Osaic Holdings
BENJ

Osaic Holdings’s Horizon Landmark ETF BENJ Stock Holding History

Osaic Holdings’s Portfolio BENJ Stock Details BENJ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$565K Buy
10,801
+702
+7% +$36.6K ﹤0.01% 3226
2025
Q4 		$524K Sell
10,099
-1,416
-12% -$73.1K ﹤0.01% 3295
2025
Q3 		$591K Sell
11,515
-3,420
-23% -$175K ﹤0.01% 3298
2025
Q2 		$760K Buy
14,935
+14,880
+27,055% +$753K ﹤0.01% 2753
2025
Q1 		$2.77K Buy
+55
New +$2.76K ﹤0.01% 6466

Other funds holding BENJ

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
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 1-Year Est. Return
IAA
Independent Advisor Alliance Charlotte, North Carolina $9.32B AUM 33.19% 1-Year Est. Return
CFG
Certior Financial Group King Of Prussia, Pennsylvania $183M AUM 14.84% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Osaic Holdings's BENJ Position: Q1 2026 in Review

Osaic Holdings increased its Horizon Landmark ETF (BENJ) stake by 7% in Q1 2026, buying an estimated $36.6K and bringing the position to 10,801 shares worth $565K. The position accounts for ﹤0.01% of the portfolio, ranked #3226.

Osaic Holdings first reported a position in BENJ in Q1 2025 and has held it in 5 quarters since. The position peaked at $760K in Q2 2025. 18 funds tracked by Wall St. Rank hold BENJ as of Q1 2026.

  • Osaic Holdings held 10,801 shares of Horizon Landmark ETF worth $565K as of Q1 2026.
  • Osaic Holdings bought 702 Horizon Landmark ETF shares in Q1 2026, an estimated $36.6K.
  • Horizon Landmark ETF made up ﹤0.01% of Osaic Holdings's portfolio in Q1 2026, its #3226 holding.
  • Osaic Holdings first reported a position in Horizon Landmark ETF in Q1 2025 and has held it in 5 quarters since.
  • Osaic Holdings's Horizon Landmark ETF position peaked at $760K in Q2 2025.
  • 18 funds tracked by Wall St. Rank held Horizon Landmark ETF as of Q1 2026.

Based on Osaic Holdings's 13F filing for Q1 2026, filed 15 May 2026.