9 institutions reported holding $202.8M of HORIZON FDS (AESR) in SEC 13F filings for 2026-06-30. Largest institutional holders: Foundations Investment Advisors, LLC ($194.8M), XY Planning Network, Inc. ($4.8M), Regatta Research & Money Management ($1.7M), AE Wealth Management LLC ($715,522), Royal Bank of Canada ($242,000). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Foundations Investment Advisors, LLC | $194.8M | 9.4M | New |
| 2 | XY Planning Network, Inc. | $4.8M | 231,039 | New |
| 3 | Regatta Research & Money Management | $1.7M | 80,562 | New |
| 4 | AE Wealth Management LLC | $715,522 | 34,483 | New |
| 5 | Royal Bank of Canada | $242,000 | 11,660 | New |
| 6 | GOLDMAN SACHS GROUP INC | $231,176 | 11,141 | New |
| 7 | SLT Holdings LLC | $227,150 | 10,947 | New |
| 8 | DecisionPoint Financial, LLC | $118,865 | 5,841 | New |
| 9 | Global Retirement Partners, LLC | $2,469 | 119 | New |
来源：SEC 13F 申报文件 · 截至 2026-06-30