Horizon Funds - STOX
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 | 2,093,750 | 56,631 | 0.01% | 0.01% | 1 | +23,404 | 1.13% | Q1 2026 | May 05, 2026 |
| Cooper Financial Group | History | New | 869,916 | 23,529 | 2.38% | — | 2 | +869,916 | New | Q1 2026 | Apr 07, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 172,327 | 4,661 | 0.01% | 0.0% | 3 | +142,357 | 475.0% | Q1 2026 | Apr 30, 2026 |
| Simplicity Wealth,LLC | History | New | 24,467 | 661 | 0.04% | — | 4 | +24,467 | New | Q1 2026 | Apr 30, 2026 |
| GTS SECURITIES LLC | History | New | 16,797 | 454 | 0.02% | — | 5 | +16,797 | New | Q1 2026 | May 14, 2026 |
| JANE STREET GROUP, LLC | History | New | 13,310 | 360 | 0.0% | — | 6 | +13,310 | New | Q1 2026 | May 12, 2026 |
| Horizon Investments, LLC | History | Added to | 1,684 | 45 | 0.0% | 0.0% | 7 | +842 | 100.0% | Q1 2026 | May 14, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 442 | 11 | 0.0% | 0.0% | 8 | 0 | 0.0% | Q1 2026 | May 15, 2026 |