Horizon Funds - STOX

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)
$123.5M
QoQ value delta ($000)
+$37.18M (+43.06%)
Implied price effect (QoQ)
+14.69%
Shares
Total shares
3,982,588
QoQ shares delta
+789,895 (+24.74%)
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 66,294 2,137,167 0.01%
Cooper Financial Group 27,263 878,898 2.26%
LPL Financial LLC 15,440 497,770 0.0%
Cambridge Investment Research Advisors, Inc. 7,738 249,451 0.02%
ENVESTNET ASSET MANAGEMENT INC 5,355 172,633 0.0%
Simplicity Wealth,LLC 897 28,922 0.03%
GOLDMAN SACHS GROUP INC 346 11,186 0.0%
US BANCORP \DE\ 112 3,616 0.0%
OSAIC HOLDINGS, INC. 44 1,423 0.0%
Horizon Investments, LLC 26 842 0.0%
JONES FINANCIAL COMPANIES LLLP 13 430 0.0%
Golden State Wealth Management, LLC 7 250 0.0%