ETF Holders

Who owns BNDY?

Bond

Horizon Core Bond ETF · Horizon

6 institutions reported holding BNDY, worth $247.5M, in Form 13F filings for June 30, 2026.

13F holders
6
Institutional value
$247.5M
Change from prior quarter
+32.3%
+$60.5M, with price moves
New and sold-out firms
2 / 3
2 added, 1 trimmed

Top 6 institutional holders of BNDY

FirmLocationValueSharesChange
Bank of New York Mellon CorpNew York, NY$197.8M7,858,173+639,092 shares
Envestnet Asset Management Inc.Berwyn, PA$48.5M1,928,012New position
Kestra Private Wealth Services, LLCAustin, TX$864K34,349+4,042 shares
US BancorpMinneapolis, MN$260K10,328New position
Osaic Holdings, Inc.Scottsdale, AZ$31K1,240No change
Horizon Investments, LLCCharlotte, NC$28K1,128−1,008 shares

From SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.

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Frequently asked questions

Who owns BNDY?

6 institutional managers reported holding BNDY in Form 13F filings for June 30, 2026, worth $247.5M in total. The largest reported position was held by Bank of New York Mellon Corp, at $197.8M.

Did institutions buy or sell BNDY last quarter?

Reported 13F value rose 32.3% from March 31, 2026, which includes price moves as well as buying and selling. 2 firms reported a new position and 3 sold all of theirs.

What is a Form 13F?

A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.

How often is BNDY ownership data updated?

13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.