BENJ · Horizon Landmark ETF · Holdings ETF
$53.32
+0.02 (+0.03%)
At close · Oct 2
Return incl. dividend (before tax)
Volume · Oct 2
11.63K
Avg daily vol (3M)
47.08K
Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.
Some SEC filings for this period have not finished importing. Holder totals and changes may be incomplete; these filings remain queued for recovery.
Holders: 17
Total Value: $280,379,061
Total Shares: 5,315,243
Institutional Ownership Trend
6 quarters
Holder Concentration
Across 17 13F filers · Δ vs Mar 31, 2026Top Holder
26.7%
+4.8 pts
Top 5
94.6%
+1.9 pts
Top 10
99.6%
+0.7 pts
HHI
1,898
Moderately concentrated+141
Quarterly Activity
vs Mar 31, 2026
New
3
Increased
2
Decreased
12
Sold Out
4
Unchanged
0
Holder count:
-1
Institutional value:
+2.7%
Shares held:
+1.9%
Top Buyers
vs Mar 31, 2026| Institution | Added | Now Holds | Open |
|---|---|---|---|
| Mega ENVESTNET ASSET MANAGEMENT INC | +320,648 | 1,418,096 | |
| Large OSAIC HOLDINGS, INC. | +1,488 | 12,289 |
Top Sellers
vs Mar 31, 2026| Institution | Sold | Now Holds | Open |
|---|---|---|---|
| Mega Cetera Investment Advisers | −53,713 | 839,309 | |
| Large Cambridge Investment Research Advisors, Inc. | −50,777 | 763,002 | |
| Mega Bank of New York Mellon Corp | −20,695 | 1,122,748 | |
| Mid Horizon Investments, LLC | −15,616 | 368 | |
| Mid PRINCIPAL SECURITIES, INC. | −7,970 | 79,022 |
Top New Positions
vs Mar 31, 2026| Institution | Acquired | Value (USD) | Open |
|---|---|---|---|
| Large Kestra Advisory Services, LLC | 4,252 | $224,293 | |
| Small Silver Grove Financial Group, Inc. | 1,000 | $52,750 | |
| Large US BANCORP \DE\ | 861 | $45,417 |
Top Sold-Out Positions
vs Mar 31, 2026| Institution | Previously Held | Last Value (USD) | Open |
|---|---|---|---|
| Mid Independent Advisor Alliance | 55,904 | $2,925,735 | |
| Micro IFS Group,LLC | 12,381 | $647,959 | |
| Mega ROYAL BANK OF CANADA | 1,695 | $88,707 | |
| Mega UBS Group AG | 436 | $22,818 |
| Holder | Value (USD) | % of 13F | Shares | Type | Filed | Open |
|---|---|---|---|---|---|---|
| Mega ENVESTNET ASSET MANAGEMENT INC | $74,804,564 | 26.68% | 1,418,096 | Shares | 2026-09-23 | |
| Mega Bank of New York Mellon Corp Bank | $59,224,956 | 21.12% | 1,122,748 | Shares | 2026-08-06 | |
| Mega LPL Financial LLC | $46,649,673 | 16.64% | 884,354 | Shares | 2026-08-07 | |
| Mega Cetera Investment Advisers | $44,273,549 | 15.79% | 839,309 | Shares | 2026-08-12 | |
| Large Cambridge Investment Research Advisors, Inc. | $40,248,355 | 14.35% | 763,002 | Shares | 2026-07-30 | |
| Large Orion Porfolio Solutions, LLC | $6,579,507 | 2.35% | 124,730 | Shares | 2026-08-14 | |
| Mid PRINCIPAL SECURITIES, INC. Broker-Dealer | $4,168,410 | 1.49% | 79,022 | Shares | 2026-08-04 | |
| Small CERTIOR FINANCIAL GROUP, LLC | $1,634,511 | 0.58% | 30,986 | Shares | 2026-07-20 | |
| Large Envestnet Portfolio Solutions, Inc. | $956,357 | 0.34% | 18,130 | Shares | 2026-09-23 | |
| Large OSAIC HOLDINGS, INC. | $648,244 | 0.23% | 12,289 | Shares | 2026-08-14 | |
| Mid Brookstone Capital Management | $305,528 | 0.11% | 5,792 | Shares | 2026-07-15 | |
| Mid Atria Investments, Inc | $275,513 | 0.10% | 5,223 | Shares | 2026-07-28 | |
| Small Brookwood Investment Group LLC | $268,022 | 0.10% | 5,081 | Shares | 2026-07-23 | |
| Large Kestra Advisory Services, LLC | $224,293 | 0.08% | 4,252 | Shares | 2026-07-28 | |
| Small Silver Grove Financial Group, Inc. | $52,750 | 0.02% | 1,000 | Shares | 2026-08-13 | |
| Large US BANCORP \DE\ Bank | $45,417 | 0.02% | 861 | Shares | 2026-08-12 | |
| Mid Horizon Investments, LLC | $19,412 | 0.01% | 368 | Shares | 2026-08-13 |