SFTY HORIZON FDS: institutional ownership and insider trading

18 funds reported holding $493M of HORIZON FDS in their latest 13F filings; in Q2 2026 funds net bought $115M, with 13 new positions and 0 funds selling out.

Largest institutional holders of SFTY

  1. Bank of New York Mellon Corp (BK, BK-PK) — $380M
  2. ENVESTNET ASSET MANAGEMENT INC — $76.2M
  3. FOUNDATIONS INVESTMENT ADVISORS, LLC — $19.8M
  4. LPL Financial LLC — $10.1M
  5. J.M. Arbour, LLC — $1.76M
  6. Cambridge Investment Research Advisors, Inc. — $1.59M
  7. Independent Advisor Alliance — $853K
  8. CreativeOne Wealth, LLC — $726K
  9. Brookstone Capital Management — $417K
  10. SUSQUEHANNA INTERNATIONAL GROUP, LLP — $375K

All SFTY 13F holders