Horizon Core Equity ETFSTOXETF
13F holders, Q2 2026 (June 30)12holders +4
6new positions
2sold out
$31.02avg. 13F price*
At the end of Q2 2026, 12 institutions reported holding Horizon Core Equity ETF (STOX) in their 13F filings, up 4 from Q1 2026. 6 opened new positions and 2 sold out. The largest holders were Bank of New York Mellon Corp ($66.3M), Cooper Financial Group ($27.3M) and LPL Financial LLC ($15.4M).
- Company
- Horizon Core Equity ETF
- CUSIP
- 44053A556
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 6 | $21.3M |
| Exits | 2 | $814K |
All 13F filers, Q1 2026 → Q2 2026: 820,844 shares bought and 30,949 shares sold, net +789,895 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 12 holders
| Bank of New York Mellon Corp | 0.01% | Add +2.1% | 2,137,167 | $66.3M |
| Cooper Financial Group | 2.26% | Add +1.0% | 878,898 | $27.3M |
| LPL Financial LLC | 0.00% | New | 497,770 | $15.4M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Add +44.8% | 249,451 | $7.7M |
| Envestnet Asset Management Inc. | 0.00% | New | 172,633 | $5.4M |
| Simplicity Wealth,LLC | 0.03% | Add +18.2% | 28,922 | $897K |
| Goldman Sachs Group Inc. | 0.00% | New | 11,186 | $347K |
| US Bancorp \de | 0.00% | New | 3,616 | $112K |
| Osaic Holdings, Inc. | 0.00% | Add +221.9% | 1,423 | $44K |
| Horizon Investments, LLC | 0.00% | Reduce -50.0% | 842 | $26K |
| Jones Financial Companies LLLP | 0.00% | New | 430 | $13K |
| Golden State Wealth Management, LLC | 0.00% | New | 250 | $8K |
"% of holder's portfolio" is STOX's weight in each manager's 13F, not the share of Horizon Core Equity ETF the manager owns.