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Horizon Kinetics Infl Benef (INFL)

CUSIP: 53656F623 | NYSE | 411 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Institutional Holders — Q3 2026

Commonwealth Equity Services, LLC320,501
0.0% of portfolio›$16.1M
Hilltop National Bank301,218
3.2% of portfolio›$15.1M
Diversified Management Inc233,623
2.0% of portfolio›$11.7M
Sentinel Trust Co LBA192,544
0.0% of portfolio›$9.7K
Kestra Investment Management, LLC186,438
0.2% of portfolio›$9.3M
Longview Financial Advisors, Inc.184,977
5.3% of portfolio›$9.3M
Pecaut & Co.158,935
2.3% of portfolio›$8.0M
Atlas Wealth Partners, LLC136,676
7.1% of portfolio›$6.9M
IFP Advisors, Inc105,143
0.1% of portfolio›$5.3M
Philip James Wealth Mangement, LLC96,784
0.5% of portfolio›$4.8M
Clarity Asset Management, Inc.85,962
2.1% of portfolio›$4.3M
Kestra Private Wealth Services, LLC84,888
0.0% of portfolio›$4.3M
Abacus Planning Group, Inc.71,580
0.4% of portfolio›$3.6M
Cooper Investors PTY LTD67,016
1.8% of portfolio›$3.4M
Davenport & Co LLC66,893
0.0% of portfolio›$3.4M
Pekin Hardy Strauss, Inc.45,266
0.2% of portfolio›$2.3M
Kestra Advisory Services, LLC44,611
0.0% of portfolio›$2.2M
Spire Wealth Management42,717
0.1% of portfolio›$2.1M
Concurrent Investment Advisors, LLC42,669
0.0% of portfolio›$2.1M
Verdence Capital Advisors LLC40,517
0.1% of portfolio›$2.0M
Chicago Partners Investment Group LLC40,408
0.0% of portfolio›$2.1M
Lionsbridge Wealth Management LLC37,121
2.1% of portfolio›$1.9M
Compass Ion Advisors, LLC34,084
0.1% of portfolio›$1.7M
Cambridge Investment Research Advisors, Inc.33,463
0.0% of portfolio›$1.7K
Atria Investments, Inc32,364
0.0% of portfolio›$1.6M
Autumn Glory Partners, LLC31,732
0.4% of portfolio›$1.6M
Avalon Capital Management26,128
0.3% of portfolio›$1.3M
Phillips Financial Management, LLC20,816
0.1% of portfolio›$1.0M
Oppenheimer & Co Inc20,354
0.0% of portfolio›$1.0M
Straight Path Wealth Management19,880
0.2% of portfolio›$996.8K
Triad Investment Management19,198
1.3% of portfolio›$962.6K
Baker Ellis Asset Management LLC18,132
0.1% of portfolio›$909.1K
Trilogy Capital Inc.18,020
0.0% of portfolio›$903.5K
Mezzasalma Advisors, LLC17,023
0.2% of portfolio›$853.5K
Bright Futures Wealth Management, Llc.16,556
0.6% of portfolio›$830.1K
One Plus One Wealth Management, LLC15,815
0.3% of portfolio›$793.0K
Jnba Financial Advisors14,876
0.1% of portfolio›$745.9K
Parsons Capital Management Inc14,864
0.0% of portfolio›$745.3K
Well Done, LLC10,707
0.1% of portfolio›$536.8K
Key Client Fiduciary Advisors, LLC10,633
0.1% of portfolio›$533.2K
Evanson Financial, LLC9,628
0.0% of portfolio›$482.7K
Ignite Planners, LLC8,466
0.1% of portfolio›$424.5K
Independent Financial Group, LLC8,154
0.0% of portfolio›$408.8K
Macroview Investment Management LLC7,889
0.2% of portfolio›$395.5K
Guidance Capital, Inc7,289
0.1% of portfolio›$368.2K
Creative Planning7,126
0.0% of portfolio›$357.3K
Sigma Planning Corp6,905
0.0% of portfolio›$346.2K
Corecam Pte. Ltd.6,820
0.1% of portfolio›$342.0K
Carlton Hofferkamp & Jenks Wealth Management, LLC6,527
0.1% of portfolio›$333.7K
New England Private Wealth Advisors LLC5,996
0.0% of portfolio›$300.6K
Aviance Capital Partners, LLC5,913
0.0% of portfolio›$296.5K
E&G Advisors, LLC5,550
0.1% of portfolio›$278.3K
SFI Advisors, LLC5,067
0.2% of portfolio›$254.1K
XY Planning Network, Inc.4,685
0.0% of portfolio›$234.9K
Focus Financial Network, Inc.4,676
0.0% of portfolio›$234.4K
International Assets Investment Management, LLC4,407
0.0% of portfolio›$221.2K
KFG Wealth Management, LLC4,105
0.0% of portfolio›$205.8K
Manchester Capital Management LLC3,243
0.0% of portfolio›$162.6K
Private Trust Co NA2,147
0.0% of portfolio›$107.7K
Blue Bell Private Wealth Management, LLC1,850
0.0% of portfolio›$92.8K
Farther Finance Advisors, LLC1,607
0.0% of portfolio›$80.6K
Plante Moran Financial Advisors, LLC900
0.0% of portfolio›$45.1K
Gamma Investing LLC840
0.0% of portfolio›$42.1K
EverSource Wealth Advisors, LLC384
0.0% of portfolio›$19.3K
Caldwell Trust Co250
0.0% of portfolio›$12.5K
Wilmington Savings Fund Society, FSB150
0.0% of portfolio›$7.5K
Foresight Capital Management Advisors, Inc.104
0.0% of portfolio›$5.2K
Parallel Advisors, LLC100
0.0% of portfolio›$5.0K
Lanark Financial, Inc.100
0.0% of portfolio›$5.0K
Simplex Trading, LLC56
0.0% of portfolio›$2.8K
CoreCap Advisors, LLC48
0.0% of portfolio›$2.4K
Accordant Advisory Group Inc8
0.0% of portfolio›$402
Blue Trust, Inc.3
0.0% of portfolio›$170
Signaturefd, LLC0
0.0% of portfolio›$21
StyleTurnoverLocationFiled
Commonwealth Equity Services, LLC
320,501$16.1M0.0%ETFLowWaltham, MA2026-11-02
Hilltop National Bank
301,218$15.1M3.2%CoreLowCasper, WY2026-10-14
Diversified Management Inc
233,623$11.7M2.0%CoreVery LowMilwaukee, WI2026-10-08
Sentinel Trust Co LBA
192,544$9.7K0.0%ETFVery LowHouston, TX2026-11-03
Kestra Investment Management, LLC
186,438$9.3M0.2%ETFMediumAustin, TX2026-11-04
Longview Financial Advisors, Inc.
184,977$9.3M5.3%ETFVery LowHuntsville, AL2026-10-09
Pecaut & Co.
158,935$8.0M2.3%ETFLowSioux City, IA2026-10-27
Atlas Wealth Partners, LLC
136,676$6.9M7.1%Agg GrowthVery LowWyomissing, PA2026-11-03
IFP Advisors, Inc
105,143$5.3M0.1%GrowthLowTampa, FL2026-10-16
Philip James Wealth Mangement, LLC
96,784$4.8M0.5%YieldMediumMilton, GA2026-10-27
Clarity Asset Management, Inc.
85,962$4.3M2.1%ETFHighAmes, IA2026-10-14
Kestra Private Wealth Services, LLC
84,888$4.3M0.0%GrowthLowAustin, TX2026-10-30
Abacus Planning Group, Inc.
71,580$3.6M0.4%ETFLowColumbia, SC2026-11-02
Cooper Investors PTY LTD
67,016$3.4M1.8%CoreHighMelbourne, Victoria, China2026-10-13
Davenport & Co LLC
66,893$3.4M0.0%CoreMediumRichmond, VA2026-10-14
Pekin Hardy Strauss, Inc.
45,266$2.3M0.2%ValueMediumChicago, IL2026-11-02
Kestra Advisory Services, LLC
44,611$2.2M0.0%CoreLowAustin, TX2026-11-02
Spire Wealth Management
42,717$2.1M0.1%GrowthMediumMclean, VA2026-10-30
Concurrent Investment Advisors, LLC
42,669$2.1M0.0%GrowthMediumTampa, FL2026-10-16
Verdence Capital Advisors LLC
40,517$2.0M0.1%CoreMediumHunt Valley, MD2026-10-26
Chicago Partners Investment Group LLC
40,408$2.1M0.0%GARPLowChicago, IL2026-10-27
Lionsbridge Wealth Management LLC
37,121$1.9M2.1%ETFMediumJacksonville Beach, FL2026-10-26
Compass Ion Advisors, LLC
34,084$1.7M0.1%ETFVery LowConshohocken, PA2026-10-23
Cambridge Investment Research Advisors, Inc.
33,463$1.7K0.0%ETFLowFairfield, IA2026-11-02
Atria Investments, Inc
32,364$1.6M0.0%CoreMediumCharlotte, NC2026-10-15
Autumn Glory Partners, LLC
31,732$1.6M0.4%CoreMediumDallas, TX2026-10-26
Avalon Capital Management
26,128$1.3M0.3%GrowthMediumMenlo Park, CA2026-11-04
Phillips Financial Management, LLC
20,816$1.0M0.1%ETFVery LowFort Wayne, IN2026-10-19
Oppenheimer & Co Inc
20,354$1.0M0.0%CoreLowNew York, NY2026-10-26
Straight Path Wealth Management
19,880$996.8K0.2%ETFLowJenison, MI2026-10-23
Triad Investment Management
19,198$962.6K1.3%Deep ValueMediumNewport Beach, CA2026-10-13
Baker Ellis Asset Management LLC
18,132$909.1K0.1%GARPVery LowVancouver, WA2026-10-14
Trilogy Capital Inc.
18,020$903.5K0.0%ETFMediumIrvine, CA2026-10-20
Mezzasalma Advisors, LLC
17,023$853.5K0.2%GrowthLowTinton Falls, NJ2026-10-14
Bright Futures Wealth Management, Llc.
16,556$830.1K0.6%CoreHighWebster, Ny 14580, NY2026-10-23
One Plus One Wealth Management, LLC
15,815$793.0K0.3%ETFMediumJupiter, FL2026-10-16
Jnba Financial Advisors
14,876$745.9K0.1%ETFMediumBloomington, MN2026-11-03
Parsons Capital Management Inc
14,864$745.3K0.0%CoreLowProvidence, RI2026-10-28
Well Done, LLC
10,707$536.8K0.1%ETFLowHolland, MI2026-10-20
Key Client Fiduciary Advisors, LLC
10,633$533.2K0.1%ValueMediumFairfield, NJ2026-10-19
Evanson Financial, LLC
9,628$482.7K0.0%ETFN/AMclean, VA2026-10-23
Ignite Planners, LLC
8,466$424.5K0.1%CoreLowSan Clemente, CA2026-10-14
Independent Financial Group, LLC
8,154$408.8K0.0%GrowthLowSan Diego, CA2026-10-13
Macroview Investment Management LLC
7,889$395.5K0.2%ETFLowBethesda, MD2026-10-26
Guidance Capital, Inc
7,289$368.2K0.1%ETFMediumLousville, KY2026-11-03
Creative Planning
7,126$357.3K0.0%IndexVery LowOverland Park, KS2026-11-02
Sigma Planning Corp
6,905$346.2K0.0%GrowthMediumAnn Arbor, MI2026-10-23
Corecam Pte. Ltd.
6,820$342.0K0.1%ETFMediumSingapore, Turkey2026-10-23
Carlton Hofferkamp & Jenks Wealth Management, LLC
6,527$333.7K0.1%ETFLowThe Woodlands, TX2026-10-21
New England Private Wealth Advisors LLC
5,996$300.6K0.0%ETFVery LowWellesley, MA2026-10-19
Aviance Capital Partners, LLC
5,913$296.5K0.0%CoreLowNaples, FL2026-10-29
E&G Advisors, LLC
5,550$278.3K0.1%ETFVery LowHouston, TX2026-10-13
SFI Advisors, LLC
5,067$254.1K0.2%ETFLowMontclair, NJ2026-10-30
XY Planning Network, Inc.
4,685$234.9K0.0%ETFLowBozeman, MT2026-10-14
Focus Financial Network, Inc.
4,676$234.4K0.0%ETFLowMinneapolis, MN2026-10-14
International Assets Investment Management, LLC
4,407$221.2K0.0%CoreVery HighOrlando, FL2026-11-02
KFG Wealth Management, LLC
4,105$205.8K0.0%ETFMediumGranger, IN2026-10-16
Manchester Capital Management LLC
3,243$162.6K0.0%CoreLowManchester, VT2026-10-22
Private Trust Co NA
2,147$107.7K0.0%CoreLowCleveland, OH2026-10-20
Blue Bell Private Wealth Management, LLC
1,850$92.8K0.0%YieldVery LowBlue Bell, PA2026-10-29
Farther Finance Advisors, LLC
1,607$80.6K0.0%IndexLowSan Francisco, CA2026-10-08
Plante Moran Financial Advisors, LLC
900$45.1K0.0%ETFVery LowSouthfield, MI2026-11-04
Gamma Investing LLC
840$42.1K0.0%IndexVery LowFoster City, CA2026-10-08
EverSource Wealth Advisors, LLC
384$19.3K0.0%CoreMediumBirmingham, AL2026-11-04
Caldwell Trust Co
250$12.5K0.0%GrowthLowVenice, FL2026-10-30
Wilmington Savings Fund Society, FSB
150$7.5K0.0%CoreLowWilmington, DE2026-10-23
Foresight Capital Management Advisors, Inc.
104$5.2K0.0%CoreMediumSaline, MI2026-10-27
Parallel Advisors, LLC
100$5.0K0.0%IndexLowSan Francisco, CA2026-11-03
Lanark Financial, Inc.
100$5.0K0.0%CoreMediumBirmingham, AL2026-10-26
Simplex Trading, LLC
56$2.8K0.0%CoreVery HighChicago, IL2026-11-04
CoreCap Advisors, LLC
48$2.4K0.0%ETFMediumSouthfield, MI2026-10-08
Accordant Advisory Group Inc
8$4020.0%ValueMediumAnnapolis, MD2026-10-29
Blue Trust, Inc.
3$1700.0%ETFLowBrentwood, TN2026-10-15
Signaturefd, LLC
0$210.0%IndexLowAtlanta, GA2026-10-23