HORIZON FDS (SMOX)
Institutional ownership reported to the SEC as of Q2 2026, across 3 quarters.
7
Reporting holders
$72.4M
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 | $60.5M | 1,972,176 | 0.01% | 3q | -1.9%-$1.2M |
| ENVESTNET ASSET MANAGEMENT INC | $10.7M | 350,228 | 0.00% | new | NEW |
| Sanctuary Advisors, LLC | $1.0M | 33,077 | 0.00% | 2q | +18.2%+$156.4K |
| US BANCORP \DE\ | $63.3K | 2,063 | 0.00% | new | NEW |
| UBS Group AG | $11.9K | 388 | 0.00% | new | NEW |
| Horizon Investments, LLC | $7.3K | 239 | 0.00% | 3q | -64.7%-$13.5K |
| SITTNER & NELSON, LLC | $6.1K | 199 | 0.00% | new | NEW |
| Cambridge Investment Research Advisors, Inc. | $730 | 23,768 | 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 | $72.4M | 2,358,370 | 4 | 1 | 2 | 0.0% |
| Q1 2026 | 3 | $54.3M | 2,038,407 | 1 | 1 | 0 | 0.0% |
| Q4 2025 | 3 | $50.8M | 2,021,170 | 3 | 0 | 0 | 0.0% |