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

HORIZON FDS

HBTA
Institutions
24
Combined AUM (Q2 2026)
$229.7M
Combined Shares (Q2 2026)
7.0M
Overall Trend
Increase
All institutions combined
📥 Inflow (Q1 2026→Q2 2026)
+2.8M
12 · 6 New Buys · ≈
📤 Outflow (Q1 2026→Q2 2026)
-681,396
12 · 2 Exit · ≈
⚖️ Net
+2.1M
Net Buy
💰 Net Value
≈ —
est. price
Latest AUM (Q2 2026)
$229.7M
Institutions
24
New Buys
6
Adds
6
Reduces
10
Exits
2
Unchanged
2
Ownership TrendPortfolio %Prev Q %RankQ2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
FOUNDATIONS INVESTMENT ADVISORS, LLC
0.85%#1$82.3M2.5M$00+2.5MNew Buy
Bank of New York Mellon Corp
0.01%0.01%#12$51.3M1.6M$42.0M1.6M+3,505+0.22%Add
ENVESTNET ASSET MANAGEMENT INC
0.01%0.01%#13$33.9M1.0M$20.9M779,885+257,230+32.98%Add
LPL Financial LLC
0.01%0.01%#14$29.2M893,166$22.9M855,237+37,929+4.43%Add
Cetera Investment Advisers
0.02%0.02%#10$20.0M610,913$16.3M608,353+2,560+0.42%Add
Orion Porfolio Solutions, LLC
0.03%0.03%#8$3.7M113,818$3.1M116,711-2,893-2.48%Reduce
Ascentis Independent Advisors
0.29%0.16%#4$2.2M80,807$2.2M80,80700.00%Unchanged
PRINCIPAL SECURITIES, INC.
0.02%0.02%#9$1.9M59,623$1.7M61,811-2,188-3.54%Reduce
Golden State Wealth Management, LLC
0.16%0.18%#5$1.8M55,162$1.6M59,883-4,721-7.88%Reduce
CERTIOR FINANCIAL GROUP, LLC
0.4%0.4%#2$730,50622,346$623,59423,285-939-4.03%Reduce
INTERACTIVE FINANCIAL ADVISORS, INC.
0.37%0.33%#3$613,44418,765$507,35518,945-180-0.95%Reduce
Envestnet Portfolio Solutions, Inc.
<0.01%<0.01%#15$597,96518,292$527,54719,699-1,407-7.14%Reduce
OSAIC HOLDINGS, INC.
<0.01%<0.01%#18$457,15113,984$347,43212,973+1,011+7.79%Add
Ausdal Financial Partners, Inc.
0.01%0.01%#11$323,0109,881$265,3409,908-27-0.27%Reduce
Brookwood Investment Group LLC
0.03%0.04%#6$293,6548,983$356,01913,294-4,311-32.43%Reduce
AE Wealth Management LLC
<0.01%#17$162,0124,956$00+4,956New Buy
US BANCORP \DE\
<0.01%#20$57,6651,764$00+1,764New Buy
Silver Grove Financial Group, Inc.
0.03%#7$55,3771,694$00+1,694New Buy
UBS Group AG
<0.01%<0.01%#22$30,304927$42816+911+5,693.75%Add
ROYAL BANK OF CANADA
<0.01%<0.01%#23$19,000594$42,0001,568-974-62.12%Reduce
Horizon Investments, LLC
<0.01%0.01%#19$16,607508$777,53129,034-28,526-98.25%Reduce
SITTNER & NELSON, LLC
<0.01%#16$4,250130$00+130New Buy
MORGAN STANLEY
<0.01%#24$1,01331$00+31New Buy
Smartleaf Asset Management LLC
<0.01%<0.01%#21$83826$6682600.00%Unchanged

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow