22 institutions reported holding $109.6M of HORIZON FDS (AFIF) in SEC 13F filings for 2026-06-30. Largest institutional holders: Drake & Associates, LLC ($36.4M), Darwin Wealth Management, LLC ($13.6M), AXXCESS WEALTH MANAGEMENT, LLC ($13.6M), Foundations Investment Advisors, LLC ($9.6M), Atria Investments, Inc ($9.0M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Drake & Associates, LLC | $36.4M | 3.9M | New |
| 2 | Darwin Wealth Management, LLC | $13.6M | 1.4M | New |
| 3 | AXXCESS WEALTH MANAGEMENT, LLC | $13.6M | 1.4M | New |
| 4 | Foundations Investment Advisors, LLC | $9.6M | 1.0M | New |
| 5 | Atria Investments, Inc | $9.0M | 956,431 | New |
| 6 | CENTAURUS FINANCIAL, INC. | $5.8M | 614,411 | New |
| 7 | Cambridge Investment Research Advisors, Inc. | $3.3M | 345,884 | New |
| 8 | Cooper Financial Group | $3.2M | 337,742 | New |
| 9 | Mariner, LLC | $3.1M | 325,164 | New |
| 10 | COMPASS FINANCIAL MANAGEMENT LLC | $2.9M | 305,243 | New |
| 11 | RDA Financial Network | $2.5M | 264,528 | New |
| 12 | Ameritas Advisory Services, LLC | $2.3M | 247,649 | New |
| 13 | XY Planning Network, Inc. | $2.0M | 208,586 | New |
| 14 | COMMONWEALTH EQUITY SERVICES, LLC | $595,870 | 63,357 | New |
| 15 | Sigma Planning Corp | $547,293 | 58,192 | New |
| 16 | MML INVESTORS SERVICES, LLC | $457,995 | 48,697 | New |
| 17 | CITADEL ADVISORS LLC | $289,683 | 30,801 | New |
| 18 | Regatta Research & Money Management | $259,618 | 27,604 | New |
| 19 | GTS SECURITIES LLC | $192,022 | 20,417 | New |
| 20 | Empirical Asset Management, LLC | $128,712 | 13,685 | New |
| 21 | DecisionPoint Financial, LLC | $53,252 | 5,647 | New |
| 22 | Quest 10 Wealth Builders, Inc. | $4,411 | 469 | New |
Source: SEC Form 13F filings · as of 2026-06-30