AESR institutional holders
HORIZON FDS · 13F, 2026Q2
| Managers holding | 9 |
|---|---|
| Shares held | 9,774,347 |
| Reported value | $202.8m |
| Quarter flows | 9 new, 0 added, 0 trimmed, 0 exited |
Top 9 holders
| Manager | Shares | Value | % of manager's 13F |
|---|---|---|---|
| Foundations Investment Advisors, LLC | 9,388,555 | $194.8m | 2.0% |
| XY Planning Network, Inc. | 231,039 | $4.8m | 0.6% |
| Regatta Research & Money Management | 80,562 | $1.7m | 1.6% |
| AE Wealth Management LLC | 34,483 | $715,522 | 0.0% |
| ROYAL BANK OF CANADA | 11,660 | $242,000 | 0.0% |
| GOLDMAN SACHS GROUP INC | 11,141 | $231,176 | 0.0% |
| SLT Holdings LLC | 10,947 | $227,150 | 0.1% |
| DecisionPoint Financial, LLC | 5,841 | $118,865 | 0.0% |
| Global Retirement Partners, LLC | 119 | $2,469 | 0.0% |
Every holder, line by line, and the full history since 2013: yf.Client().holders("AESR"). AESR price history · All 13F data