HORIZON FDS (STOX)

Neutral

Insufficient data to determine institutional momentum.

Data as of Q1 2026

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Institutional Holders

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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.

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

Ownership Map

Top 8 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

Holders8of 5,944

Avg: 68

Uncrowded68th percentileCrowded

Institutional Activity

Buy/Sell RatioN/A

41th percentile

7 buying0 selling

+4

New

-0

Closed

+1.1M

Net shares

Ownership Concentration

Top 5: 99.5%Top 10: 100.0%

Bank of New York Mellon65.6%

Cooper Financial Group27.3%

Cambridge Investment Research Advisors,5.4%

Simplicity Wealth,LLC0.8%

GTS SECURITIES0.5%

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

Conviction-Weighted Ownership

Median weight: 0.01%Avg weight: 0.31%Max: 2.38%High conviction (>1%): 1

Bank of New York Mellon

Cooper Financial Group

Cambridge Investment Research Advisors,

Simplicity Wealth,LLC

Crowding AnalysisModerate

Holders8of 5,944

Avg: 68

Uncrowded68th percentileCrowded

Institutional Activity

Buy/Sell RatioN/A

41th percentile

7 buying0 selling

+4

New

-0

Closed

+1.1M

Net shares

Ownership Concentration

Top 5: 99.5%Top 10: 100.0%

Bank of New York Mellon65.6%

Cooper Financial Group27.3%

Cambridge Investment Research Advisors,5.4%

Simplicity Wealth,LLC0.8%

GTS SECURITIES0.5%

Crowding AnalysisModerate

Holders8of 5,944

Avg: 68

Uncrowded68th percentileCrowded

Institutional Activity

Buy/Sell RatioN/A

41th percentile

7 buying0 selling

+4

New

-0

Closed

+1.1M

Net shares

Ownership Concentration

Top 5: 99.5%Top 10: 100.0%

Bank of New York Mellon65.6%

Cooper Financial Group27.3%

Cambridge Investment Research Advisors,5.4%

Simplicity Wealth,LLC0.8%

GTS SECURITIES0.5%

Institutional Trends (4 Quarters)

No trend data available for this metric.

Ownership Map

Top 8 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 8 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