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Horizon Investments’s FlexShares Ultra-Short Income Fund RAVI Stock Holding History

Horizon Investments’s Portfolio RAVI Stock Details RAVI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$529K Buy
7,060
+1,771
+33% +$134K 0.01% 868
2025
Q4 		$399K Buy
+5,289
New +$399K 0.01% 872

Other funds holding RAVI

Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TA
Tactive Advisors Jacksonville, Florida $406M AUM 35.68% 1-Year Est. Return
IFA
Interactive Financial Advisors New Lenox, Illinois $164M AUM 18.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
CL
CIM LLC Albany, New York $692M AUM 22.9% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Horizon Investments's RAVI Position: Q1 2026 in Review

Horizon Investments increased its FlexShares Ultra-Short Income Fund (RAVI) stake by 33% in Q1 2026, buying an estimated $134K and bringing the position to 7,060 shares worth $529K. The position accounts for 0.01% of the portfolio, ranked #868.

Horizon Investments first reported a position in RAVI in Q4 2025 and has held it in 2 quarters since. 76 funds tracked by Wall St. Rank hold RAVI as of Q1 2026.

  • Horizon Investments held 7,060 shares of FlexShares Ultra-Short Income Fund worth $529K as of Q1 2026.
  • Horizon Investments bought 1,771 FlexShares Ultra-Short Income Fund shares in Q1 2026, an estimated $134K.
  • FlexShares Ultra-Short Income Fund made up 0.01% of Horizon Investments's portfolio in Q1 2026, its #868 holding.
  • Horizon Investments first reported a position in FlexShares Ultra-Short Income Fund in Q4 2025 and has held it in 2 quarters since.
  • 76 funds tracked by Wall St. Rank held FlexShares Ultra-Short Income Fund as of Q1 2026.

Based on Horizon Investments's 13F filing for Q1 2026, filed 15 May 2026.