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STOX HORIZON FDS

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CMN (fund)

12 managers (12 13F filers) reported a position in STOX shares at 2026-06-30, 3,982,588 shares in all. 6 filers opened a position and 2 filers sold out during the quarter.

Managers
12
13F filers
12
New
6
Added
5
Reduced
1
Sold out
2
Shares held by filers
3,982,588

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Bank of New York Mellon Corpin group Bank of New York Mellon Corp2,137,167$66.3M0.01%+43,41713F-HRTimelineGroup
Cooper Financial Group878,898$27.3M2.26%+8,98213F-HRTimeline
LPL Financial LLC497,770$15.4M<0.01%new13F-HRTimeline
Cambridge Investment Research Advisors,…249,451$7.74M0.02%+77,12413F-HR/ATimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC172,633$5.36M<0.01%new13F-HRTimelineGroup
Simplicity Wealth,LLC28,922$897K0.03%+4,45513F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC11,186$347K<0.01%new13F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\3,616$112K<0.01%new13F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.1,423$44.1K<0.01%+98113F-HRTimelineGroup
Horizon Investments, LLC842$26.1K<0.01%-84213F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP430$13K<0.01%new13F-HRTimelineGroup
Golden State Wealth Management, LLC250$7.75K<0.01%new13F-HRTimeline