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

HORIZON FDS

YNOT
Institutions
13
Combined AUM (Q2 2026)
$118.3M
Combined Shares (Q2 2026)
3.6M
Overall Trend
Increase
All institutions combined
📥 Inflow (Q1 2026→Q2 2026)
+599,356
11 · 3 New Buys · ≈
📤 Outflow (Q1 2026→Q2 2026)
-26,778
2 · 0 Exit · ≈
⚖️ Net
+572,578
Net Buy
💰 Net Value
≈ —
est. price
Latest AUM (Q2 2026)
$118.3M
Institutions
13
New Buys
3
Adds
8
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
0.01%0.01%#4$65.8M2.0M$53.4M2.0M-26,353-1.31%Reduce
Cambridge Investment Research Advisors, Inc.
0.07%0.06%#3$30.2M910,555$21.4M806,874+103,681+12.85%Add
ENVESTNET ASSET MANAGEMENT INC
<0.01%<0.01%#8$11.3M340,979$630,68123,749+317,230+1,335.76%Add
LPL Financial LLC
<0.01%<0.01%#10$3.3M99,397$380,28314,320+85,077+594.11%Add
OSAIC HOLDINGS, INC.
<0.01%<0.01%#6$2.8M83,181$376,74614,186+68,995+486.36%Add
INTEGRITY ALLIANCE, LLC.
0.08%0.08%#2$2.6M79,815$2.1M78,962+853+1.08%Add
Kestra Advisory Services, LLC
<0.01%<0.01%#7$956,69528,877$340,31612,815+16,062+125.34%Add
Golden State Wealth Management, LLC
0.09%0.08%#1$934,30428,201$711,91626,808+1,393+5.20%Add
OneDigital Investment Advisors LLC
<0.01%<0.01%#5$399,61412,062$222,8858,393+3,669+43.72%Add
US BANCORP \DE\
<0.01%#12$71,6282,162$00+2,162New Buy
Horizon Investments, LLC
<0.01%<0.01%#11$14,080425$22,576850-425-50.00%Reduce
SITTNER & NELSON, LLC
<0.01%#9$5,765174$00+174New Buy
UBS Group AG
<0.01%#13$1,98860$00+60New Buy

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow