SFTY Institutional Ownership
Horizon Funds - Horizon Managed Risk ETF
1W: -0.3%
1M: +1.0%
YTD: +1.0%
$31.91
+0.21 (+0.66%)
Weekly Expected Move ±1.4%
$31
$31
$32
$32
$33
Overview
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Institutional Ownership — SFTY
19
Institutional Holders
+13 vs prior quarter
0.0%
Ownership
+0.00pp
493M
Total Invested
13
New Positions
3
Increased
3
Reduced
0
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (19 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | Bank of New York Mellon Corp | 12,356,438 | 394M | +150,576 | +1.2% | 4Q | SEC ↗ |
| 2 | ENVESTNET ASSET MANAGEMENT INC NEW | 2,477,139 | 79M | — | +0.0% | 1Q | SEC ↗ |
| 3 | Foundations Investment Advisors, LLC NEW | 644,442 | 21M | — | +0.0% | 1Q | SEC ↗ |
| 4 | LPL Financial LLC NEW | 328,786 | 10M | — | +0.0% | 1Q | SEC ↗ |
| 5 | J.M. Arbour, LLC NEW | 57,081 | 2M | — | +0.0% | 1Q | SEC ↗ |
| 6 | Cambridge Investment Research Advisors | 51,649 | 2M | +22,012 | +74.3% | 2Q | SEC ↗ |
| 7 | Independent Advisor Alliance NEW | 27,745 | 885K | — | +0.0% | 1Q | SEC ↗ |
| 8 | CreativeOne Wealth, LLC NEW | 23,599 | 753K | — | +0.0% | 1Q | SEC ↗ |
| 9 | Brookstone Capital Management | 13,384 | 427K | -164 | -1.2% | 2Q | SEC ↗ |
| 10 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 12,200 | 389K | -11,182 | -47.8% | 2Q | SEC ↗ |
| 11 | US BANCORP \DE NEW | 11,608 | 370K | — | +0.0% | 1Q | SEC ↗ |
| 12 | Creative Planning NEW | 8,143 | 260K | — | +0.0% | 1Q | SEC ↗ |
| 13 | UBS Group AG | 4,622 | 147K | +4,347 | +1580.7% | 2Q | SEC ↗ |
| 14 | AdvisorNet Financial, Inc NEW | 4,224 | 135K | — | +0.0% | 1Q | SEC ↗ |
| 15 | AE Wealth Management LLC NEW | 3,896 | 124K | — | +0.0% | 1Q | SEC ↗ |
| 16 | Horizon Investments, LLC | 1,925 | 61K | -1,871 | -49.3% | 4Q | SEC ↗ |
| 17 | JPMORGAN CHASE & CO NEW | 1,791 | 57K | — | +0.0% | 1Q | SEC ↗ |
| 18 | SITTNER & NELSON, LLC NEW | 1,513 | 48K | — | +0.0% | 1Q | SEC ↗ |
| 19 | GeoWealth Management, LLC NEW | 366 | 12K | — | +0.0% | 1Q | SEC ↗ |
Recent Activity
New Positions (13)
| Holder | Shares | Value |
|---|---|---|
| ENVESTNET ASSET MANAGEMENT INC | 2,477,139 | 79M |
| Foundations Investment Advisors, LL | 644,442 | 21M |
| LPL Financial LLC | 328,786 | 10M |
| J.M. Arbour, LLC | 57,081 | 2M |
| Independent Advisor Alliance | 27,745 | 885K |
| CreativeOne Wealth, LLC | 23,599 | 753K |
| US BANCORP \DE | 11,608 | 370K |
| Creative Planning | 8,143 | 260K |
| AdvisorNet Financial, Inc | 4,224 | 135K |
| AE Wealth Management LLC | 3,896 | 124K |
| JPMORGAN CHASE & CO | 1,791 | 57K |
| SITTNER & NELSON, LLC | 1,513 | 48K |
| GeoWealth Management, LLC | 366 | 12K |
Sold Out (0)
No sold-out positions this quarter.
Biggest Increases (3)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| Bank of New York Mellon Corp | +150,576 | +1.2% | 12,356,438 |
| Cambridge Investment Research Advis | +22,012 | +74.3% | 51,649 |
| UBS Group AG | +4,347 | +1580.7% | 4,622 |
Biggest Decreases (3)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| SUSQUEHANNA INTERNATIONAL GROUP, LL | -11,182 | -47.8% | 12,200 |
| Horizon Investments, LLC | -1,871 | -49.3% | 1,925 |
| Brookstone Capital Management | -164 | -1.2% | 13,384 |