LPL Financial
STOX

LPL Financial’s Horizon Core Equity ETF STOX Stock Holding History

LPL Financial’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
Q2 		$15.4M Buy
+497,770
New +$14.9M ﹤0.01% 1757

Other funds holding STOX

Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
CFG
Cooper Financial Group Irvine, California $1.21B AUM 28.32% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
SW
Simplicity Wealth Summit, New Jersey $2.96B AUM 25.11% 1-Year Est. Return
GSWM
Golden State Wealth Management Santa Ana, California $1.1B AUM 27.5% 1-Year Est. Return

LPL Financial's STOX Position: Q2 2026 in Review

LPL Financial opened a new position in Horizon Core Equity ETF (STOX) in Q2 2026: 497,770 shares worth $15.4M. The stake represents ﹤0.01% of the portfolio and ranks #1757 among its holdings.

7 funds tracked by Wall St. Rank hold STOX as of Q2 2026.

  • LPL Financial held 497,770 shares of Horizon Core Equity ETF worth $15.4M as of Q2 2026.
  • Horizon Core Equity ETF was a new LPL Financial position in Q2 2026.
  • Horizon Core Equity ETF made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #1757 holding.
  • 7 funds tracked by Wall St. Rank held Horizon Core Equity ETF as of Q2 2026.

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