Who owns SFTY?
Horizon Managed Risk ETF · Horizon
19 institutions reported holding SFTY, worth $494.7M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of SFTY
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Bank of New York Mellon Corp | New York, NY | $380.1M | 12,356,438 | +150,576 shares |
| Envestnet Asset Management Inc. | Berwyn, PA | $76.2M | 2,477,139 | New position |
| Foundations Investment Advisors, LLC | Phoenix, AZ | $19.8M | 644,442 | New position |
| LPL Financial LLC | Fort Mill, SC | $10.1M | 328,786 | New position |
| Cambridge Investment Research Advisors, Inc. | Fairfield, IA | $3.2M | 103,298 | +73,661 shares |
| J.M. Arbour, LLC | Gardiner, ME | $1.8M | 57,081 | New position |
| Independent Advisor Alliance | Charlotte, NC | $853K | 27,745 | New position |
| CreativeOne Wealth, LLC | Overland Park, KS | $726K | 23,599 | New position |
| Brookstone Capital Management | Wheaton, IL | $412K | 13,384 | −164 shares |
| Susquehanna International Group, LLP | Bala Cynwyd, PA | $375K | 12,200 | −11,182 shares |
From SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
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Frequently asked questions
Who owns SFTY?
19 institutional managers reported holding SFTY in Form 13F filings for June 30, 2026, worth $494.7M in total. The largest reported position was held by Bank of New York Mellon Corp, at $380.1M.
Did institutions buy or sell SFTY last quarter?
Reported 13F value rose 49.0% from March 31, 2026, which includes price moves as well as buying and selling. 13 firms reported a new position and 0 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is SFTY ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.