13FBOX
HORIZON FDS ANFIELD U S EQUITY SECTOR ROTATION ETF · 13F Institutional Holdings
Options Calculator Rankings
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HORIZON FDS ANFIELD U S EQUITY SECTOR ROTATION ETF

AESR
Institutions
9
Combined AUM (Q2 2026)
$202.8M
Combined Shares (Q2 2026)
9.8M
Overall Trend
Increase
All institutions combined
Basis: holder count and combined value / shares merge all share classes of the same company (e.g. Class A / C); each institution is counted once, and value & shares are the sum across classes.
📥 Inflow (Q1 2026→Q2 2026)
+9.8M
9 institutions added · 9 new buys
Est. buy amount
📤 Outflow (Q1 2026→Q2 2026)
-0
0 institutions reduced · 0 exits
Est. sell amount
⚖️ Net Share Change
+9.8M
Net Buy
💰 Est. Net Value
≈ —
est. price
Latest AUM (Q2 2026)
$202.8M
Institutions
9
New Buys
9
Adds
0
Reduces
0
Exits
0
Unchanged
0
Ownership TrendPortfolio %Prev Q %RankQ2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
FOUNDATIONS INVESTMENT ADVISORS, LLC
2.01%#1$194.8M9.4M$00+9.4MNew Buy
XY Planning Network, Inc.
0.6%#3$4.8M231,039$00+231,039New Buy
Regatta Research & Money Management
1.58%#2$1.7M80,562$00+80,562New Buy
AE Wealth Management LLC
<0.01%#6$715,52234,483$00+34,483New Buy
ROYAL BANK OF CANADA
<0.01%#8$242,00011,660$00+11,660New Buy
GOLDMAN SACHS GROUP INC
<0.01%#9$231,17611,141$00+11,141New Buy
SLT Holdings LLC
0.14%#4$227,15010,947$00+10,947New Buy
DecisionPoint Financial, LLC
0.02%#5$118,8655,841$00+5,841New Buy
Global Retirement Partners, LLC
<0.01%#7$2,469119$00+119New Buy

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow