HORIZON FDS (BNDY)
Institutional ownership reported to the SEC as of Q2 2026, across 4 quarters.
6
Reporting holders
$247.5M
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 |
|---|---|---|---|---|---|
| Bank of New York Mellon Corp | $197.8M | 7,858,173 | 0.03% | 4q | +8.9%+$16.1M |
| ENVESTNET ASSET MANAGEMENT INC | $48.5M | 1,928,012 | 0.01% | new | NEW |
| KESTRA PRIVATE WEALTH SERVICES, LLC | $864.4K | 34,349 | 0.01% | 2q | +13.3%+$101.7K |
| US BANCORP \DE\ | $259.9K | 10,328 | 0.00% | new | NEW |
| OSAIC HOLDINGS, INC. | $31.2K | 1,240 | 0.00% | 3q | HELD |
| Horizon Investments, LLC | $28.2K | 1,128 | 0.00% | 4q | -47.2%-$25.2K |
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 | 6 | $247.5M | 9,833,230 | 2 | 2 | 1 | 0.0% |
| Q1 2026 | 7 | $187.0M | 7,275,615 | 2 | 2 | 2 | 0.0% |
| Q4 2025 | 5 | $184.9M | 7,179,746 | 2 | 2 | 0 | 0.0% |
| Q3 2025 | 4 | $181.7M | 7,089,251 | 4 | 0 | 0 | 0.0% |