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BENJ Institutional Ownership

Horizon Landmark ETF
1W: +0.1% 1M: +0.4% 3M: +1.0% YTD: +2.8% 1Y: +3.8%
$53.31
+0.01 (+0.03%)
 
Weekly Expected Move ±0.1%
$53 $53 $53 $53 $53
ETF AMEX · AUM $269.2M

Institutional Ownership — BENJ

21
Institutional Holders
+0 vs prior quarter
0.0%
Ownership
+0.00pp
280M
Total Invested
3
New Positions
2
Increased
16
Reduced
4
Closed
0.00
Put/Call Ratio

Ownership Trends

Top Institutional Holders (23 total)

# Holder Shares Value Change Change % Holding Period Filing
1 ENVESTNET ASSET MANAGEMENT INC 1,418,096 76M +320,648 +29.2% 5Q SEC ↗
2 Bank of New York Mellon Corp 1,122,748 60M -20,695 -1.8% 4Q SEC ↗
3 LPL Financial LLC 884,354 47M -2,027 -0.2% 2Q SEC ↗
4 Cetera Investment Advisers 839,309 45M -53,713 -6.0% 4Q SEC ↗
5 Cambridge Investment Research Advisors 763,002 41M -50,777 -6.2% 5Q SEC ↗
6 Orion Porfolio Solutions, LLC 124,730 7M -2,815 -2.2% 5Q SEC ↗
7 PRINCIPAL SECURITIES, INC. 79,022 4M -7,970 -9.2% 5Q SEC ↗
8 CERTIOR FINANCIAL GROUP, LLC 30,986 2M -2,097 -6.3% 6Q SEC ↗
9 Envestnet Portfolio Solutions, Inc. 18,130 967K -3,722 -17.0% 5Q SEC ↗
10 OSAIC HOLDINGS, INC. 12,289 655K +1,488 +13.8% 6Q SEC ↗
11 Brookstone Capital Management 5,792 309K -78 -1.3% 2Q SEC ↗
12 Atria Investments, Inc 5,223 278K -690 -11.7% 6Q SEC ↗
13 Brookwood Investment Group LLC 5,081 271K -524 -9.3% 4Q SEC ↗
14 Kestra Advisory Services, LLC NEW 4,252 227K — +0.0% 1Q SEC ↗
15 Silver Grove Financial Group, Inc. NEW 1,000 53K — +0.0% 1Q SEC ↗
16 US BANCORP \DE NEW 861 46K — +0.0% 1Q SEC ↗
17 Horizon Investments, LLC 368 20K -15,616 -97.7% 6Q SEC ↗
18 JANE STREET GROUP, LLC 0 0K -4,233 -100.0% 1Q SEC ↗
19 UBS Group AG 0 0K -436 -100.0% 4Q SEC ↗
20 OLD MISSION CAPITAL LLC 0 0K -5,384 -100.0% 1Q SEC ↗
21 ROYAL BANK OF CANADA 0 0K -1,695 -100.0% 1Q SEC ↗
22 IFS Group,LLC 0 0K -12,381 -100.0% 1Q SEC ↗
23 Independent Advisor Alliance 0 0K -55,904 -100.0% 1Q SEC ↗

Recent Activity

New Positions (3)
Sold Out (6)
HolderPrev SharesPrev Value
Independent Advisor Alliance 55,904 3M
IFS Group,LLC 12,381 660K
OLD MISSION CAPITAL LLC 5,384 287K
JANE STREET GROUP, LLC 4,233 226K
ROYAL BANK OF CANADA 1,695 90K
UBS Group AG 436 23K
Biggest Increases (2)
HolderAddedChange %Total Shares
ENVESTNET ASSET MANAGEMENT INC +320,648 +29.2% 1,418,096
OSAIC HOLDINGS, INC. +1,488 +13.8% 12,289
Biggest Decreases (12)
HolderReducedChange %Total Shares
Cetera Investment Advisers -53,713 -6.0% 839,309
Cambridge Investment Research Advis -50,777 -6.2% 763,002
Bank of New York Mellon Corp -20,695 -1.8% 1,122,748
Horizon Investments, LLC -15,616 -97.7% 368
PRINCIPAL SECURITIES, INC. -7,970 -9.2% 79,022
Envestnet Portfolio Solutions, Inc. -3,722 -17.0% 18,130
Orion Porfolio Solutions, LLC -2,815 -2.2% 124,730
CERTIOR FINANCIAL GROUP, LLC -2,097 -6.3% 30,986
LPL Financial LLC -2,027 -0.2% 884,354
Atria Investments, Inc -690 -11.7% 5,223
Brookwood Investment Group LLC -524 -9.3% 5,081
Brookstone Capital Management -78 -1.3% 5,792

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms