Horizon Core Equity ETF (STOX)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Compare Detailed Historical Funds Options 13D/13G Peers Targeting Trading Summary Profile

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Bank of New York Mellon Corp

DECREASED

Shares1,918,872 from 2,137,167

Change-218,295 (-10%)

Value$61.4M (-$4.9M)

Filed 2026-11-05

Cooper Financial Group

INCREASED

Shares904,387 from 878,898

Change+25,489 (+3%)

Value$28.9M (+$1.7M)

Filed 2026-10-07

Cambridge Investment Research Advisors, Inc.

INCREASED

Shares573,677 from 249,451

Change+324,226 (+130%)

Value$18.3M (+$18.3M)

Filed 2026-11-02

Simplicity Wealth,LLC

DECREASED

Shares27,884 from 28,922

Change-1,038 (-4%)

Value$891.8K (-$5.3K)

Filed 2026-10-23

US Bancorp \de\

INCREASED

Shares5,946 from 3,616

Change+2,330 (+64%)

Value$190.2K (+$78.0K)

Filed 2026-11-05

Private Trust Co NA

NEW

Shares1,566

Change+1,566

Value$50.1K

Filed 2026-10-20

Golden State Wealth Management, LLC

UNCHANGED

Shares250 from 250

Change0 (0%)

Value$8.0K (+$241)

Filed 2026-11-02

LPL Financial LLC

N/A

Shares— from 497,770

Change-497,770 (-100%)

Value—

Envestnet Asset Management Inc

N/A

Shares— from 172,633

Change-172,633 (-100%)

Value—

Goldman Sachs Group Inc

N/A

Shares— from 11,186

Change-11,186 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 1,423

Change-1,423 (-100%)

Value—

Horizon Investments, LLC

N/A

Shares— from 842

Change-842 (-100%)

Value—

Jones Financial Companies Lllp

N/A

Shares— from 430

Change-430 (-100%)

Value—

	Status
Bank of New York Mellon Corp	DECREASED	1,918,872	2,137,167	-218,295	-10%	$66.3M	$61.4M	-$4.9M	2026-11-05
Cooper Financial Group	INCREASED	904,387	878,898	+25,489	+3%	$27.3M	$28.9M	+$1.7M	2026-10-07
Cambridge Investment Research Advisors, Inc.	INCREASED	573,677	249,451	+324,226	+130%	$7.7K	$18.3M	+$18.3M	2026-11-02
Simplicity Wealth,LLC	DECREASED	27,884	28,922	-1,038	-4%	$897.2K	$891.8K	-$5.3K	2026-10-23
US Bancorp \de\	INCREASED	5,946	3,616	+2,330	+64%	$112.2K	$190.2K	+$78.0K	2026-11-05
Private Trust Co NA	NEW	1,566	—	+1,566	—	—	$50.1K	—	2026-10-20
Golden State Wealth Management, LLC	UNCHANGED	250	250	0	0%	$7.8K	$8.0K	+$241	2026-11-02
LPL Financial LLC	N/A	—	497,770	-497,770	-100%	$15.4M	—	—	—
Envestnet Asset Management Inc	N/A	—	172,633	-172,633	-100%	$5.4M	—	—	—
Goldman Sachs Group Inc	N/A	—	11,186	-11,186	-100%	$347.0K	—	—	—
Osaic Holdings, Inc.	N/A	—	1,423	-1,423	-100%	$44.1K	—	—	—
Horizon Investments, LLC	N/A	—	842	-842	-100%	$26.1K	—	—	—
Jones Financial Companies Lllp	N/A	—	430	-430	-100%	$13.0K	—	—	—

Showing 13 of 13 institutions