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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Cooper Financial Group | History | New | 869,916 | 23,529 | 2.38% | — | 1 | +869,916 | New | Q1 2026 | Apr 07, 2026 |
| Bank of New York Mellon Corp | History | Closed out | 0 | 0 | — | 0.01% | — | -2,070,346 | -100.0% | Q4 2025 | Feb 10, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -29,970 | -100.0% | Q4 2025 | Feb 05, 2026 |
| Horizon Investments, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -842 | -100.0% | Q4 2025 | Feb 02, 2026 |
| OSAIC HOLDINGS, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -442 | -100.0% | Q4 2025 | Feb 17, 2026 |