HORIZON FDS
CUSIP 44053A499
Horizon Fds has 10 institutional holders in Filings Flow’s 13F database, together reporting 3.00M shares worth $58M as of Q1 2026. The largest reported holders are Bank Of New York Mellon Corp, Integrity Alliance, LLC., and Golden State Wealth Management, LLC.
Institutional Holders
10
Q1 2026
Reported Value
$58M
Ticker
unmapped
private placement or foreign
Quarters Tracked
2
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| INTEGRITY ALLIANCE, LLC.$2.6B AUM | 0.08% | $2M | 79.0K | Q1 2026 |
| Golden State Wealth Management, LLC$915M AUM | 0.08% | $711,916 | 26.8K | Q1 2026 |
| Bank of New York Mellon Corp$543.9B AUM | 0.01% | $53M | 2.01M | Q1 2026 |
| OneDigital Investment Advisors LLC$10.2B AUM | 0.00% | $222,885 | 8.4K | Q1 2026 |
| Kestra Advisory Services, LLC$26.4B AUM | 0.00% | $340,316 | 12.8K | Q1 2026 |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.00% | $376,746 | 14.2K | Q1 2026 |
| Horizon Investments, LLC$8.9B AUM | 0.00% | $22,576 | 850 | Q1 2026 |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.00% | $630,681 | 23.7K | Q1 2026 |
| LPL Financial LLC$376.6B AUM | 0.00% | $380,283 | 14.3K | Q1 2026 |
| UBS Group AG$666.3B AUM | 0.00% | $8,997 | 319 | Q4 2025OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.