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

HORIZON FDS

DIVN
Institutions
11
Combined AUM (Q2 2026)
$185.6M
Combined Shares (Q2 2026)
6.3M
Overall Trend
Increase
All institutions combined
📥 Inflow (Q1 2026→Q2 2026)
+1.3M
9 · 4 New Buys · ≈
📤 Outflow (Q1 2026→Q2 2026)
-4,714
2 · 0 Exit · ≈
⚖️ Net
+1.3M
Net Buy
💰 Net Value
≈ —
est. price
Latest AUM (Q2 2026)
$185.6M
Institutions
11
New Buys
4
Adds
5
Reduces
2
Exits
0
Unchanged
0
Ownership TrendPortfolio %Prev Q %RankQ2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
Bank of New York Mellon Corp
0.02%0.03%#2$145.2M4.9M$136.8M4.8M+127,627+2.65%Add
ENVESTNET ASSET MANAGEMENT INC
0.01%#4$31.3M1.1M$00+1.1MNew Buy
Bucket List Wealth Management, LLC
2.31%1.86%#1$4.7M159,559$3.1M108,879+50,680+46.55%Add
Cambridge Investment Research Advisors, Inc.
0.01%<0.01%#5$2.3M79,608$794,00027,949+51,659+184.83%Add
OSAIC HOLDINGS, INC.
<0.01%<0.01%#9$844,92528,750$3,325117+28,633+24,472.65%Add
GTS SECURITIES LLC
0.01%0.02%#3$593,55120,195$690,71224,308-4,113-16.92%Reduce
Brookstone Capital Management
<0.01%<0.01%#8$232,5907,914$224,7107,908+6+0.08%Add
OLD MISSION CAPITAL LLC
<0.01%#7$206,8227,037$00+7,037New Buy
US BANCORP \DE\
<0.01%#11$147,9535,034$00+5,034New Buy
Horizon Investments, LLC
<0.01%<0.01%#10$17,733605$33,9131,206-601-49.83%Reduce
SITTNER & NELSON, LLC
<0.01%#6$12,492425$00+425New Buy

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow