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 157 institutions that hold shares in the stock, with a total of 17.6 Million shares, which have been reported (via 13F filing form) to have a value of $744 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Kore Private Wealth LLC
New York, NY |
Nov 14, 2022 Q3 2022 |
118,854
shares
|
$5.01 Million
0.6% of portfolio
|
Q3 2022
Reduced 2.56%
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
116,248
shares
|
$4.9 Million
0.15% of portfolio
|
Q1 2025
Added 12.87%
|
|
|
Scs Capital Management LLC
Boston, MA |
May 19, 2025 Q1 2025 |
114,654
shares
|
$4.84 Million
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Independent Family Office, LLC
|
May 13, 2025 Q1 2025 |
105,356
shares
|
$4.44 Million
2.29% of portfolio
|
Q1 2025
Added 20.68%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
May 12, 2025 Q1 2025 |
100,970
shares
|
$4.26 Million
0.01% of portfolio
|
Q1 2025
Added 7.77%
|
|
|
Aptus Capital Advisors, LLC
|
May 13, 2025 Q1 2025 |
99,444
shares
|
$4.19 Million
0.05% of portfolio
|
Q1 2025
Added 4.6%
|
|
|
Horizon Kinetics Asset Management LLC
|
May 15, 2025 Q1 2025 |
98,346
shares
|
$4.15 Million
0.05% of portfolio
|
Q1 2025
Added 3.23%
|
|
|
Ncm Capital Management, LLC
Ramsey, NJ |
May 14, 2025 Q1 2025 |
92,963
shares
|
$3.92 Million
1.77% of portfolio
|
Q1 2025
Added 8.84%
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
May 15, 2025 Q1 2025 |
89,918
shares
|
$3.79 Million
0.31% of portfolio
|
Q1 2025
Added 6.92%
|
|
|
Eagle Claw Capital Managment, LLC
Boston, MA |
May 08, 2025 Q1 2025 |
86,572
shares
|
$3.65 Million
0.58% of portfolio
|
Q1 2025
Added 0.54%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
85,547
shares
|
$3.61 Million
0.06% of portfolio
|
Q1 2025
Reduced 0.87%
|
|
|
Intrepid Family Office LLC
Greenwich, CT |
May 15, 2025 Q1 2025 |
85,000
shares
|
$3.59 Million
4.93% of portfolio
|
Q2 2023
Reduced 22.73%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
73,439
shares
|
$3.1 Million
0.15% of portfolio
|
Q4 2023
Added 0.2%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Apr 28, 2025 Q1 2025 |
72,959
shares
|
$3.08 Million
0.04% of portfolio
|
Q1 2025
Reduced 0.93%
|
|
|
Pekin Hardy Strauss, Inc.
|
Apr 29, 2025 Q1 2025 |
57,833
shares
|
$2.44 Million
0.3% of portfolio
|
Q1 2025
Reduced 4.18%
|
|
|
Davenport & CO LLC
|
Apr 28, 2025 Q1 2025 |
50,573
shares
|
$2.13 Million
0.01% of portfolio
|
Q1 2025
Added 15.93%
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
49,942
shares
|
$2.11 Million
0.02% of portfolio
|
Q1 2025
Added 0.34%
|
|
|
Pecaut & Co.
|
May 02, 2025 Q1 2025 |
48,150
shares
|
$2.03 Million
0.69% of portfolio
|
Q2 2024
Reduced 11.08%
|
|
|
Stratos Wealth Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
45,913
shares
|
$1.94 Million
0.11% of portfolio
|
Q1 2025
Added 0.15%
|
|
|
Spire Wealth Management
|
Apr 23, 2025 Q1 2025 |
45,734
shares
|
$1.93 Million
0.06% of portfolio
|
Q1 2025
Reduced 5.93%
|
|
|
Boenning & Scattergood, Inc.
|
Jan 25, 2023 Q4 2022 |
42,568
shares
|
$1.8 Million
0.23% of portfolio
|
Q4 2022
Reduced 7.27%
|
|
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
May 14, 2025 Q1 2025 |
42,470
shares
|
$1.79 Million
1.66% of portfolio
|
Q1 2025
Reduced 15.97%
|
|
|
Cerity Partners LLC
New York, NY |
Apr 30, 2025 Q1 2025 |
41,214
shares
|
$1.74 Million
0.0% of portfolio
|
Q1 2025
Reduced 0.15%
|
|
|
Abacus Planning Group, Inc.
|
Apr 14, 2025 Q1 2025 |
38,876
shares
|
$1.64 Million
0.28% of portfolio
|
Q1 2025
Reduced 0.11%
|
|
|
Compass Ion Advisors, LLC
|
Jul 11, 2025 Q2 2025 |
38,766
shares
|
$1.64 Million
0.19% of portfolio
|
Q2 2025
Reduced 1.14%
|