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 169 institutions that hold shares in the stock, with a total of 18.8 Million shares, which have been reported (via 13F filing form) to have a value of $833 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Baker Ellis Asset Management LLC
|
Jul 08, 2025 Q2 2025 |
21,570
shares
|
$954,256
0.13% of portfolio
|
Q2 2025
Reduced 7.89%
|
|
|
Phillips Financial Management, LLC
|
Jul 30, 2025 Q2 2025 |
20,816
shares
|
$920,899
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Congress Wealth Management LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
20,558
shares
|
$909,485
0.01% of portfolio
|
Q2 2025
Added 0.62%
|
|
|
Stegent Equity Advisors, Inc.
Houston, TX |
Jul 31, 2025 Q2 2025 |
20,373
shares
|
$901,301
0.89% of portfolio
|
Q2 2025
Reduced 0.85%
|
|
|
Fernwood Investment Management, LLC
Quincy, MA |
Feb 13, 2025 Q4 2024 |
20,170
shares
|
$892,320
0.27% of portfolio
|
Q4 2024
Reduced 1.3%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Aug 14, 2025 Q2 2025 |
20,131
shares
|
$890,595
0.03% of portfolio
|
Q2 2025
Added 51.16%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
19,658
shares
|
$869,669
0.0% of portfolio
|
Q2 2025
Reduced 24.34%
|
|
|
Schwartz Investment Counsel Inc
Plymouth, MI |
Jul 30, 2025 Q2 2025 |
19,000
shares
|
$840,560
0.03% of portfolio
|
Q4 2024
Added 35.71%
|
|
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
Oct 15, 2025 Q3 2025 |
18,433
shares
|
$815,475
0.26% of portfolio
|
Q3 2025
Added 13.66%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Aug 13, 2025 Q2 2025 |
17,461
shares
|
$772,474
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Straight Path Wealth Management
|
Jul 29, 2025 Q2 2025 |
17,355
shares
|
$767,785
0.28% of portfolio
|
Q2 2025
Added 3.58%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
17,353
shares
|
$767,696
0.02% of portfolio
|
Q1 2021
Reduced 97.69%
|
|
|
Auxano Advisors, LLC
|
May 05, 2025 Q1 2025 |
17,337
shares
|
$766,988
0.2% of portfolio
|
Q1 2025
Reduced 33.54%
|
|
|
Jnba Financial Advisors
|
Jul 24, 2025 Q2 2025 |
16,941
shares
|
$749,469
0.07% of portfolio
|
Q2 2025
Reduced 8.83%
|
|
|
King Luther Capital Management Corp
Fort Worth, TX |
Aug 07, 2025 Q2 2025 |
16,500
shares
|
$729,960
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
16,442
shares
|
$727,394
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Lake Street Advisors Group, LLC
|
Feb 04, 2025 Q4 2024 |
15,653
shares
|
$692,488
0.03% of portfolio
|
Q4 2024
Added 0.55%
|
|
|
Ferguson Shapiro LLC
|
Aug 01, 2025 Q2 2025 |
15,181
shares
|
$671,607
0.33% of portfolio
|
Q2 2025
Reduced 18.94%
|
|
|
Atria Investments LLC
Charlotte, NC |
Aug 04, 2025 Q2 2025 |
15,094
shares
|
$667,758
0.01% of portfolio
|
Q2 2025
Added 62.02%
|
|
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
Aug 08, 2025 Q2 2025 |
15,031
shares
|
$664,971
0.12% of portfolio
|
Q3 2024
New holding
|
|
|
Meridian Wealth Advisors, LLC
|
Aug 12, 2025 Q2 2025 |
14,778
shares
|
$653,778
0.11% of portfolio
|
Q2 2025
Added 48.25%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
14,559
shares
|
$644,090
0.02% of portfolio
|
Q2 2025
Added 1.17%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Aug 14, 2025 Q2 2025 |
14,412
shares
|
$637,586
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Mezzasalma Advisors, LLC
|
Oct 16, 2025 Q3 2025 |
14,336
shares
|
$634,224
0.17% of portfolio
|
Q3 2025
Reduced 3.17%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Aug 14, 2025 Q2 2025 |
14,234
shares
|
$629,712
0.04% of portfolio
|
Q2 2025
Reduced 4.12%
|