AESR HORIZON FDS
FollowCMN (fund)
9 managers (9 13F filers) reported a position in AESR shares at 2026-06-30, 9,774,347 shares in all. 7 filers opened a position and 0 filers sold out during the quarter.
- Managers
- 9
- 13F filers
- 9
- New
- 7
- Added
- 0
- Reduced
- 0
- Sold out
- 0
- Shares held by filers
- 9,774,347
Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.
13D and 13G filers
No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.
Insider trades
No Form 4 transaction on this security in the data.
13F holders, Q2 2026
Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.
| Holder | Shares | Value | % of portfolio | Change | Source |
|---|---|---|---|---|---|
| Foundations Investment Advisors, LLC | 9,388,555 | $195M | 2.01% | new | 13F-HRTimeline |
| XY Planning Network, Inc. | 231,039 | $4.79M | 0.6% | new | 13F-HRTimeline |
| Regatta Research & Money Management | 80,562 | $1.67M | 1.58% | 13F-HRTimeline | |
| AE Wealth Management LLC | 34,483 | $716K | <0.01% | new | 13F-HRTimeline |
| ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA | 11,660 | $242K | <0.01% | new | 13F-HRTimelineGroup |
| GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC | 11,141 | $231K | <0.01% | new | 13F-HRTimelineGroup |
| SLT Holdings LLC | 10,947 | $227K | 0.14% | new | 13F-HRTimeline |
| DecisionPoint Financial, LLC | 5,841 | $119K | 0.02% | new | 13F-HRTimeline |
| Global Retirement Partners, LLC | 119 | $2.47K | <0.01% | 13F-HRTimeline |