INFL Institutional Ownership
Horizon Kinetics Inflation Beneficiaries ETF
1W: -2.3%
1M: -8.2%
3M: +1.1%
YTD: +12.7%
1Y: +12.5%
3Y: +71.2%
5Y: +80.1%
$50.41
+0.22 (+0.44%)
Weekly Expected Move ±1.9%
$49
$49
$50
$51
$52
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — INFL
197
Institutional Holders
+15 vs prior quarter
0.0%
Ownership
+0.00pp
839M
Total Invested
29
New Positions
76
Increased
62
Reduced
19
Closed
0.50
Put/Call Ratio
Ownership Trends
Top Institutional Holders (206 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | OXFORD FINANCIAL GROUP, LTD. LLC | 3,860,173 | $195M | -87,279 | -2.2% | 9Q | SEC ↗ |
| 2 | WELLS FARGO & COMPANY/MN | 1,176,625 | $59M | +359,734 | +44.0% | 21Q | SEC ↗ |
| 3 | LPL Financial LLC | 1,091,671 | $55M | +123,216 | +12.7% | 17Q | SEC ↗ |
| 4 | ROYAL BANK OF CANADA | 916,922 | $46M | +87,276 | +10.5% | 22Q | SEC ↗ |
| 5 | Rockefeller Capital Management L.P. | 503,418 | $25M | +66,473 | +15.2% | 19Q | SEC ↗ |
| 6 | One Charles Private Wealth Services, L | 484,447 | $24M | -11,271 | -2.3% | 22Q | SEC ↗ |
| 7 | UBS Group AG | 460,192 | $23M | -59,307 | -11.4% | 20Q | SEC ↗ |
| 8 | COMMONWEALTH EQUITY SERVICES, LLC | 319,322 | $16M | +23,407 | +7.9% | 21Q | SEC ↗ |
| 9 | FIRST FOUNDATION ADVISORS | 318,044 | $16M | +71,558 | +29.0% | 5Q | SEC ↗ |
| 10 | ENVESTNET ASSET MANAGEMENT INC | 311,549 | $16M | +62,411 | +25.1% | 19Q | SEC ↗ |
| 11 | CAPTRUST FINANCIAL ADVISORS | 301,382 | $15M | +15,691 | +5.5% | 21Q | SEC ↗ |
| 12 | Janney Montgomery Scott LLC | 299,067 | $15M | -3,243 | -1.1% | 21Q | SEC ↗ |
| 13 | Hilltop National Bank | 280,389 | $14M | — | +0.0% | 5Q | SEC ↗ |
| 14 | MAI Capital Management | 271,806 | $14M | +15,652 | +6.1% | 4Q | SEC ↗ |
| 15 | RAYMOND JAMES FINANCIAL INC | 264,151 | $13M | -51,646 | -16.4% | 7Q | SEC ↗ |
| 16 | Coastal Bridge Advisors, LLC | 260,680 | $13M | +68,863 | +35.9% | 6Q | SEC ↗ |
| 17 | Aptus Capital Advisors, LLC | 253,900 | $13M | +30,642 | +13.7% | 20Q | SEC ↗ |
| 18 | Private Advisor Group, LLC | 229,553 | $12M | +193,741 | +541.0% | 11Q | SEC ↗ |
| 19 | DIVERSIFIED MANAGEMENT INC | 224,829 | $11M | -5,090 | -2.2% | 3Q | SEC ↗ |
| 20 | Focus Partners Wealth | 211,977 | $11M | +38,761 | +22.4% | 6Q | SEC ↗ |
| 21 | Longview Financial Advisors, Inc. | 187,257 | $9M | +10,049 | +5.7% | 11Q | SEC ↗ |
| 22 | Pillsbury Lake Capital LLC | 176,270 | $9M | +46,295 | +35.6% | 2Q | SEC ↗ |
| 23 | Independent Family Office, LLC | 158,665 | $8M | +8,738 | +5.8% | 7Q | SEC ↗ |
| 24 | Kestra Investment Management, LLC | 155,518 | $8M | +9,117 | +6.2% | 6Q | SEC ↗ |
| 25 | NCM Capital Management, LLC | 153,838 | $8M | +20,110 | +15.0% | 19Q | SEC ↗ |
| 26 | PECAUT & CO. | 152,906 | $8M | +3,505 | +2.3% | 22Q | SEC ↗ |
| 27 | HighTower Advisors, LLC | 145,461 | $7M | -3,100 | -2.1% | 19Q | SEC ↗ |
| 28 | Atlas Wealth Partners, LLC | 136,034 | $7M | +1,073 | +0.8% | 15Q | SEC ↗ |
| 29 | GUARDIAN WEALTH ADVISORS, LLC / NC | 128,631 | $6M | +11,924 | +10.2% | 19Q | SEC ↗ |
| 30 | Moors & Cabot, Inc. | 121,404 | $6M | -222 | -0.2% | 22Q | SEC ↗ |
| 31 | Cullen/Frost Bankers, Inc. | 117,080 | $6M | — | +0.0% | 17Q | SEC ↗ |
| 32 | Waterloo Capital, L.P. | 116,730 | $6M | +18,790 | +19.2% | 5Q | SEC ↗ |
| 33 | COOPER INVESTORS PTY LTD | 106,357 | $5M | -66,367 | -38.4% | 2Q | SEC ↗ |
| 34 | IFP Advisors, Inc | 103,698 | $5M | -5,922 | -5.4% | 21Q | SEC ↗ |
| 35 | STIFEL FINANCIAL CORP | 103,202 | $5M | +2,547 | +2.5% | 10Q | SEC ↗ |
| 36 | SENTINEL TRUST CO LBA NEW | 99,035 | $5M | — | +0.0% | 1Q | SEC ↗ |
| 37 | Philip James Wealth Mangement, LLC | 98,702 | $5M | -3,369 | -3.3% | 11Q | SEC ↗ |
| 38 | SCS Capital Management LLC | 95,023 | $5M | -4,267 | -4.3% | 6Q | SEC ↗ |
| 39 | Essex Financial Services, Inc. | 93,395 | $5M | +1,164 | +1.3% | 5Q | SEC ↗ |
| 40 | HORIZON KINETICS ASSET MANAGEMENT LLC | 90,957 | $5M | -9,395 | -9.4% | 22Q | SEC ↗ |
| 41 | EagleClaw Capital Managment, LLC | 89,202 | $4M | +900 | +1.0% | 21Q | SEC ↗ |
| 42 | NewEdge Wealth, LLC | 88,203 | $4M | +6 | +0.0% | 22Q | SEC ↗ |
| 43 | INTREPID FAMILY OFFICE LLC | 85,000 | $4M | — | +0.0% | 7Q | SEC ↗ |
| 44 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 83,058 | $4M | +34,056 | +69.5% | 3Q | SEC ↗ |
| 45 | KESTRA PRIVATE WEALTH SERVICES, LLC | 81,163 | $4M | +36,655 | +82.4% | 4Q | SEC ↗ |
| 46 | Clarity Asset Management, Inc. | 80,190 | $4M | +29,750 | +59.0% | 3Q | SEC ↗ |
| 47 | OneDigital Investment Advisors LLC | 77,548 | $4M | -641 | -0.8% | 9Q | SEC ↗ |
| 48 | Sanctuary Advisors, LLC | 76,839 | $4M | +3,769 | +5.2% | 7Q | SEC ↗ |
| 49 | Baird Financial Group, Inc. | 75,499 | $4M | +185 | +0.2% | 8Q | SEC ↗ |
| 50 | Abacus Planning Group, Inc. | 71,422 | $4M | +12,694 | +21.6% | 20Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| SENTINEL TRUST CO LBA | 99,035 | $5M |
| FLOW TRADERS U.S. LLC | 48,878 | $2M |
| D. E. Shaw & Co., Inc. | 35,168 | $2M |
| Requisite Capital Management, LLC | 27,587 | $1M |
| OLD MISSION CAPITAL LLC | 19,457 | $981K |
| JANE STREET GROUP, LLC | 17,898 | $902K |
| HRT FINANCIAL LP | 11,030 | $556K |
| Well Done, LLC | 10,707 | $540K |
| TWO SIGMA SECURITIES, LLC | 10,000 | $504K |
| Evanson Financial, LLC | 9,612 | $485K |
| Sound Portfolio Advisors, LLC | 8,650 | $436K |
| Kestra Advisory Services, LLC | 8,244 | $416K |
| Arax Advisory Partners | 7,258 | $366K |
| Financial Engines Advisors L.L.C. | 6,731 | $339K |
| Chicago Partners Investment Group L | 5,649 | $285K |
| TOWLE & CO | 4,874 | $246K |
| E&G Advisors, LLC | 4,710 | $237K |
| MML INVESTORS SERVICES, LLC | 4,560 | $230K |
| XY Planning Network, Inc. | 4,190 | $211K |
| Integrated Wealth Concepts LLC | 2,814 | $142K |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Bank of New York Mellon Corp | 433,834 | $22M |
| Bayshore Capital Advisors, LLC | 330,506 | $17M |
| WEALTH ENHANCEMENT ADVISORY SERVICE | 25,760 | $1M |
| GTS SECURITIES LLC | 19,655 | $991K |
| Greenhaven Road Investment Manageme | 16,024 | $808K |
| Realta Investment Advisors | 11,763 | $593K |
| IHT Wealth Management, LLC | 8,094 | $408K |
| STEPHENS INC /AR | 7,800 | $393K |
| B. Riley Wealth Advisors, Inc. | 6,746 | $340K |
| Sonoma Allocations LLC | 6,682 | $337K |
| Trademark Financial Management, LLC | 6,521 | $329K |
| Empowered Funds, LLC | 4,261 | $215K |
| MGO ONE SEVEN LLC | 4,110 | $207K |
| Brookwood Investment Group LLC | 4,085 | $206K |
| CARY STREET PARTNERS FINANCIAL LLC | 4,013 | $202K |
| Second Line Capital, LLC | 3,761 | $190K |
| MWA Asset Management | 3,535 | $178K |
| Western Wealth Management, LLC | 2,004 | $101K |
| CWM, LLC | 289 | $15K |
| Financial Freedom, LLC | 215 | $11K |