Institutional Ownership Listed Fds Tr Horizon Kinetics (INFL)
This table provides information about the institutional ownership of Listed Fds Tr Horizon Kinetics (INFL). We have compiled data on the 163 institutions that hold shares in the stock, with a total of 19.1 Million shares, which have been reported (via 13F filing form) to have a value of $855 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Jpmorgan Chase & CO
New York, NY |
Nov 26, 2025 Q3 2025 |
4,208,467
shares
|
$189 Million
0.01% of portfolio
|
Q3 2025
Added 1.48%
|
|
|
Oxford Financial Group LTD
Indianapolis, IN |
Nov 13, 2025 Q3 2025 |
3,990,146
shares
|
$179 Million
10.12% of portfolio
|
Q3 2025
Reduced 0.31%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
1,068,520
shares
|
$47.9 Million
0.01% of portfolio
|
Q3 2025
Reduced 10.11%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
727,624
shares
|
$32.6 Million
0.01% of portfolio
|
Q2 2025
Added 16.23%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2025 Q3 2025 |
617,825
shares
|
$27.7 Million
0.01% of portfolio
|
Q3 2025
Reduced 6.49%
|
|
|
One Charles Private Wealth Services, LLC
|
Nov 12, 2025 Q3 2025 |
501,813
shares
|
$22.5 Million
6.55% of portfolio
|
Q3 2025
Added 1.02%
|
|
|
Ubs Group Ag
|
Nov 13, 2025 Q3 2025 |
355,475
shares
|
$15.9 Million
0.0% of portfolio
|
Q3 2025
Added 5.77%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
354,118
shares
|
$15.9 Million
0.03% of portfolio
|
Q3 2025
Added 4.5%
|
|
|
Engrave Wealth Partners LLC
|
Jan 16, 2024 Q4 2023 |
297,500
shares
|
$13.3 Million
2.68% of portfolio
|
Q4 2023
Reduced 10.13%
|
|
|
Janney Montgomery Scott LLC
|
Oct 27, 2025 Q3 2025 |
291,253
shares
|
$13.1 Million
0.03% of portfolio
|
Q3 2025
Added 4.15%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
278,046
shares
|
$12.5 Million
0.02% of portfolio
|
Q3 2025
Added 1.27%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 19, 2025 Q3 2025 |
264,287
shares
|
$11.9 Million
0.03% of portfolio
|
Q3 2025
Added 1.16%
|
|
|
Lowe Wealth Advisors, LLC
|
Oct 16, 2025 Q3 2025 |
250,770
shares
|
$11.2 Million
4.17% of portfolio
|
Q3 2025
Added 2.31%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Nov 14, 2025 Q3 2025 |
222,431
shares
|
$9.98 Million
0.0% of portfolio
|
Q3 2025
Added 28.09%
|
|
|
Hilltop National Bank
Casper, WY |
Oct 08, 2025 Q3 2025 |
209,978
shares
|
$9.42 Million
2.31% of portfolio
|
Q3 2025
Added 11.45%
|
|
|
Aptus Capital Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
205,102
shares
|
$9.2 Million
0.07% of portfolio
|
Q3 2025
Added 2.9%
|
|
|
Coastal Bridge Advisors, LLC
|
Nov 03, 2025 Q3 2025 |
182,504
shares
|
$8.19 Million
0.68% of portfolio
|
Q3 2025
Added 409.01%
|
|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
179,480
shares
|
$8.05 Million
0.0% of portfolio
|
Q3 2025
Added 14.38%
|
|
|
Longview Financial Advisors, Inc.
Huntsville, AL |
Nov 12, 2025 Q3 2025 |
167,710
shares
|
$7.52 Million
5.35% of portfolio
|
Q3 2025
Added 1.14%
|
|
|
Independent Family Office, LLC
|
Nov 13, 2025 Q3 2025 |
160,445
shares
|
$7.2 Million
3.12% of portfolio
|
Q3 2025
Added 18.95%
|
|
|
Kestra Investment Management, LLC
Austin, TX |
Nov 17, 2025 Q3 2025 |
153,272
shares
|
$6.87 Million
0.18% of portfolio
|
Q3 2025
Added 2.42%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
149,136
shares
|
$6.69 Million
0.0% of portfolio
|
Q3 2024
Reduced 2.67%
|
|
|
Philip James Wealth Mangement, LLC
Milton, GA |
Oct 24, 2025 Q3 2025 |
144,328
shares
|
$6.47 Million
0.75% of portfolio
|
Q3 2025
Reduced 4.28%
|
|
|
Proficio Capital Partners LLC
Newton, MA |
Nov 17, 2025 Q3 2025 |
130,490
shares
|
$5.85 Million
0.4% of portfolio
|
Q3 2025
Added 96.77%
|
|
|
Atlas Wealth Partners, LLC
Wyomissing, PA |
Oct 31, 2025 Q3 2025 |
128,405
shares
|
$5.76 Million
8.19% of portfolio
|
Q3 2025
Added 5.33%
|
|