BENJ · Horizon Landmark ETF

$53.12 +0.07 (+0.14%) At close · Aug 14

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.

Quarter:

Holders: 6

Total Value: $51,618,879

Total Shares: 978,557

Institutional Ownership Trend

6 quarters

Holder Concentration

Across 6 13F filers · Δ vs Mar 31, 2026

Top Holder

85.8%

+63.9 pts

Top 5

100.0%

+7.3 pts

Top 10

100.0%

+1.1 pts

HHI

7,521

Highly concentrated+5,763

Quarterly Activity

vs Mar 31, 2026

New

Increased

Decreased

Sold Out

Unchanged

Holder count: -12

Institutional value: -81.1%

Shares held: -81.2%

Top Buyers

vs Mar 31, 2026

Institution	Added	Now Holds	Open
Large OSAIC HOLDINGS, INC.	+1,488	12,289

Top Sellers

vs Mar 31, 2026

Institution	Sold	Now Holds
Large Cetera Investment Advisers	−53,713	839,309
Mid Horizon Investments, LLC	−15,616	368
Mid Orion Porfolio Solutions, LLC	−2,815	124,730

Top New Positions

vs Mar 31, 2026

Institution	Acquired	Value (USD)	Open
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)
Mega Bank of New York Mellon Corp	1,143,443	$59,842,089
Mega ENVESTNET ASSET MANAGEMENT INC	1,097,448	$57,434,941
Mega LPL Financial LLC	886,381	$46,388,749
Large Cambridge Investment Research Advisors, Inc.	813,779	$42,589,123
Mid PRINCIPAL SECURITIES, INC.	86,992	$4,552,726

Filter: New 2 Increased 1 Reduced 3 Sold out 14 Unchanged 0

Showing 6 of 6

All Common Calls Puts

Compact Export CSV

Holder

Value (USD)

% of 13F

Cetera Investment Advisers

$44,273,549

85.77%

839,309

Orion Porfolio Solutions, LLC

$6,579,507

12.75%

124,730

OSAIC HOLDINGS, INC.

$648,244

1.26%

12,289

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
OSAIC WEALTH, INC.	12,289	$648,244	100.0%	Defined

Silver Grove Financial Group, Inc.

$52,750

0.10%

1,000

US BANCORP \DE\

$45,417

0.09%

861

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
U.S. BANCORP ADVISORS, LLC	861	$45,417	100.0%	Defined

Horizon Investments, LLC

$19,412

0.04%

368

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
BNY Mellon Advisors, Inc. joint	1,143,442	$59,842,037	100.0%	Other
Held directly	1	$52	0.0%	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
CITY NATIONAL ROCHDALE, LLC	1,695	$88,707	100.0%	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
UBS Securities LLC	436	$22,818	100.0%	Defined

Key facts CIK 1643174 CUSIP 44053A622 13F (30d) 6 filings 6 filers