18 institutions reported holding $896.3M of HORIZON FDS (HASAX) in SEC 13F filings for 2026-03-31. Largest institutional holders: Bank of New York Mellon Corp ($861.7M), Cambridge Investment Research Advisors, Inc. ($21.4M), JANE STREET GROUP, LLC ($4.0M), INTEGRITY ALLIANCE, LLC. ($2.1M), SUSQUEHANNA INTERNATIONAL GROUP, LLP ($1.1M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Bank of New York Mellon Corp | $861.7M | 32.8M | Added |
| 2 | Cambridge Investment Research Advisors, Inc. | $21.4M | 806,874 | New |
| 3 | JANE STREET GROUP, LLC | $4.0M | 148,767 | Trimmed |
| 4 | INTEGRITY ALLIANCE, LLC. | $2.1M | 78,962 | New |
| 5 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1.1M | 40,906 | Added |
| 6 | KESTRA PRIVATE WEALTH SERVICES, LLC | $779,001 | 30,307 | New |
| 7 | Sanctuary Advisors, LLC | $744,717 | 27,979 | New |
| 8 | Golden State Wealth Management, LLC | $711,916 | 26,808 | New |
| 9 | GTS SECURITIES LLC | $668,709 | 26,262 | New |
| 10 | ENVESTNET ASSET MANAGEMENT INC | $630,681 | 23,749 | Trimmed |
| 11 | CITADEL ADVISORS LLC | $484,332 | 18,167 | Trimmed |
| 12 | Brookstone Capital Management | $414,403 | 15,544 | New |
| 13 | OSAIC HOLDINGS, INC. | $414,279 | 15,651 | Added |
| 14 | LPL Financial LLC | $380,283 | 14,320 | New |
| 15 | Kestra Advisory Services, LLC | $340,316 | 12,815 | Added |
| 16 | Horizon Investments, LLC | $248,116 | 9,524 | Added |
| 17 | OneDigital Investment Advisors LLC | $222,885 | 8,393 | New |
| 18 | UBS Group AG | $25,490 | 979 | Added |
Source: SEC Form 13F filings · as of 2026-03-31