13FBOX
HORIZON FDS · 13F Institutional Holdings
Options Calculator Rankings
H

HORIZON FDS

BENJ
Institutions
17
Combined AUM (Q2 2026)
$280.4M
Combined Shares (Q2 2026)
5.3M
Overall Trend
Increase
All institutions combined
📥 Inflow (Q1 2026→Q2 2026)
+328,249
5 · 3 New Buys · ≈
📤 Outflow (Q1 2026→Q2 2026)
-231,140
16 · 4 Exit · ≈
⚖️ Net
+97,109
Net Buy
💰 Net Value
≈ —
est. price
Latest AUM (Q2 2026)
$280.4M
Institutions
17
New Buys
3
Adds
2
Reduces
12
Exits
4
Unchanged
0
Ownership TrendPortfolio %Prev Q %RankQ2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
ENVESTNET ASSET MANAGEMENT INC
0.02%0.02%#8$74.8M1.4M$57.4M1.1M+320,648+29.22%Add
Bank of New York Mellon Corp
0.01%0.01%#10$59.2M1.1M$59.8M1.1M-20,695-1.81%Reduce
LPL Financial LLC
0.01%0.01%#9$46.6M884,354$46.4M886,381-2,027-0.23%Reduce
Cetera Investment Advisers
0.04%0.05%#5$44.3M839,309$46.7M893,022-53,713-6.01%Reduce
Cambridge Investment Research Advisors, Inc.
0.09%0.11%#2$40.2M763,002$42.6M813,779-50,777-6.24%Reduce
Orion Porfolio Solutions, LLC
0.05%0.06%#3$6.6M124,730$6.7M127,545-2,815-2.21%Reduce
PRINCIPAL SECURITIES, INC.
0.05%0.07%#4$4.2M79,022$4.6M86,992-7,970-9.16%Reduce
CERTIOR FINANCIAL GROUP, LLC
0.9%1.1%#1$1.6M30,986$1.7M33,083-2,097-6.34%Reduce
Envestnet Portfolio Solutions, Inc.
<0.01%0.01%#11$956,35818,130$1.1M21,852-3,722-17.03%Reduce
OSAIC HOLDINGS, INC.
<0.01%<0.01%#14$648,24412,289$565,26910,801+1,488+13.78%Add
Brookstone Capital Management
<0.01%<0.01%#12$305,5285,792$307,2065,870-78-1.33%Reduce
Atria Investments, Inc
<0.01%<0.01%#13$275,5135,223$309,4575,913-690-11.67%Reduce
Brookwood Investment Group LLC
0.03%0.04%#6$268,0235,081$293,3385,605-524-9.35%Reduce
Kestra Advisory Services, LLC
<0.01%#15$224,2934,252$00+4,252New Buy
Silver Grove Financial Group, Inc.
0.03%#7$52,7501,000$00+1,000New Buy
US BANCORP \DE\
<0.01%#17$45,418861$00+861New Buy
Horizon Investments, LLC
<0.01%0.01%#16$19,412368$836,60315,984-15,616-97.70%Reduce

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow