HRZN — Institutional owners (13F)

119 filers · $38.1M total · As of Sept. 30, 2026

Institutions that report holding this stock in their quarterly SEC Form 13F. Long positions only; a single filer may appear twice for separate option legs. Large offsetting put/call legs typically reflect market-making or hedged inventory, not directional conviction.

Institution Value Shares % of tracked 13F Type
MORGAN STANLEY $4,992,947 1,055,591 13.11% Shares
Bulldog Investors, LLP $3,115,258 658,617 8.18% Shares
MARSHALL WACE, LLP $2,801,329 592,247 7.36% Shares
Caprock Group, LLC $2,163,143 454,442 5.68% Shares
Green Alpha Advisors, LLC $2,033,489 429,913 5.34% Shares
Legal & General Group Plc $1,820,985 386,211 4.78% Shares
Eagle Point Credit Management LLC $1,732,098 366,194 4.55% Shares
Virtus Investment Advisers, LLC $1,194,112 252,455 3.14% Shares
BLAIR WILLIAM & CO/IL $1,130,817 239,073 2.97% Shares
BANK OF AMERICA CORP /DE/ $1,067,712 225,732 2.80% Shares
Connecticut Wealth Management, LLC $1,014,628 214,509 2.66% Shares
UBS Group AG $924,554 195,466 2.43% Shares
BlackRock, Inc. $855,671 180,902 2.25% Shares
Arax Advisory Partners $597,423 126,305 1.57% Shares
Apollon Wealth Management, LLC $596,907 126,196 1.57% Shares
LaFleur & Godfrey LLC $541,708 114,526 1.42% Shares
CAZ INVESTMENTS LP $513,820 108,630 1.35% Shares
UMB Bank, n.a. $508,333 107,470 1.34% Shares
Focus Partners Wealth $482,802 100,593 1.27% Shares
AQR CAPITAL MANAGEMENT LLC $432,171 91,368 1.14% Shares
JACKSON THORNTON WEALTH MANAGEMENT, LLC $428,580 90,609 1.13% Shares
Corient Private Wealth LP $422,389 89,300 1.11% Shares
TWO SIGMA ADVISERS, LP $407,621 63,197 1.07% Shares
LPL Financial LLC $387,586 81,942 1.02% Shares
COMMONWEALTH EQUITY SERVICES, LLC $384,380 81,264 1.01% Shares
Fiera Capital Corp $373,575 78,980 0.98% Shares
TWO SIGMA INVESTMENTS, LP $319,223 67,489 0.84% Shares
FIRST FINANCIAL BANK - TRUST DIVISION $300,980 65,573 0.79% Shares
MILLENNIUM MANAGEMENT LLC $286,988 60,674 0.75% Shares
Pathstone Holdings, LLC $263,343 54,705 0.69% Shares
OSAIC HOLDINGS, INC. $239,459 50,626 0.63% Shares
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC $232,910 49,241 0.61% Shares
ROYAL BANK OF CANADA $223,000 47,242 0.59% Shares
Regal Investment Advisors LLC $206,004 43,553 0.54% Shares
Permanent Capital Management, LP $203,235 42,165 0.53% Shares
IMC-Chicago, LLC $189,550 40,074 0.50% Shares
RAYMOND JAMES FINANCIAL INC $180,906 38,247 0.48% Shares
Quantbot Technologies LP $171,817 36,325 0.45% Shares
Cerity Partners LLC $159,570 33,736 0.42% Shares
Ethos Financial Group, LLC $156,563 33,100 0.41% Shares
Baird Financial Group, Inc. $147,954 31,280 0.39% Shares
Freestone Capital Holdings, LLC $141,038 29,817 0.37% Shares
MAGNOLIA CAPITAL ADVISORS LLC $136,453 28,849 0.36% Shares
WELLS FARGO & COMPANY/MN $130,947 27,684 0.34% Shares
Koshinski Asset Management, Inc. $129,028 27,279 0.34% Shares
CAPTRUST FINANCIAL ADVISORS $124,853 26,396 0.33% Shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP $118,600 25,074 0.31% Shares
Forum Financial Management, LP $117,115 24,760 0.31% Shares
Private Advisor Group, LLC $109,770 23,207 0.29% Shares
CITADEL ADVISORS LLC $107,844 22,800 0.28% Call option
NewEdge Advisors, LLC $101,283 21,413 0.27% Shares
ROTHSCHILD INVESTMENT LLC $99,269 20,987 0.26% Shares
Fiduciary Group, LLC $97,835 20,684 0.26% Shares
Sheaff Brock Investment Advisors, LLC $96,132 10,205 0.25% Shares
Squarepoint Ops LLC $93,384 19,743 0.25% Shares
D.A. DAVIDSON & CO. $90,454 19,123 0.24% Shares
Equitable Holdings, Inc. $89,661 18,956 0.24% Shares
CITADEL ADVISORS LLC $89,142 18,846 0.23% Put option
Cetera Investment Advisers $87,908 18,585 0.23% Shares
Rockefeller Capital Management L.P. $86,914 18,375 0.23% Shares
LifeWealth Investments, LLC $79,975 16,908 0.21% Shares
JANE STREET GROUP, LLC $79,464 16,800 0.21% Call option
Leading Edge Financial Planning LLC $79,142 16,732 0.21% Shares
JANE STREET GROUP, LLC $76,347 16,141 0.20% Shares
Southeast Asset Advisors, LLC $71,153 15,043 0.19% Shares
Centennial Bank/AR/ $70,950 15,000 0.19% Shares
Mariner, LLC $69,813 14,760 0.18% Shares
Cresset Asset Management, LLC $68,854 14,285 0.18% Shares
XTX Topco Ltd $67,573 14,286 0.18% Shares
CREATIVE FINANCIAL DESIGNS INC /ADV $63,279 13,378 0.17% Shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP $61,490 13,000 0.16% Put option
WOLVERINE TRADING, LLC $61,302 10,200 0.16% Put option
HighTower Advisors, LLC $61,039 12,905 0.16% Shares
CHAPIN DAVIS, INC. $60,029 12,691 0.16% Shares
Trek Financial, LLC $58,912 12,455 0.15% Shares
OXFORD ASSET MANAGEMENT LLP $58,912 12,455 0.15% Shares
OPPENHEIMER & CO INC $57,767 12,213 0.15% Shares
NATIONS FINANCIAL GROUP INC, /IA/ /ADV $57,470 12,150 0.15% Shares
ADELL HARRIMAN & CARPENTER INC $56,760 12,000 0.15% Shares
Ausdal Financial Partners, Inc. $54,457 11,513 0.14% Shares
JANE STREET GROUP, LLC $54,395 11,500 0.14% Put option
Wealthspire Advisors, LLC $52,930 11,190 0.14% Shares
Garden State Investment Advisory Services LLC $52,703 11,143 0.14% Shares
SIMPLEX TRADING, LLC $52,427 11,084 0.14% Shares
DAVENPORT & Co LLC $50,252 10,624 0.13% Shares
Closed-End Fund Advisors, Inc. $49,343 10,432 0.13% Shares
STEPHENS INC /AR/ $48,255 10,202 0.13% Shares
Nova Wealth Management, Inc. $17,605 3,722 0.05% Shares
COMERICA BANK $17,112 2,653 0.04% Shares
ORG Partners LLC $13,674 2,120 0.04% Shares
HIGHLINE WEALTH PARTNERS LLC $12,922 2,732 0.03% Shares
FIFTH THIRD BANCORP $12,780 2,702 0.03% Shares
JPMORGAN CHASE & CO $12,284 2,636 0.03% Shares
N.E.W. Advisory Services LLC $9,768 2,065 0.03% Shares
JONES FINANCIAL COMPANIES LLLP $8,070 1,830 0.02% Shares
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO $7,384 1,561 0.02% Shares
NOMURA ASSET MANAGEMENT CO LTD $6,773 1,432 0.02% Shares
Allworth Financial LP $5,364 1,134 0.01% Shares
Chung Wu Investment Group, LLC $5,203 1,100 0.01% Shares
GROUP ONE TRADING LLC $3,940 833 0.01% Shares
Caitong International Asset Management Co., Ltd $3,410 721 0.01% Shares
North Star Investment Management Corp. $3,112 658 0.01% Shares
KERR FINANCIAL PLANNING Corp $985 209 0.00% Shares
SHP Wealth Management $946 200 0.00% Shares
Aspect Partners, LLC $812 172 0.00% Shares
TD Waterhouse Canada Inc. $591 125 0.00% Shares
Pineridge Advisors LLC $482 79 0.00% Shares
FIRST HORIZON CORP $473 100 0.00% Shares
HARBOUR INVESTMENTS, INC. $339 72 0.00% Shares
CANADA LIFE ASSURANCE Co $282 59,941 0.00% Shares
CWM, LLC $105 25 0.00% Shares
HRT FINANCIAL LP $93 19,770 0.00% Shares
Cambridge Investment Research Advisors, Inc. $50 10,661 0.00% Shares
BI Asset Management Fondsmaeglerselskab A/S $48 10,059 0.00% Shares
Global Retirement Partners, LLC $6 1 0.00% Shares
DANSKE BANK A/S $5 1 0.00% Shares
PIN OAK INVESTMENT ADVISORS INC $4 800 0.00% Shares
Aventura Private Wealth, LLC $1 0 0.00% Shares
Farther Finance Advisors, LLC $1 0 0.00% Shares