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SFTX — HORIZON FDS

Reported value held$418.03M
Funds holding (latest)4
Sector—
Funds holding (Q2 2026)4
Institutional value$418.03M · 13.44M sh
New / Add / Cut / Exit1 / 2 / 1 / 0
Top-5 / Top-10 concentration100.0% / 100.0%
Institutional holdings change Reducing -4.5% (-626.39K sh)
Institutional value change Up +11.5%

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

FundSharesValuePortfolio WeightChange
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

FundSharesValuePortfolio WeightChange
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

FundSharesValuePortfolio WeightChange
BNY Mellon history 14.14M $362.90M 0.07% New
Citadel Advisors history 68.00K $1.74M 0.00% New

New Positions (Q2 2026)

Fully Exited (vs previous quarter)

No tracked fund fully exited this quarter.

Fund Position History — shares by quarter (top 4 funds)

FundQ2 2026Q1 2026Q4 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 —

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