Horizon Funds - YNOT
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 | 1,975,644 | 55,722 | 0.01% | 0.01% | 1 | -69,719 | -3.41% | Q4 2025 | Feb 10, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | New | 26,327 | 742 | 0.0% | — | 2 | +26,327 | New | Q4 2025 | Feb 10, 2026 |
| Kestra Advisory Services, LLC | History | New | 10,065 | 283 | 0.0% | — | 3 | +10,065 | New | Q4 2025 | Feb 13, 2026 |
| OSAIC HOLDINGS, INC. | History | New | 8,411 | 237 | 0.0% | — | 4 | +8,411 | New | Q4 2025 | Feb 17, 2026 |
| Horizon Investments, LLC | History | Added to | 425 | 11 | 0.0% | 0.0% | 5 | +154 | 56.83% | Q4 2025 | Feb 02, 2026 |
| UBS Group AG | History | New | 319 | 8 | 0.0% | — | 6 | +319 | New | Q4 2025 | Jan 29, 2026 |