DOSSIER · 13F Holders · Q2 2026
AESR

HORIZON FDS

12 institutions still hold HORIZON FDS as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 44053A424·12 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$211M
visible holders
Holders
12
filers reporting
Concentration
92.17%
FOUNDATIONS INVESTMENT ADVISORS, LLC #1
top holder share
AI Holders Summary · Q2 2026

12 institutions reported AESR in Q2 2026. FOUNDATIONS INVESTMENT ADVISORS, LLC leads at 92.2% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
FOUNDATIONS INVESTMENT ADVISORS, LLC
CIK 0001743404
$195M9.4M2.01%Q2 2026
02
Wealth Enhancement Trust Services, Inc.
CIK 0002067696
$7M358K0.76%Q3 2026
03
XY Planning Network, Inc.
CIK 0001873438
$5M230K0.49%Q3 2026
04
Regatta Research & Money Management
CIK 0002137529
$2M81K1.58%Q2 2026
05
AdvisorNet Financial, Inc
CIK 0001409362
$1M61K0.05%Q3 2026
06
AE Wealth Management LLC
CIK 0001697723
$716K34K0.00%Q2 2026
07
Walser Wealth Management Company, A Ltd Liability Co
CIK 0002112280
$454K23K0.18%Q3 2026
08
ROYAL BANK OF CANADA
CIK 0001000275
$242K12K0.00%Q2 2026
09
GOLDMAN SACHS GROUP INC
CIK 0000886982
$231K11K0.00%Q2 2026
10
SLT Holdings LLC
CIK 0002052222
$218K11K0.13%Q3 2026
11
DecisionPoint Financial, LLC
CIK 0001938514
$119K6K0.02%Q2 2026
12
Global Retirement Partners, LLC
CIK 0001749744
$2K1190.00%Q2 2026