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Horizon Fds shares owned by Envestnet Asset Management

Quarter-by-quarter ownership of Horizon Fds (BENJ) shares owned by Envestnet Asset Management from 13F filings

Historical chart of Envestnet Asset Management investment in Horizon Fds

Tip: Access up to 7 years of quarterly data

All positions including Horizon Fds held by Envestnet Asset Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Horizon Fds by Envestnet Asset Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $46M 890k 51.36
2025-06-30 $7.6M 150k 50.87

More positions owned by Envestnet Asset Management

Ishares Tr Core S&p500 Etf (IVV)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Ishares Tr Core Total Usd (IUSB)
Microsoft Corporation (MSFT)
Ishares Tr S&p 500 Grwt Etf (IVW)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Core Msci Emkt (IEMG)
Ishares Tr S&p 500 Val Etf (IVE)
NVIDIA Corporation (NVDA)
Ishares Tr Eafe Value Etf (EFV)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr S&p 100 Etf (OEF)

View all positions for Envestnet Asset Management

Top funds holding Horizon Fds

Bank of New York Mellon
Envestnet Asset Management
Cetera Investment Advisers
Cambridge Investment Research Advisors
CLS Investments
Principal Securities
H D Vest Advisory Services
Certior Financial Group
Envestnet Portfolio Solutions
Wolverine Trading
Advisor Group Holdings
Horizon Investments
LPL Financial
Atria Investments
Brookwood Investment Group

View all funds holding Horizon Fds