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Horizon Kinetics Inflation Beneficiaries ETF
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Overview Fund Activity

146 hedge funds and large institutions have $793M invested in Horizon Kinetics Inflation Beneficiaries ETF in 2025 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 64 increasing their positions, 38 reducing their positions, and 13 closing their positions.

Holders
146
Holders Change
+8
Holders Change %
+5.8%
% of All Funds
1.96%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.11%
New
23
Increased
64
Reduced
38
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$201M
2
HNB
2
Hilltop National Bank
Wyoming
$7.95M
3
Wells Fargo
3
Wells Fargo
California
$27.9M
4
KIM
4
Kestra Investment Management
Texas
$17.6M
5
ACA
5
Aptus Capital Advisors
Alabama
$8.41M

Top Sellers

1
CAS
1
Coppell Advisory Solutions
Texas
$0
2
UBS Group
2
UBS Group
Switzerland
$14.2M
3
CFB
3
Cullen/Frost Bankers
Texas
$5.17M
4
OPOWM
4
One Plus One Wealth Management
Florida
$0
5
MC
5
Moors & Cabot
Massachusetts
$5.1M
Name Market Value Shares Shares
Change 		Shares
Change %
SCM
26
SCS Capital Management
Massachusetts
$4.8M 113,925 -729 -0.6%
IA
27
IFP Advisors
Florida
$4.66M 110,448 -5,800 -5%
NCM
28
NCM Capital Management
New Jersey
$4.53M 107,349 +14,386 +15%
HKAM
29
Horizon Kinetics Asset Management
New York
$4.34M 102,956 +4,610 +5%
HighTower Advisors
30
HighTower Advisors
Illinois
$4.08M 96,756 -4,214 -4%
GWANC
31
Guardian Wealth Advisors (North Carolina)
North Carolina
$4.05M 96,004 +6,086 +7%
WC
32
Waterloo Capital
Texas
$4.02M 95,399 +95,399 New
ECM
33
EagleClaw Capital Management
Massachusetts
$3.69M 87,555 +983 +1%
NW
34
NewEdge Wealth
Pennsylvania
$3.59M 85,558 +11 +0%
IFO
35
Intrepid Family Office
Florida
$3.58M 85,000 – –
Corient Private Wealth
36
Corient Private Wealth
Florida
$3.57M 84,636 +84,636 New
OIA
37
OneDigital Investment Advisors
Kansas
$3.08M 73,142 +183 +0.3%
HH
38
Hilltop Holdings
Texas
$2.93M 69,407 +69,407 New
PCP
39
Proficio Capital Partners
Massachusetts
$2.8M 66,315 +52,235 +371%
PHS
40
Pekin Hardy Strauss
Illinois
$2.44M 57,788 -45 -0.1%
DC
41
Davenport & Co
Virginia
$2.17M 51,514 +941 +2%
SWA
42
Stratos Wealth Advisors
Ohio
$2.12M 50,199 +4,286 +9%
SPIA
43
Steward Partners Investment Advisory
New York
$2.11M 49,918 -24 -0%
ASN
44
Advisory Services Network
Georgia
$2.05M 49,541 +36,005 +266%
PC
45
Pecaut & Co
Iowa
$2.03M 48,150 – –
APG
46
Abacus Planning Group
South Carolina
$2M 47,345 +8,469 +22%
SWM
47
Spire Wealth Management
Virginia
$1.9M 44,985 -749 -2%
Cerity Partners
48
Cerity Partners
New York
$1.81M 42,852 +1,638 +4%
LWM
49
Lionsbridge Wealth Management
Florida
$1.76M 41,706 -764 -2%
Stifel Financial
50
Stifel Financial
Missouri
$1.75M 41,591 +14,710 +55%
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