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 158 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 $723 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wealthspire Advisors, LLC
New York, NY |
May 09, 2025 Q1 2025 |
37,974
shares
|
$1.62 Million
0.01% of portfolio
|
Q1 2025
Added 5.8%
|
|
|
Aj Wealth Strategies, LLC
|
Jul 20, 2023 Q2 2023 |
37,929
shares
|
$1.62 Million
0.06% of portfolio
|
Q2 2023
Added 14.93%
|
|
|
Stratos Wealth Partners, Ltd.
|
Apr 30, 2025 Q1 2025 |
36,023
shares
|
$1.54 Million
0.02% of portfolio
|
Q1 2025
Added 3.2%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
34,994
shares
|
$1.49 Million
0.0% of portfolio
|
Q1 2025
Added 4.78%
|
|
|
Gamma Investing LLC
Foster City, CA |
Apr 07, 2025 Q1 2025 |
34,146
shares
|
$1.46 Million
0.0% of portfolio
|
Q1 2025
Reduced 97.54%
|
|
|
Trinity Point Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
33,890
shares
|
$1.44 Million
0.19% of portfolio
|
Q4 2024
Added 2.15%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
May 13, 2025 Q1 2025 |
29,857
shares
|
$1.27 Million
0.01% of portfolio
|
Q1 2025
Added 51.54%
|
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2025 Q1 2025 |
26,881
shares
|
$1.15 Million
0.0% of portfolio
|
Q1 2025
Added 119.04%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
25,982
shares
|
$1.11 Million
0.0% of portfolio
|
Q1 2025
Reduced 43.93%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Apr 16, 2025 Q1 2025 |
25,760
shares
|
$1.1 Million
0.0% of portfolio
|
Q1 2025
Added 2.02%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
24,736
shares
|
$1.05 Million
0.0% of portfolio
|
Q3 2024
Added 8.62%
|
|
|
Trilogy Capital Inc.
|
May 06, 2025 Q1 2025 |
24,365
shares
|
$1.04 Million
0.05% of portfolio
|
Q1 2025
Added 8.1%
|
|
|
Baker Ellis Asset Management LLC
|
Apr 15, 2025 Q1 2025 |
23,418
shares
|
$998,309
0.14% of portfolio
|
Q1 2025
Reduced 2.09%
|
|
|
Financial Partners Capital Management LLC
New York, NY |
Feb 13, 2023 Q4 2022 |
21,837
shares
|
$930,911
0.15% of portfolio
|
Q3 2022
Added 2.8%
|
|
|
One Plus One Wealth Management, LLC
|
Apr 14, 2025 Q1 2025 |
21,628
shares
|
$922,001
0.64% of portfolio
|
Q1 2025
Reduced 16.37%
|
|
|
Guidance Capital, Inc
Lousville, KY |
May 05, 2025 Q1 2025 |
20,725
shares
|
$883,506
0.26% of portfolio
|
Q1 2025
Added 85.49%
|
|
|
Stegent Equity Advisors, Inc.
Houston, TX |
Apr 30, 2025 Q1 2025 |
20,548
shares
|
$875,961
0.98% of portfolio
|
Q1 2025
Added 9.62%
|
|
|
Congress Wealth Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
20,432
shares
|
$871,016
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Fernwood Investment Management, LLC
Quincy, MA |
Feb 13, 2025 Q4 2024 |
20,170
shares
|
$859,847
0.27% of portfolio
|
Q4 2024
Reduced 1.3%
|
|
|
Schwartz Investment Counsel Inc
Plymouth, MI |
Apr 24, 2025 Q1 2025 |
19,000
shares
|
$809,970
0.03% of portfolio
|
Q4 2024
Added 35.71%
|
|
|
Ferguson Shapiro LLC
|
Apr 23, 2025 Q1 2025 |
18,727
shares
|
$798,332
0.49% of portfolio
|
Q1 2025
Reduced 3.06%
|
|
|
Jnba Financial Advisors
|
Apr 25, 2025 Q1 2025 |
18,581
shares
|
$792,108
0.08% of portfolio
|
Q1 2025
Reduced 16.77%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
17,353
shares
|
$739,758
0.02% of portfolio
|
Q1 2021
Reduced 97.69%
|
|
|
Auxano Advisors, LLC
|
May 05, 2025 Q1 2025 |
17,337
shares
|
$739,076
0.2% of portfolio
|
Q1 2025
Reduced 33.54%
|
|
|
Straight Path Wealth Management
|
Apr 28, 2025 Q1 2025 |
16,755
shares
|
$714,265
0.31% of portfolio
|
Q1 2025
Added 18.16%
|