STOX — HORIZON FDS
As of Q2 2026, 2 SEC-registered investment managers reported holding STOX (HORIZON FDS) in their latest 13F filings, with a combined reported value of $66.64M across 2.15M shares. That is +2.6% by share count (+54.60K shares) versus the previous quarter, while reported value moved +17.7%. 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, 1 added to existing stakes. 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 — 2 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| BNY Mellon history | 2.14M | $66.29M | 0.01% | Add |
| Goldman Sachs Group history | 11.19K | $346.99K | 0.00% | New |
Q1 2026 — 1 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| BNY Mellon history | 2.09M | $56.63M | 0.01% | Add |
Q4 2025 — 1 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| BNY Mellon history | 2.07M | $58.66M | 0.01% | Reduce |
Q3 2025 — 1 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| BNY Mellon history | 2.26M | $62.34M | 0.01% | New |
New Positions (Q2 2026)
- Goldman Sachs Group 11.19K sh · $346.99K
Fully Exited (vs previous quarter)
No tracked fund fully exited this quarter.
Fund Position History — shares by quarter (top 2 funds)
| Fund | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 |
|---|---|---|---|---|
| BNY Mellon | 2.14M | 2.09M | 2.07M | 2.26M |
| Goldman Sachs Group | 11.19K | — | — | — |
▲ 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