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 |
|---|---|---|---|---|---|
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
May 07, 2025 Q1 2025 |
3,861
shares
|
$164,594
0.02% of portfolio
|
Q1 2024
Reduced 22.5%
|
|
|
Spectrum Management Group, LLC
|
Nov 03, 2022 Q3 2022 |
3,820
shares
|
$162,846
0.02% of portfolio
|
Q3 2022
New holding
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
3,160
shares
|
$134,710
0.0% of portfolio
|
Q1 2025
Reduced 26.41%
|
|
|
Blue Bell Private Wealth Management, LLC
|
May 05, 2025 Q1 2025 |
2,050
shares
|
$87,391
0.02% of portfolio
|
Q1 2024
Reduced 36.92%
|
|
|
Bank Of Montreal
Toronto, A6 |
May 13, 2025 Q1 2025 |
1,800
shares
|
$76,734
0.0% of portfolio
|
Q3 2024
Reduced 88.28%
|
|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
1,440
shares
|
$61,387
0.0% of portfolio
|
Q4 2024
Added 0.21%
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
May 15, 2025 Q1 2025 |
1,208
shares
|
$51,497
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Larson Financial Group LLC
|
May 02, 2025 Q1 2025 |
1,019
shares
|
$43,439
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Briaud Financial Planning, Inc
College Station, TX |
May 09, 2025 Q1 2025 |
712
shares
|
$30,352
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
May 08, 2025 Q1 2025 |
411
shares
|
$17,520
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
May 05, 2025 Q1 2025 |
372
shares
|
$15,858
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Promus Capital, LLC
Chicago, IL |
May 13, 2025 Q1 2025 |
300
shares
|
$12,789
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Jdm Financial Group LLC
Encino, CA |
May 14, 2025 Q1 2025 |
273
shares
|
$11,637
0.01% of portfolio
|
Q2 2023
Added 8.76%
|
|
|
Financial Freedom, LLC
Cincinnati, OH |
Apr 18, 2025 Q1 2025 |
214
shares
|
$9,122
0.0% of portfolio
|
Q1 2025
Added 0.47%
|
|
|
Signaturefd, LLC
Atlanta, GA |
May 01, 2025 Q1 2025 |
210
shares
|
$8,952
0.0% of portfolio
|
Q1 2025
Added 0.48%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
May 09, 2025 Q1 2025 |
158
shares
|
$6,735
0.0% of portfolio
|
Q1 2025
Added 135.82%
|
|
|
Mather Group, Llc.
Chicago, IL |
Apr 25, 2025 Q1 2025 |
156
shares
|
$6,650
0.0% of portfolio
|
Q4 2024
Reduced 9.83%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Apr 09, 2025 Q1 2025 |
100
shares
|
$4,263
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Private Trust CO Na
|
Apr 28, 2025 Q1 2025 |
96
shares
|
$4,092
0.0% of portfolio
|
Q1 2025
Reduced 96.54%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
88
shares
|
$3,751
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
70
shares
|
$2,984
0.0% of portfolio
|
Q1 2025
Reduced 78.26%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
63
shares
|
$2,685
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Truvestments Capital LLC
Sarasota, FL |
May 14, 2025 Q1 2025 |
59
shares
|
$2,515
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Us Bancorp \De\
|
May 08, 2025 Q1 2025 |
58
shares
|
$2,472
0.0% of portfolio
|
Q1 2025
Added 87.1%
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Apr 16, 2025 Q1 2025 |
52
shares
|
$2,216
0.0% of portfolio
|
Q4 2023
Added 15.56%
|