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Horizon Landmark ETF (BENJ)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Bank of New York Mellon Corp
INCREASED
Shares1,320,214 from 1,122,748
Change+197,466 (+18%)
Value$70.4M (+$11.1M)
Filed 2026-11-05
LPL Financial LLC
INCREASED
Shares1,065,308 from 884,354
Change+180,954 (+20%)
Value$56.8M (+$10.1M)
Filed 2026-11-06
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares918,284 from 763,002
Change+155,282 (+20%)
Value$48.9M (+$48.9M)
Filed 2026-11-02
Certior Financial Group, LLC
INCREASED
Shares33,181 from 30,986
Change+2,195 (+7%)
Value$1.8M (+$134.0K)
Filed 2026-10-19
Kestra Advisory Services, LLC
INCREASED
Shares8,360 from 4,252
Change+4,108 (+97%)
Value$445.6K (+$221.3K)
Filed 2026-11-02
Atria Investments, Inc
INCREASED
Shares6,096 from 5,223
Change+873 (+17%)
Value$324.9K (+$49.4K)
Filed 2026-10-15
Brookstone Capital Management
DECREASED
Shares5,685 from 5,792
Change-107 (-2%)
Value$303.0K (-$2.5K)
Filed 2026-10-22
Optivise Advisory Services LLC
NEW
Shares5,521
Change+5,521
Value$294.3K
Filed 2026-10-19
Kingswood Wealth Advisors, LLC
NEW
Shares4,772
Change+4,772
Value$254.3K
Filed 2026-10-23
US Bancorp \de\
INCREASED
Shares1,550 from 861
Change+689 (+80%)
Value$82.6K (+$37.2K)
Filed 2026-11-05
Silver Grove Financial Group, Inc.
INCREASED
Shares1,192 from 1,000
Change+192 (+19%)
Value$63.5K (+$10.8K)
Filed 2026-11-05
Envestnet Asset Management Inc
N/A
Shares— from 1,418,096
Change-1,418,096 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 839,309
Change-839,309 (-100%)
Value—
Orion Porfolio Solutions, LLC
N/A
Shares— from 124,730
Change-124,730 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 79,022
Change-79,022 (-100%)
Value—
Envestnet Portfolio Solutions, Inc.
N/A
Shares— from 18,130
Change-18,130 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 12,289
Change-12,289 (-100%)
Value—
Brookwood Investment Group LLC
N/A
Shares— from 5,081
Change-5,081 (-100%)
Value—
Horizon Investments, LLC
N/A
Shares— from 368
Change-368 (-100%)
Value—
Status
Bank of New York Mellon Corp
INCREASED1,320,2141,122,748+197,466+18%$59.2M$70.4M+$11.1M2026-11-05
LPL Financial LLC
INCREASED1,065,308884,354+180,954+20%$46.6M$56.8M+$10.1M2026-11-06
Cambridge Investment Research Advisors, Inc.
INCREASED918,284763,002+155,282+20%$40.2K$48.9M+$48.9M2026-11-02
Certior Financial Group, LLC
INCREASED33,18130,986+2,195+7%$1.6M$1.8M+$134.0K2026-10-19
Kestra Advisory Services, LLC
INCREASED8,3604,252+4,108+97%$224.3K$445.6K+$221.3K2026-11-02
Atria Investments, Inc
INCREASED6,0965,223+873+17%$275.5K$324.9K+$49.4K2026-10-15
Brookstone Capital Management
DECREASED5,6855,792-107-2%$305.5K$303.0K-$2.5K2026-10-22
Optivise Advisory Services LLC
NEW5,521—+5,521——$294.3K—2026-10-19
Kingswood Wealth Advisors, LLC
NEW4,772—+4,772——$254.3K—2026-10-23
US Bancorp \de\
INCREASED1,550861+689+80%$45.4K$82.6K+$37.2K2026-11-05
Silver Grove Financial Group, Inc.
INCREASED1,1921,000+192+19%$52.8K$63.5K+$10.8K2026-11-05
Envestnet Asset Management Inc
N/A—1,418,096-1,418,096-100%$74.8M———
Cetera Investment Advisers
N/A—839,309-839,309-100%$44.3M———
Orion Porfolio Solutions, LLC
N/A—124,730-124,730-100%$6.6M———
Principal Securities, Inc.
N/A—79,022-79,022-100%$4.2M———
Envestnet Portfolio Solutions, Inc.
N/A—18,130-18,130-100%$956.4K———
Osaic Holdings, Inc.
N/A—12,289-12,289-100%$648.2K———
Brookwood Investment Group LLC
N/A—5,081-5,081-100%$268.0K———
Horizon Investments, LLC
N/A—368-368-100%$19.4K———
Showing 19 of 19 institutions