BENJ — Horizon Fds Institutional Holders · Q2 2026
Who owns Horizon Fds (BENJ)? 21 institutions reported holding $280.38M in SEC 13F filings for Q2 2026 (period ended 2026-06-30). Largest holders: Envestnet Asset Management Inc ($74.8M), Bank of New York Mellon Corp ($59.2M), LPL Financial LLC ($46.6M).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | ENVESTNET ASSET MANAGEMENT INC | $74.8M | 1.4M | Added |
| 2 | Bank of New York Mellon Corp | $59.2M | 1.1M | Trimmed |
| 3 | LPL Financial LLC | $46.6M | 884,354 | Trimmed |
| 4 | Cetera Investment Advisers | $44.3M | 839,309 | Trimmed |
| 5 | Cambridge Investment Research Advisors, Inc. | $40.2M | 763,002 | Trimmed |
| 6 | Orion Porfolio Solutions, LLC | $6.6M | 124,730 | Trimmed |
| 7 | PRINCIPAL SECURITIES, INC. | $4.2M | 79,022 | Trimmed |
| 8 | CERTIOR FINANCIAL GROUP, LLC | $1.6M | 30,986 | Trimmed |
| 9 | Envestnet Portfolio Solutions, Inc. | $956,358 | 18,130 | Trimmed |
| 10 | OSAIC HOLDINGS, INC. | $648,244 | 12,289 | Added |
| 11 | Brookstone Capital Management | $305,528 | 5,792 | Trimmed |
| 12 | Atria Investments, Inc | $275,513 | 5,223 | Trimmed |
| 13 | Brookwood Investment Group LLC | $268,023 | 5,081 | Trimmed |
| 14 | Kestra Advisory Services, LLC | $224,293 | 4,252 | New |
| 15 | Silver Grove Financial Group, Inc. | $52,750 | 1,000 | New |
| 16 | US BANCORP \DE\ | $45,418 | 861 | New |
| 17 | Horizon Investments, LLC | $19,412 | 368 | Trimmed |
| 18 | Royal Bank of Canada | $0 | 0 | Exited |
| 19 | UBS Group AG | $0 | 0 | Exited |
| 20 | Independent Advisor Alliance | $0 | 0 | Exited |
| 21 | IFS Group,LLC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30