13F Insight
DOSSIER · 13F Holders · Q3 2026
AFIF

HORIZON FDS

27 institutions still hold HORIZON FDS as of Q3 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 44053A440·27 13F holders·last filed Sep 30, 2026
Market cap
—
13F value held
$178M
visible holders
Holders
27
filers reporting
Concentration
34.69%
Wealth Enhancement Trust Services, Inc. #1
top holder share
AI Holders Summary · Q3 2026

27 institutions reported AFIF in Q3 2026. Wealth Enhancement Trust Services, Inc. leads at 34.7% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
Wealth Enhancement Trust Services, Inc.
CIK 0002067696
$62M6.7M6.58%Q3 202602
Drake & Associates, LLC
CIK 0001935795
$36M3.9M6.12%Q2 202603
AdvisorNet Financial, Inc
CIK 0001409362
$26M2.8M1.19%Q3 202604
Darwin Wealth Management, LLC
CIK 0001663224
$14M1.4M3.71%Q2 202605
FOUNDATIONS INVESTMENT ADVISORS, LLC
CIK 0001743404
$10M1.0M0.10%Q2 202606
Atria Investments, Inc
CIK 0001535865
$9M1.0M0.09%Q3 202607
Mariner, LLC
CIK 0001373442
$3M325K0.00%Q2 202608
Cooper Financial Group
CIK 0001751581
$3M330K0.24%Q3 202609
COMPASS FINANCIAL MANAGEMENT LLC
CIK 0002148724
$3M305K0.35%Q2 202610
RDA Financial Network
CIK 0001774086
$2M269K0.54%Q3 202611
Ameritas Advisory Services, LLC
CIK 0001901275
$2M248K0.05%Q2 202612
Simplicity Wealth,LLC
CIK 0001913243
$2M244K0.07%Q3 202613
XY Planning Network, Inc.
CIK 0001873438
$2M209K0.21%Q3 202614
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$596K63K0.00%Q2 202615
Sigma Planning Corp
CIK 0001449126
$547K58K0.01%Q2 202616
Signal Advisors Wealth, LLC
CIK 0002010926
$469K51K0.02%Q3 202617
MML INVESTORS SERVICES, LLC
CIK 0000701059
$458K49K0.00%Q2 202618
INDEPENDENT FINANCIAL GROUP, LLC
CIK 0000275484
$364K40K0.01%Q3 202619
CITADEL ADVISORS LLC
CIK 0001423053
$290K31K0.00%Q2 202620
Regatta Research & Money Management
CIK 0002137529
$260K28K0.25%Q2 2026
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