HORIZON FDS

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BENJ·44053A622·US·ETF·Unknown - Unknown

BENJ (HORIZON FDS) is held by 9 institutional investors as of Q2 2026. Largest holders: ENVESTNET ASSET MANAGEMENT INC ($74.8M), Bank of New York Mellon Corp ($59.2M), LPL Financial LLC ($46.6M). Net institutional sentiment: Mixed.

9

Holders

(2 Elite)

$233.4M

Total Value

36% (11)

Consensus

4 buying - 7 selling

13F: Jun 30, 2026Insider & Congress: Updated regularly

Smart Money Verdict

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Institutional (13F)40

Insider (Form 4)47

Activist (13D/13G)82

Congressional (STOCK Act)26

Holder Quality

74

★★★★★

Elite

36

★★★★

Strong

82

★★★

Solid

40

★★

Below

37

★

Weak

Held by 9 funds

2 elite

Who's Trading

Source dates: Price Aug 28, 2026 · Insiders none · Activists none · Congress none

No recent insider, activist, or congressional trades for BENJ.

Top Holders

Top Holders (9)History

AllNewIncreasedHeldDecreasedExited

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Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
ENVESTNET ASSET MANAGEMENT INC	Increased	1.4M(+29.2%)	$74.8M	0.0%	+2.74%	37
Bank of New York Mellon Corp	Decreased	1.1M(-1.8%)	$59.2M	0.0%	+3.22%	0
LPL Financial LLC	Decreased	884,354(-0.2%)	$46.6M	0.0%	+1.78%	0
Cetera Investment Advisers	Decreased	839,309(-6.0%)	$44.3M	0.0%	+3.20%	0
OPOrion Porfolio Solutions, LLC	Decreased	124,730(-2.2%)	$6.6M	0.1%	+4.39%	0
Envestnet Portfolio Solutions, Inc.	Decreased	18,130(-17.0%)	$956,358	0.0%	+4.29%	0
OSAIC HOLDINGS, INC.	Increased	12,289(+13.8%)	$648,244	0.0%	+3.84%	28
Kestra Advisory Services, LLC	New	4,252	$224,293	0.0%	+0.70%	32
US BANCORP \DE\	New	861	$45,418	0.0%	+0.70%	31
UBS Group AG	Exited	0(-100.0%)	$22,818	0.0%	+1.37%	0
ROYAL BANK OF CANADA	Exited	0(-100.0%)	$89,000	0.0%	+1.07%	0

BENJHORIZON FDS

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High Conviction Moves-Smart Money Convergence-Fund Consensus-Double-Down Detection

Data sourced from four public-disclosure sources: SEC 13F, Form 4, 13D/13G, and House/Senate STOCK Act disclosures. Not financial advice. Full disclaimer