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Horizon Fds shares owned by LPL Financial

Quarter-by-quarter ownership of Horizon Fds (STOX) 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
2026-06-30 $15M 498k 31.02

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Spdr Series Trust St Str P500etf (SPYM)
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Ishares Tr Core Msci Eafe (IEFA)
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Capital Group Dividend Value Shs Creat Unit (CGDV)
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Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Us Treas Bd Etf (GOVT)

View all positions for LPL Financial

Top funds holding Horizon Fds

Bank of New York Mellon
Cooper Financial Group
LPL Financial
Cambridge Investment Research Advisors
Envestnet Asset Management
Simplicity Wealth
Goldman Sachs Group
Us Bancorp
Advisor Group Holdings
Horizon Investments
Jones Financial Companies, L.L
Golden State Wealth Management

View all funds holding Horizon Fds