# HORIZON FDS (BNDY)

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

- Reporting holders: 6
- Reported value: $296.0M
- 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 |
|---|---|---|---|---|
| [Bank of New York Mellon Corp](https://holderbook.com/funds/1390777-bank-of-new-york-mellon-corp/) | $197.8M | 7,858,173 | 0.0% | 4 |
| [ENVESTNET ASSET MANAGEMENT INC](https://holderbook.com/funds/1407543-envestnet-asset-management-inc/) | $97.0M | 3,856,024 | 0.0% | 1 |
| [KESTRA PRIVATE WEALTH SERVICES, LLC](https://holderbook.com/funds/1649451-kestra-private-wealth-services-llc/) | $864.4K | 34,349 | 0.0% | 2 |
| [US BANCORP \DE\](https://holderbook.com/funds/36104-us-bancorp-de/) | $259.9K | 10,328 | 0.0% | 1 |
| [OSAIC HOLDINGS, INC.](https://holderbook.com/funds/1677044-osaic-holdings-inc/) | $31.2K | 1,240 | 0.0% | 3 |
| [Horizon Investments, LLC](https://holderbook.com/funds/1560717-horizon-investments-llc/) | $28.2K | 1,128 | 0.0% | 4 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q2 2026 | 6 | $296.0M |
| Q1 2026 | 7 | $187.0M |
| Q4 2025 | 5 | $184.9M |
| Q3 2025 | 4 | $181.7M |