Horizon Funds - SFTY

Sector: Funds · Industry: Investment Company
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Company profile

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Quarter snapshot

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Q2 2026 · Q1 2026
Value (USD)
Total reported value ($000)
$493.1M
QoQ value delta ($000)
+$161.1M (+48.54%)
Implied price effect (QoQ)
+13.76%
Shares
Total shares
16,030,551
QoQ shares delta
+3,754,051 (+30.58%)
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 (Q2 2026)

Top 25 only Full list
Manager Value ($000) Shares % of 13F
Bank of New York Mellon Corp 380,084 12,356,438 0.06%
ENVESTNET ASSET MANAGEMENT INC 76,196 2,477,139 0.02%
FOUNDATIONS INVESTMENT ADVISORS, LLC 19,823 644,442 0.2%
LPL Financial LLC 10,113 328,786 0.0%
J.M. Arbour, LLC 1,755 57,081 1.51%
Cambridge Investment Research Advisors, Inc. 1,589 51,649 0.0%
Independent Advisor Alliance 853 27,745 0.02%
CreativeOne Wealth, LLC 725 23,599 0.02%
Brookstone Capital Management 411 13,384 0.0%
SUSQUEHANNA INTERNATIONAL GROUP, LLP 375 12,200 0.0%
US BANCORP \DE\ 357 11,608 0.0%
Creative Planning 250 8,143 0.0%
UBS Group AG 142 4,622 0.0%
AdvisorNet Financial, Inc 129 4,224 0.01%
AE Wealth Management LLC 119 3,896 0.0%
Horizon Investments, LLC 59 1,925 0.0%
JPMORGAN CHASE & CO 54 1,791 0.0%
SITTNER & NELSON, LLC 46 1,513 0.01%
GeoWealth Management, LLC 11 366 0.0%