DOSSIER · 13F Holders · Q2 2026
AESR

HORIZON FDS

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

CUSIP 44053A424·5 13F holders·last filed Jun 30, 2026
Market cap
13F value held
$6M
visible holders
Holders
5
filers reporting
Concentration
81.84%
XY Planning Network, Inc. #1
top holder share
AI Holders Summary · Q2 2026

5 institutions reported AESR in Q2 2026. XY Planning Network, Inc. leads at 81.8% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
XY Planning Network, Inc.
CIK 0001873438
$5M231K0.60%Q2 2026
02
AE Wealth Management LLC
CIK 0001697723
$716K34K0.00%Q2 2026
03
SLT Holdings LLC
CIK 0002052222
$227K11K0.14%Q2 2026
04
DecisionPoint Financial, LLC
CIK 0001938514
$119K6K0.02%Q2 2026
05
Global Retirement Partners, LLC
CIK 0001749744
$2K1190.00%Q2 2026