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Horizon Kinetics Inflation Beneficiaries ETF (INFL) Institutional Ownership

Horizon Kinetics Inflation Beneficiaries ETF logo
$42.25 +0.46 (+1.10%)
Closing price 05/23/2025 04:10 PM Eastern
Extended Trading
$42.22 -0.03 (-0.08%)
As of 05/23/2025 06:30 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.

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

Number of
Institutional Buyers
(last 12 months)
14
Total
Institutional Inflows
(last 12 months)
$28.17M
Number of
Institutional Sellers
(last 12 months)
7
Total
Institutional Outflows
(last 12 months)
$25.60M
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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
5/15/2025 Baird Financial Group Inc.124,625$5.07M0.0%+50.9%0.428%
5/12/2025 JPMorgan Chase & Co.4,147,150$168.58M0.0%+5.6%14.227%
5/5/2025 STAR Financial Bank5,876$239K0.2%-40.6%0.020%
4/29/2025 Bank of New York Mellon Corp318,638$12.95M0.0%+12.2%1.138%
4/28/2025 Longview Financial Advisors Inc.168,749$6.86M5.9%+7.6%0.603%
4/24/2025 Crescent Grove Advisors LLC5,100$207K0.0%-18.4%0.018%
4/17/2025 Copia Wealth Management8,028$326K0.3%+73.7%0.029%
4/17/2025 Janney Montgomery Scott LLC253,111$10.29M0.0%+181.0%0.904%
4/15/2025 GAMMA Investing LLC840$34K0.0%N/A0.003%
4/11/2025 Principia Wealth Advisory LLC7,769$299K0.3%+18.0%0.028%
4/8/2025 Lowe Wealth Advisors LLC235,330$9.57M4.1%+1.9%0.850%
4/7/2025 GAMMA Investing LLC34,146$1.39M0.0%N/A0.123%
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%
1/10/2025Hilltop 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%
8/14/2024Edge 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%
7/10/2024Hilltop 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%
5/7/2024Hilltop 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%
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4/29/2024 Crescent Grove Advisors LLC7,155$234K0.0%-6.5%0.037%
4/25/2024Equitable Trust Co.59,326$1.93M0.1%-90.1%0.303%
4/24/2024 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%
2/13/2024Edge 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%
1/25/2024Equitable 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%
1/10/2024Sugarloaf 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%
11/13/2023Sugarloaf 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%
10/24/2023 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%
8/9/2023Equitable 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%
8/8/2023Edge 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%
7/25/2023 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%
7/13/2023Sugarloaf 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%
5/8/2023Equitable 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%
5/4/2023Edge 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%
4/26/2023Sugarloaf 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%
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3/6/2023 OLD 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%
2/13/2023 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%
2/3/2023Sugarloaf Wealth Management LLC328,813$10.35M2.6%-7.7%0.822%
(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, 29 institutional investors and hedge funds held shares of Horizon Kinetics Inflation Beneficiaries ETF. The most heavily invested institutionals were JPMorgan Chase & Co. ($168.58M), Bank of New York Mellon Corp ($12.95M), Janney Montgomery Scott LLC ($10.29M), Lowe Wealth Advisors LLC ($9.57M), Captrust Financial Advisors ($9.42M), Longview Financial Advisors Inc. ($6.86M), and Baird Financial Group Inc. ($5.07M).Learn more on INFL's institutional investors.

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

Of the 18 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: JPMorgan Chase & Co. ($218.37K), Janney Montgomery Scott LLC ($189.97K), Bank of New York Mellon Corp ($182.52K), Hilltop National Bank ($121.06K), Flow Traders U.S. LLC ($77.00K), Baird Financial Group Inc. ($47.64K), and Lowe Wealth Advisors LLC ($36.15K).

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

Institutional investors have bought a total of 995,782 shares in the last 24 months. This purchase volume represents approximately $36.96M in transactions.

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

Of the 17 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. ($2.23M), 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 ($27.64K), 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 3,558,631 shares in the last 24 months. This volume of shares sold represents approximately $115.13M in transactions.



This page (NYSEARCA:INFL) was last updated on 5/24/2025 by MarketBeat.com Staff
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