Who owns SMOX?
Horizon Small/Mid Cap Core Equity ETF · Horizon
8 institutions reported holding SMOX, worth $73.1M, in Form 13F filings for June 30, 2026.
Top 8 institutional holders of SMOX
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Bank of New York Mellon Corp | New York, NY | $60.5M | 1,972,176 | −37,574 shares |
| Envestnet Asset Management Inc. | Berwyn, PA | $10.7M | 350,228 | New position |
| Sanctuary Advisors, LLC | Indianapolis, IN | $1.0M | 33,077 | +5,098 shares |
| Cambridge Investment Research Advisors, Inc. | Fairfield, IA | $730K | 23,768 | New position |
| US Bancorp | Minneapolis, MN | $63K | 2,063 | New position |
| UBS Group AG | Zurich, Switzerland | $12K | 388 | New position |
| Horizon Investments, LLC | Charlotte, NC | $7K | 239 | −439 shares |
| Sittner & Nelson, LLC | Eugene, OR | $6K | 199 | New position |
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 SMOX?
8 institutional managers reported holding SMOX in Form 13F filings for June 30, 2026, worth $73.1M in total. The largest reported position was held by Bank of New York Mellon Corp, at $60.5M.
Did institutions buy or sell SMOX last quarter?
Reported 13F value rose 34.7% from March 31, 2026, which includes price moves as well as buying and selling. 5 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 SMOX 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.