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 129 institutions that hold shares in the stock, with a total of 14 Million shares, which have been reported (via 13F filing form) to have a value of $565 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Creative Planning
Overland Park, KS |
Oct 11, 2024 Q3 2024 |
5,931
shares
|
$239,671
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Aviance Capital Partners, LLC
Naples, FL |
Nov 07, 2024 Q3 2024 |
5,877
shares
|
$237,489
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 01, 2024 Q3 2024 |
5,619
shares
|
$227,063
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Second Line Capital, LLC
Metairie, LA |
Nov 18, 2024 Q3 2024 |
5,530
shares
|
$223,467
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2024 Q3 2024 |
4,938
shares
|
$199,544
0.0% of portfolio
|
Q2 2024
Reduced 92.44%
|
|
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
Nov 08, 2024 Q3 2024 |
3,861
shares
|
$156,023
0.02% of portfolio
|
Q1 2024
Reduced 22.5%
|
|
|
Spectrum Management Group, LLC
|
Nov 03, 2022 Q3 2022 |
3,820
shares
|
$154,366
0.02% of portfolio
|
Q3 2022
New holding
|
|
|
Front Row Advisors LLC
Tiburon, CA |
Nov 14, 2024 Q3 2024 |
2,750
shares
|
$111,127
0.04% of portfolio
|
Q1 2023
Added 3135.29%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
2,084
shares
|
$84,214
0.0% of portfolio
|
Q3 2024
Added 0.39%
|
|
|
Blue Bell Private Wealth Management, LLC
|
Oct 28, 2024 Q3 2024 |
2,050
shares
|
$82,840
0.02% of portfolio
|
Q1 2024
Reduced 36.92%
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
1,821
shares
|
$73,586
0.0% of portfolio
|
Q2 2024
Added 350.74%
|
|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2024 Q3 2024 |
1,800
shares
|
$72,738
0.0% of portfolio
|
Q3 2024
Reduced 88.28%
|
|
|
Comerica Bank
|
Nov 14, 2024 Q3 2024 |
1,437
shares
|
$58,069
0.0% of portfolio
|
Q2 2024
Added 120.06%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
574
shares
|
$23,195
0.0% of portfolio
|
Q3 2024
Reduced 95.42%
|
|
|
Jdm Financial Group LLC
Encino, CA |
Nov 15, 2024 Q3 2024 |
273
shares
|
$11,031
0.01% of portfolio
|
Q2 2023
Added 8.76%
|
|
|
Financial Freedom, LLC
Cincinnati, OH |
Jan 16, 2025 Q4 2024 |
213
shares
|
$8,607
0.0% of portfolio
|
Q4 2024
Added 0.47%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2024 Q3 2024 |
208
shares
|
$8,405
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Mather Group, Llc.
Chicago, IL |
Oct 07, 2024 Q3 2024 |
173
shares
|
$6,990
0.0% of portfolio
|
Q3 2024
Added 10.19%
|
|
|
Private Trust CO Na
|
Nov 13, 2024 Q3 2024 |
107
shares
|
$4,323
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
88
shares
|
$3,556
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Nov 08, 2024 Q3 2024 |
67
shares
|
$2,707
0.0% of portfolio
|
Q1 2024
Added 146.27%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 13, 2024 Q3 2024 |
63
shares
|
$2,545
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Jan 17, 2025 Q4 2024 |
52
shares
|
$2,101
0.0% of portfolio
|
Q4 2023
Added 15.56%
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
37
shares
|
$1,495
0.0% of portfolio
|
Q4 2024
Reduced 82.3%
|
|
|
Covestor LTD
Boston, MA |
Nov 01, 2024 Q3 2024 |
11
shares
|
$444
0.0% of portfolio
|
Q2 2023
Reduced 54.17%
|