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 145 institutions that hold shares in the stock, with a total of 16.7 Million shares, which have been reported (via 13F filing form) to have a value of $663 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cerity Partners LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
41,276
shares
|
$1.64 Million
0.0% of portfolio
|
Q4 2024
Added 4.04%
|
|
|
Compass Ion Advisors, LLC
|
Feb 10, 2025 Q4 2024 |
39,131
shares
|
$1.55 Million
0.19% of portfolio
|
Q4 2024
Reduced 0.71%
|
|
|
Abacus Planning Group, Inc.
|
Jan 31, 2025 Q4 2024 |
38,917
shares
|
$1.54 Million
0.27% of portfolio
|
Q4 2024
Added 1.36%
|
|
|
Aj Wealth Strategies, LLC
|
Jul 20, 2023 Q2 2023 |
37,929
shares
|
$1.5 Million
0.06% of portfolio
|
Q2 2023
Added 14.93%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Feb 03, 2025 Q4 2024 |
35,891
shares
|
$1.42 Million
0.01% of portfolio
|
Q4 2024
Added 2.15%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jan 27, 2025 Q4 2024 |
34,907
shares
|
$1.38 Million
0.02% of portfolio
|
Q4 2024
Added 5.03%
|
|
|
Trinity Point Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
33,890
shares
|
$1.34 Million
0.19% of portfolio
|
Q4 2024
Added 2.15%
|
|
|
D. E. Shaw & Co., Inc.
New York, NY |
Feb 14, 2025 Q4 2024 |
33,571
shares
|
$1.33 Million
0.0% of portfolio
|
Q4 2024
Added 188.39%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Feb 14, 2025 Q4 2024 |
33,397
shares
|
$1.32 Million
0.0% of portfolio
|
Q4 2024
Added 312.51%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Feb 11, 2025 Q4 2024 |
27,798
shares
|
$1.1 Million
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Auxano Advisors, LLC
|
Feb 06, 2025 Q4 2024 |
26,086
shares
|
$1.03 Million
0.26% of portfolio
|
Q4 2024
Reduced 18.81%
|
|
|
One Plus One Wealth Management, LLC
|
Jan 29, 2025 Q4 2024 |
25,862
shares
|
$1.02 Million
0.58% of portfolio
|
Q4 2024
Added 39.95%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jan 10, 2025 Q4 2024 |
25,293
shares
|
$1 Million
0.0% of portfolio
|
Q3 2024
Added 19.03%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
24,736
shares
|
$980,287
0.0% of portfolio
|
Q3 2024
Added 8.62%
|
|
|
Baker Ellis Asset Management LLC
|
Jan 17, 2025 Q4 2024 |
23,918
shares
|
$947,870
0.14% of portfolio
|
Q4 2024
Reduced 2.43%
|
|
|
Trilogy Capital Inc.
|
Jan 27, 2025 Q4 2024 |
22,540
shares
|
$893,260
0.05% of portfolio
|
Q4 2024
Reduced 5.25%
|
|
|
Jnba Financial Advisors
|
Jan 30, 2025 Q4 2024 |
22,324
shares
|
$884,700
0.09% of portfolio
|
Q4 2024
Reduced 3.95%
|
|
|
Financial Partners Capital Management LLC
New York, NY |
Feb 13, 2023 Q4 2022 |
21,837
shares
|
$865,400
0.15% of portfolio
|
Q3 2022
Added 2.8%
|
|
|
Fernwood Investment Management, LLC
Quincy, MA |
Feb 13, 2025 Q4 2024 |
20,170
shares
|
$799,337
0.27% of portfolio
|
Q4 2024
Reduced 1.3%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
19,702
shares
|
$780,790
0.0% of portfolio
|
Q4 2024
Reduced 30.75%
|
|
|
Ferguson Shapiro LLC
|
Jan 23, 2025 Q4 2024 |
19,318
shares
|
$765,572
0.43% of portfolio
|
Q4 2024
New holding
|
|
|
Schwartz Investment Counsel Inc
Plymouth, MI |
Jan 29, 2025 Q4 2024 |
19,000
shares
|
$752,970
0.03% of portfolio
|
Q4 2024
Added 35.71%
|
|
|
Stegent Equity Advisors, Inc.
Houston, TX |
Feb 04, 2025 Q4 2024 |
18,745
shares
|
$742,864
0.84% of portfolio
|
Q4 2024
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
17,353
shares
|
$687,699
0.02% of portfolio
|
Q1 2021
Reduced 97.69%
|
|
|
King Luther Capital Management Corp
Fort Worth, TX |
Feb 07, 2025 Q4 2024 |
16,500
shares
|
$653,895
0.0% of portfolio
|
Q1 2024
New holding
|