Horizon Managed Risk ETFSFTYETF
13F holders, Q2 2026 (June 30)19holders +13
13new positions
0sold out
$30.76avg. 13F price*
At the end of Q2 2026, 19 institutions reported holding Horizon Managed Risk ETF (SFTY) in their 13F filings, up 13 from Q1 2026. 13 opened new positions and 0 sold out. The largest holders were Bank of New York Mellon Corp ($380.1M), Envestnet Asset Management Inc. ($76.2M) and Foundations Investment Advisors, LLC ($19.8M).
- Company
- Horizon Managed Risk ETF
- CUSIP
- 44053A549
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 13 | $110.4M |
| Exits | 0 | $0 |
All 13F filers, Q1 2026 → Q2 2026: 3,767,268 shares bought and 13,217 shares sold, net +3,754,051 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 19 holders
| Bank of New York Mellon Corp | 0.06% | Add +1.2% | 12,356,438 | $380.1M |
| Envestnet Asset Management Inc. | 0.02% | New | 2,477,139 | $76.2M |
| Foundations Investment Advisors, LLC | 0.20% | New | 644,442 | $19.8M |
| LPL Financial LLC | 0.00% | New | 328,786 | $10.1M |
| J.M. Arbour, LLC | 1.51% | New | 57,081 | $1.8M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +74.3% | 51,649 | $1.6M |
| Independent Advisor Alliance | 0.02% | New | 27,745 | $853K |
| CreativeOne Wealth, LLC | 0.02% | New | 23,599 | $726K |
| Brookstone Capital Management | 0.00% | Reduce -1.2% | 13,384 | $412K |
| Susquehanna International Group, LLP | 0.00% | Reduce -47.8% | 12,200 | $375K |
| US Bancorp \de | 0.00% | New | 11,608 | $357K |
| Creative Planning | 0.00% | New | 8,143 | $250K |
| UBS Group AG | 0.00% | Add +1580.7% | 4,622 | $142K |
| AdvisorNet Financial, Inc | 0.01% | New | 4,224 | $130K |
| AE Wealth Management LLC | 0.00% | New | 3,896 | $120K |
| Horizon Investments, LLC | 0.00% | Reduce -49.3% | 1,925 | $59K |
| JPMorgan Chase & Co. | 0.00% | New | 1,791 | $55K |
| Sittner & Nelson, LLC | 0.01% | New | 1,513 | $47K |
| GeoWealth Management, LLC | 0.00% | New | 366 | $11K |
"% of holder's portfolio" is SFTY's weight in each manager's 13F, not the share of Horizon Managed Risk ETF the manager owns.