HORIZON FDS (SFTY)

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.

No collected fundamentals for a debt & leverage analysis.

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

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 6 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

Holders6of 5,944

Avg: 68

Uncrowded65th percentileCrowded

Institutional Activity

Buy/Sell RatioN/A

39th percentile

6 buying0 selling

+4

New

-0

Closed

+281K

Net shares

Ownership Concentration

Top 5: 100.0%Top 10: 100.0%

Bank of New York Mellon99.4%

Cambridge Investment Research Advisors,0.2%

SUSQUEHANNA INTERNATIONAL GROUP, LLP0.2%

Brookstone Capital Management0.1%

Horizon Investments,0.0%

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Conviction-Weighted Ownership

Median weight: 0.00%Avg weight: 0.01%Max: 0.06%High conviction (>1%): 0

Bank of New York Mellon

Cambridge Investment Research Advisors,

SUSQUEHANNA INTERNATIONAL GROUP, LLP

Brookstone Capital Management

Horizon Investments,

UBS Group AG

Ownership trend chart requires at least 2 quarters of data.

More quarterly data is being processed.

Crowding AnalysisModerate

Holders6of 5,944

Avg: 68

Uncrowded65th percentileCrowded

Institutional Activity

Buy/Sell RatioN/A

39th percentile

6 buying0 selling

+4

New

-0

Closed

+281K

Net shares

Ownership Concentration

Top 5: 100.0%Top 10: 100.0%

Bank of New York Mellon99.4%

Cambridge Investment Research Advisors,0.2%

SUSQUEHANNA INTERNATIONAL GROUP, LLP0.2%

Brookstone Capital Management0.1%

Horizon Investments,0.0%

Crowding AnalysisModerate

Holders6of 5,944

Avg: 68

Uncrowded65th percentileCrowded

Institutional Activity

Buy/Sell RatioN/A

39th percentile

6 buying0 selling

+4

New

-0

Closed

+281K

Net shares

Ownership Concentration

Top 5: 100.0%Top 10: 100.0%

Bank of New York Mellon99.4%

Cambridge Investment Research Advisors,0.2%

SUSQUEHANNA INTERNATIONAL GROUP, LLP0.2%

Brookstone Capital Management0.1%

Horizon Investments,0.0%

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

Ownership Map

Top 6 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 6 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