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

HORIZON FDS

SFTX
Institutions
12
Combined AUM (Q2 2026)
$502.5M
Combined Shares (Q2 2026)
16.2M
Overall Trend
Increase
All institutions combined
📥 Inflow (Q1 2026→Q2 2026)
+2.8M
7 · 5 New Buys · ≈
📤 Outflow (Q1 2026→Q2 2026)
-828,275
5 · 0 Exit · ≈
⚖️ Net
+1.9M
Net Buy
💰 Net Value
≈ —
est. price
Latest AUM (Q2 2026)
$502.5M
Institutions
12
New Buys
5
Adds
2
Reduces
5
Exits
0
Unchanged
0
Ownership TrendPortfolio %Prev Q %RankQ2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
Bank of New York Mellon Corp
0.07%0.07%#1$414.1M13.3M$374.6M14.1M-735,552-5.24%Reduce
ENVESTNET ASSET MANAGEMENT INC
0.02%#2$81.7M2.6M$00+2.6MNew Buy
CITADEL ADVISORS LLC
<0.01%<0.01%#7$2.9M94,569$484,33218,167+76,402+420.55%Add
GOLDMAN SACHS GROUP INC
<0.01%#9$959,92030,867$00+30,867New Buy
JANE STREET GROUP, LLC
<0.01%<0.01%#10$890,10428,622$2.9M110,123-81,501-74.01%Reduce
SUSQUEHANNA INTERNATIONAL GROUP, LLP
<0.01%<0.01%#11$642,21720,651$813,13030,500-9,849-32.29%Reduce
Brookstone Capital Management
<0.01%<0.01%#4$481,06415,469$414,40315,544-75-0.48%Reduce
US BANCORP \DE\
<0.01%#5$384,06812,350$00+12,350New Buy
Creative Planning
<0.01%#8$275,1298,847$00+8,847New Buy
UBS Group AG
<0.01%<0.01%#12$69,4132,232$9,038339+1,893+558.41%Add
SITTNER & NELSON, LLC
0.02%#3$55,4801,784$00+1,784New Buy
Horizon Investments, LLC
<0.01%<0.01%#6$36,4491,172$65,8502,470-1,298-52.55%Reduce

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow