# HORIZON FDS (SFTY)

> Institutional ownership reported to the SEC as of Q2 2026, from Form 13F filings. Source: https://holderbook.com/stocks/SFTY/

- Reporting holders: 19
- Reported value: $570.9M
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [Bank of New York Mellon Corp](https://holderbook.com/funds/1390777-bank-of-new-york-mellon-corp/) | $380.1M | 12,356,438 | 0.1% | 4 |
| [ENVESTNET ASSET MANAGEMENT INC](https://holderbook.com/funds/1407543-envestnet-asset-management-inc/) | $152.4M | 4,954,278 | 0.0% | 1 |
| [Foundations Investment Advisors, LLC](https://holderbook.com/funds/1743404-foundations-investment-advisors-llc/) | $19.8M | 644,442 | 0.2% | 1 |
| [LPL Financial LLC](https://holderbook.com/funds/1403438-lpl-financial-llc/) | $10.1M | 328,786 | 0.0% | 1 |
| [Cambridge Investment Research Advisors, Inc.](https://holderbook.com/funds/1419186-cambridge-investment-research-advisors-inc/) | $3.2M | 103,298 | 0.0% | 2 |
| [J.M. Arbour, LLC](https://holderbook.com/funds/2099154-j-m-arbour-llc/) | $1.8M | 57,081 | 1.5% | 1 |
| [Independent Advisor Alliance](https://holderbook.com/funds/1696899-independent-advisor-alliance/) | $853.4K | 27,745 | 0.0% | 1 |
| [CreativeOne Wealth, LLC](https://holderbook.com/funds/1739728-creativeone-wealth-llc/) | $725.9K | 23,599 | 0.0% | 1 |
| [Brookstone Capital Management](https://holderbook.com/funds/1599584-brookstone-capital-management/) | $411.7K | 13,384 | 0.0% | 2 |
| [SUSQUEHANNA INTERNATIONAL GROUP, LLP](https://holderbook.com/funds/1446194-susquehanna-international-group-llp/) | $375.3K | 12,200 | 0.0% | 2 |
| [US BANCORP \DE\](https://holderbook.com/funds/36104-us-bancorp-de/) | $357.1K | 11,608 | 0.0% | 1 |
| [Creative Planning](https://holderbook.com/funds/1540235-creative-planning/) | $250.5K | 8,143 | 0.0% | 1 |
| [UBS Group AG](https://holderbook.com/funds/1610520-ubs-group-ag/) | $142.2K | 4,622 | 0.0% | 2 |
| [AdvisorNet Financial, Inc](https://holderbook.com/funds/1409362-advisornet-financial-inc/) | $129.9K | 4,224 | 0.0% | 1 |
| [AE Wealth Management LLC](https://holderbook.com/funds/1697723-ae-wealth-management-llc/) | $119.8K | 3,896 | 0.0% | 1 |
| [Horizon Investments, LLC](https://holderbook.com/funds/1560717-horizon-investments-llc/) | $59.2K | 1,925 | 0.0% | 4 |
| [JPMORGAN CHASE & CO](https://holderbook.com/funds/19617-jpmorgan-chase-co/) | $54.6K | 1,791 | 0.0% | 1 |
| [SITTNER & NELSON, LLC](https://holderbook.com/funds/1846138-sittner-nelson-llc/) | $46.5K | 1,513 | 0.0% | 1 |
| [GeoWealth Management, LLC](https://holderbook.com/funds/1593387-geowealth-management-llc/) | $11.3K | 366 | 0.0% | 1 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q2 2026 | 19 | $570.9M |
| Q1 2026 | 6 | $332.0M |
| Q4 2025 | 2 | $337.5M |
| Q3 2025 | 4 | $336.0M |