SMOX Institutional Ownership
Horizon Small/Mid Cap Core Equity ETF
1W: +1.1%
1M: -1.1%
3M: -2.9%
YTD: +15.6%
$29.43
+0.39 (+1.34%)
Weekly Expected Move ±1.6%
$28
$29
$29
$30
$30
Overview
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Holdings
Changes
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Analysis
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Short Interest
Dividends
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Institutional Ownership — SMOX
8
Institutional Holders
+4 vs prior quarter
0.0%
Ownership
+0.00pp
73M
Total Invested
5
New Positions
1
Increased
2
Reduced
0
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (9 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | Bank of New York Mellon Corp | 1,972,176 | 58M | -37,574 | -1.9% | 3Q | SEC ↗ |
| 2 | ENVESTNET ASSET MANAGEMENT INC NEW | 350,228 | 10M | — | +0.0% | 1Q | SEC ↗ |
| 3 | Sanctuary Advisors, LLC | 33,077 | 973K | +5,098 | +18.2% | 2Q | SEC ↗ |
| 4 | Cambridge Investment Research Advisors NEW | 11,884 | 350K | — | +0.0% | 1Q | SEC ↗ |
| 5 | US BANCORP \DE NEW | 2,063 | 61K | — | +0.0% | 1Q | SEC ↗ |
| 6 | UBS Group AG NEW | 388 | 11K | — | +0.0% | 1Q | SEC ↗ |
| 7 | Horizon Investments, LLC | 239 | 7K | -439 | -64.7% | 3Q | SEC ↗ |
| 8 | SITTNER & NELSON, LLC NEW | 199 | 6K | — | +0.0% | 1Q | SEC ↗ |
| 9 | CITADEL ADVISORS LLC | 0 | 0K | -11,044 | -100.0% | 1Q | SEC ↗ |
Recent Activity
New Positions (5)
| Holder | Shares | Value |
|---|---|---|
| ENVESTNET ASSET MANAGEMENT INC | 350,228 | 10M |
| Cambridge Investment Research Advis | 11,884 | 350K |
| US BANCORP \DE | 2,063 | 61K |
| UBS Group AG | 388 | 11K |
| SITTNER & NELSON, LLC | 199 | 6K |
Sold Out (1)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| CITADEL ADVISORS LLC | 11,044 | 325K |
Biggest Increases (1)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| Sanctuary Advisors, LLC | +5,098 | +18.2% | 33,077 |
Biggest Decreases (2)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| Bank of New York Mellon Corp | -37,574 | -1.9% | 1,972,176 |
| Horizon Investments, LLC | -439 | -64.7% | 239 |