HORIZON FDS (SFTX)
Institutional ownership reported to the SEC as of Q2 2026, across 3 quarters.
12
Reporting holders
$502.5M
Reported value
0.0%
Held as options
+5
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 | $414.1M | 13,314,478 | 0.07% | 3q | -5.2%-$22.9M |
| ENVESTNET ASSET MANAGEMENT INC | $81.7M | 2,627,251 | 0.02% | new | NEW |
| CITADEL ADVISORS LLC | $2.9M | 94,569 | 0.00% | 3q | +420.6%+$2.4M |
| GOLDMAN SACHS GROUP INC | $959.9K | 30,867 | 0.00% | new | NEW |
| JANE STREET GROUP, LLC | $890.1K | 28,622 | 0.00% | 3q | -74.0%-$2.5M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $642.2K | 20,651 | 0.00% | 2q | -32.3%-$306.3K |
| Brookstone Capital Management | $481.1K | 15,469 | 0.00% | 2q | HELD |
| US BANCORP \DE\ | $384.1K | 12,350 | 0.00% | new | NEW |
| Creative Planning | $275.1K | 8,847 | 0.00% | new | NEW |
| UBS Group AG | $69.4K | 2,232 | 0.00% | 2q | +558.4%+$58.9K |
| SITTNER & NELSON, LLC | $55.5K | 1,784 | 0.02% | new | NEW |
| Horizon Investments, LLC | $36.4K | 1,172 | 0.00% | 3q | -52.6%-$40.4K |
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 | 12 | $502.5M | 16,158,292 | 5 | 2 | 4 | 0.0% |
| Q1 2026 | 7 | $379.3M | 14,227,173 | 3 | 2 | 2 | 0.0% |
| Q4 2025 | 4 | $366.2M | 14,271,966 | 4 | 0 | 0 | 0.0% |