Horizon Kinetics Inflation Beneficiaries ETF (INFL) Institutional Ownership

$32.70
-0.18 (-0.55%)
(As of 02:18 PM ET)

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)
$9.72M
Number of
Institutional Sellers
(last 12 months)
15
Total
Institutional Outflows
(last 12 months)
$89.53M
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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
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%
2/14/2024Waterloo Capital L.P.9,364$295K0.0%-23.8%0.028%
2/13/2024 STAR Financial Bank16,991$535K0.5%-40.4%0.050%
2/13/2024Edge 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%
1/30/2024 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%
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%
8/14/2023Horizon 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%
8/9/2023Flow 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%
8/4/2023 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%
7/25/2023WealthPlan 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%
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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%
5/8/2023WealthPlan 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%
5/4/2023Edge 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%
4/27/2023 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%
3/6/2023OLD 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%
2/7/2023Edge Capital Group LLC255,554$8.05M0.6%+7.9%0.639%
2/7/2023Fernwood Investment Management LLC21,172$666K0.3%+4.4%0.053%
2/6/2023 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%
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%
11/16/2022Sentinus LLC22,062$667K0.4%N/A0.053%
11/15/2022 Sowell 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%
11/3/2022 Equitable Trust Co.2,156,445$60.01M5.0%-6.5%5.221%
11/1/2022 Allegheny 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%
10/20/2022 Silver Oak Securities Incorporated65,715$1.83M0.4%+9.4%0.159%
10/11/2022Boenning & Scattergood Inc.45,907$1.28M0.3%+2.8%0.111%
10/6/2022 Lowe Wealth Advisors LLC187,069$5.21M3.1%+5.6%0.451%
8/23/2022Captrust Financial Advisors250,598$7.15M0.0%+163.3%0.581%
8/13/2022Flow Traders U.S. LLC18,898$539K0.0%N/A0.044%
8/12/2022Robertson Stephens Wealth Management LLC13,115$374K0.0%-9.1%0.030%
8/12/2022United Capital Financial Advisers LLC57,292$1.64M0.0%+0.7%0.133%
8/11/2022 JPMorgan Chase & Co.5,557,640$158.62M0.0%+5.0%12.895%
Your Portfolio’s Shield Against Inflation: Gold’s Surge and AI Breakthroughs (Ad)

While gold may be thanking China for its recent growth, this sector is currently thanking Elon Musk. As crazy as it sounds, artificial intelligence just got one step closer to ushering in "the next step in human evolution"... and minting new millionaires. And it's all thanks to Musk's latest AI creation.

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8/5/2022OLD Mission Capital LLC48,931$1.40M0.0%+546.8%0.114%
8/5/2022 Cullen Frost Bankers Inc.188,329$5.38M0.1%N/A0.437%
8/3/2022 Janney Montgomery Scott LLC175,470$5.14M0.0%+2.8%0.405%
7/28/2022 Leavell Investment Management Inc.118,930$3.39M0.3%+19.2%0.270%
7/18/2022 Equitable Trust Co.2,307,219$65.85M4.9%+22.0%5.173%
7/13/2022Boenning & Scattergood Inc.44,657$1.28M0.2%+4.9%0.099%
7/12/2022 Meadow Creek Wealth Advisors LLC10,308$294K0.4%+10.0%0.023%
7/7/2022 Lowe Wealth Advisors LLC177,134$5.06M2.8%+7.3%0.384%
5/11/2022 Equitable Trust Co.1,890,590$62.98M4.0%+18.2%4.265%
5/11/2022Front Row Advisors LLC2,750$92K0.0%N/A0.006%
(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, 40 institutional investors and hedge funds held shares of Horizon Kinetics Inflation Beneficiaries ETF. The most heavily invested institutionals were JPMorgan Chase & Co. ($83.82M), InterOcean Capital Group LLC ($8.56M), Parkside Investments LLC ($8.52M), Edge Capital Group LLC ($7.46M), Captrust Financial Advisors ($7.15M), Lowe Wealth Advisors LLC ($6.97M), and Allegheny Financial Group LTD ($5.65M).Learn more on INFL's institutional investors.

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

Of the 33 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. ($573.21K), Edge Capital Group LLC ($272.99K), Parkside Investments LLC ($270.51K), JPMorgan Chase & Co. ($262.71K), Cullen Frost Bankers Inc. ($188.33K), Captrust Financial Advisors ($155.44K), and Flow Traders U.S. LLC ($147.58K).

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

Institutional investors have bought a total of 2,516,139 shares in the last 24 months. This purchase volume represents approximately $74.41M in transactions.

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

Of the 21 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. ($2.40M), Sugarloaf Wealth Management LLC ($308.59K), Janney Montgomery Scott LLC ($168.59K), JPMorgan Chase & Co. ($153.03K), Edge Capital Group LLC ($61.42K), STAR Financial Bank ($18.95K), 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 3,176,448 shares in the last 24 months. This volume of shares sold represents approximately $98.43M in transactions.


This page (NYSEARCA:INFL) was last updated on 5/13/2024 by MarketBeat.com Staff

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