SMOX — Horizon Fds Institutional Holders · Q2 2026
Who owns Horizon Fds (SMOX)? 8 institutions reported holding $72.72M in SEC 13F filings for Q2 2026 (period ended 2026-06-30). Largest holders: Bank of New York Mellon Corp ($60.5M), Envestnet Asset Management Inc ($10.7M), Sanctuary Advisors, LLC ($1.0M).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Bank of New York Mellon Corp | $60.5M | 2.0M | Trimmed |
| 2 | ENVESTNET ASSET MANAGEMENT INC | $10.7M | 350,228 | New |
| 3 | Sanctuary Advisors, LLC | $1.0M | 33,077 | Added |
| 4 | Cambridge Investment Research Advisors, Inc. | $365,000 | 11,884 | New |
| 5 | US BANCORP \DE\ | $63,291 | 2,063 | New |
| 6 | UBS Group AG | $11,904 | 388 | New |
| 7 | Horizon Investments, LLC | $7,333 | 239 | Trimmed |
| 8 | SITTNER & NELSON, LLC | $6,106 | 199 | New |
Source: SEC Form 13F filings · as of 2026-06-30