Horizon Core Equity ETFSTOXETF

13F holders, Q1 2026 (March 31)
8holders +4
4new positions
0sold out
$27.05avg. 13F price*

At the end of Q1 2026, 8 institutions reported holding Horizon Core Equity ETF (STOX) in their 13F filings, up 4 from Q4 2025. 4 opened new positions and 0 sold out. The largest holders were Bank of New York Mellon Corp ($56.6M), Cooper Financial Group ($23.5M) and Cambridge Investment Research Advisors, Inc. ($4.7M).

Company
Horizon Core Equity ETF
CUSIP
44053A556
Latest filing quarter
Q2 2026

History

Number of 13F holders

051015 Q2 2025: 1Q2 2025Q3 2025: 3Q3 2025Q4 2025: 4Q4 2025Q1 2026: 8Q1 2026Q2 2026: 12Q2 2026

Total Exit/New Position Q4 2025 → Q1 2026

InstitutionsTotal Value
New Positions4$25.0M
Exits0$0

All 13F filers, Q4 2025 → Q1 2026: 1,091,093 shares bought, net +1,091,093 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 8 holders

Bank of New York Mellon Corp 0.01% Add +1.1% 2,093,750 $56.6M
Cooper Financial Group 2.38% New 869,916 $23.5M
Cambridge Investment Research Advisors, Inc. 0.01% Add +475.0% 172,327 $4.7M
Simplicity Wealth,LLC 0.04% New 24,467 $662K
GTS Securities LLC 0.02% New 16,797 $454K
Jane Street Group, LLC 0.00% New 13,310 $360K
Horizon Investments, LLC 0.00% Add +100.0% 1,684 $46K
Osaic Holdings, Inc. 0.00% No change 442 $12K

"% of holder's portfolio" is STOX's weight in each manager's 13F, not the share of Horizon Core Equity ETF the manager owns.