BENJ Institutional Ownership & Shareholders
HORIZON LANDMARK ETF (BENJ) is currently held by 19 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $241.13M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Envestnet Asset Management Inc is currently the largest disclosed institutional shareholder of BENJ tracked by InsiderSet, reporting ownership valued at approximately $74.80M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $75.83M, representing an estimated gain of +1.36% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 99% of the total disclosed BENJ value among the investors covered in this analysis. Major shareholders include Envestnet Asset Management Inc, Bank Of New York Mellon Corp, Lpl Financial Llc, and several other long-term asset managers with concentrated positions in HORIZON LANDMARK ETF (BENJ).
This page ranks the largest institutional BENJ shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
19
Total Reported Value
$241.13M
Largest Holder
Envestnet Asset Management Inc
Largest Position
$74.80M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
25
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Envestnet Asset Management Inc | 0.02% | 1,418,096 | $74,804,564 | $75,825,593 | +$1,021,029 | +1.36% | |
| Bank Of New York Mellon Corp | 0.01% | 1,122,748 | $59,224,957 | $60,033,336 | +$808,379 | +1.36% | |
| Lpl Financial Llc | 0.01% | 884,354 | $46,649,699 | $47,286,408 | +$636,709 | +1.36% | |
| Cetera Investment Advisers | 0.04% | 839,309 | $44,273,550 | $44,877,852 | +$604,302 | +1.36% | |
| Orion Porfolio Solutions, Llc | 0.05% | 124,730 | $6,579,508 | $6,669,313 | +$89,805 | +1.36% | |
| Principal Securities, Inc. | 0.05% | 79,022 | $4,168,411 | $4,225,306 | +$56,895 | +1.36% | |
| Certior Financial Group, Llc | 0.96% | 33,181 | $1,768,544 | $1,774,188 | +$5,644 | +0.32% | |
| Envestnet Portfolio Solutions, Inc. | 0.00% | 18,130 | $956,358 | $969,411 | +$13,053 | +1.36% | |
| Osaic Holdings, Inc. | 0.00% | 12,289 | $648,244 | $657,093 | +$8,849 | +1.37% | |
| Kestra Advisory Services, Llc | 0.00% | 8,360 | $445,587 | $447,009 | +$1,422 | +0.32% | |
| Atria Investments, Inc | 0.00% | 6,096 | $324,916 | $325,953 | +$1,037 | +0.32% | |
| Brookstone Capital Management | 0.00% | 5,685 | $303,010 | $303,977 | +$967 | +0.32% | |
| Optivise Advisory Services Llc | 0.14% | 5,521 | $294,269 | $295,208 | +$939 | +0.32% | |
| Brookwood Investment Group Llc | 0.03% | 5,081 | $268,023 | $271,681 | +$3,658 | +1.36% | |
| Kingswood Wealth Advisors, Llc | 0.01% | 4,772 | $254,347 | $255,159 | +$812 | +0.32% | |
| Silver Grove Financial Group, Inc. | 0.03% | 1,000 | $52,750 | $53,470 | +$720 | +1.36% | |
| Cambridge Investment Research Advisors, Inc. | 0.11% | 918,284 | $48,944 | $49,100,645 | +$49,051,701 | +100220.05% | |
| Us Bancorp \De\ | 0.00% | 861 | $45,418 | $46,038 | +$620 | +1.36% | |
| Horizon Investments, Llc | 0.00% | 368 | $19,412 | $19,677 | +$265 | +1.36% |
Frequently asked questions about BENJ
Who are the largest institutional holders of BENJ?
The largest institutional holders of BENJ reported in the latest SEC Form 13F filings include Envestnet Asset Management Inc, Bank Of New York Mellon Corp, Lpl Financial Llc, Cetera Investment Advisers, and Orion Porfolio Solutions, Llc. InsiderSet ranks institutional holders by their latest reported BENJ position.
What is BENJ institutional ownership?
This page tracks BENJ positions reported by institutional investment managers through SEC Form 13F. HORIZON LANDMARK ETF (BENJ) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own BENJ?
InsiderSet currently tracks 19 institutional managers reporting BENJ holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of BENJ shareholders.
How much BENJ stock do institutions own?
Institutional investment managers disclosed approximately $241.13M in BENJ holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was BENJ institutional ownership last updated?
The latest BENJ institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional BENJ holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its BENJ position after the reporting date.
Are institutions buying or selling BENJ?
Institutional buying and selling can be analyzed by comparing BENJ positions across consecutive 13F reporting periods. InsiderSet's BENJ Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View BENJ ownership changes.
How has BENJ institutional ownership changed over time?
InsiderSet tracks BENJ institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.