Horizon Core Equity ETF (STOX)

ETF ยท Cboe BZX

Horizon Core Equity ETF (STOX) is an exchange-traded fund listed on Cboe BZX, where it has traded since June 25, 2025.

Type
Exchange-traded fund
Listed On
Cboe BZX
Listed Since
June 25, 2025

Institutional ownership

In 13F filings for the quarter ended June 30, 2026, 12 institutions reported holding STOX, with 4.0 million shares worth $123.5 million in aggregate. The largest reported holder was BNY Mellon, with 2.1 million shares worth $66.3 million. Of the 5 largest holders listed below, 2 opened new positions in STOX and 3 added shares during the quarter.

InstitutionSharesValueQuarter change
BNY Mellon2,137,167$66MAdded 2.07%
Cooper Financial Group878,898$27MAdded 1.03%
Lpl Financial497,770$15MNew position
Cambridge Investment Research Advisors249,451$8MAdded 44.75%
Envestnet Asset Management172,633$5MNew position

Form 13F is a quarterly report that institutional investment managers with at least $100 million in qualifying securities file with the SEC. It lists long positions as of the last day of the quarter and is due within 45 days of quarter end, so these holdings describe that date rather than today.

Frequently asked questions

What is STOX?

Horizon Core Equity ETF (STOX) is an exchange-traded fund listed on Cboe BZX, where it has traded since June 25, 2025.

Who are the largest institutional holders of STOX?

In 13F filings for the quarter ended June 30, 2026, the largest reported holders of STOX were BNY Mellon, Cooper Financial Group and Lpl Financial.

How many institutions own STOX?

12 institutions reported a position in STOX for the quarter ended June 30, 2026, worth $123.5 million in total.

Did institutions buy or sell STOX last quarter?

Of the 5 largest reported holders, 2 opened new positions in STOX and 3 added shares during the quarter. Every reported holder and its change is on the SentiSense ownership page for STOX.

Every reported institutional holder, plus insider and congressional trades in STOX, on SentiSense.