19 institutions reported holding $493.1M of HORIZON FDS (SFTY) in SEC 13F filings for 2026-06-30. Largest institutional holders: Bank of New York Mellon Corp ($380.1M), ENVESTNET ASSET MANAGEMENT INC ($76.2M), Foundations Investment Advisors, LLC ($19.8M), LPL Financial LLC ($10.1M), J.M. Arbour, LLC ($1.8M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Bank of New York Mellon Corp | $380.1M | 12.4M | Added |
| 2 | ENVESTNET ASSET MANAGEMENT INC | $76.2M | 2.5M | New |
| 3 | Foundations Investment Advisors, LLC | $19.8M | 644,442 | New |
| 4 | LPL Financial LLC | $10.1M | 328,786 | New |
| 5 | J.M. Arbour, LLC | $1.8M | 57,081 | New |
| 6 | Cambridge Investment Research Advisors, Inc. | $1.6M | 51,649 | Added |
| 7 | Independent Advisor Alliance | $853,436 | 27,745 | New |
| 8 | CreativeOne Wealth, LLC | $725,905 | 23,599 | New |
| 9 | Brookstone Capital Management | $411,692 | 13,384 | Trimmed |
| 10 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $375,272 | 12,200 | Trimmed |
| 11 | US BANCORP \DE\ | $357,062 | 11,608 | New |
| 12 | Creative Planning | $250,479 | 8,143 | New |
| 13 | UBS Group AG | $142,173 | 4,622 | Added |
| 14 | AdvisorNet Financial, Inc | $129,930 | 4,224 | New |
| 15 | AE Wealth Management LLC | $119,841 | 3,896 | New |
| 16 | Horizon Investments, LLC | $59,213 | 1,925 | Trimmed |
| 17 | JPMORGAN CHASE & CO | $54,635 | 1,791 | New |
| 18 | SITTNER & NELSON, LLC | $46,540 | 1,513 | New |
| 19 | GeoWealth Management, LLC | $11,258 | 366 | New |
Source: SEC Form 13F filings · as of 2026-06-30