Who owns STOX?
Horizon Core Equity ETF · Horizon
12 institutions reported holding STOX, worth $131.3M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of STOX
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Bank of New York Mellon Corp | New York, NY | $66.3M | 2,137,167 | +43,417 shares |
| Cooper Financial Group | Irvine, CA | $27.3M | 878,898 | +8,982 shares |
| Cambridge Investment Research Advisors, Inc. | Fairfield, IA | $15.5M | 498,902 | +326,575 shares |
| LPL Financial LLC | Fort Mill, SC | $15.4M | 497,770 | New position |
| Envestnet Asset Management Inc. | Berwyn, PA | $5.4M | 172,633 | New position |
| Simplicity Wealth,LLC | Summit, NJ | $897K | 28,922 | +4,455 shares |
| Goldman Sachs Group Inc. | New York, NY | $347K | 11,186 | New position |
| US Bancorp | Minneapolis, MN | $112K | 3,616 | New position |
| Osaic Holdings, Inc. | Scottsdale, AZ | $44K | 1,423 | +981 shares |
| Horizon Investments, LLC | Charlotte, NC | $26K | 842 | −842 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 STOX?
12 institutional managers reported holding STOX in Form 13F filings for June 30, 2026, worth $131.3M in total. The largest reported position was held by Bank of New York Mellon Corp, at $66.3M.
Did institutions buy or sell STOX last quarter?
Reported 13F value rose 52.0% from March 31, 2026, which includes price moves as well as buying and selling. 6 firms reported a new position and 2 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 STOX 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.