Horizon Funds - SFTY
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 | 12,205,862 | 330,046 | 0.06% | 0.06% | 1 | +212,330 | 1.77% | Q1 2026 | May 05, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | New | 29,637 | 801 | 0.0% | — | 2 | +29,637 | New | Q1 2026 | Apr 30, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | New | 23,382 | 632 | 0.0% | — | 3 | +23,382 | New | Q1 2026 | May 15, 2026 |
| Brookstone Capital Management | History | New | 13,548 | 366 | 0.0% | — | 4 | +13,548 | New | Q1 2026 | Apr 16, 2026 |
| Horizon Investments, LLC | History | Added to | 3,796 | 102 | 0.0% | 0.0% | 5 | +2,319 | 157.01% | Q1 2026 | May 14, 2026 |
| UBS Group AG | History | New | 275 | 7 | 0.0% | — | 6 | +275 | New | Q1 2026 | May 05, 2026 |