LPL Financial
SFTY

LPL Financial’s Horizon Managed Risk ETF SFTY Stock Holding History

LPL Financial’s Portfolio SFTY Stock Details SFTY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$10.1M Buy
+328,786
New +$9.81M ﹤0.01% 2138

Other funds holding SFTY

Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
AF
Advisornet Financial Minnetonka, Minnesota $2.19B AUM 21.28% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
SN
Sittner & Nelson Eugene, Oregon $318M AUM 31.11% 1-Year Est. Return
GM
GeoWealth Management Chicago, Illinois $3.18B AUM 21.22% 1-Year Est. Return

LPL Financial's SFTY Position: Q2 2026 in Review

LPL Financial opened a new position in Horizon Managed Risk ETF (SFTY) in Q2 2026: 328,786 shares worth $10.1M. The stake represents ﹤0.01% of the portfolio and ranks #2138 among its holdings.

9 funds tracked by Wall St. Rank hold SFTY as of Q2 2026.

  • LPL Financial held 328,786 shares of Horizon Managed Risk ETF worth $10.1M as of Q2 2026.
  • Horizon Managed Risk ETF was a new LPL Financial position in Q2 2026.
  • Horizon Managed Risk ETF made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #2138 holding.
  • 9 funds tracked by Wall St. Rank held Horizon Managed Risk ETF as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.