Free Trial

Horizon Kinetics Inflation Beneficiaries ETF (INFL) Institutional Ownership

Horizon Kinetics Inflation Beneficiaries ETF logo
$40.31 +0.08 (+0.20%)
As of 01/17/2025 04:10 PM Eastern

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

Number of
Institutional Buyers
(last 12 months)
8
Total
Institutional Inflows
(last 12 months)
$8.25M
Number of
Institutional Sellers
(last 12 months)
9
Total
Institutional Outflows
(last 12 months)
$53.60M
Get INFL Insider Trade Alerts

Want to know when executives and insiders are buying or selling Horizon Kinetics Inflation Beneficiaries ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Skip Chart & View Institutional Buying and Selling Data

INFL Institutional Buying and Selling by Quarter

Horizon Kinetics Inflation Beneficiaries ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
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%
12/26/2024JPMorgan Chase & Co.4,191,116$157.54M0.0%-6.8%21.383%
11/14/2024Captrust Financial Advisors263,725$9.91M0.0%+4.3%1.346%
11/9/2024STAR Financial Bank10,243$385K0.3%-9.2%0.052%
10/29/2024 Janney Montgomery Scott LLC63,142$2.37M0.0%-32.6%0.322%
10/23/2024Moody Lynn & Lieberson LLC9,841$370K0.0%N/A0.050%
10/19/2024Longview Financial Advisors Inc.149,144$5.61M4.1%+0.5%0.761%
10/16/2024Longview 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%
8/14/2024Edge Capital Group LLC122,703$4.01M0.2%-29.2%0.626%
8/8/2024STAR Financial Bank11,279$369K0.3%-24.3%0.058%
7/26/2024Bank of New York Mellon Corp223,372$7.30M0.0%+23.5%1.140%
7/23/2024Crescent 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%
5/3/2024STAR Financial Bank14,908$485K0.4%-12.3%0.076%
5/1/2024 Janney Montgomery Scott LLC63,686$2.07M0.0%-65.6%0.325%
4/29/2024Crescent Grove Advisors LLC7,155$234K0.0%-6.5%0.037%
4/25/2024Equitable Trust Co.59,326$1.93M0.1%-90.1%0.303%
4/24/2024Blue 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%
2/14/2024Waterloo Capital L.P.9,364$295K0.0%-23.8%0.028%
2/13/2024STAR Financial Bank16,991$535K0.5%-40.4%0.050%
2/13/2024Edge 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%
1/30/2024Crescent Grove Advisors LLC7,655$241K0.0%-14.6%0.023%
1/25/2024Equitable Trust Co.597,298$18.80M1.4%-46.1%1.767%
1/25/2024Blue Bell Private Wealth Management LLC3,250$102K0.0%-16.7%0.010%
1/23/2024Defender Capital LLC.18,900$595K0.2%+36.0%0.056%
1/10/2024Creative 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%
11/7/2023Equitable Trust Co.1,107,334$33.71M2.8%-45.6%3.276%
10/24/2023Bank of New York Mellon Corp94,371$2.87M0.0%+30.7%0.279%
10/23/2023Defender Capital LLC.13,900$423K0.2%-23.6%0.041%
Stop guessing when stocks will move (use this) (Ad)

Ever wonder why most traders make trading so complicated? Charts everywhere… Indicators on top of indicators… Eyes glued to screens all day. Here's something wild I discovered after analyzing 10 years of market data… The best trading system might just be... a calendar. Sounds crazy… But stick with me for a minute... I noticed that the most popular stocks have specific dates when they love to move up. Not random dates. Not "sometimes" dates. But precise windows of time that repeat year after year... for an entire decade.

Just let me know the shipping address I should send your FREE copy
10/23/2023 Lowe Wealth Advisors LLC206,150$6.28M3.3%+1.9%0.610%
10/18/2023Private Trust Co. NA3,583$109K0.0%N/A0.011%
8/15/2023STAR Financial Bank29,619$905K0.8%-15.3%0.088%
8/14/2023Horizon Kinetics Asset Management LLC84,674$2.59M0.1%-5.4%0.251%
8/11/2023JPMorgan Chase & Co.2,741,782$83.82M0.0%-3.1%8.112%
8/9/2023Equitable Trust Co.2,034,091$62.18M4.8%-11.2%6.018%
8/9/2023Flow Traders U.S. LLC142,535$4.36M0.2%+117.5%0.422%
8/8/2023Edge Capital Group LLC218,474$6.68M0.4%-20.0%0.646%
8/4/2023Parallel Advisors LLC1,328$41K0.0%-60.8%0.004%
8/3/2023Bank of New York Mellon Corp72,208$2.21M0.0%+199.6%0.214%
7/31/2023WealthPLAN Partners LLC4,582$140K0.0%-35.3%0.014%
7/26/2023 Janney Montgomery Scott LLC229,684$7.02M0.0%-0.8%0.680%
7/25/2023WealthPlan 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%
5/15/2023Flow 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%
5/10/2023WealthPLAN Partners LLC7,081$218K0.0%-29.8%0.019%
5/8/2023Equitable Trust Co.2,291,737$70.68M5.6%-0.9%6.063%
5/8/2023WealthPlan Investment Management LLC2,809$87K0.0%-72.1%0.007%
5/5/2023Silver Oak Securities Incorporated63,901$1.97M0.3%+9.3%0.169%
5/4/2023Edge 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%
4/27/2023Defender Capital LLC.18,200$561K0.2%N/A0.048%
4/26/2023 Sugarloaf Wealth Management LLC372,270$11.48M2.8%+13.2%0.985%
4/25/2023Parallel Advisors LLC3,385$104K0.0%-44.4%0.009%
4/25/2023Creative Financial Designs Inc. ADV2,910$90K0.0%-12.2%0.008%
4/24/2023Deane 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%
3/6/2023OLD Mission Capital LLC45,765$1.44M0.0%+1.7%0.114%
2/21/2023Equitable Trust Co.2,313,028$72.81M5.7%+7.3%5.783%
2/13/2023JPMorgan Chase & Co.3,920,026$123.40M0.0%-1.6%9.800%
2/9/2023STAR Financial Bank35,297$1.11M1.1%N/A0.088%
2/8/2023InterOcean Capital Group LLC271,799$8.56M0.3%-1.4%0.679%
2/7/2023Edge Capital Group LLC255,554$8.05M0.6%+7.9%0.639%
2/7/2023Fernwood Investment Management LLC21,172$666K0.3%+4.4%0.053%
2/6/2023Parallel Advisors LLC6,085$192K0.0%-29.2%0.015%
2/3/2023Blue 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%
2/2/2023Congress Wealth Management LLC DE6,577$207K0.0%N/A0.016%
2/2/2023Silver Oak Securities Incorporated58,467$1.84M0.3%-11.0%0.146%
2/1/2023Creative 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%
1/23/2023Deane Retirement Strategies Inc.58,603$1.85M1.0%N/A0.147%
1/20/2023Newman 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%
1/11/2023Parkside Investments LLC270,510$8.52M1.7%N/A0.668%
11/16/2022Sentinus LLC22,062$667K0.4%N/A0.053%
A simple pattern that works in any market (Ad)

Right when most traders were getting bearish, The All-Weather Pattern signaled something different. Following this setup could've turned every $1,000 into $1,770 in just 48 hours. But here's what really gets me excited... You don't need to be glued to your screen all day, no complex formulas, no guessing. Just wait for a stock to close below The All-Weather Pattern, then check if it opens higher the next morning. That's it. While of course I cannot promise future returns or against losses… I've put together a complete breakdown of how this works, including the new stock that’s tending towards The All-Weather Pattern this week.

If you’re interested, the complete details are all here.
11/15/2022Sowell Financial Services LLC36,370$1.01M0.1%N/A0.088%
11/15/2022Flow Traders U.S. LLC40,416$1.13M0.1%+113.9%0.098%
11/14/2022United Capital Financial Advisers LLC53,163$1.48M0.0%-7.2%0.129%
11/14/2022OLD Mission Capital LLC44,997$1.25M0.0%-8.0%0.109%
11/9/2022Edge Capital Group LLC236,800$6.59M0.5%N/A0.573%
11/9/2022Fernwood Investment Management LLC20,270$564K0.2%N/A0.049%
11/3/2022Equitable Trust Co.2,156,445$60.01M5.0%-6.5%5.221%
11/1/2022Allegheny Financial Group LTD203,182$5.65M2.7%+1.7%0.492%
10/25/2022 Janney Montgomery Scott LLC174,763$4.86M0.0%-0.4%0.423%
10/20/2022Silver Oak Securities Incorporated65,715$1.83M0.4%+9.4%0.159%
(Data available from 1/1/2016 forward)

INFL Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of INFL shares?

During the previous two years, 31 institutional investors and hedge funds held shares of Horizon Kinetics Inflation Beneficiaries ETF. The most heavily invested institutionals were JPMorgan Chase & Co. ($157.54M), Captrust Financial Advisors ($9.91M), Lowe Wealth Advisors LLC ($8.80M), InterOcean Capital Group LLC ($8.56M), Bank of New York Mellon Corp ($7.30M), Longview Financial Advisors Inc. ($5.61M), and Hilltop National Bank ($4.73M).Learn more on INFL's institutional investors.

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

Of the 24 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: Equitable Trust Co. ($156.58K), Hilltop National Bank ($121.06K), Bank of New York Mellon Corp ($112.81K), Flow Traders U.S. LLC ($107.16K), Janney Montgomery Scott LLC ($83.73K), Sugarloaf Wealth Management LLC ($64.47K), and Deane Retirement Strategies Inc. ($58.96K).

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

Institutional investors have bought a total of 895,760 shares in the last 24 months. This purchase volume represents approximately $28.61M in transactions.

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

Of the 19 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. ($460.58K), Sugarloaf Wealth Management LLC ($308.59K), Janney Montgomery Scott LLC ($198.37K), Edge Capital Group LLC ($112.06K), STAR Financial Bank ($23.62K), and WealthPlan Investment Management LLC ($7.27K).

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

Institutional investors have sold a total of 3,415,909 shares in the last 24 months. This volume of shares sold represents approximately $108.73M in transactions.



This page (NYSEARCA:INFL) was last updated on 1/21/2025 by MarketBeat.com Staff
From Our Partners