIZON FDS (BENJ)

> Institutional ownership reported to the SEC as of Q2 2026, from Form 13F filings. Source: https://holderbook.com/stocks/BENJ/

- Reporting holders: 17
- Reported value: $396.4M
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [ENVESTNET ASSET MANAGEMENT INC](https://holderbook.com/funds/1407543-envestnet-asset-management-inc/) | $149.6M | 2,836,192 | 0.0% | 5 |
| [Cambridge Investment Research Advisors, Inc.](https://holderbook.com/funds/1419186-cambridge-investment-research-advisors-inc/) | $80.5M | 1,526,004 | 0.1% | 5 |
| [Bank of New York Mellon Corp](https://holderbook.com/funds/1390777-bank-of-new-york-mellon-corp/) | $59.2M | 1,122,748 | 0.0% | 4 |
| [LPL Financial LLC](https://holderbook.com/funds/1403438-lpl-financial-llc/) | $46.6M | 884,354 | 0.0% | 2 |
| [Cetera Investment Advisers](https://holderbook.com/funds/1666741-cetera-investment-advisers/) | $44.3M | 839,309 | 0.0% | 4 |
| [Orion Porfolio Solutions, LLC](https://holderbook.com/funds/1360533-orion-porfolio-solutions-llc/) | $6.6M | 124,730 | 0.1% | 5 |
| [PRINCIPAL SECURITIES, INC.](https://holderbook.com/funds/12600-principal-securities-inc/) | $4.2M | 79,022 | 0.1% | 5 |
| [Envestnet Portfolio Solutions, Inc.](https://holderbook.com/funds/1998033-envestnet-portfolio-solutions-inc/) | $1.9M | 36,260 | 0.0% | 5 |
| [CERTIOR FINANCIAL GROUP, LLC](https://holderbook.com/funds/2055620-certior-financial-group-llc/) | $1.6M | 30,986 | 0.9% | 6 |
| [OSAIC HOLDINGS, INC.](https://holderbook.com/funds/1677044-osaic-holdings-inc/) | $648.2K | 12,289 | 0.0% | 6 |
| [Brookstone Capital Management](https://holderbook.com/funds/1599584-brookstone-capital-management/) | $305.5K | 5,792 | 0.0% | 2 |
| [Atria Investments, Inc](https://holderbook.com/funds/1535865-atria-investments-inc/) | $275.5K | 5,223 | 0.0% | 6 |
| [Brookwood Investment Group LLC](https://holderbook.com/funds/2066812-brookwood-investment-group-llc/) | $268.0K | 5,081 | 0.0% | 4 |
| [Kestra Advisory Services, LLC](https://holderbook.com/funds/1830819-kestra-advisory-services-llc/) | $224.3K | 4,252 | 0.0% | 1 |
| [Silver Grove Financial Group, Inc.](https://holderbook.com/funds/2111172-silver-grove-financial-group-inc/) | $52.8K | 1,000 | 0.0% | 1 |
| [US BANCORP \DE\](https://holderbook.com/funds/36104-us-bancorp-de/) | $45.4K | 861 | 0.0% | 1 |
| [Horizon Investments, LLC](https://holderbook.com/funds/1560717-horizon-investments-llc/) | $19.4K | 368 | 0.0% | 6 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q2 2026 | 17 | $396.4M |
| Q1 2026 | 18 | $273.1M |
| Q4 2025 | 16 | $211.8M |
| Q3 2025 | 16 | $182.9M |
| Q2 2025 | 13 | $51.1M |
| Q1 2025 | 6 | $4.9M |