SFTY Institutional Ownership & Shareholders
HORIZON MANAGED RISK ETF (SFTY) is currently held by 18 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $491.33M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Bank Of New York Mellon Corp is currently the largest disclosed institutional shareholder of SFTY tracked by InsiderSet, reporting ownership valued at approximately $380.08M 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 $387.99M, representing an estimated gain of +2.08% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 100% of the total disclosed SFTY value among the investors covered in this analysis. Major shareholders include Bank Of New York Mellon Corp, Envestnet Asset Management Inc, Foundations Investment Advisors, Llc, and several other long-term asset managers with concentrated positions in HORIZON MANAGED RISK ETF (SFTY).
This page ranks the largest institutional SFTY 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
18
Total Reported Value
$491.33M
Largest Holder
Bank Of New York Mellon Corp
Largest Position
$380.08M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
20
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Bank Of New York Mellon Corp | 0.06% | 12,356,438 | $380,084,033 | $387,992,153 | +$7,908,120 | +2.08% | |
| Envestnet Asset Management Inc | 0.02% | 2,477,139 | $76,196,796 | $77,782,165 | +$1,585,369 | +2.08% | |
| Foundations Investment Advisors, Llc | 0.20% | 644,442 | $19,823,036 | $20,235,479 | +$412,443 | +2.08% | |
| Lpl Financial Llc | 0.00% | 328,786 | $10,113,457 | $10,323,880 | +$210,423 | +2.08% | |
| J.M. Arbour, Llc | 1.51% | 57,081 | $1,755,812 | $1,792,343 | +$36,531 | +2.08% | |
| Independent Advisor Alliance | 0.02% | 27,745 | $853,436 | $871,193 | +$17,757 | +2.08% | |
| Creativeone Wealth, Llc | 0.02% | 23,599 | $725,905 | $741,009 | +$15,104 | +2.08% | |
| Brookstone Capital Management | 0.00% | 13,155 | $416,750 | $413,067 | -$3,683 | -0.88% | |
| Susquehanna International Group, Llp | 0.00% | 12,200 | $375,272 | $383,080 | +$7,808 | +2.08% | |
| Us Bancorp \De\ | 0.00% | 11,608 | $357,062 | $364,491 | +$7,429 | +2.08% | |
| Creative Planning | 0.00% | 7,079 | $224,263 | $222,281 | -$1,982 | -0.88% | |
| Ubs Group Ag | 0.00% | 4,622 | $142,173 | $145,131 | +$2,958 | +2.08% | |
| Golden State Wealth Management, Llc | 0.01% | 2,795 | $88,546 | $87,763 | -$783 | -0.88% | |
| Horizon Investments, Llc | 0.00% | 1,925 | $59,213 | $60,445 | +$1,232 | +2.08% | |
| Jpmorgan Chase & Co | 0.00% | 1,791 | $54,635 | $56,237 | +$1,602 | +2.93% | |
| Sittner & Nelson, Llc | 0.01% | 1,513 | $46,540 | $47,508 | +$968 | +2.08% | |
| Geowealth Management, Llc | 0.00% | 366 | $11,258 | $11,492 | +$234 | +2.08% | |
| Cambridge Investment Research Advisors, Inc. | 0.00% | 67,377 | $2,135 | $2,115,638 | +$2,113,503 | +98993.11% |
Frequently asked questions about SFTY
Who are the largest institutional holders of SFTY?
The largest institutional holders of SFTY reported in the latest SEC Form 13F filings include Bank Of New York Mellon Corp, Envestnet Asset Management Inc, Foundations Investment Advisors, Llc, Lpl Financial Llc, and J.M. Arbour, Llc. InsiderSet ranks institutional holders by their latest reported SFTY position.
What is SFTY institutional ownership?
This page tracks SFTY positions reported by institutional investment managers through SEC Form 13F. HORIZON MANAGED RISK ETF (SFTY) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own SFTY?
InsiderSet currently tracks 18 institutional managers reporting SFTY 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 SFTY shareholders.
How much SFTY stock do institutions own?
Institutional investment managers disclosed approximately $491.33M in SFTY holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was SFTY institutional ownership last updated?
The latest SFTY 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 SFTY 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 SFTY position after the reporting date.
Are institutions buying or selling SFTY?
Institutional buying and selling can be analyzed by comparing SFTY positions across consecutive 13F reporting periods. InsiderSet's SFTY Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View SFTY ownership changes.
How has SFTY institutional ownership changed over time?
InsiderSet tracks SFTY institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.