HORIZON FDS (DIVN)

Neutral

Insufficient data to determine institutional momentum.

Data as of Q1 2026

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Institutional Holders

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No collected fundamentals to build a valuation model.

No collected fundamentals for a quality & risk analysis.

No collected fundamentals for a dividends & returns analysis.

No collected fundamentals for a capital-allocation analysis.

Ownership Map

Top 7 institutional holders — bubble size is position value, color is the move since last quarter. Hover any holder for detail.

Size by

Drag any bubble to rearrange · size = dollar value of the position

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Crowding AnalysisModerate

Holders7of 5,944

Avg: 68

Uncrowded67th percentileCrowded

Institutional Activity

Buy/Sell Ratio3x

39th percentile

6 buying2 selling

+4

New

-2

Closed

+188K

Net shares

Ownership Concentration

Top 5: 100.0%Top 10: 100.0%

Bank of New York Mellon96.6%

Bucket List Wealth Management,2.2%

Cambridge Investment Research Advisors,0.6%

GTS SECURITIES0.5%

Brookstone Capital Management0.2%

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Conviction-Weighted Ownership

Median weight: 0.00%Avg weight: 0.27%Max: 1.86%High conviction (>1%): 1

Bank of New York Mellon

Bucket List Wealth Management,

Cambridge Investment Research Advisors,

GTS SECURITIES

Brookstone Capital Management

Horizon Investments,

OSAIC HOLDINGS,

Institutional Trends (4 Quarters)

No trend data available for this metric.

No sector peer set for this ticker (missing sector classification, or too few peers with collected financials).

No collected fundamentals for a debt & leverage analysis.

Buy / Sell Volume by Quarter

Total shares institutions bought (green) vs sold (red) each quarter across all holders.

Inferred from quarter-over-quarter change in each fund's 13F position (new stakes count as buys, exits as sells). Not tick-level trades.

Ownership Map

Top 7 institutional holders — bubble size is position value, color is the move since last quarter. Hover any holder for detail.

Size by

Drag any bubble to rearrange · size = dollar value of the position

Ownership Map

Top 7 institutional holders — bubble size is position value, color is the move since last quarter. Hover any holder for detail.

Size by

Drag any bubble to rearrange · size = dollar value of the position

Crowding AnalysisModerate

Holders7of 5,944

Avg: 68

Uncrowded67th percentileCrowded

Institutional Activity

Buy/Sell Ratio3x

39th percentile

6 buying2 selling

+4

New

-2

Closed

+188K

Net shares

Ownership Concentration

Top 5: 100.0%Top 10: 100.0%

Bank of New York Mellon96.6%

Bucket List Wealth Management,2.2%

Cambridge Investment Research Advisors,0.6%

GTS SECURITIES0.5%

Brookstone Capital Management0.2%

Crowding AnalysisModerate

Holders7of 5,944

Avg: 68

Uncrowded67th percentileCrowded

Institutional Activity

Buy/Sell Ratio3x

39th percentile

6 buying2 selling

+4

New

-2

Closed

+188K

Net shares

Ownership Concentration

Top 5: 100.0%Top 10: 100.0%

Bank of New York Mellon96.6%

Bucket List Wealth Management,2.2%

Cambridge Investment Research Advisors,0.6%

GTS SECURITIES0.5%

Brookstone Capital Management0.2%

Not enough quarter-end price history for a performance view. (Run collect_prices.py for this ticker.)