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Horizon Fds shares owned by Envestnet Asset Management

Quarter-by-quarter ownership of Horizon Fds (SFTY) 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
2026-06-30 $76M 2.5M 30.76

More positions owned by Envestnet Asset Management

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Univrsl Usd (IUSB)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr S&p 500 Grwt Etf (IVW)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Core Msci Emkt (IEMG)
Ishares Tr S&p 500 Val Etf (IVE)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Value Etf (VTV)
NVIDIA Corporation (NVDA)
Ishares Tr Core Msci Eafe (IEFA)
Microsoft Corporation (MSFT)
Ishares Tr Core Us Aggbd Et (AGG)
Apple (AAPL)

View all positions for Envestnet Asset Management

Top funds holding Horizon Fds

Bank of New York Mellon
Envestnet Asset Management
Foundations Investment Advisors
LPL Financial
J.M. Arbour
Cambridge Investment Research Advisors
Independent Advisor Alliance
Change Path
Brookstone Capital Management
Susquehanna International
Us Bancorp
Creative Planning
UBS Group
AdvisorNet Financial
AE Wealth Management

View all funds holding Horizon Fds