SFTY — Horizon Fds 机构持仓 · 2026年Q2
谁持有 Horizon Fds（SFTY）？2026年Q2（报告期截至 2026-06-30）共有 19 家机构在 SEC 13F 申报中报告持有，合计 4.93 亿美元。前几大持有机构：Bank of New York Mellon Corp（3.80 亿美元）、Envestnet Asset Management Inc（7,620.00 万美元）、Foundations Investment Advisors, LLC（1,980.00 万美元）。
| 排名 | 机构 | 市值 | 股数 | 变动 |
|---|---|---|---|---|
| 1 | Bank of New York Mellon Corp | $380.1M | 12.4M | 增持 |
| 2 | ENVESTNET ASSET MANAGEMENT INC | $76.2M | 2.5M | 新建仓 |
| 3 | Foundations Investment Advisors, LLC | $19.8M | 644,442 | 新建仓 |
| 4 | LPL Financial LLC | $10.1M | 328,786 | 新建仓 |
| 5 | J.M. Arbour, LLC | $1.8M | 57,081 | 新建仓 |
| 6 | Cambridge Investment Research Advisors, Inc. | $1.6M | 51,649 | 增持 |
| 7 | Independent Advisor Alliance | $853,436 | 27,745 | 新建仓 |
| 8 | CreativeOne Wealth, LLC | $725,905 | 23,599 | 新建仓 |
| 9 | Brookstone Capital Management | $411,692 | 13,384 | 减持 |
| 10 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $375,272 | 12,200 | 减持 |
| 11 | US BANCORP \DE\ | $357,062 | 11,608 | 新建仓 |
| 12 | Creative Planning | $250,479 | 8,143 | 新建仓 |
| 13 | UBS Group AG | $142,173 | 4,622 | 增持 |
| 14 | AdvisorNet Financial, Inc | $129,930 | 4,224 | 新建仓 |
| 15 | AE Wealth Management LLC | $119,841 | 3,896 | 新建仓 |
| 16 | Horizon Investments, LLC | $59,213 | 1,925 | 减持 |
| 17 | JPMORGAN CHASE & CO | $54,635 | 1,791 | 新建仓 |
| 18 | SITTNER & NELSON, LLC | $46,540 | 1,513 | 新建仓 |
| 19 | GeoWealth Management, LLC | $11,258 | 366 | 新建仓 |
来源：SEC 13F 申报文件 · 截至 2026-06-30