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 163 institutions that hold shares in the stock, with a total of 19.1 Million shares, which have been reported (via 13F filing form) to have a value of $855 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Atomi Financial Group, Inc.
Irvine, CA |
Nov 10, 2025 Q3 2025 |
21,601
shares
|
$968,804
0.03% of portfolio
|
Q3 2025
Added 7.3%
|
|
|
Baker Ellis Asset Management LLC
|
Oct 23, 2025 Q3 2025 |
21,582
shares
|
$967,952
0.12% of portfolio
|
Q3 2025
Added 0.06%
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 06, 2025 Q3 2025 |
21,291
shares
|
$954,901
0.01% of portfolio
|
Q3 2025
Added 41.06%
|
|
|
Phillips Financial Management, LLC
|
Oct 24, 2025 Q3 2025 |
20,816
shares
|
$933,597
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Congress Wealth Management LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
20,558
shares
|
$922,026
0.01% of portfolio
|
Q2 2025
Added 0.62%
|
|
|
Meridian Wealth Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
20,378
shares
|
$913,953
0.14% of portfolio
|
Q3 2025
Added 37.89%
|
|
|
Fernwood Investment Management, LLC
Quincy, MA |
Feb 13, 2025 Q4 2024 |
20,170
shares
|
$904,624
0.27% of portfolio
|
Q4 2024
Reduced 1.3%
|
|
|
Stegent Equity Advisors, Inc.
Houston, TX |
Oct 28, 2025 Q3 2025 |
20,124
shares
|
$902,561
0.88% of portfolio
|
Q3 2025
Reduced 1.22%
|
|
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
Oct 15, 2025 Q3 2025 |
18,433
shares
|
$826,720
0.26% of portfolio
|
Q3 2025
Added 13.66%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 13, 2025 Q3 2025 |
18,391
shares
|
$824,836
0.01% of portfolio
|
Q3 2025
Added 5.33%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
17,353
shares
|
$778,282
0.02% of portfolio
|
Q1 2021
Reduced 97.69%
|
|
|
Straight Path Wealth Management
|
Nov 03, 2025 Q3 2025 |
17,105
shares
|
$767,159
0.2% of portfolio
|
Q3 2025
Reduced 1.44%
|
|
|
King Luther Capital Management Corp
Fort Worth, TX |
Nov 07, 2025 Q3 2025 |
16,500
shares
|
$740,025
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
16,442
shares
|
$737,423
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Jnba Financial Advisors
|
Oct 28, 2025 Q3 2025 |
16,271
shares
|
$729,754
0.07% of portfolio
|
Q3 2025
Reduced 3.95%
|
|
|
Lake Street Advisors Group, LLC
|
Feb 04, 2025 Q4 2024 |
15,653
shares
|
$702,037
0.03% of portfolio
|
Q4 2024
Added 0.55%
|
|
|
Copia Wealth Management
Bend, OR |
Oct 31, 2025 Q3 2025 |
15,586
shares
|
$699,032
0.52% of portfolio
|
Q3 2025
Added 25.0%
|
|
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
Nov 04, 2025 Q3 2025 |
15,031
shares
|
$674,140
0.12% of portfolio
|
Q3 2024
New holding
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
14,959
shares
|
$670,911
0.02% of portfolio
|
Q3 2025
Added 2.75%
|
|
|
Mezzasalma Advisors, LLC
|
Oct 16, 2025 Q3 2025 |
14,336
shares
|
$642,969
0.17% of portfolio
|
Q3 2025
Reduced 3.17%
|
|
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
Nov 12, 2025 Q3 2025 |
13,756
shares
|
$616,956
0.55% of portfolio
|
Q3 2025
New holding
|
|
|
Autumn Glory Partners, LLC
|
Oct 22, 2025 Q3 2025 |
13,623
shares
|
$610,991
0.25% of portfolio
|
Q1 2025
Added 60.03%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
13,462
shares
|
$603,770
0.0% of portfolio
|
Q3 2025
Reduced 31.52%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 14, 2025 Q3 2025 |
12,951
shares
|
$580,852
0.0% of portfolio
|
Q3 2025
Added 30.75%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Oct 17, 2025 Q3 2025 |
12,000
shares
|
$538,200
0.01% of portfolio
|
Q4 2024
New holding
|
|