HORIZON FDS (YNOT)
Institutional ownership reported to the SEC as of Q2 2026, across 4 quarters.
12
Reporting holders
$88.2M
Reported value
0.0%
Held as options
+3
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 | $65.8M | 1,985,853 | 0.01% | 4q | -1.3%-$873.1K |
| ENVESTNET ASSET MANAGEMENT INC | $11.3M | 340,979 | 0.00% | 3q | +1335.8%+$10.5M |
| LPL Financial LLC | $3.3M | 99,397 | 0.00% | 2q | +594.1%+$2.8M |
| OSAIC HOLDINGS, INC. | $2.8M | 83,181 | 0.00% | 3q | +486.4%+$2.3M |
| INTEGRITY ALLIANCE, LLC. | $2.6M | 79,815 | 0.08% | 2q | +1.1%+$28.3K |
| Kestra Advisory Services, LLC | $956.7K | 28,877 | 0.00% | 3q | +125.3%+$532.1K |
| Golden State Wealth Management, LLC | $934.3K | 28,201 | 0.09% | 2q | +5.2%+$46.2K |
| OneDigital Investment Advisors LLC | $399.6K | 12,062 | 0.00% | 2q | +43.7%+$121.6K |
| US BANCORP \DE\ | $71.6K | 2,162 | 0.00% | new | NEW |
| Cambridge Investment Research Advisors, Inc. | $60.3K | 1,821,110 | 0.07% | 2q | +125.7%+$33.6K |
| Horizon Investments, LLC | $14.1K | 425 | 0.00% | 4q | -50.0%-$14.1K |
| SITTNER & NELSON, LLC | $5.8K | 174 | 0.00% | new | NEW |
| UBS Group AG | $2.0K | 60 | 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 | 12 | $88.2M | 2,661,186 | 3 | 7 | 2 | 0.0% |
| Q1 2026 | 9 | $58.2M | 2,192,289 | 4 | 4 | 1 | 0.0% |
| Q4 2025 | 6 | $57.0M | 2,021,191 | 4 | 1 | 1 | 0.0% |
| Q3 2025 | 2 | $58.2M | 2,045,634 | 2 | 0 | 0 | 0.0% |