SFTX — HORIZON FDS
As of Q2 2026, 4 SEC-registered investment managers reported holding SFTX (HORIZON FDS) in their latest 13F filings, with a combined reported value of $418.03M across 13.44M shares. That is -4.5% by share count (-626.39K shares) versus the previous quarter, while reported value moved +11.5%. Ownership is concentrated: the five largest holders account for 100.0% of reported value and the top ten for 100.0%.
Compared with the prior quarter, 1 opened new positions, 2 added to existing stakes, 1 trimmed. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.
All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.
Q2 2026 — 4 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| BNY Mellon history | 13.31M | $414.06M | 0.07% | Reduce |
| Citadel Advisors history | 94.57K | $2.94M | 0.00% | Add |
| Goldman Sachs Group history | 30.87K | $959.92K | 0.00% | New |
| UBS Group AG history | 2.23K | $69.41K | 0.00% | Add |
Q1 2026 — 3 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| BNY Mellon history | 14.05M | $374.57M | 0.07% | Reduce |
| Citadel Advisors history | 18.17K | $484.33K | 0.00% | Reduce |
| UBS Group AG history | 339 | $9.04K | 0.00% | New |
Q4 2025 — 2 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| BNY Mellon history | 14.14M | $362.90M | 0.07% | New |
| Citadel Advisors history | 68.00K | $1.74M | 0.00% | New |
New Positions (Q2 2026)
- Goldman Sachs Group 30.87K sh · $959.92K
Fully Exited (vs previous quarter)
No tracked fund fully exited this quarter.
Fund Position History — shares by quarter (top 4 funds)
| Fund | Q2 2026 | Q1 2026 | Q4 2025 |
|---|---|---|---|
| BNY Mellon | 13.31M | 14.05M | 14.14M |
| Citadel Advisors | 94.57K | 18.17K | 68.00K |
| Goldman Sachs Group | 30.87K | — | — |
| UBS Group AG | 2.23K | 339 | — |
▲ Bought Low (fund opened/added, stock rose ≥5% next quarter) ▼ Sold High (fund reduced, stock fell ≥5% next quarter)
Drag / scroll to zoom · Default shows the most recent year · Annotations come from quarterly fund actions in 13F filings · Hover a marker for details