YNOT · Horizon Landmark ETF

$32.02 -0.60 (-1.84%) At close · Sep 1

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: 10

Total Value: $236,466,482

Total Shares: 4,482,777

Institutional Ownership Trend

6 quarters

Holder Concentration

Across 10 13F filers · Δ vs Mar 31, 2026

Top Holder

31.6%

+9.7 pts

Top 5

97.9%

+5.3 pts

Top 10

100.0%

+1.1 pts

HHI

2,379

Moderately concentrated+621

Quarterly Activity

vs Mar 31, 2026

New

Increased

Decreased

Sold Out

Unchanged

Holder count: -8

Institutional value: -13.4%

Shares held: -14.1%

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
Large Cetera Investment Advisers	−53,713	839,309
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
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)
Large Cambridge Investment Research Advisors, Inc.	813,779	$42,589,123
Mid Independent Advisor Alliance	55,904	$2,925,735
Micro CERTIOR FINANCIAL GROUP, LLC	33,083	$1,731,398
Mid Envestnet Portfolio Solutions, Inc.	21,852	$1,143,624
Micro IFS Group,LLC	12,381	$647,959

Filter: New 2 Increased 2 Reduced 6 Sold out 10 Unchanged 0

Showing 10 of 10

All Common Calls Puts

Compact Export CSV

Holder

Value (USD)

% of 13F

ENVESTNET ASSET MANAGEMENT INC

$74,804,564

31.63%

1,418,096

Bank of New York Mellon Corp

$59,224,956

25.05%

1,122,748

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	1,122,747	$59,224,904	100.0%	Other
Held directly	1	$52	0.0%	Defined

LPL Financial LLC

$46,649,673

19.73%

884,354

Cetera Investment Advisers

$44,273,549

18.72%

839,309

Orion Porfolio Solutions, LLC

$6,579,507

2.78%

124,730

PRINCIPAL SECURITIES, INC.

$4,168,410

1.76%

79,022

OSAIC HOLDINGS, INC.

$648,244

0.27%

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

0.02%

1,000

US BANCORP \DE\

$45,417

0.02%

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

0.01%

368

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) 10 filings 10 filers