11 institutions reported holding $185.6M of HORIZON (DIVN) in SEC 13F filings for 2026-06-30. Largest institutional holders: Bank of New York Mellon Corp ($145.2M), ENVESTNET ASSET MANAGEMENT INC ($31.3M), Bucket List Wealth Management, LLC ($4.7M), Cambridge Investment Research Advisors, Inc. ($2.3M), OSAIC HOLDINGS, INC. ($844,925). Source: SEC Form 13F.
| 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