STOX Institutional Ownership & Shareholders
HORIZON CORE EQUITY ETF (STOX) is currently held by 13 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $117.52M 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 STOX tracked by InsiderSet, reporting ownership valued at approximately $66.29M 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 $67.72M, representing an estimated gain of +2.16% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 100% of the total disclosed STOX value among the investors covered in this analysis. Major shareholders include Bank Of New York Mellon Corp, Cooper Financial Group, Lpl Financial Llc, and several other long-term asset managers with concentrated positions in HORIZON CORE EQUITY ETF (STOX).
This page ranks the largest institutional STOX 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
13
Total Reported Value
$117.52M
Largest Holder
Bank Of New York Mellon Corp
Largest Position
$66.29M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
15
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 | 0.01% | 2,137,167 | $66,294,920 | $67,723,830 | +$1,428,910 | +2.16% | |
| Cooper Financial Group | 2.31% | 904,387 | $28,926,095 | $28,658,758 | -$267,337 | -0.92% | |
| Lpl Financial Llc | 0.00% | 497,770 | $15,440,825 | $15,773,634 | +$332,809 | +2.16% | |
| Envestnet Asset Management Inc | 0.00% | 172,633 | $5,355,076 | $5,470,498 | +$115,422 | +2.16% | |
| Simplicity Wealth,Llc | 0.03% | 27,884 | $891,847 | $883,605 | -$8,242 | -0.92% | |
| Goldman Sachs Group Inc | 0.00% | 11,186 | $346,990 | $354,469 | +$7,479 | +2.16% | |
| Us Bancorp \De\ | 0.00% | 3,616 | $112,167 | $114,586 | +$2,419 | +2.16% | |
| Private Trust Co Na | 0.00% | 1,566 | $50,087 | $49,624 | -$463 | -0.92% | |
| Osaic Holdings, Inc. | 0.00% | 1,423 | $44,141 | $45,093 | +$952 | +2.16% | |
| Horizon Investments, Llc | 0.00% | 842 | $26,119 | $26,682 | +$563 | +2.15% | |
| Jones Financial Companies Lllp | 0.00% | 430 | $13,044 | $13,626 | +$582 | +4.46% | |
| Golden State Wealth Management, Llc | 0.00% | 250 | $7,755 | $7,922 | +$167 | +2.16% | |
| Cambridge Investment Research Advisors, Inc. | 0.02% | 249,451 | $7,738 | $7,904,753 | +$7,897,015 | +102054.99% |
Frequently asked questions about STOX
Who are the largest institutional holders of STOX?
The largest institutional holders of STOX reported in the latest SEC Form 13F filings include Bank Of New York Mellon Corp, Cooper Financial Group, Lpl Financial Llc, Envestnet Asset Management Inc, and Simplicity Wealth,Llc. InsiderSet ranks institutional holders by their latest reported STOX position.
What is STOX institutional ownership?
This page tracks STOX positions reported by institutional investment managers through SEC Form 13F. HORIZON CORE EQUITY ETF (STOX) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own STOX?
InsiderSet currently tracks 13 institutional managers reporting STOX 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 STOX shareholders.
How much STOX stock do institutions own?
Institutional investment managers disclosed approximately $117.52M in STOX holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was STOX institutional ownership last updated?
The latest STOX 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 STOX 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 STOX position after the reporting date.
Are institutions buying or selling STOX?
Institutional buying and selling can be analyzed by comparing STOX positions across consecutive 13F reporting periods. InsiderSet's STOX Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View STOX ownership changes.
How has STOX institutional ownership changed over time?
InsiderSet tracks STOX institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.