Horizon Funds - BENJ

Sector: Funds · Industry: Investment Company
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Quarter snapshot

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Q4 2025 · Q3 2025
Value (USD)
Total reported value ($000)
$211.8M
QoQ value delta ($000)
+$29.57M (+16.23%)
Implied price effect (QoQ)
+1.01%
Shares
Total shares
4,081,763
QoQ shares delta
+534,451 (+15.07%)
Total shares held by funds (by quarter)
Shares (left)

Fund holders include prior positions carried forward until a new 13F confirms a change. Reported holders have reported a position in this security for that quarter; this is not the total number of 13F filers.

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Top holders (Q4 2025)

Top 25 only Full list
Early Q2 2026 data: only 17 institutional holders reported so far. More will appear as funds file with the SEC.
Manager Value ($000) Shares % of 13F
Bank of New York Mellon Corp 55,911 1,077,713 0.01%
ENVESTNET ASSET MANAGEMENT INC 54,125 1,043,274 0.02%
Cetera Investment Advisers 43,738 843,066 0.05%
Cambridge Investment Research Advisors, Inc. 41,626 802,359 0.11%
Orion Porfolio Solutions, LLC 6,742 129,957 0.05%
PRINCIPAL SECURITIES, INC. 4,173 80,437 0.06%
CERTIOR FINANCIAL GROUP, LLC 1,801 34,727 1.22%
Envestnet Portfolio Solutions, Inc. 1,490 28,739 0.01%
OSAIC HOLDINGS, INC. 523 10,099 0.0%
Horizon Investments, LLC 414 7,985 0.01%
Atria Investments, Inc 302 5,827 0.0%
Brookwood Investment Group LLC 289 5,581 0.03%
OLD MISSION CAPITAL LLC 279 5,384 0.01%
JANE STREET GROUP, LLC 219 4,233 0.0%
Kestra Advisory Services, LLC 120 2,332 0.0%
UBS Group AG 2 50 0.0%