Who Owns HORIZON FDS (AESR)? -- Institutional Holders (2026-06-30)
24 institutions reported holding $224.6M of HORIZON FDS (AESR) in SEC 13F filings for 2026-06-30. Largest institutional holders: Foundations Investment Advisors, LLC ($194.8M), Geneos Wealth Management Inc. ($10.2M), Wealth Enhancement Trust Services, Inc. ($8.1M), XY Planning Network, Inc. ($4.8M), Regatta Research & Money Management ($1.7M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | Foundations Investment Advisors, LLC | $194.8M | 9.4M | Added |
| 2 | Geneos Wealth Management Inc. | $10.2M | 508,172 | Trimmed |
| 3 | Wealth Enhancement Trust Services, Inc. | $8.1M | 390,023 | Trimmed |
| 4 | XY Planning Network, Inc. | $4.8M | 231,039 | Trimmed |
| 5 | Regatta Research & Money Management | $1.7M | 80,562 | New |
| 6 | Independent Advisor Alliance | $1.4M | 69,700 | Trimmed |
| 7 | AdvisorNet Financial, Inc | $1.1M | 51,852 | Trimmed |
| 8 | AE Wealth Management LLC | $715,522 | 34,483 | Added |
| 9 | HIGHLINE WEALTH PARTNERS LLC | $661,738 | 31,891 | New |
| 10 | Mosley Wealth Management | $247,422 | 11,924 | Trimmed |
| 11 | Royal Bank of Canada | $242,000 | 11,660 | Hold |
| 12 | GOLDMAN SACHS GROUP INC | $231,176 | 11,141 | New |
| 13 | SLT Holdings LLC | $227,150 | 10,947 | Trimmed |
| 14 | DecisionPoint Financial, LLC | $118,865 | 5,841 | Hold |
| 15 | CREATIVE FINANCIAL DESIGNS INC /ADV | $18,841 | 908 | Hold |
| 16 | HARBOUR INVESTMENTS, INC. | $10,749 | 518 | Hold |
| 17 | Global Retirement Partners, LLC | $2,469 | 119 | Trimmed |
| 18 | OSAIC HOLDINGS, INC. | $0 | 0 | Exited |
| 19 | J.M. Arbour, LLC | $0 | 0 | Exited |
| 20 | Walser Wealth Management Company, A Ltd Liability Co | $0 | 0 | Exited |
| 21 | MORGAN STANLEY | $0 | 0 | Exited |
| 22 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $0 | 0 | Exited |
| 23 | LPL Financial LLC | $0 | 0 | Exited |
| 24 | GeoWealth Management, LLC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30