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Horizon Kinetics Inflation Beneficiaries ETF (INFL) Institutional Ownership

Horizon Kinetics Inflation Beneficiaries ETF logo
$40.52 -0.52 (-1.27%)
As of 03/28/2025 04:10 PM Eastern

Institutional Ownership Changes (13F Filings) for Horizon Kinetics Inflation Beneficiaries ETF (NYSEARCA:INFL)

Number of
Institutional Buyers
(last 12 months)
11
Total
Institutional Inflows
(last 12 months)
$10.26M
Number of
Institutional Sellers
(last 12 months)
9
Total
Institutional Outflows
(last 12 months)
$46.98M
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INFL Institutional Buying and Selling by Quarter

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Horizon Kinetics Inflation Beneficiaries ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
3/6/2025 Copia Wealth Management4,623$176K0.2%N/A0.017%
2/24/2025 Ameriflex Group Inc.1,208$47K0.0%N/A0.004%
2/17/2025 Captrust Financial Advisors247,378$9.42M0.0%-6.2%1.262%
2/17/2025 Baird Financial Group Inc.82,567$3.14M0.0%+7.2%0.421%
2/12/2025 JPMorgan Chase & Co.3,928,785$149.61M0.0%-6.3%20.045%
2/5/2025 Private Trust Co. NA2,777$106K0.0%+2,495.3%0.014%
2/4/2025 Bank of New York Mellon Corp284,096$10.82M0.0%+14.1%1.449%
2/3/2025 Longview Financial Advisors Inc.156,793$5.97M4.7%+5.1%0.800%
1/17/2025 Janney Montgomery Scott LLC90,067$3.43M0.0%+42.6%0.460%
1/10/2025 Lowe Wealth Advisors LLC230,990$8.80M3.7%+0.2%1.179%
1/10/2025 Hilltop National Bank124,115$4.73M1.4%+25.0%0.633%
12/26/2024 JPMorgan Chase & Co.4,191,116$157.54M0.0%-6.8%21.383%
11/14/2024 Captrust Financial Advisors263,725$9.91M0.0%+4.3%1.346%
11/9/2024 STAR Financial Bank10,243$385K0.3%-9.2%0.052%
10/29/2024 Janney Montgomery Scott LLC63,142$2.37M0.0%-32.6%0.322%
10/23/2024 Moody Lynn & Lieberson LLC9,841$370K0.0%N/A0.050%
10/19/2024 Longview Financial Advisors Inc.149,144$5.61M4.1%+0.5%0.761%
10/16/2024 Longview Financial Advisors Inc.142,356$5.35M4.9%-4.1%0.726%
10/2/2024 Lowe Wealth Advisors LLC230,564$8.67M3.7%+3.5%1.176%
8/14/2024 Edge Capital Group LLC122,703$4.01M0.2%-29.2%0.626%
8/8/2024 STAR Financial Bank11,279$369K0.3%-24.3%0.058%
7/26/2024 Bank of New York Mellon Corp223,372$7.30M0.0%+23.5%1.140%
7/23/2024 Crescent Grove Advisors LLC6,250$204K0.0%-12.6%0.032%
7/10/2024 Hilltop National Bank96,217$3.14M1.0%+12.6%0.491%
7/9/2024 Lowe Wealth Advisors LLC222,824$7.28M3.3%+4.1%1.137%
5/7/2024 Hilltop National Bank85,415$2.78M0.9%N/A0.436%
5/3/2024 STAR Financial Bank14,908$485K0.4%-12.3%0.076%
5/1/2024 Janney Montgomery Scott LLC63,686$2.07M0.0%-65.6%0.325%
4/29/2024 Crescent Grove Advisors LLC7,155$234K0.0%-6.5%0.037%
4/25/2024 Equitable Trust Co.59,326$1.93M0.1%-90.1%0.303%
4/24/2024 Blue Bell Private Wealth Management LLC2,050$67K0.0%-36.9%0.010%
4/9/2024 Lowe Wealth Advisors LLC214,025$6.97M3.2%+3.0%0.633%
2/14/2024 Waterloo Capital L.P.9,364$295K0.0%-23.8%0.028%
2/13/2024 STAR Financial Bank16,991$535K0.5%-40.4%0.050%
2/13/2024 Edge Capital Group LLC237,053$7.46M0.4%-2.8%0.701%
2/8/2024 Janney Montgomery Scott LLC185,009$5.82M0.0%-7.2%0.547%
1/30/2024 Crescent Grove Advisors LLC7,655$241K0.0%-14.6%0.023%
1/25/2024 Equitable Trust Co.597,298$18.80M1.4%-46.1%1.767%
1/25/2024 Blue Bell Private Wealth Management LLC3,250$102K0.0%-16.7%0.010%
1/23/2024 Defender Capital LLC.18,900$595K0.2%+36.0%0.056%
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1/10/2024 Creative Financial Designs Inc. ADV1,416$45K0.0%-51.4%0.004%
1/10/2024 Sugarloaf Wealth Management LLC112,108$3.53M0.8%-2.6%0.332%
1/5/2024 Lowe Wealth Advisors LLC207,845$6.54M3.2%+0.8%0.615%
11/13/2023 Sugarloaf Wealth Management LLC115,092$3.50M0.8%-70.7%0.341%
11/8/2023 Janney Montgomery Scott LLC199,288$6.07M0.0%-13.2%0.590%
11/7/2023 Equitable Trust Co.1,107,334$33.71M2.8%-45.6%3.276%
10/24/2023 Bank of New York Mellon Corp94,371$2.87M0.0%+30.7%0.279%
10/23/2023 Defender Capital LLC.13,900$423K0.2%-23.6%0.041%
10/23/2023 Lowe Wealth Advisors LLC206,150$6.28M3.3%+1.9%0.610%
10/18/2023 Private Trust Co. NA3,583$109K0.0%N/A0.011%
8/15/2023 STAR Financial Bank29,619$905K0.8%-15.3%0.088%
8/14/2023 Horizon Kinetics Asset Management LLC84,674$2.59M0.1%-5.4%0.251%
8/11/2023 JPMorgan Chase & Co.2,741,782$83.82M0.0%-3.1%8.112%
8/9/2023 Equitable Trust Co.2,034,091$62.18M4.8%-11.2%6.018%
8/9/2023 Flow Traders U.S. LLC142,535$4.36M0.2%+117.5%0.422%
8/8/2023 Edge Capital Group LLC218,474$6.68M0.4%-20.0%0.646%
8/4/2023 Parallel Advisors LLC1,328$41K0.0%-60.8%0.004%
8/3/2023 Bank of New York Mellon Corp72,208$2.21M0.0%+199.6%0.214%
7/31/2023 WealthPLAN Partners LLC4,582$140K0.0%-35.3%0.014%
7/26/2023 Janney Montgomery Scott LLC229,684$7.02M0.0%-0.8%0.680%
7/25/2023 WealthPlan Investment Management LLC7,189$1.73M0.4%+155.9%0.021%
7/19/2023 Nelson Van Denburg & Campbell Wealth Management Group LLC3,965$121K0.0%-46.0%0.012%
7/13/2023 Sugarloaf Wealth Management LLC393,287$12.02M2.8%+5.6%1.164%
7/7/2023 Lowe Wealth Advisors LLC202,295$6.18M3.1%+1.6%0.545%
5/15/2023 Flow Traders U.S. LLC65,532$2.02M0.1%+85.3%0.173%
5/10/2023 Nelson Van Denburg & Campbell Wealth Management Group LLC7,341$226K0.0%N/A0.019%
5/10/2023 WealthPLAN Partners LLC7,081$218K0.0%-29.8%0.019%
5/8/2023 Equitable Trust Co.2,291,737$70.68M5.6%-0.9%6.063%
5/8/2023 WealthPlan Investment Management LLC2,809$87K0.0%-72.1%0.007%
5/5/2023 Silver Oak Securities Incorporated63,901$1.97M0.3%+9.3%0.169%
5/4/2023 Edge Capital Group LLC272,994$8.42M0.5%+6.8%0.722%
4/28/2023 Janney Montgomery Scott LLC231,570$7.14M0.0%+31.6%0.613%
4/27/2023 Defender Capital LLC.18,200$561K0.2%N/A0.048%
4/26/2023 Sugarloaf Wealth Management LLC372,270$11.48M2.8%+13.2%0.985%
4/25/2023 Parallel Advisors LLC3,385$104K0.0%-44.4%0.009%
4/25/2023 Creative Financial Designs Inc. ADV2,910$90K0.0%-12.2%0.008%
4/24/2023 Deane Retirement Strategies Inc.58,961$1.82M1.0%+0.6%0.156%
4/5/2023 Lowe Wealth Advisors LLC199,178$6.14M3.3%+2.7%0.502%
3/6/2023 OLD Mission Capital LLC45,765$1.44M0.0%+1.7%0.114%
2/21/2023 Equitable Trust Co.2,313,028$72.81M5.7%+7.3%5.783%
2/13/2023 JPMorgan Chase & Co.3,920,026$123.40M0.0%-1.6%9.800%
2/9/2023 STAR Financial Bank35,297$1.11M1.1%N/A0.088%
2/8/2023InterOcean Capital Group LLC271,799$8.56M0.3%-1.4%0.679%
2/7/2023 Edge Capital Group LLC255,554$8.05M0.6%+7.9%0.639%
2/7/2023 Fernwood Investment Management LLC21,172$666K0.3%+4.4%0.053%
2/6/2023 Parallel Advisors LLC6,085$192K0.0%-29.2%0.015%
2/3/2023 Blue Bell Private Wealth Management LLC4,100$129K0.0%N/A0.010%
2/3/2023 Sugarloaf Wealth Management LLC328,813$10.35M2.6%-7.7%0.822%
2/2/2023 Congress Wealth Management LLC DE6,577$207K0.0%N/A0.016%
2/2/2023 Silver Oak Securities Incorporated58,467$1.84M0.3%-11.0%0.146%
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2/1/2023 Creative Financial Designs Inc. ADV3,315$104K0.0%N/A0.008%
2/1/2023 Janney Montgomery Scott LLC175,968$5.54M0.0%+0.7%0.440%
1/31/2023 Ulland Investment Advisors LLC1,350$42K0.1%N/A0.003%
1/23/2023 Deane Retirement Strategies Inc.58,603$1.85M1.0%N/A0.147%
1/20/2023 Newman Dignan & Sheerar Inc.6,450$203K0.1%N/A0.016%
1/17/2023 Lowe Wealth Advisors LLC193,869$6.10M3.4%+3.6%0.483%
1/11/2023 Parkside Investments LLC270,510$8.52M1.7%N/A0.668%
11/16/2022 Sentinus LLC22,062$667K0.4%N/A0.053%
11/15/2022 Sowell Financial Services LLC36,370$1.01M0.1%N/A0.088%
11/15/2022 Flow Traders U.S. LLC40,416$1.13M0.1%+113.9%0.098%
(Data available from 1/1/2016 forward)

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INFL Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of INFL shares?

During the previous two years, 29 institutional investors and hedge funds held shares of Horizon Kinetics Inflation Beneficiaries ETF. The most heavily invested institutionals were JPMorgan Chase & Co. ($149.61M), Bank of New York Mellon Corp ($10.82M), Captrust Financial Advisors ($9.42M), Lowe Wealth Advisors LLC ($8.80M), Longview Financial Advisors Inc. ($5.97M), Hilltop National Bank ($4.73M), and Flow Traders U.S. LLC ($4.36M).Learn more on INFL's institutional investors.

Which institutional investors have been buying Horizon Kinetics Inflation Beneficiaries ETF stock?

Of the 19 institutional investors that purchased Horizon Kinetics Inflation Beneficiaries ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Bank of New York Mellon Corp ($147.97K), Hilltop National Bank ($121.06K), Flow Traders U.S. LLC ($107.16K), Janney Montgomery Scott LLC ($82.53K), Sugarloaf Wealth Management LLC ($64.47K), Lowe Wealth Advisors LLC ($37.12K), and Defender Capital LLC. ($23.20K).

How much institutional buying is happening at Horizon Kinetics Inflation Beneficiaries ETF?

Institutional investors have bought a total of 665,201 shares in the last 24 months. This purchase volume represents approximately $21.72M in transactions.

Which Horizon Kinetics Inflation Beneficiaries ETF major shareholders have been selling company stock?

Of the 18 institutional investors that sold Horizon Kinetics Inflation Beneficiaries ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Equitable Trust Co. ($2.25M), JPMorgan Chase & Co. ($657.37K), Sugarloaf Wealth Management LLC ($281.18K), Janney Montgomery Scott LLC ($198.37K), Edge Capital Group LLC ($112.06K), STAR Financial Bank ($23.62K), and Captrust Financial Advisors ($16.35K).

How much institutional selling is happening at Horizon Kinetics Inflation Beneficiaries ETF?

Institutional investors have sold a total of 3,588,123 shares in the last 24 months. This volume of shares sold represents approximately $115.99M in transactions.



This page (NYSEARCA:INFL) was last updated on 3/30/2025 by MarketBeat.com Staff
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