Horizon S/M CP Core Eqty ETFSMOXETF

13F holders, Q2 2026 (June 30)
8holders +5
5new positions
0sold out
$30.68avg. 13F price*

At the end of Q2 2026, 8 institutions reported holding Horizon S/M CP Core Eqty ETF (SMOX) in their 13F filings, up 5 from Q1 2026. 5 opened new positions and 0 sold out. The largest holders were Bank of New York Mellon Corp ($60.5M), Envestnet Asset Management Inc. ($10.7M) and Sanctuary Advisors, LLC ($1.0M).

Company
Horizon S/M CP Core Eqty ETF
CUSIP
44053A481
Latest filing quarter
Q2 2026

History

Number of 13F holders

02468 Q4 2025: 3Q4 2025Q1 2026: 3Q1 2026Q2 2026: 8Q2 2026

Total Exit/New Position Q1 2026 → Q2 2026

InstitutionsTotal Value
New Positions5$11.2M
Exits0$0

All 13F filers, Q1 2026 → Q2 2026: 369,860 shares bought and 38,013 shares sold, net +331,847 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 8 holders

Bank of New York Mellon Corp 0.01% Reduce -1.9% 1,972,176 $60.5M
Envestnet Asset Management Inc. 0.00% New 350,228 $10.7M
Sanctuary Advisors, LLC 0.00% Add +18.2% 33,077 $1.0M
Cambridge Investment Research Advisors, Inc. 0.00% New 11,884 $365K
US Bancorp \de 0.00% New 2,063 $63K
UBS Group AG 0.00% New 388 $12K
Horizon Investments, LLC 0.00% Reduce -64.8% 239 $7K
Sittner & Nelson, LLC 0.00% New 199 $6K

"% of holder's portfolio" is SMOX's weight in each manager's 13F, not the share of Horizon S/M CP Core Eqty ETF the manager owns.