Vault-13

HORIZON FDS AESR

ANFIELD US EQTY · ETP · CUSIP 44053A424

9 institutional holders
9,774,3479.8m shares reported held*
$202.8mreported value*

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable. Implied quarter-end price ≈ $20.75.

Biggest buyers

Foundations Investment Advisors, LLC New +9,388,555+9.4m
XY Planning Network, Inc. New +231,039+231.0k
AE Wealth Management LLC New +34,483+34.5k
ROYAL BANK OF CANADA New +11,660+11.7k
GOLDMAN SACHS GROUP INC New +11,141+11.1k
SLT Holdings LLC New +10,947+10.9k
DecisionPoint Financial, LLC New +5,841+5.8k

Biggest sellers

None

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 Foundations Investment Advisors, LLC 2.01% of their portfolio PHOENIX, AZ 9,388,5559.4m $194.8m $194.8m 2.01% New
2 XY Planning Network, Inc. 0.60% of their portfolio BOZEMAN, MT 231,039231.0k $4.8m $4.8m 0.60% New
3 Regatta Research & Money Management 1.58% of their portfolio METAIRIE, LA 80,56280.6k $1.7m $1.7m 1.58% First filing
4 AE Wealth Management LLC 0.00% of their portfolio TOPEKA, KS 34,48334.5k $715.5k $715.5k 0.00% New
5 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 11,66011.7k $242.0k $242.0k 0.00% New
6 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 11,14111.1k $231.2k $231.2k 0.00% New
7 SLT Holdings LLC 0.14% of their portfolio SCOTTSDALE, AZ 10,94710.9k $227.2k $227.2k 0.14% New
8 DecisionPoint Financial, LLC 0.02% of their portfolio MESA, AZ 5,8415.8k $118.9k $118.9k 0.02% New
9 Global Retirement Partners, LLC 0.00% of their portfolio San Rafael, CA 119119 $2.5k $2.5k 0.00% First filing