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Get Institutions for : 
Horizon Kinetics Inflation Beneficiaries Etf (INFL)  
$32.66 0.10 (0.31%) as of 4:30 Wed 6/5


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 128    17
Total shares held : 
 10,513,011  
% of shares held : 
 11.68%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   -60  
Amount of shares held : 
 -5,308,192  
% of shares held change : 
   -5.9%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $31.21  
Last Quarter's Ending Price : 
 $32.56  
Last Quarter's Average Price : 
 $30.85  
Change from last quarter's     
avg. price to the last closing  : 
1.81 (5.87%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
8
 35,238
 0.34%
 
Increased Positions :
27
 104,665
 1%
 
Unchanged Positions :
23
 304,050
 2.89%
 
Decreased Positions :
70
-4,700,484
-44.71%
 
Closed Positions :
25
-747,611
-7.11%
 
Guru Positions :
0
 0%
 
View holdings for period: 6-30-2022 View holdings for period: 9-30-2022 View holdings for period: 12-31-2022 View holdings for period: 3-31-2023 View holdings for period: 6-30-2023 View holdings for period: 09-30-2023 View holdings for period: 12-31-2023 View holdings for the current period

  Page 1 of 1  
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            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   INTREPID FAMILY OFFICE LLC 11 - 2023-09-30 85,000 $2,587,000 0
   Sontag Advisory LLC 293 - 2024-03-31 35,003 $1,140,000 0
   SCHWARTZ INVESTMENT COUNSEL INC 124 - 2024-03-31 14,000 $456,000 0
   PRW Wealth Management LLC 70 - 2023-09-30 11,020 $328,000 0
   Evanson Asset Management LLC 240 - 2024-03-31 9,286 $302,000 0
   Autumn Glory Partners LLC 130 - 2024-03-31 8,513 $277,000 0
   Private Advisor Group LLC 1893 - 2024-03-31 8,474 $276,000 0
   KMG FIDUCIARY PARTNERS LLC 216 - 2024-03-31 7,900 $257,000 0
   Front Row Advisors LLC 191 - 2024-03-31 2,750 $90,000 0
   BANK OF MONTREAL /CAN/ 2949 - 2024-03-31 2,178 $71,000 0
   FIRST MANHATTAN CO 920 - 2024-03-31 1,300 $42,000 0
   BANK OF AMERICA CORP /DE/ 5702 - 2024-03-31 500 $16,000 0
   CWM LLC 3140 - 2024-03-31 404 $13,000 0
   WASHINGTON TRUST CO 649 - 2024-03-31 350 $11,000 0
   JDM Financial Group LLC 147 - 2024-03-31 273 $9,000 0
   Sargent Bickham Lagudis LLC 869 - 2022-12-31 88 $3,000 0
   Smartleaf Asset Management LLC 1336 - 2024-03-31 63 $2,000 0
   CALDWELL SUTTER CAPITAL INC. 781 - 2024-03-31 52 $2,000 0
   Covestor Ltd 2303 - 2024-03-31 11 $0 0
   Farther Finance Advisors LLC 3090 *Closed 2024-03-31 0 $0 0
   PROEQUITIES INC. 7659 - 2024-03-31 10 $0 0
  21 Records found
  1    
  Page 1 of 1
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