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Horizon Kinetics Inflation Beneficiaries ETF
INFL

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
Oxford Financial Group
1
Oxford Financial Group
Indiana
USD 193 M -USD 4.54 M -87,279 -2%
Wells Fargo
2
Wells Fargo
California
USD 58.7 M +USD 18.7 M +359,734 +44%
LPL Financial
3
LPL Financial
California
USD 54.5 M +USD 6.41 M +123,216 +13%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
USD 45.7 M +USD 4.54 M +87,276 +11%
Rockefeller Capital Management
5
Rockefeller Capital Management
New York
USD 25.1 M +USD 3.46 M +66,473 +15%
OCPWS
6
One Charles Private Wealth Services
Massachusetts
USD 24.2 M -USD 587 k -11,271 -2%
UBS Group
7
UBS Group
Switzerland
USD 23 M -USD 3.09 M -59,307 -11%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
USD 15.9 M +USD 1.22 M +23,407 +8%
First Foundation Advisors
9
First Foundation Advisors
California
USD 15.9 M +USD 3.72 M +71,558 +29%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
USD 15.5 M +USD 3.25 M +62,411 +25%
CAPTRUST Financial Advisors
11
CAPTRUST Financial Advisors
North Carolina
USD 15 M +USD 817 k +15,691 +5%
Janney Montgomery Scott
12
Janney Montgomery Scott
Pennsylvania
USD 14.9 M -USD 169 k -3,243 -1%
HNB
13
Hilltop National Bank
Wyoming
USD 14 M – – –
MAI Capital Management
14
MAI Capital Management
Ohio
USD 13.6 M +USD 815 k +15,652 +6%
Raymond James Financial
15
Raymond James Financial
Florida
USD 13.2 M -USD 2.69 M -51,646 -16%
Coastal Bridge Advisors
16
Coastal Bridge Advisors
Connecticut
USD 13 M +USD 3.58 M +68,863 +36%
Aptus Capital Advisors
17
Aptus Capital Advisors
Alabama
USD 12.7 M +USD 1.59 M +30,642 +14%
Private Advisor Group
18
Private Advisor Group
New Jersey
USD 11.5 M +USD 10.1 M +193,741 +541%
DM
19
Diversified Management
Wisconsin
USD 11.2 M -USD 265 k -5,090 -2%
Focus Partners Wealth
20
Focus Partners Wealth
Massachusetts
USD 10.6 M +USD 2.02 M +38,761 +22%
LFA
21
Longview Financial Advisors
Alabama
USD 9.34 M +USD 523 k +10,049 +6%
IFO
22
Independent Family Office
New York
USD 7.91 M +USD 455 k +8,738 +6%
Kestra Investment Management
23
Kestra Investment Management
Texas
USD 7.76 M +USD 475 k +9,117 +6%
NCM
24
NCM Capital Management
New Jersey
USD 7.67 M +USD 1.05 M +20,110 +15%
PC
25
Pecaut & Co
Iowa
USD 7.63 M +USD 182 k +3,505 +2%
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