Security Snapshot

LISTED FDS TR - HORIZON KINETICS (INFL) Institutional Ownership

CUSIP: 53656F623

13F Institutional Holders and Ownership History from Q1 2021 to Q1 2026

Latest Period

Q1 2026

Institutions Reporting

164

Shares (Excl. Options)

16,437,154

Price

$52.06

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Latest holder snapshot 5 signals
Portfolio coverage rank
0.01%
Share change
-2,241,036
Value change
-$115,132,375
Number of holders
164
Issuer context Names, identifiers, and filing context for this profile. 1 identity field
SEC-reported price per share
$52.97
13F Shares, Excluding Options vs Price
13F Value, Excluding Options
Total Investors

Key facts

  • INFL - LISTED FDS TR - HORIZON KINETICS is tracked under CUSIP 53656F623.
  • 164 institutions reported positions in Q1 2026.
  • Schedule 13D/13G significant owner rows are not currently available.

Change

  • Holder count moved from 148 to 164 between Q4 2025 and Q1 2026.
  • SEC-reported value moved from $834,612,145 to $852,915,497.

Research use

  • You can quickly see who holds this security, then open quarter and manager detail pages for full evidence.
  • 13F and Schedule 13D/13G sections are kept together so you can cross-check institutional and beneficial ownership context.

Evidence

Source: SEC Form 13F

Latest holder context comes from 164 institutions filings for Q1 2026.

Open SEC evidence

Security key

53656F623

Latest holder period

Q1 2026

13F holders

164

13D/G owners

0

CIK / CUSIP context first

As of 31 Mar 2026, 164 institutional investors reported holding 16,437,154 shares of LISTED FDS TR - HORIZON KINETICS (INFL).

Quarter history

Institutional holders across reporting periods

Holder count, reported shares/value, and median price by quarter.

Periods
21
Latest
Q1 2026
Rows shown
1-21 of 21
Period 13F Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2026 Q1 16,437,154 $852,915,497 -$115,132,375 $52.06 164
2025 Q4 18,768,720 $834,612,145 +$749,366 $44.46 148
2025 Q3 18,509,072 $827,100,676 -$4,998,843 $44.70 142
2025 Q2 18,605,248 $784,567,883 +$70,826,971 $42.17 150
2025 Q1 16,797,577 $682,868,337 +$41,607,121 $40.65 138
2024 Q4 16,144,232 $614,867,042 +$108,833,381 $38.08 132
2024 Q3 13,279,693 $499,126,926 +$3,554,992 $37.59 113
2024 Q2 13,215,128 $431,916,050 +$78,001,295 $32.68 109
2024 Q1 10,718,291 $348,863,607 +$10,864,661 $32.56 108
2023 Q4 10,750,351 $336,918,789 -$166,220,249 $31.47 128
2023 Q3 15,852,993 $482,511,990 -$133,261,288 $30.44 142
2023 Q2 20,249,960 $619,187,558 -$45,872,775 $30.57 147
2023 Q1 21,784,428 $671,744,993 -$25,265,094 $30.84 161
2022 Q4 23,185,996 $729,933,510 +$16,524,000 $31.48 164
2022 Q3 22,517,934 $626,888,925 -$45,536,821 $27.83 146
2022 Q2 23,834,446 $681,432,848 +$124,147,723 $28.54 145
2022 Q1 20,095,795 $668,206,139 +$265,208,699 $33.31 142
2021 Q4 11,774,626 $367,214,526 +$76,146,750 $31.21 125
2021 Q3 8,640,297 $253,002,310 +$77,220,516 $29.20 94
2021 Q2 5,996,283 $180,155,799 +$152,404,119 $30.05 78
2021 Q1 911,853 $24,746,071 +$24,746,071 $27.11 24
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