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 | Reduced | 2,070,346 | 58,655 | 0.01% | 0.01% | 1 | -189,749 | -8.4% | Q4 2025 | Feb 10, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | New | 29,970 | 849 | 0.0% | — | 2 | +29,970 | New | Q4 2025 | Feb 05, 2026 |
| Horizon Investments, LLC | History | Added to | 842 | 23 | 0.0% | 0.0% | 3 | +302 | 55.93% | Q4 2025 | Feb 02, 2026 |
| OSAIC HOLDINGS, INC. | History | New | 442 | 12 | 0.0% | — | 4 | +442 | New | Q4 2025 | Feb 17, 2026 |
| GTS SECURITIES LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -16,741 | -100.0% | Q3 2025 | Nov 14, 2025 |