YNOT — Horizon Fds Institutional Holders · Q2 2026
Who owns Horizon Fds (YNOT)? 13 institutions reported holding $118.33M in SEC 13F filings for Q2 2026 (period ended 2026-06-30). Largest holders: Bank of New York Mellon Corp ($65.8M), Cambridge Investment Research Advisors, Inc. ($30.2M), Envestnet Asset Management Inc ($11.3M).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Bank of New York Mellon Corp | $65.8M | 2.0M | Trimmed |
| 2 | Cambridge Investment Research Advisors, Inc. | $30.2M | 910,555 | Added |
| 3 | ENVESTNET ASSET MANAGEMENT INC | $11.3M | 340,979 | Added |
| 4 | LPL Financial LLC | $3.3M | 99,397 | Added |
| 5 | OSAIC HOLDINGS, INC. | $2.8M | 83,181 | Added |
| 6 | INTEGRITY ALLIANCE, LLC. | $2.6M | 79,815 | Added |
| 7 | Kestra Advisory Services, LLC | $956,695 | 28,877 | Added |
| 8 | Golden State Wealth Management, LLC | $934,304 | 28,201 | Added |
| 9 | OneDigital Investment Advisors LLC | $399,614 | 12,062 | Added |
| 10 | US BANCORP \DE\ | $71,628 | 2,162 | New |
| 11 | Horizon Investments, LLC | $14,080 | 425 | Trimmed |
| 12 | SITTNER & NELSON, LLC | $5,765 | 174 | New |
| 13 | UBS Group AG | $1,988 | 60 | New |
Source: SEC Form 13F filings · as of 2026-06-30