Vault-13

HORIZON FDS BENJ

LANDMARK ETF · ETP · CUSIP 44053A622

17 institutional holders -1 vs Q1 2026
6,078,2456.1m shares reported held*
$320.6mreported value*
3 new 3 added 11 reduced 4 sold out net bought ≈ $45.4m (+860.1k shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable. Implied quarter-end price ≈ $52.75.

Trends to Q2 2026

Institutional holders

Managers reporting a position, each quarter

01020Q1 25: 7Q2 25: 14Q3 25: 16Q4 25: 16Q1 26: 18Q2 26: 1717Q1 25Q2 25Q3 25Q4 25Q1 26Q2 26
Numbers
QuarterHolders
Q1 20257
Q2 202514
Q3 202516
Q4 202516
Q1 202618
Q2 202617

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
20020Q2 25: 10 bought or addedQ2 25: 5 cut or sold outQ2 25Q3 25: 12 bought or addedQ3 25: 6 cut or sold outQ3 25Q4 25: 13 bought or addedQ4 25: 5 cut or sold outQ4 25Q1 26: 14 bought or addedQ1 26: 6 cut or sold outQ1 26Q2 26: 6 bought or addedQ2 26: 15 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q2 2025105
Q3 2025126
Q4 2025135
Q1 2026146
Q2 2026615

Biggest buyers

Cambridge Investment Research Advisors, Inc. Added +712,225+712.2k
ENVESTNET ASSET MANAGEMENT INC Added +320,648+320.6k
Kestra Advisory Services, LLC New +4,252+4.3k
OSAIC HOLDINGS, INC. Added +1,488+1.5k
Silver Grove Financial Group, Inc. New +1,000+1.0k
US BANCORP \DE\ New +861+861

Biggest sellers

Independent Advisor Alliance Sold out -55,904-55.9k
Cetera Investment Advisers Reduced -53,713-53.7k
Bank of New York Mellon Corp Reduced -20,695-20.7k
Horizon Investments, LLC Reduced -15,616-15.6k
IFS Group,LLC Sold out -12,381-12.4k
PRINCIPAL SECURITIES, INC. Reduced -7,970-8.0k
Envestnet Portfolio Solutions, Inc. Reduced -3,722-3.7k
Orion Porfolio Solutions, LLC Reduced -2,815-2.8k
CERTIOR FINANCIAL GROUP, LLC Reduced -2,097-2.1k
LPL Financial LLC Reduced -2,027-2.0k

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 Cambridge Investment Research Advisors, Inc. 0.09% of their portfolio FAIRFIELD, IA 1,526,0041.5m $80.5m $80.5m 0.09% Added +712.2k +712,225
2 ENVESTNET ASSET MANAGEMENT INC 0.02% of their portfolio Berwyn, PA 1,418,0961.4m $74.8m $74.8m 0.02% Added +320.6k +320,648
3 Bank of New York Mellon Corp 0.01% of their portfolio NEW YORK, NY 1,122,7481.1m $59.2m $59.2m 0.01% Reduced -20.7k -20,695
4 LPL Financial LLC 0.01% of their portfolio FORT MILL, SC 884,354884.4k $46.6m $46.6m 0.01% Reduced -2.0k -2,027
5 Cetera Investment Advisers 0.04% of their portfolio SCHAUMBURG, IL 839,309839.3k $44.3m $44.3m 0.04% Reduced -53.7k -53,713
6 Orion Porfolio Solutions, LLC 0.05% of their portfolio OMAHA, NE 124,730124.7k $6.6m $6.6m 0.05% Reduced -2.8k -2,815
7 PRINCIPAL SECURITIES, INC. 0.05% of their portfolio DES MOINES, IA 79,02279.0k $4.2m $4.2m 0.05% Reduced -8.0k -7,970
8 CERTIOR FINANCIAL GROUP, LLC 0.90% of their portfolio KING OF PRUSSIA, PA 30,98631.0k $1.6m $1.6m 0.90% Reduced -2.1k -2,097
9 Envestnet Portfolio Solutions, Inc. 0.00% of their portfolio BERWYN, PA 18,13018.1k $956.4k $956.4k 0.00% Reduced -3.7k -3,722
10 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 12,28912.3k $648.2k $648.2k 0.00% Added +1.5k +1,488
11 Brookstone Capital Management 0.00% of their portfolio WHEATON, IL 5,7925.8k $305.5k $305.5k 0.00% Reduced -78 -78
12 Atria Investments, Inc 0.00% of their portfolio Charlotte, NC 5,2235.2k $275.5k $275.5k 0.00% Reduced -690 -690
13 Brookwood Investment Group LLC 0.03% of their portfolio PHOENIX, AZ 5,0815.1k $268.0k $268.0k 0.03% Reduced -524 -524
14 Kestra Advisory Services, LLC 0.00% of their portfolio AUSTIN, TX 4,2524.3k $224.3k $224.3k 0.00% New
15 Silver Grove Financial Group, Inc. 0.03% of their portfolio ORCHARD PARK, NY 1,0001.0k $52.8k $52.8k 0.03% New
16 US BANCORP \DE\ 0.00% of their portfolio MINNEAPOLIS, MN 861861 $45.4k $45.4k 0.00% New
17 Horizon Investments, LLC 0.00% of their portfolio Charlotte, NC 368368 $19.4k $19.4k 0.00% Reduced -15.6k -15,616