SFTX — Horizon Fds Institutional Holders · Q2 2026
Who owns Horizon Fds (SFTX)? 12 institutions reported holding $502.50M in SEC 13F filings for Q2 2026 (period ended 2026-06-30). Largest holders: Bank of New York Mellon Corp ($414.1M), Envestnet Asset Management Inc ($81.7M), Citadel Advisors LLC ($2.9M).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Bank of New York Mellon Corp | $414.1M | 13.3M | Trimmed |
| 2 | ENVESTNET ASSET MANAGEMENT INC | $81.7M | 2.6M | New |
| 3 | CITADEL ADVISORS LLC | $2.9M | 94,569 | Added |
| 4 | GOLDMAN SACHS GROUP INC | $959,920 | 30,867 | New |
| 5 | JANE STREET GROUP, LLC | $890,104 | 28,622 | Trimmed |
| 6 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $642,217 | 20,651 | Trimmed |
| 7 | Brookstone Capital Management | $481,064 | 15,469 | Trimmed |
| 8 | US BANCORP \DE\ | $384,068 | 12,350 | New |
| 9 | Creative Planning | $275,129 | 8,847 | New |
| 10 | UBS Group AG | $69,413 | 2,232 | Added |
| 11 | SITTNER & NELSON, LLC | $55,480 | 1,784 | New |
| 12 | Horizon Investments, LLC | $36,449 | 1,172 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30