Cambridge Investment Research Advisors
STOX

Cambridge Investment Research Advisors’s Horizon Core Equity ETF STOX Stock Holding History

Cambridge Investment Research Advisors’s Portfolio STOX Stock Details STOX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$4.66M Buy
172,327
+142,357
+475% +$4.03M 0.01% 1004
2025
Q4 		$849K Buy
+29,970
New +$839K ﹤0.01% 2229

Other funds holding STOX

Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
CFG
Cooper Financial Group Irvine, California $1.21B AUM 28.32% 1-Year Est. Return
SW
Simplicity Wealth Summit, New Jersey $1.76B AUM 20.49% 1-Year Est. Return
GS
GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Cambridge Investment Research Advisors's STOX Position: Q1 2026 in Review

Cambridge Investment Research Advisors increased its Horizon Core Equity ETF (STOX) stake by 475% in Q1 2026, buying an estimated $4.03M and bringing the position to 172,327 shares worth $4.66M. The position accounts for 0.01% of the portfolio, ranked #1004.

Cambridge Investment Research Advisors first reported a position in STOX in Q4 2025 and has held it in 2 quarters since. 8 funds tracked by Wall St. Rank hold STOX as of Q1 2026.

  • Cambridge Investment Research Advisors held 172,327 shares of Horizon Core Equity ETF worth $4.66M as of Q1 2026.
  • Cambridge Investment Research Advisors bought 142,357 Horizon Core Equity ETF shares in Q1 2026, an estimated $4.03M.
  • Horizon Core Equity ETF made up 0.01% of Cambridge Investment Research Advisors's portfolio in Q1 2026, its #1004 holding.
  • Cambridge Investment Research Advisors first reported a position in Horizon Core Equity ETF in Q4 2025 and has held it in 2 quarters since.
  • 8 funds tracked by Wall St. Rank held Horizon Core Equity ETF as of Q1 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.