HORIZON MANAGED RISK ETF (SFTY) Institutional Ownership Changes & 13F Activity
HORIZON MANAGED RISK ETF (SFTY). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Envestnet Asset Management Inc, Foundations Investment Advisors, Llc, Lpl Financial Llc, Bank Of New York Mellon Corp, and J.M. Arbour, Llc.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Envestnet Asset Management Inc | Buy | +2,477,139 | — | 2,477,139 | $76.20M | Q2 2026 | Sep 23, 2026 |
| Foundations Investment Advisors, Llc | Buy | +644,442 | — | 644,442 | $19.82M | Q2 2026 | Aug 14, 2026 |
| J.M. Arbour, Llc | Buy | +57,081 | — | 57,081 | $1.76M | Q2 2026 | Aug 14, 2026 |
| Susquehanna International Group, Llp | Sell | -11,182 | -47.8% | 12,200 | $375.27K | Q2 2026 | Aug 14, 2026 |
| Creativeone Wealth, Llc | Buy | +23,599 | — | 23,599 | $725.90K | Q2 2026 | Aug 13, 2026 |
| Ubs Group Ag | Buy | +4,347 | +1580.7% | 4,622 | $142.17K | Q2 2026 | Aug 13, 2026 |
| Horizon Investments, Llc | Sell | -1,871 | -49.3% | 1,925 | $59.21K | Q2 2026 | Aug 13, 2026 |
| Independent Advisor Alliance | Buy | +27,745 | — | 27,745 | $853.44K | Q2 2026 | Aug 12, 2026 |
| Us Bancorp \De\ | Buy | +11,608 | — | 11,608 | $357.06K | Q2 2026 | Aug 12, 2026 |
| Jpmorgan Chase & Co | Buy | +1,791 | — | 1,791 | $54.63K | Q2 2026 | Aug 12, 2026 |
| Lpl Financial Llc | Buy | +328,786 | — | 328,786 | $10.11M | Q2 2026 | Aug 07, 2026 |
| Sittner & Nelson, Llc | Buy | +1,513 | — | 1,513 | $46.54K | Q2 2026 | Aug 07, 2026 |
| Bank Of New York Mellon Corp | Buy | +150,576 | +1.2% | 12,356,438 | $380.08M | Q2 2026 | Aug 06, 2026 |
| Cambridge Investment Research Advisors, Inc. | Buy | +22,012 | +74.3% | 51,649 | $1.59K | Q2 2026 | Jul 30, 2026 |
| Geowealth Management, Llc | Buy | +366 | — | 366 | $11.26K | Q2 2026 | Jul 30, 2026 |
| Advisornet Financial, Inc | Buy | +4,224 | — | 4,224 | $129.93K | Q2 2026 | Jul 23, 2026 |
| Brookstone Capital Management | Sell | -164 | -1.2% | 13,384 | $411.69K | Q2 2026 | Jul 15, 2026 |
Frequently asked questions about SFTY activity
Which institutional owners are buying SFTY?
Institutional owners buying SFTY include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in SFTY activity?
"Buy" means an investor increased their reported position in SFTY compared to the prior reporting period. This reflects growing exposure to HORIZON MANAGED RISK ETF (SFTY) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in SFTY increasing?
Institutional interest in SFTY can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.