BENJ institutional holders
HORIZON FDS · 13F, 2026Q2
| Managers holding | 17 |
|---|---|
| Shares held | 6,078,245 |
| Reported value | $320.6m |
| Quarter flows | 3 new, 3 added, 11 trimmed, 4 exited |
Top 17 holders
| Manager | Shares | Value | % of manager's 13F |
|---|---|---|---|
| Cambridge Investment Research Advisors, Inc. | 1,526,004 | $80.5m | 0.1% |
| ENVESTNET ASSET MANAGEMENT INC | 1,418,096 | $74.8m | 0.0% |
| Bank of New York Mellon Corp | 1,122,748 | $59.2m | 0.0% |
| LPL Financial LLC | 884,354 | $46.6m | 0.0% |
| Cetera Investment Advisers | 839,309 | $44.3m | 0.0% |
| Orion Porfolio Solutions, LLC | 124,730 | $6.6m | 0.1% |
| PRINCIPAL SECURITIES, INC. | 79,022 | $4.2m | 0.1% |
| CERTIOR FINANCIAL GROUP, LLC | 30,986 | $1.6m | 0.9% |
| Envestnet Portfolio Solutions, Inc. | 18,130 | $956,358 | 0.0% |
| OSAIC HOLDINGS, INC. | 12,289 | $648,244 | 0.0% |
| Brookstone Capital Management | 5,792 | $305,528 | 0.0% |
| Atria Investments, Inc | 5,223 | $275,513 | 0.0% |
| Brookwood Investment Group LLC | 5,081 | $268,023 | 0.0% |
| Kestra Advisory Services, LLC | 4,252 | $224,293 | 0.0% |
| Silver Grove Financial Group, Inc. | 1,000 | $52,750 | 0.0% |
| US BANCORP \DE\ | 861 | $45,418 | 0.0% |
| Horizon Investments, LLC | 368 | $19,412 | 0.0% |
Every holder, line by line, and the full history since 2013: yf.Client().holders("BENJ"). BENJ price history · All 13F data