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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 %
Focus Partners Wealth
51
Focus Partners Wealth
Massachusetts
$1.7M 40,288 +16,707 +71%
WANY
52
Wealthspire Advisors (New York)
New York
$1.66M 39,267 +1,293 +3%
CIA
53
Compass Ion Advisors
Pennsylvania
$1.63M 38,766 -447 -1%
FFA
54
First Foundation Advisors
California
$1.59M 37,762 +37,762 New
SWP
55
Stratos Wealth Partners
Ohio
$1.53M 36,294 +271 +0.8%
CBA
56
Coastal Bridge Advisors
Connecticut
$1.51M 35,855 +1,833 +5%
LIM
57
Leavell Investment Management
Alabama
$1.44M 34,101 +34,101 New
PAG
58
Private Advisor Group
New Jersey
$1.41M 33,531 +23,631 +239%
Morgan Stanley
59
Morgan Stanley
New York
$1.37M 32,413 +26,269 +428%
CAM
60
Cresset Asset Management
Illinois
$1.26M 29,857 – –
GS
61
GTS Securities
New York
$1.13M 26,717 +19,542 +272%
Wealth Enhancement Advisory Services
62
Wealth Enhancement Advisory Services
Minnesota
$1.09M 25,760 – –
Jane Street
63
Jane Street
New York
$1.07M 25,264 +18,265 +261%
TC
64
Trilogy Capital
California
$954K 22,615 -1,750 -7%
GC
65
Guidance Capital
Kentucky
$932K 22,667 +1,942 +9%
BEAM
66
Baker Ellis Asset Management
Washington
$910K 21,570 -1,848 -8%
PFM
67
Phillips Financial Management
Indiana
$871K 20,816 +20,816 New
CWM
68
Congress Wealth Management
Massachusetts
$867K 20,558 +126 +0.6%
SEA
69
Stegent Equity Advisors
Texas
$859K 20,373 -175 -0.9%
AFG
70
Atomi Financial Group
New York
$849K 20,131 +6,813 +51%
Cambridge Investment Research Advisors
71
Cambridge Investment Research Advisors
Iowa
$829K 19,658 -6,324 -24%
SIC
72
Schwartz Investment Counsel
Michigan
$801K 19,000 – –
BPA
73
Beacon Pointe Advisors
California
$736K 17,461 +17,461 New
SPWM
74
Straight Path Wealth Management
Michigan
$732K 17,355 +600 +4%
JFA
75
JNBA Financial Advisors
Minnesota
$714K 16,941 -1,640 -9%
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