HORIZON FDS - SMOX
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 | Reduced | 1,972,176 | 60,507 | 0.01% | 0.01% | 1 | -37,574 | -1.87% | Q2 2026 | Aug 06, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | New | 350,228 | 10,745 | 0.0% | — | 2 | +350,228 | New | Q2 2026 | Sep 23, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 33,077 | 1,014 | 0.0% | 0.0% | 3 | +5,098 | 18.22% | Q2 2026 | Aug 13, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | New | 11,884 | 365 | 0.0% | — | 4 | +11,884 | New | Q2 2026 | Jul 27, 2026 |
| US BANCORP \DE\ | History | New | 2,063 | 63 | 0.0% | — | 5 | +2,063 | New | Q2 2026 | Aug 12, 2026 |
| UBS Group AG | History | New | 388 | 11 | 0.0% | — | 6 | +388 | New | Q2 2026 | Aug 13, 2026 |
| Horizon Investments, LLC | History | Reduced | 239 | 7 | 0.0% | 0.0% | 7 | -439 | -64.75% | Q2 2026 | Aug 13, 2026 |
| SITTNER & NELSON, LLC | History | New | 199 | 6 | 0.0% | — | 8 | +199 | New | Q2 2026 | Aug 07, 2026 |