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

Institutions

Combined AUM (Q2 2026)

$247.5M

Combined Shares (Q2 2026)

9.8M

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)

+2.6M

4 institutions added · 2 new buys

Est. buy amount ≈ —

📤 Outflow (Q1 2026→Q2 2026)

-23,859

4 institutions reduced · 3 exits

Est. sell amount ≈ —

⚖️ Net Share Change

+2.6M

—

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	0.03%	0.03%	#1	$197.8M	7.9M	$185.6M	7.2M	+639,092+8.85%	Add
ENVESTNET ASSET MANAGEMENT INC	0.01%	—	#2	$48.5M	1.9M	$0	0	+1.9M	New Buy
KESTRA PRIVATE WEALTH SERVICES, LLC	0.01%	0.01%	#3	$864,433	34,349	$779,001	30,307	+4,042+13.34%	Add
US BANCORP \DE\	<0.01%	—	#5	$259,915	10,328	$0	0	+10,328	New Buy
OSAIC HOLDINGS, INC.	<0.01%	<0.01%	#6	$31,210	1,240	$31,868	1,240	00.00%	Unchanged
Horizon Investments, LLC	<0.01%	<0.01%	#4	$28,223	1,128	$53,763	2,136	-1,008-47.19%	Reduce

HORIZON FDS

🧭 Institutional Sector Flow Heatmap