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Institutional Holdings
HRZNOwnership Summary
Institutions Holding
5
Total Shares Held
122,460
Total Value Held
$578,650
Quarter
2026-06-30
Active Positions
Increased Positions
0
0 shares
Decreased Positions
0
0 shares
Held Positions
1
12,000 shares
New Positions
2
110,460 shares
Sold Out Positions
2
18,781 shares
| Institution | Shares | Value | Change | % of Portfolio | Reported |
|---|---|---|---|---|---|
| CAZ INVESTMENTS LP | 108,630 | $513,820 | New position | 0.11% | 2026-06-30 |
| ADELL HARRIMAN & CARPENTER INC | 12,000 | $56,760 | Unchanged | 0.00% | 2026-06-30 |
| JONES FINANCIAL COMPANIES LLLP | 1,830 | $8,070 | New position | 0.00% | 2026-06-30 |
| Quantbot Technologies LP | 0 | $0 | Sold out | 2026-06-30 | |
| DANSKE BANK A/S | 0 | $0 | Sold out | 2026-06-30 |