DOSSIER · 13F Holders · Q2 2026
AESR

HORIZON FDS

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

CUSIP 44053A424·9 13F holders·last filed Jun 30, 2026
Market cap
13F value held
$203M
visible holders
Holders
9
filers reporting
Concentration
96.05%
FOUNDATIONS INVESTMENT ADVISORS, LLC #1
top holder share
AI Holders Summary · Q2 2026

9 institutions reported AESR in Q2 2026. FOUNDATIONS INVESTMENT ADVISORS, LLC leads at 96.1% 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
XY Planning Network, Inc.
CIK 0001873438
$5M231K0.60%Q2 2026
03
Regatta Research & Money Management
CIK 0002137529
$2M81K1.58%Q2 2026
04
AE Wealth Management LLC
CIK 0001697723
$716K34K0.00%Q2 2026
05
ROYAL BANK OF CANADA
CIK 0001000275
$242K12K0.00%Q2 2026
06
GOLDMAN SACHS GROUP INC
CIK 0000886982
$231K11K0.00%Q2 2026
07
SLT Holdings LLC
CIK 0002052222
$227K11K0.14%Q2 2026
08
DecisionPoint Financial, LLC
CIK 0001938514
$119K6K0.02%Q2 2026
09
Global Retirement Partners, LLC
CIK 0001749744
$2K1190.00%Q2 2026