9 institutions reported holding $247.5M of HORIZON FDS (BNDY) in SEC 13F filings for 2026-06-30. Largest institutional holders: Bank of New York Mellon Corp ($197.8M), ENVESTNET ASSET MANAGEMENT INC ($48.5M), KESTRA PRIVATE WEALTH SERVICES, LLC ($864,433), US BANCORP \DE\ ($259,915), OSAIC HOLDINGS, INC. ($31,210). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Bank of New York Mellon Corp | $197.8M | 7.9M | Added |
| 2 | ENVESTNET ASSET MANAGEMENT INC | $48.5M | 1.9M | New |
| 3 | KESTRA PRIVATE WEALTH SERVICES, LLC | $864,433 | 34,349 | Added |
| 4 | US BANCORP \DE\ | $259,915 | 10,328 | New |
| 5 | OSAIC HOLDINGS, INC. | $31,210 | 1,240 | Hold |
| 6 | Horizon Investments, LLC | $28,223 | 1,128 | Trimmed |
| 7 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $0 | 0 | Exited |
| 8 | JANE STREET GROUP, LLC | $0 | 0 | Exited |
| 9 | UBS Group AG | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30