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 |
|---|---|---|---|---|---|
|
Autumn Glory Partners, LLC
|
Jul 22, 2025 Q2 2025 |
13,623
shares
|
$602,681
0.27% of portfolio
|
Q1 2025
Added 60.03%
|
|
|
Copia Wealth Management
Bend, OR |
Jul 28, 2025 Q2 2025 |
12,469
shares
|
$551,628
0.44% of portfolio
|
Q2 2025
Added 55.32%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
12,009
shares
|
$531,278
0.0% of portfolio
|
Q2 2025
Added 9.36%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Oct 17, 2025 Q3 2025 |
12,000
shares
|
$530,880
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
D. E. Shaw & Co., Inc.
New York, NY |
Aug 14, 2025 Q2 2025 |
11,849
shares
|
$524,199
0.0% of portfolio
|
Q2 2025
Reduced 3.08%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Jul 31, 2025 Q2 2025 |
11,474
shares
|
$507,609
0.01% of portfolio
|
Q2 2025
Reduced 1.73%
|
|
|
Prw Wealth Management LLC
|
Nov 01, 2023 Q3 2023 |
11,020
shares
|
$487,524
0.13% of portfolio
|
Q2 2023
Added 56.98%
|
|
|
Mariner, LLC
Overland Park, KS |
Aug 14, 2025 Q2 2025 |
10,498
shares
|
$464,431
0.0% of portfolio
|
Q2 2025
Added 87.46%
|
|
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
Aug 06, 2025 Q2 2025 |
9,929
shares
|
$439,258
0.19% of portfolio
|
Q2 2025
Reduced 2.74%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
9,905
shares
|
$438,197
0.0% of portfolio
|
Q2 2025
Added 12.4%
|
|
|
Evanson Asset Management, LLC
|
Oct 14, 2025 Q3 2025 |
9,553
shares
|
$422,624
0.03% of portfolio
|
Q3 2025
Added 0.21%
|
|
|
Trademark Financial Management, LLC
Bloomington, MN |
Oct 17, 2025 Q3 2025 |
9,524
shares
|
$421,341
0.25% of portfolio
|
Q3 2025
Reduced 4.66%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Aug 05, 2025 Q2 2025 |
9,388
shares
|
$415,325
0.01% of portfolio
|
Q2 2025
Added 0.1%
|
|
|
Tt Capital Management LLC
Coto De Caza, CA |
Aug 14, 2025 Q2 2025 |
9,362
shares
|
$414,174
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Aug 08, 2025 Q2 2025 |
9,078
shares
|
$401,610
0.0% of portfolio
|
Q2 2025
Reduced 12.15%
|
|
|
Principia Wealth Advisory, LLC
Dallas, TX |
Aug 14, 2025 Q2 2025 |
8,838
shares
|
$390,993
0.32% of portfolio
|
Q2 2025
Added 13.76%
|
|
|
S.C. Financial Services, Inc.
|
Jan 19, 2023 Q4 2022 |
8,531
shares
|
$377,411
0.41% of portfolio
|
Q4 2022
Reduced 36.28%
|
|
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
Jul 31, 2025 Q2 2025 |
8,054
shares
|
$356,308
0.13% of portfolio
|
Q2 2025
Reduced 8.48%
|
|
|
Macroview Investment Management LLC
|
Jul 22, 2025 Q2 2025 |
7,874
shares
|
$348,345
0.28% of portfolio
|
Q2 2025
Added 0.08%
|
|
|
New England Private Wealth Advisors LLC
Wellesley, MA |
Aug 07, 2025 Q2 2025 |
7,725
shares
|
$341,754
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Aug 19, 2025 Q2 2025 |
7,346
shares
|
$324,987
0.02% of portfolio
|
Q2 2025
Reduced 17.89%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Oct 09, 2025 Q3 2025 |
7,100
shares
|
$314,104
0.01% of portfolio
|
Q2 2025
Added 24.56%
|
|
|
Lm Advisors LLC
San Diego, CA |
Aug 14, 2025 Q2 2025 |
7,074
shares
|
$312,953
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2025 Q2 2025 |
7,053
shares
|
$312,024
0.0% of portfolio
|
Q2 2025
Reduced 9.44%
|
|
|
Creative Planning
Overland Park, KS |
Aug 08, 2025 Q2 2025 |
6,547
shares
|
$289,639
0.0% of portfolio
|
Q2 2025
Reduced 0.86%
|