14 institutions reported holding $123.5M of HORIZON CORE EQUITY ETF (STOX) in SEC 13F filings for 2026-06-30. Largest institutional holders: Bank of New York Mellon Corp ($66.3M), Cooper Financial Group ($27.3M), LPL Financial LLC ($15.4M), Cambridge Investment Research Advisors, Inc. ($7.7M), ENVESTNET ASSET MANAGEMENT INC ($5.4M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Bank of New York Mellon Corp | $66.3M | 2.1M | Added |
| 2 | Cooper Financial Group | $27.3M | 878,898 | Added |
| 3 | LPL Financial LLC | $15.4M | 497,770 | New |
| 4 | Cambridge Investment Research Advisors, Inc. | $7.7M | 249,451 | Added |
| 5 | ENVESTNET ASSET MANAGEMENT INC | $5.4M | 172,633 | New |
| 6 | Simplicity Wealth,LLC | $897,160 | 28,922 | Added |
| 7 | GOLDMAN SACHS GROUP INC | $346,990 | 11,186 | New |
| 8 | US BANCORP \DE\ | $112,167 | 3,616 | New |
| 9 | OSAIC HOLDINGS, INC. | $44,141 | 1,423 | Added |
| 10 | Horizon Investments, LLC | $26,119 | 842 | Trimmed |
| 11 | JONES FINANCIAL COMPANIES LLLP | $13,044 | 430 | New |
| 12 | Golden State Wealth Management, LLC | $7,755 | 250 | New |
| 13 | GTS SECURITIES LLC | $0 | 0 | Exited |
| 14 | JANE STREET GROUP, LLC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30