LISTED FDS TR HORIZON KINETICS is a security (CUSIP 53656F623) tracked across SEC portfolio filings. 175 institutional managers reported $842.4M on Form 13F as of 2026-06-30.
Showing 15 of 175 managers by value.
| Manager | Location | Value | Shares |
|---|---|---|---|
| OXFORD FINANCIAL GROUP LTD | INDIANAPOLIS, IN | $205.5M | 3,947,452 |
| LPL Financial LLC | FORT MILL, SC | $50.4M | 968,455 |
| Royal Bank of Canada | TORONTO, A6 | $43.2M | 829,646 |
| WELLS FARGO & COMPANY/MN | SAN FRANCISCO, CA | $42.5M | 816,891 |
| UBS Group AG | Zurich, V8 | $27.0M | 519,499 |
| One Charles Private Wealth Services, LLC | HINGHAM, MA | $24.2M | 484,447 |
| Rockefeller Capital Management L.P. | NEW YORK, NY | $22.7M | 436,945 |
| Bank of New York Mellon Corp | NEW YORK, NY | $22.6M | 433,834 |
| RAYMOND JAMES FINANCIAL INC | ST. PETERSBURG, FL | $16.4M | 315,797 |
| COMMONWEALTH EQUITY SERVICES, LLC | WALTHAM, MA | $15.9M | 319,322 |
| ENVESTNET ASSET MANAGEMENT INC | Berwyn, PA | $15.5M | 311,549 |
| CAPTRUST FINANCIAL ADVISORS | RALEIGH, NC | $14.9M | 285,691 |
| Hilltop National Bank | CASPER, WY | $14.0M | 280,389 |
| MAI Capital Management | INDEPENDENCE, OH | $13.3M | 256,154 |
| FIRST FOUNDATION ADVISORS | Irvine, CA | $12.8M | 246,486 |