STOX Institutional Ownership
Horizon Funds - Horizon Core Equity ETF
1W: -0.3%
1M: +1.0%
YTD: +1.2%
$32.23
+0.25 (+0.77%)
Weekly Expected Move ±1.6%
$31
$32
$32
$33
$33
Overview
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Short Interest
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Institutional Ownership — STOX
14
Institutional Holders
+6 vs prior quarter
0.0%
Ownership
+0.00pp
124M
Total Invested
6
New Positions
5
Increased
3
Reduced
2
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (14 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | Bank of New York Mellon Corp | 2,137,167 | 69M | +43,417 | +2.1% | 4Q | SEC ↗ |
| 2 | Cooper Financial Group | 878,898 | 28M | +8,982 | +1.0% | 2Q | SEC ↗ |
| 3 | LPL Financial LLC NEW | 497,770 | 16M | — | +0.0% | 1Q | SEC ↗ |
| 4 | Cambridge Investment Research Advisors | 249,451 | 8M | +77,124 | +44.8% | 3Q | SEC ↗ |
| 5 | ENVESTNET ASSET MANAGEMENT INC NEW | 172,633 | 6M | — | +0.0% | 1Q | SEC ↗ |
| 6 | Simplicity Wealth,LLC | 28,922 | 932K | +4,455 | +18.2% | 2Q | SEC ↗ |
| 7 | GOLDMAN SACHS GROUP INC NEW | 11,186 | 361K | — | +0.0% | 1Q | SEC ↗ |
| 8 | US BANCORP \DE NEW | 3,616 | 117K | — | +0.0% | 1Q | SEC ↗ |
| 9 | OSAIC HOLDINGS, INC. | 1,423 | 46K | +981 | +221.9% | 3Q | SEC ↗ |
| 10 | Horizon Investments, LLC | 842 | 27K | -842 | -50.0% | 4Q | SEC ↗ |
| 11 | JONES FINANCIAL COMPANIES LLLP NEW | 430 | 14K | — | +0.0% | 1Q | SEC ↗ |
| 12 | Golden State Wealth Management, LLC NEW | 250 | 8K | — | +0.0% | 1Q | SEC ↗ |
| 13 | JANE STREET GROUP, LLC | 0 | 0K | -13,310 | -100.0% | 1Q | SEC ↗ |
| 14 | GTS SECURITIES LLC | 0 | 0K | -16,797 | -100.0% | 1Q | SEC ↗ |
Recent Activity
New Positions (6)
| Holder | Shares | Value |
|---|---|---|
| LPL Financial LLC | 497,770 | 16M |
| ENVESTNET ASSET MANAGEMENT INC | 172,633 | 6M |
| GOLDMAN SACHS GROUP INC | 11,186 | 361K |
| US BANCORP \DE | 3,616 | 117K |
| JONES FINANCIAL COMPANIES LLLP | 430 | 14K |
| Golden State Wealth Management, LLC | 250 | 8K |
Sold Out (2)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| GTS SECURITIES LLC | 16,797 | 541K |
| JANE STREET GROUP, LLC | 13,310 | 429K |
Biggest Increases (5)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| Cambridge Investment Research Advis | +77,124 | +44.8% | 249,451 |
| Bank of New York Mellon Corp | +43,417 | +2.1% | 2,137,167 |
| Cooper Financial Group | +8,982 | +1.0% | 878,898 |
| Simplicity Wealth,LLC | +4,455 | +18.2% | 28,922 |
| OSAIC HOLDINGS, INC. | +981 | +221.9% | 1,423 |
Biggest Decreases (1)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| Horizon Investments, LLC | -842 | -50.0% | 842 |