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Horizon Kinetics Inflation Beneficiaries ETF
INFL

Name Holding Trade Value Shares
Change 		Change in
Stake
JP Morgan Chase
1
JP Morgan Chase
New York
$158M -$11.1M -307,542 -7%
OFG
2
Oxford Financial Group
Indiana
$86.7M +$7.51M +208,936 +10%
LPL Financial
3
LPL Financial
California
$24.3M +$522K +14,533 +2%
OCPWS
4
One Charles Private Wealth Services
Massachusetts
$15.5M +$608K +16,904 +4%
Wells Fargo
5
Wells Fargo
California
$14.5M +$656K +18,261 +5%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$13.3M +$3.82M +106,307 +43%
Rockefeller Capital Management
7
Rockefeller Capital Management
New York
$10.7M +$428K +11,899 +4%
CAPTRUST Financial Advisors
8
CAPTRUST Financial Advisors
North Carolina
$9.91M +$391K +10,872 +4%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$9.64M -$213K -5,937 -2%
Bank of New York Mellon
10
Bank of New York Mellon
New York
$9.36M +$918K +25,556 +11%
LWA
11
Lowe Wealth Advisors
Maryland
$8.67M +$278K +7,740 +3%
UBS Group
12
UBS Group
Switzerland
$8.26M +$1.77M +49,124 +29%
FCM
13
Fourpath Capital Management
Oklahoma
$7.8M +$7.46M +207,515 New
CFB
14
Cullen/Frost Bankers
Texas
$6.47M – – –
MC
15
Moors & Cabot
Massachusetts
$5.97M -$176K -4,884 -3%
LFA
16
Longview Financial Advisors
Alabama
$5.61M +$25.6K +712 +0.5%
RJA
17
Raymond James & Associates
Florida
$5.61M -$147K -4,091 -3%
PJWM
18
Philip James Wealth Mangement
Georgia
$5.54M +$116K +3,215 +2%
ECG
19
Edge Capital Group
Georgia
$4.49M -$119K -3,313 -3%
AWP
20
Atlas Wealth Partners
Pennsylvania
$4.24M -$36.7K -1,020 -0.9%
ACA
21
Aptus Capital Advisors
Alabama
$3.9M -$127K -3,520 -3%
HNB
22
Hilltop National Bank
Wyoming
$3.73M +$110K +3,058 +3%
GWANC
23
Guardian Wealth Advisors (North Carolina)
North Carolina
$3.49M +$96.5K +2,686 +3%
HKAM
24
Horizon Kinetics Asset Management
New York
$3.44M +$256K +7,112 +8%
Envestnet Asset Management
25
Envestnet Asset Management
Illinois
$3.26M -$534K -14,855 -15%
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