HORIZON FDS (DIVN)
Institutional ownership reported to the SEC as of Q2 2026, across 5 quarters.
10
Reporting holders
$183.3M
Reported value
0.0%
Held as options
+4
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 | $145.2M | 4,940,361 | 0.02% | 4q | +2.7%+$3.8M |
| ENVESTNET ASSET MANAGEMENT INC | $31.3M | 1,066,028 | 0.01% | new | NEW |
| Bucket List Wealth Management, LLC | $4.7M | 159,559 | 2.31% | 2q | +46.5%+$1.5M |
| OSAIC HOLDINGS, INC. | $844.9K | 28,750 | 0.00% | 3q | +24472.6%+$841.5K |
| GTS SECURITIES LLC | $593.6K | 20,195 | 0.01% | 2q | -16.9%-$120.9K |
| Brookstone Capital Management | $232.6K | 7,914 | 0.00% | 2q | HELD |
| OLD MISSION CAPITAL LLC | $206.8K | 7,037 | 0.00% | new | NEW |
| US BANCORP \DE\ | $148.0K | 5,034 | 0.00% | new | NEW |
| Horizon Investments, LLC | $17.7K | 605 | 0.00% | 4q | -49.8%-$17.6K |
| SITTNER & NELSON, LLC | $12.5K | 425 | 0.00% | new | NEW |
| Cambridge Investment Research Advisors, Inc. | $4.7K | 159,216 | 0.01% | 2q | +469.7%+$3.9K |
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 | 10 | $183.3M | 6,235,908 | 4 | 3 | 2 | 0.0% |
| Q1 2026 | 6 | $140.8M | 4,955,152 | 3 | 2 | 0 | 0.0% |
| Q4 2025 | 5 | $127.3M | 4,794,790 | 2 | 2 | 0 | 0.0% |
| Q3 2025 | 5 | $124.5M | 4,752,955 | 4 | 0 | 1 | 0.0% |
| Q2 2025 | 1 | $497.3K | 19,789 | 1 | 0 | 0 | 0.0% |