HORIZON FDS (BENJ)
Institutional ownership reported to the SEC as of Q2 2026, across 6 quarters.
16
Reporting holders
$240.1M
Reported value
0.0%
Held as options
-1
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| ENVESTNET ASSET MANAGEMENT INC | $74.8M | 1,418,096 | 0.02% | 5q | +29.2%+$16.9M |
| Bank of New York Mellon Corp | $59.2M | 1,122,748 | 0.01% | 4q | -1.8%-$1.1M |
| LPL Financial LLC | $46.6M | 884,354 | 0.01% | 2q | HELD |
| Cetera Investment Advisers | $44.3M | 839,309 | 0.04% | 4q | -6.0%-$2.8M |
| Orion Porfolio Solutions, LLC | $6.6M | 124,730 | 0.05% | 5q | -2.2%-$148.5K |
| PRINCIPAL SECURITIES, INC. | $4.2M | 79,022 | 0.05% | 5q | -9.2%-$420.4K |
| CERTIOR FINANCIAL GROUP, LLC | $1.6M | 30,986 | 0.90% | 6q | -6.3%-$110.6K |
| Envestnet Portfolio Solutions, Inc. | $956.4K | 18,130 | 0.00% | 5q | -17.0%-$196.3K |
| OSAIC HOLDINGS, INC. | $648.2K | 12,289 | 0.00% | 6q | +13.8%+$78.5K |
| Brookstone Capital Management | $305.5K | 5,792 | 0.00% | 2q | -1.3%-$4.1K |
| Atria Investments, Inc | $275.5K | 5,223 | 0.00% | 6q | -11.7%-$36.4K |
| Brookwood Investment Group LLC | $268.0K | 5,081 | 0.03% | 4q | -9.3%-$27.6K |
| Kestra Advisory Services, LLC | $224.3K | 4,252 | 0.00% | new | NEW |
| Cambridge Investment Research Advisors, Inc. | $80.5K | 1,526,004 | 0.09% | 5q | +87.5%+$37.6K |
| Silver Grove Financial Group, Inc. | $52.8K | 1,000 | 0.03% | new | NEW |
| US BANCORP \DE\ | $45.4K | 861 | 0.00% | new | NEW |
| Horizon Investments, LLC | $19.4K | 368 | 0.00% | 6q | -97.7%-$823.7K |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 16 | $240.1M | 4,552,241 | 3 | 2 | 10 | 0.0% |
| Q1 2026 | 17 | $230.5M | 4,404,355 | 5 | 8 | 3 | 0.0% |
| Q4 2025 | 15 | $170.1M | 3,279,404 | 3 | 9 | 3 | 0.0% |
| Q3 2025 | 15 | $146.5M | 2,852,126 | 6 | 5 | 4 | 0.0% |
| Q2 2025 | 12 | $23.1M | 454,956 | 8 | 1 | 2 | 0.0% |
| Q1 2025 | 6 | $4.9M | 97,244 | 5 | 0 | 0 | 0.0% |