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

HORIZON FDS

SMOX
Institutions
8
Combined AUM (Q2 2026)
$72.7M
Combined Shares (Q2 2026)
2.4M
Overall Trend
Increase
All institutions combined
📥 Inflow (Q1 2026→Q2 2026)
+369,860
6 · 5 New Buys · ≈
📤 Outflow (Q1 2026→Q2 2026)
-38,013
2 · 0 Exit · ≈
⚖️ Net
+331,847
Net Buy
💰 Net Value
≈ —
est. price
Latest AUM (Q2 2026)
$72.7M
Institutions
8
New Buys
5
Adds
1
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%#1$60.5M2.0M$53.5M2.0M-37,574-1.87%Reduce
ENVESTNET ASSET MANAGEMENT INC
<0.01%#3$10.7M350,228$00+350,228New Buy
Sanctuary Advisors, LLC
<0.01%<0.01%#2$1.0M33,077$744,71727,979+5,098+18.22%Add
Cambridge Investment Research Advisors, Inc.
<0.01%#5$364,60811,884$00+11,884New Buy
US BANCORP \DE\
<0.01%#7$63,2912,063$00+2,063New Buy
UBS Group AG
<0.01%#8$11,904388$00+388New Buy
Horizon Investments, LLC
<0.01%<0.01%#6$7,333239$18,048678-439-64.75%Reduce
SITTNER & NELSON, LLC
<0.01%#4$6,106199$00+199New Buy

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow