HORIZON FDS (QGRD)
Institutional ownership reported to the SEC as of Q2 2026, across 4 quarters.
7
Reporting holders
$105.4M
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 | $87.8M | 2,882,851 | 0.01% | 4q | +0.6%+$553.4K |
| ENVESTNET ASSET MANAGEMENT INC | $16.8M | 549,838 | 0.00% | new | NEW |
| JANE STREET GROUP, LLC | $636.4K | 20,887 | 0.00% | new | NEW |
| US BANCORP \DE\ | $81.8K | 2,686 | 0.00% | new | NEW |
| Horizon Investments, LLC | $20.7K | 678 | 0.00% | 4q | -49.6%-$20.4K |
| SITTNER & NELSON, LLC | $11.2K | 366 | 0.00% | new | NEW |
| UBS Group AG | $9.2K | 302 | 0.00% | new | NEW |
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 | 7 | $105.4M | 3,457,608 | 5 | 1 | 1 | 0.0% |
| Q1 2026 | 3 | $73.6M | 2,892,296 | 1 | 2 | 0 | 0.0% |
| Q4 2025 | 4 | $75.3M | 2,825,386 | 1 | 0 | 3 | 0.0% |
| Q3 2025 | 4 | $76.8M | 2,870,648 | 4 | 0 | 0 | 0.0% |