SFTY institutional holders
HORIZON FDS · 13F, 2026Q2
| Managers holding | 19 |
|---|---|
| Shares held | 16,082,200 |
| Reported value | $494.7m |
| Quarter flows | 13 new, 3 added, 3 trimmed, 0 exited |
Top 19 holders
| Manager | Shares | Value | % of manager's 13F |
|---|---|---|---|
| Bank of New York Mellon Corp | 12,356,438 | $380.1m | 0.1% |
| ENVESTNET ASSET MANAGEMENT INC | 2,477,139 | $76.2m | 0.0% |
| Foundations Investment Advisors, LLC | 644,442 | $19.8m | 0.2% |
| LPL Financial LLC | 328,786 | $10.1m | 0.0% |
| Cambridge Investment Research Advisors, Inc. | 103,298 | $3.2m | 0.0% |
| J.M. Arbour, LLC | 57,081 | $1.8m | 1.5% |
| Independent Advisor Alliance | 27,745 | $853,436 | 0.0% |
| CreativeOne Wealth, LLC | 23,599 | $725,905 | 0.0% |
| Brookstone Capital Management | 13,384 | $411,692 | 0.0% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 12,200 | $375,272 | 0.0% |
| US BANCORP \DE\ | 11,608 | $357,062 | 0.0% |
| Creative Planning | 8,143 | $250,479 | 0.0% |
| UBS Group AG | 4,622 | $142,173 | 0.0% |
| AdvisorNet Financial, Inc | 4,224 | $129,930 | 0.0% |
| AE Wealth Management LLC | 3,896 | $119,841 | 0.0% |
| Horizon Investments, LLC | 1,925 | $59,213 | 0.0% |
| JPMORGAN CHASE & CO | 1,791 | $54,635 | 0.0% |
| SITTNER & NELSON, LLC | 1,513 | $46,540 | 0.0% |
| GeoWealth Management, LLC | 366 | $11,258 | 0.0% |
Every holder, line by line, and the full history since 2013: yf.Client().holders("SFTY"). SFTY price history · All 13F data