Osaic Holdings
STOX

Osaic Holdings’s Horizon Core Equity ETF STOX Stock Holding History

Osaic Holdings’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 		$44.1K Buy
1,423
+981
+222% +$29.4K ﹤0.01% 5572
2026
Q1 		$12K Hold
442
– – ﹤0.01% 6189
2025
Q4 		$12.5K Buy
+442
New +$12.4K ﹤0.01% 6195

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
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
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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $9.13B AUM 34.49% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Osaic Holdings's STOX Position: Q2 2026 in Review

Osaic Holdings increased its Horizon Core Equity ETF (STOX) stake by 222% in Q2 2026, buying an estimated $29.4K and bringing the position to 1,423 shares worth $44.1K. The position accounts for ﹤0.01% of the portfolio, ranked #5572.

Osaic Holdings first reported a position in STOX in Q4 2025 and has held it in 3 quarters since. 12 funds tracked by Wall St. Rank hold STOX as of Q2 2026.

  • Osaic Holdings held 1,423 shares of Horizon Core Equity ETF worth $44.1K as of Q2 2026.
  • Osaic Holdings bought 981 Horizon Core Equity ETF shares in Q2 2026, an estimated $29.4K.
  • Horizon Core Equity ETF made up ﹤0.01% of Osaic Holdings's portfolio in Q2 2026, its #5572 holding.
  • Osaic Holdings first reported a position in Horizon Core Equity ETF in Q4 2025 and has held it in 3 quarters since.
  • 12 funds tracked by Wall St. Rank held Horizon Core Equity ETF as of Q2 2026.

Based on Osaic Holdings's 13F filing for Q2 2026, filed 14 Aug 2026.