Horizon Funds - BNDY
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Bank of New York Mellon Corp | History | Added to | 7,219,081 | 185,557 | 0.03% | 0.03% | 1 | +76,431 | 1.07% | Q1 2026 | May 05, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | New | 30,307 | 779 | 0.01% | — | 2 | +30,307 | New | Q1 2026 | Apr 20, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 11,806 | 303 | 0.0% | 0.0% | 3 | -12,474 | -51.38% | Q1 2026 | May 12, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 10,406 | 267 | 0.0% | 0.0% | 4 | -102 | -0.97% | Q1 2026 | May 15, 2026 |
| Horizon Investments, LLC | History | Added to | 2,136 | 53 | 0.0% | 0.0% | 5 | +1,068 | 100.0% | Q1 2026 | May 14, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 1,240 | 31 | 0.0% | 0.0% | 6 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| UBS Group AG | History | New | 639 | 16 | 0.0% | — | 7 | +639 | New | Q1 2026 | May 05, 2026 |