13F Insight
DOSSIER · 13F Holders · Q2 2026
AFIF

HORIZON FDS

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

CUSIP 44053A440·21 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$101M
visible holders
Holders
21
filers reporting
Concentration
36.03%
Drake & Associates, LLC #1
top holder share
AI Holders Summary · Q2 2026

21 institutions reported AFIF in Q2 2026. Drake & Associates, LLC leads at 36.0% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
Drake & Associates, LLC
CIK 0001935795
$36M3.9M6.12%Q2 202602
AXXCESS WEALTH MANAGEMENT, LLC
CIK 0001911056
$14M1.4M0.22%Q2 202603
Darwin Wealth Management, LLC
CIK 0001663224
$14M1.4M3.71%Q2 202604
FOUNDATIONS INVESTMENT ADVISORS, LLC
CIK 0001743404
$10M1.0M0.10%Q2 202605
Atria Investments, Inc
CIK 0001535865
$9M956K0.09%Q2 202606
Cooper Financial Group
CIK 0001751581
$3M338K0.26%Q2 202607
Mariner, LLC
CIK 0001373442
$3M325K0.00%Q2 202608
COMPASS FINANCIAL MANAGEMENT LLC
CIK 0002148724
$3M305K0.35%Q2 202609
RDA Financial Network
CIK 0001774086
$2M265K0.54%Q2 202610
Ameritas Advisory Services, LLC
CIK 0001901275
$2M248K0.05%Q2 202611
XY Planning Network, Inc.
CIK 0001873438
$2M209K0.25%Q2 202612
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$596K63K0.00%Q2 202613
Sigma Planning Corp
CIK 0001449126
$547K58K0.01%Q2 202614
MML INVESTORS SERVICES, LLC
CIK 0000701059
$458K49K0.00%Q2 202615
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$389K41K0.00%Q2 202616
CITADEL ADVISORS LLC
CIK 0001423053
$290K31K0.00%Q2 202617
Regatta Research & Money Management
CIK 0002137529
$260K28K0.25%Q2 202618
GTS SECURITIES LLC
CIK 0001452765· Market maker
$192K20K0.00%Q2 202619
Empirical Asset Management, LLC
CIK 0001926596
$129K14K0.03%Q2 202620
DecisionPoint Financial, LLC
CIK 0001938514
$53K6K0.01%Q2 2026
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