HolderBook

HORIZON FDS (FLXN)

Institutional ownership reported to the SEC as of Q2 2026, across 16 quarters.

6
Reporting holders
$48.9M
Reported value
0.0%
Held as options
+3
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

FilerValueShares Their book Held Change
Bank of New York Mellon Corp$39.6M1,590,3060.01%4q+8.6%+$3.1M
ENVESTNET ASSET MANAGEMENT INC$9.2M370,0870.00%newNEW
US BANCORP \DE\$47.7K1,9160.00%newNEW
Horizon Investments, LLC$6.2K2530.00%4q-49.8%-$6.2K
OSAIC HOLDINGS, INC.$5.6K2250.00%3qHELD
UBS Group AG$2.3K940.00%newNEW

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.

QuarterHoldersValue SharesNewAdded TrimmedOptions
Q2 20266$48.9M1,962,8813110.0%
Q1 20263$36.9M1,465,0740200.0%
Q4 20255$36.9M1,453,3763200.0%
Q3 20252$32.9M1,281,5082000.0%
Q3 2021143$235.0M37,706,3762748331.9%
Q2 2021141$375.1M45,144,1191956341.0%
Q1 2021146$425.1M46,950,2182050411.0%
Q4 2020142$594.3M50,911,2971944371.1%
Q3 2020135$521.7M49,711,4151843410.8%
Q2 2020130$598.9M44,976,8012652231.2%
Q1 2020125$253.5M31,855,5662037321.1%
Q4 2019136$703.8M32,853,5752626433.4%
Q3 2019130$494.6M35,383,4331745301.9%
Q2 2019130$414.7M32,992,8022045272.2%
Q1 2019131$428.7M34,085,2092446330.8%
Q4 2018127$418.5M36,531,0791231.1%