Horizon Funds (AESR): which funds own it
A 13F shows the portfolio at quarter-end and is filed up to 45 days later: these are not real-time positions and they may have changed.
Sections with a free account
No concentrated manager holds it.
Quarter flow (concentrated managers)
Concentrated managers holding it
None in the latest quarter.
Largest holders of AESR (all 13F filers)
- Foundations Investment Advisors9.4 MType not verified+9.4 M
- XY Planning Network231 KType not verified+231 K
- Regatta Research & Money Management81 KType not verifiedno data
- AE Wealth Management34 KWealth adviser+34 K
- Royal Bank of Canada12 KBank or trading desk+12 K
- Goldman Sachs Group11 KBank or trading desk+11 K
- SLT Holdings11 KType not verified+11 K
- DecisionPoint Financial5,841Type not verified+5,841
- Global Retirement Partners119Wealth adviserno data
- Shares
- 9.4 M
- Change
- +9.4 M
See more
- Type
- Type not verified
- Value
- $195M
- XY Planning Network
- Shares
- 231 K
- Change
- +231 K
See more
- Type
- Type not verified
- Value
- $4.8M
- Regatta Research & Money Management
- Shares
- 81 K
- Change
- no data
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- Type
- Type not verified
- Value
- $1.7M
- Shares
- 34 K
- Change
- +34 K
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- Type
- Wealth adviser
- Value
- $716K
- Shares
- 12 K
- Change
- +12 K
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- Type
- Bank or trading desk
- Value
- $242K
- Shares
- 11 K
- Change
- +11 K
See more
- Type
- Bank or trading desk
- Value
- $231K
- SLT Holdings
- Shares
- 11 K
- Change
- +11 K
See more
- Type
- Type not verified
- Value
- $227K
- DecisionPoint Financial
- Shares
- 5,841
- Change
- +5,841
See more
- Type
- Type not verified
- Value
- $119K
- Shares
- 119
- Change
- no data
See more
- Type
- Wealth adviser
- Value
- $2.5K
The 10 13F filers with the most shares as of Jun 30, 2026, whatever their type (index firms usually come first). “Change”: shares added or cut versus the previous quarter, split-adjusted; “no data” = there is no comparable portfolio for the previous quarter (no filing, or a filing with its holdings under confidential treatment). “% of the company” only where shares outstanding are up to date. Entities of the same group file separately and some 13F filings include other managers: there may be double counting. With a free account: the top 25, the largest buyers and the largest sellers.
This company filed no 8-K forms in the last year. Foreign companies listed in the US (ADRs) report material events on forms 6-K and 20-F, and ETFs and funds do not file 8-Ks. If it is a foreign company listed in the US through ADRs (American Depositary Receipts), what trades are bank-issued certificates that represent shares from its home market. See its filings on EDGAR ↗