HORIZON FDS (SFTY)
Institutional ownership reported to the SEC as of Q2 2026, across 4 quarters.
18
Reporting holders
$491.5M
Reported value
0.0%
Held as options
+13
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 | $380.1M | 12,356,438 | 0.06% | 4q | +1.2%+$4.6M |
| ENVESTNET ASSET MANAGEMENT INC | $76.2M | 2,477,139 | 0.02% | new | NEW |
| Foundations Investment Advisors, LLC | $19.8M | 644,442 | 0.20% | new | NEW |
| LPL Financial LLC | $10.1M | 328,786 | 0.00% | new | NEW |
| J.M. Arbour, LLC | $1.8M | 57,081 | 1.51% | new | NEW |
| Independent Advisor Alliance | $853.4K | 27,745 | 0.02% | new | NEW |
| CreativeOne Wealth, LLC | $725.9K | 23,599 | 0.02% | new | NEW |
| Brookstone Capital Management | $411.7K | 13,384 | 0.00% | 2q | -1.2%-$5.0K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $375.3K | 12,200 | 0.00% | 2q | -47.8%-$344.0K |
| US BANCORP \DE\ | $357.1K | 11,608 | 0.00% | new | NEW |
| Creative Planning | $250.5K | 8,143 | 0.00% | new | NEW |
| UBS Group AG | $142.2K | 4,622 | 0.00% | 2q | +1580.7%+$133.7K |
| AdvisorNet Financial, Inc | $129.9K | 4,224 | 0.01% | new | NEW |
| AE Wealth Management LLC | $119.8K | 3,896 | 0.00% | new | NEW |
| Horizon Investments, LLC | $59.2K | 1,925 | 0.00% | 4q | -49.3%-$57.6K |
| JPMORGAN CHASE & CO | $54.6K | 1,791 | 0.00% | new | NEW |
| SITTNER & NELSON, LLC | $46.5K | 1,513 | 0.01% | new | NEW |
| GeoWealth Management, LLC | $11.3K | 366 | 0.00% | new | NEW |
| Cambridge Investment Research Advisors, Inc. | $3.2K | 103,298 | 0.00% | 2q | +248.5%+$2.3K |
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 | 18 | $491.5M | 15,978,902 | 13 | 2 | 3 | 0.0% |
| Q1 2026 | 5 | $331.2M | 12,246,863 | 3 | 2 | 0 | 0.0% |
| Q4 2025 | 2 | $337.5M | 11,995,009 | 0 | 1 | 1 | 0.0% |
| Q3 2025 | 4 | $336.0M | 12,231,482 | 4 | 0 | 0 | 0.0% |