HORIZON FDS (STOX)
Institutional ownership reported to the SEC as of Q2 2026, across 5 quarters.
11
Reporting holders
$115.8M
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 | $66.3M | 2,137,167 | 0.01% | 4q | +2.1%+$1.3M |
| Cooper Financial Group | $27.3M | 878,898 | 2.26% | 2q | +1.0%+$278.6K |
| LPL Financial LLC | $15.4M | 497,770 | 0.00% | new | NEW |
| ENVESTNET ASSET MANAGEMENT INC | $5.4M | 172,633 | 0.00% | new | NEW |
| Simplicity Wealth,LLC | $897.2K | 28,922 | 0.03% | 2q | +18.2%+$138.2K |
| GOLDMAN SACHS GROUP INC | $347.0K | 11,186 | 0.00% | new | NEW |
| US BANCORP \DE\ | $112.2K | 3,616 | 0.00% | new | NEW |
| OSAIC HOLDINGS, INC. | $44.1K | 1,423 | 0.00% | 3q | +221.9%+$30.4K |
| Horizon Investments, LLC | $26.1K | 842 | 0.00% | 4q | -50.0%-$26.1K |
| Cambridge Investment Research Advisors, Inc. | $15.5K | 498,902 | 0.02% | 3q | +189.5%+$10.1K |
| JONES FINANCIAL COMPANIES LLLP | $13.0K | 430 | 0.00% | new | NEW |
| Golden State Wealth Management, LLC | $7.8K | 250 | 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 | 11 | $115.8M | 3,733,137 | 6 | 4 | 1 | 0.0% |
| Q1 2026 | 7 | $81.7M | 3,020,366 | 4 | 2 | 0 | 0.0% |
| Q4 2025 | 4 | $58.7M | 2,101,600 | 2 | 1 | 1 | 0.0% |
| Q3 2025 | 3 | $62.8M | 2,277,376 | 2 | 0 | 1 | 0.0% |
| Q2 2025 | 1 | $1.1M | 41,544 | 1 | 0 | 0 | 0.0% |