HORIZON CORE EQUITY ETF (STOX) Institutional Ownership Changes & 13F Activity
HORIZON CORE EQUITY ETF (STOX). 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 Lpl Financial Llc, Envestnet Asset Management Inc, Cambridge Investment Research Advisors, Inc., Bank Of New York Mellon Corp, and Simplicity Wealth,Llc.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Envestnet Asset Management Inc | Buy | +172,633 | — | 172,633 | $5.36M | Q2 2026 | Sep 23, 2026 |
| Goldman Sachs Group Inc | Buy | +11,186 | — | 11,186 | $346.99K | Q2 2026 | Aug 14, 2026 |
| Osaic Holdings, Inc. | Buy | +981 | +221.9% | 1,423 | $44.14K | Q2 2026 | Aug 14, 2026 |
| Jones Financial Companies Lllp | Buy | +430 | — | 430 | $13.04K | Q2 2026 | Aug 14, 2026 |
| Horizon Investments, Llc | Sell | -842 | -50.0% | 842 | $26.12K | Q2 2026 | Aug 13, 2026 |
| Us Bancorp \De\ | Buy | +3,616 | — | 3,616 | $112.17K | Q2 2026 | Aug 12, 2026 |
| Lpl Financial Llc | Buy | +497,770 | — | 497,770 | $15.44M | Q2 2026 | Aug 07, 2026 |
| Bank Of New York Mellon Corp | Buy | +43,417 | +2.1% | 2,137,167 | $66.29M | Q2 2026 | Aug 06, 2026 |
| Cambridge Investment Research Advisors, Inc. | Buy | +77,124 | +44.8% | 249,451 | $7.74K | Q2 2026 | Jul 30, 2026 |
| Golden State Wealth Management, Llc | Buy | +250 | — | 250 | $7.75K | Q2 2026 | Jul 22, 2026 |
| Cooper Financial Group | Buy | +8,982 | +1.0% | 878,898 | $27.26M | Q2 2026 | Jul 08, 2026 |
| Gts Securities Llc | Sell | -16,797 | -100.0% | 0 | $0.00 | Q2 2026 | May 15, 2026 |
| Jane Street Group, Llc | Sell | -13,310 | -100.0% | 0 | $0.00 | Q2 2026 | May 12, 2026 |
| Simplicity Wealth,Llc | Sell | -24,467 | -100.0% | 0 | $0.00 | Q2 2026 | Apr 30, 2026 |
Frequently asked questions about STOX activity
Which institutional owners are buying STOX?
Institutional owners buying STOX 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 STOX activity?
"Buy" means an investor increased their reported position in STOX compared to the prior reporting period. This reflects growing exposure to HORIZON CORE EQUITY ETF (STOX) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in STOX increasing?
Institutional interest in STOX 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.