LISTED FDS TR - HORIZON KINETICS (INFL)

Q4 2025 13F Holders as of 31 Dec 2025

Type / Class
Equity / HORIZON KINETICS
Total 13F shares
698,518
Share change
-6,362
Total reported value
$31,080,883
Price per share
$44.46
Number of holders
16
Value change
-$300,552
Number of buys
11
Number of sells
5

Institutional Holders of LISTED FDS TR - HORIZON KINETICS (INFL) as of Q4 2025

As of 31 Dec 2025, LISTED FDS TR - HORIZON KINETICS (INFL) was held by 16 institutional shareholders that filed Form 13F with the SEC. Together, they reported ownership of 698,518 shares. The largest 10 holders included Hilltop National Bank, Philip James Wealth Mangement, LLC, DAVENPORT & Co LLC, Abacus Planning Group, Inc., Spire Wealth Management, Stratos Wealth Partners, LTD., WEALTH ENHANCEMENT ADVISORY SERVICES, LLC, Savvy Advisors, Inc., Baker Ellis Asset Management LLC, and Mezzasalma Advisors, LLC. This page lists 16 institutional shareholders reporting positions in this security for the Q4 2025 filing period.
Investor Option Weight % Change % Value $ * Price Shares Share Change Activity Report Period
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.