DIVN — Horizon Fds Institutional Holders · Q2 2026
Who owns Horizon Fds (DIVN)? 11 institutions reported holding $185.62M in SEC 13F filings for Q2 2026 (period ended 2026-06-30). Largest holders: Bank of New York Mellon Corp ($145.2M), Envestnet Asset Management Inc ($31.3M), Bucket List Wealth Management, LLC ($4.7M).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Bank of New York Mellon Corp | $145.2M | 4.9M | Added |
| 2 | ENVESTNET ASSET MANAGEMENT INC | $31.3M | 1.1M | New |
| 3 | Bucket List Wealth Management, LLC | $4.7M | 159,559 | Added |
| 4 | Cambridge Investment Research Advisors, Inc. | $2.3M | 79,608 | Added |
| 5 | OSAIC HOLDINGS, INC. | $844,925 | 28,750 | Added |
| 6 | GTS SECURITIES LLC | $593,551 | 20,195 | Trimmed |
| 7 | Brookstone Capital Management | $232,590 | 7,914 | Added |
| 8 | OLD MISSION CAPITAL LLC | $206,822 | 7,037 | New |
| 9 | US BANCORP \DE\ | $147,953 | 5,034 | New |
| 10 | Horizon Investments, LLC | $17,733 | 605 | Trimmed |
| 11 | SITTNER & NELSON, LLC | $12,492 | 425 | New |
Source: SEC Form 13F filings · as of 2026-06-30