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Horizon Fds shares owned by LPL Financial

Quarter-by-quarter ownership of Horizon Fds (BENJ) shares owned by LPL Financial from 13F filings

Historical chart of LPL Financial investment in Horizon Fds

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All positions including Horizon Fds held by LPL Financial consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Horizon Fds by LPL Financial

Quarter filed Position value Share count Share price at filing
2025-09-30 $332k 6.5k 51.36

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Microsoft Corporation (MSFT)
Vanguard Index Fds Total Stk Mkt (VTI)
Spdr Series Trust Prtflo S&p500 Gw (SPYG)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
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Ishares Tr Msci Usa Qlt Fct (QUAL)
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Ishares Tr Core Msci Eafe (IEFA)
Ishares Core Msci Emkt (IEMG)
Vanguard Index Fds Growth Etf (VUG)

View all positions for LPL Financial

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