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YNOT Institutional Ownership

Horizon Digital Frontier ETF
1W: +1.3% 1M: +6.3% 3M: +5.8% YTD: +19.8% 1Y: +19.2%
$34.27
+0.55 (+1.63%)
 
Weekly Expected Move ±3.1%
$32 $33 $34 $35 $36
ETF NASDAQ · AUM $688272

Institutional Ownership — YNOT

13
Institutional Holders
+2 vs prior quarter
0.0%
Ownership
+0.00pp
118M
Total Invested
3
New Positions
8
Increased
2
Reduced
0
Closed
0.00
Put/Call Ratio

Ownership Trends

Top Institutional Holders (13 total)

# Holder Shares Value Change Change % Holding Period Filing
1 Bank of New York Mellon Corp 1,985,853 $68M -26,353 -1.3% 4Q SEC ↗
2 Cambridge Investment Research Advisors 910,555 $31M +103,681 +12.8% 2Q SEC ↗
3 ENVESTNET ASSET MANAGEMENT INC 340,979 $12M +317,230 +1335.8% 3Q SEC ↗
4 LPL Financial LLC 99,397 $3M +85,077 +594.1% 2Q SEC ↗
5 OSAIC HOLDINGS, INC. 83,181 $3M +68,995 +486.4% 3Q SEC ↗
6 INTEGRITY ALLIANCE, LLC. 79,815 $3M +853 +1.1% 2Q SEC ↗
7 Kestra Advisory Services, LLC 28,877 $990K +16,062 +125.3% 3Q SEC ↗
8 Golden State Wealth Management, LLC 28,201 $967K +1,393 +5.2% 2Q SEC ↗
9 OneDigital Investment Advisors LLC 12,062 $413K +3,669 +43.7% 2Q SEC ↗
10 US BANCORP \DE NEW 2,162 $74K — +0.0% 1Q SEC ↗
11 Horizon Investments, LLC 425 $15K -425 -50.0% 4Q SEC ↗
12 SITTNER & NELSON, LLC NEW 174 $6K — +0.0% 1Q SEC ↗
13 UBS Group AG NEW 60 $2K — +0.0% 1Q SEC ↗

Recent Activity

New Positions (3)
HolderSharesValue
US BANCORP \DE 2,162 $74K
SITTNER & NELSON, LLC 174 $6K
UBS Group AG 60 $2K
Sold Out (0)

No sold-out positions this quarter.

Biggest Increases (8)
HolderAddedChange %Total Shares
ENVESTNET ASSET MANAGEMENT INC +317,230 +1335.8% 340,979
Cambridge Investment Research Advis +103,681 +12.8% 910,555
LPL Financial LLC +85,077 +594.1% 99,397
OSAIC HOLDINGS, INC. +68,995 +486.4% 83,181
Kestra Advisory Services, LLC +16,062 +125.3% 28,877
OneDigital Investment Advisors LLC +3,669 +43.7% 12,062
Golden State Wealth Management, LLC +1,393 +5.2% 28,201
INTEGRITY ALLIANCE, LLC. +853 +1.1% 79,815
Biggest Decreases (2)
HolderReducedChange %Total Shares
Bank of New York Mellon Corp -26,353 -1.3% 1,985,853
Horizon Investments, LLC -425 -50.0% 425

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