HORIZON FDS
CUSIP 44053A622
Horizon Fds has 18 institutional holders in Filings Flow’s 13F database, together reporting 5.22M shares worth $231M as of Q1 2026. The largest reported holders are Bank Of New York Mellon Corp, Envestnet Asset Management Inc, and Cetera Investment Advisers.
Institutional Holders
18
Q1 2026
Reported Value
$231M
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 |
|---|---|---|---|---|
| CERTIOR FINANCIAL GROUP, LLC$157M AUM | 1.10% | $2M | 33.1K | Q1 2026 |
| IFS Group,LLC$112M AUM | 0.58% | $647,960 | 12.4K | Q1 2026 |
| PRINCIPAL SECURITIES, INC.$6.8B AUM | 0.07% | $5M | 87.0K | Q1 2026 |
| Orion Porfolio Solutions, LLC$11.7B AUM | 0.06% | $7M | 127.5K | Q1 2026 |
| Cetera Investment Advisers$94.0B AUM | 0.05% | $47M | 893.0K | Q1 2026 |
| Brookwood Investment Group LLC$810M AUM | 0.04% | $293,338 | 5.6K | Q1 2026 |
| Independent Advisor Alliance$9.3B AUM | 0.03% | $3M | 55.9K | Q1 2026 |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.02% | $57M | 1.10M | Q1 2026 |
| LPL Financial LLC$376.6B AUM | 0.01% | $46M | 886.4K | Q1 2026 |
| Bank of New York Mellon Corp$543.9B AUM | 0.01% | $60M | 1.14M | Q1 2026 |
| AVANTAX ADVISORY SERVICES, INC.$18.2B AUM | 0.01% | $2M | 36.4K | Q2 2025OLDER |
| Horizon Investments, LLC$8.9B AUM | 0.01% | $836,603 | 16.0K | Q1 2026 |
| OLD MISSION CAPITAL LLC$6.3B AUM | 0.01% | $279,321 | 5.4K | Q4 2025OLDER |
| Envestnet Portfolio Solutions, Inc.$18.1B AUM | 0.01% | $1M | 21.9K | Q1 2026 |
| Kestra Investment Management, LLC$5.8B AUM | 0.01% | $205,389 | 4.0K | Q3 2025OLDER |
| Brookstone Capital Management$8.7B AUM | 0.00% | $307,206 | 5.9K | Q1 2026 |
| Atria Investments, Inc$8.9B AUM | 0.00% | $309,457 | 5.9K | Q1 2026 |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.00% | $565,269 | 10.8K | Q1 2026 |
| WOLVERINE TRADING, LLC$138.7B AUM | 0.00% | $738,259 | 14.4K | Q3 2025OLDER |
| Kestra Advisory Services, LLC$26.4B AUM | 0.00% | $120,984 | 2.3K | Q4 2025OLDER |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $271,924 | 5.3K | Q2 2025OLDER |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $219,608 | 4.2K | Q4 2025OLDER |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $89,000 | 1.7K | Q1 2026 |
| UBS Group AG$666.3B AUM | 0.00% | $22,818 | 436 | Q1 2026 |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.