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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
CUSIP 44053A630

HORIZON FDS

26 institutions · $94.6M total · 3,915,527 shares

#ManagerSharesValue% of TotalPeriod
1Bank of New York Mellon Corp1,537,454$44.5M39.26%2025-12-31
2ENVESTNET ASSET MANAGEMENT INC701,876$20.3M17.92%2025-12-31
3Cetera Investment Advisers547,364$15.9M13.97%2025-12-31
4Brinker Capital Investments, LLC114,133$3.3M2.91%2025-12-31
5NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO28,471$3.0M0.72%2025-12-31
6PRINCIPAL SECURITIES, INC.55,979$1.6M1.42%2025-12-31
7AVANTAX ADVISORY SERVICES, INC.34,102$866.2K0.87%2025-06-30
8CERTIOR FINANCIAL GROUP, LLC24,599$712.6K0.62%2025-12-31
9Envestnet Portfolio Solutions, Inc.24,191$700.8K0.61%2025-12-31
10Interactive Financial Advisors19,096$553.2K0.48%2025-12-31
11Horizon Investments, LLC18,820$545.2K0.48%2025-12-31
12OLD MISSION CAPITAL LLC17,536$508.0K0.44%2025-12-31
13Brookwood Investment Group LLC10,876$315.1K0.27%2025-12-31
14ADVISOR GROUP HOLDINGS, INC.10,449$302.7K0.26%2025-12-31
15JANE STREET GROUP, LLC10,629$300.5K0.27%2025-09-30
16Ausdal Financial Partners, Inc.9,929$287.6K0.25%2025-12-31
17WOLVERINE TRADING, LLC10,125$284.3K0.25%2025-09-30
18LPL Financial LLC7,355$207.9K0.18%2025-09-30
19HBW Advisory Services LLC5,236$151.7K0.13%2025-12-31
20JPMORGAN CHASE & CO3,969$115.0K0.10%2025-12-31
21Kestra Advisory Services, LLC1,102$31.9K0.02%2025-12-31
22Cambridge Investment Research Advisors, Inc.721,098$20.9K18.41%2025-12-31
23Royal Bank of Canada594$17.0K0.01%2025-12-31
24UBS Group AG414$12.0K0.01%2025-12-31
25Allworth Financial LP130$3.8K0.00%2025-12-31
26CONCOURSE FINANCIAL GROUP SECURITIES, INC.0$00.00%2025-06-30