HORIZON FDS 13F Institutional Holdings - Who Is Buying & Selling

Institutions

Combined AUM (Q2 2026)

$48.9M

Combined Shares (Q2 2026)

2.0M

Overall Trend

Increase

All institutions combined

Basis: holder count and combined value / shares merge all share classes of the same company (e.g. Class A / C); each institution is counted once, and value & shares are the sum across classes.

📥 Inflow (Q1 2026→Q2 2026)

+498,058

4 institutions added · 3 new buys

Est. buy amount ≈ —

📤 Outflow (Q1 2026→Q2 2026)

-251

1 institutions reduced · 0 exits

Est. sell amount ≈ —

⚖️ Net Share Change

+497,807

—

Net Buy

💰 Est. Net Value

≈ —

—

est. price —

	Portfolio %	Prev Q %	Rank	Q2 2026 Value	Q2 2026 Shares	Prev Q Value	Prev Q Shares	Shares Change	Action
Bank of New York Mellon Corp	0.01%	0.01%	#1	$39.6M	1.6M	$36.9M	1.5M	+125,961+8.60%	Add
ENVESTNET ASSET MANAGEMENT INC	<0.01%	—	#2	$9.2M	370,087	$0	0	+370,087	New Buy
US BANCORP \DE\	<0.01%	—	#4	$47,710	1,916	$0	0	+1,916	New Buy
Horizon Investments, LLC	<0.01%	<0.01%	#3	$6,249	253	$12,353	504	-251-49.80%	Reduce
OSAIC HOLDINGS, INC.	<0.01%	<0.01%	#5	$5,602	225	$5,665	225	00.00%	Unchanged
UBS Group AG	<0.01%	—	#6	$2,341	94	$0	0	+94	New Buy

HORIZON FDS

🧭 Institutional Sector Flow Heatmap