STOX HORIZON FDS: institutional ownership and insider trading

13 funds reported holding $125M of HORIZON FDS in their latest 13F filings; in Q2 2026 funds net bought $24.5M, with 6 new positions and 2 funds selling out.

Largest institutional holders of STOX

  1. Bank of New York Mellon Corp (BK, BK-PK) — $66.3M
  2. Cooper Financial Group — $28.9M
  3. LPL Financial LLC — $15.4M
  4. Cambridge Investment Research Advisors, Inc. — $7.74M
  5. ENVESTNET ASSET MANAGEMENT INC — $5.36M
  6. Simplicity Wealth,LLC — $892K
  7. GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) — $347K
  8. US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) — $112K
  9. PRIVATE TRUST CO NA — $50.1K
  10. OSAIC HOLDINGS, INC. — $44.1K

All STOX 13F holders