4 institutions reported holding $48.1M of HORIZON FDS (STOX) in SEC 13F filings for 2026-06-30. Largest institutional holders: Cooper Financial Group ($27.3M), Cambridge Investment Research Advisors, Inc. ($15.5M), ENVESTNET ASSET MANAGEMENT INC ($5.4M), Golden State Wealth Management, LLC ($7,755). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Cooper Financial Group | $27.3M | 878,898 | Added |
| 2 | Cambridge Investment Research Advisors, Inc. | $15.5M | 498,902 | Added |
| 3 | ENVESTNET ASSET MANAGEMENT INC | $5.4M | 172,633 | New |
| 4 | Golden State Wealth Management, LLC | $7,755 | 250 | New |
Source: SEC Form 13F filings · as of 2026-06-30