21 institutions reported holding $273.1M of HORIZON FDS (BENJ) in SEC 13F filings for 2026-03-31. Largest institutional holders: Bank of New York Mellon Corp ($59.8M), ENVESTNET ASSET MANAGEMENT INC ($57.4M), Cetera Investment Advisers ($46.7M), LPL Financial LLC ($46.4M), Cambridge Investment Research Advisors, Inc. ($42.6M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Bank of New York Mellon Corp | $59.8M | 1.1M | Added |
| 2 | ENVESTNET ASSET MANAGEMENT INC | $57.4M | 1.1M | Added |
| 3 | Cetera Investment Advisers | $46.7M | 893,022 | Added |
| 4 | LPL Financial LLC | $46.4M | 886,381 | New |
| 5 | Cambridge Investment Research Advisors, Inc. | $42.6M | 813,779 | Added |
| 6 | Orion Porfolio Solutions, LLC | $6.7M | 127,545 | Trimmed |
| 7 | PRINCIPAL SECURITIES, INC. | $4.6M | 86,992 | Added |
| 8 | Independent Advisor Alliance | $2.9M | 55,904 | New |
| 9 | CERTIOR FINANCIAL GROUP, LLC | $1.7M | 33,083 | Trimmed |
| 10 | Envestnet Portfolio Solutions, Inc. | $1.1M | 21,852 | Trimmed |
| 11 | Horizon Investments, LLC | $836,603 | 15,984 | Added |
| 12 | IFS Group,LLC | $647,960 | 12,381 | New |
| 13 | OSAIC HOLDINGS, INC. | $565,269 | 10,801 | Added |
| 14 | Atria Investments, Inc | $309,457 | 5,913 | Added |
| 15 | Brookstone Capital Management | $307,206 | 5,870 | New |
| 16 | Brookwood Investment Group LLC | $293,338 | 5,605 | Added |
| 17 | Royal Bank of Canada | $89,000 | 1,695 | New |
| 18 | UBS Group AG | $22,818 | 436 | Added |
| 19 | OLD MISSION CAPITAL LLC | $0 | 0 | Exited |
| 20 | JANE STREET GROUP, LLC | $0 | 0 | Exited |
| 21 | Kestra Advisory Services, LLC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-03-31