STOX institutional holders
HORIZON FDS · 13F, 2026Q2
| Managers holding | 12 |
|---|---|
| Shares held | 4,232,039 |
| Reported value | $131.3m |
| Quarter flows | 6 new, 5 added, 1 trimmed, 2 exited |
Top 12 holders
| Manager | Shares | Value | % of manager's 13F |
|---|---|---|---|
| Bank of New York Mellon Corp | 2,137,167 | $66.3m | 0.0% |
| Cooper Financial Group | 878,898 | $27.3m | 2.3% |
| Cambridge Investment Research Advisors, Inc. | 498,902 | $15.5m | 0.0% |
| LPL Financial LLC | 497,770 | $15.4m | 0.0% |
| ENVESTNET ASSET MANAGEMENT INC | 172,633 | $5.4m | 0.0% |
| Simplicity Wealth,LLC | 28,922 | $897,160 | 0.0% |
| GOLDMAN SACHS GROUP INC | 11,186 | $346,990 | 0.0% |
| US BANCORP \DE\ | 3,616 | $112,167 | 0.0% |
| OSAIC HOLDINGS, INC. | 1,423 | $44,141 | 0.0% |
| Horizon Investments, LLC | 842 | $26,119 | 0.0% |
| JONES FINANCIAL COMPANIES LLLP | 430 | $13,044 | 0.0% |
| Golden State Wealth Management, LLC | 250 | $7,755 | 0.0% |
Every holder, line by line, and the full history since 2013: yf.Client().holders("STOX"). STOX price history · All 13F data