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Horizon Kinetics Holding Corporation• Financial Services

Q3 2026 filings are still coming in. 13F filers have 45 days after the quarter ends to report, through November 14, 2026. These totals cover only the funds that have filed so far and will keep rising.
Institutional holders
69
Partial Q3 2026
Total 13F value
$144.1M
Filed positions so far
New positions
7
This quarter
Sold positions
3
This quarter

Top holders

Institutions with disclosed positions in this stock

FundValueShares% PortfolioChange

Commonwealth Equity Services, Llc

$16.1M320.5K0.02%+0.4%

Hilltop National Bank

$15.1M301.2K3.24%+7.4%

Diversified Management Inc

$11.7M233.6K2.04%+3.9%

Sentinel Trust Co Lba

$9.7M192.5K0.81%+94.4%

Longview Financial Advisors, Inc.

$9.3M185.0K5.31%-1.2%

Pecaut & Co.

$8M158.9K2.31%+3.9%

Atlas Wealth Partners, Llc

$6.9M136.7K7.06%+0.5%

Ifp Advisors, Inc

$5.3M105.1K0.09%+1.4%

Philip James Wealth Mangement, Llc

$4.8M96.8K0.54%-1.9%

Clarity Asset Management, Inc.

$4.3M86.0K2.11%+7.2%

Kestra Private Wealth Services, Llc

$4.3M84.9K0.05%+4.6%

Abacus Planning Group, Inc.

$3.6M71.6K0.43%+0.2%

Cooper Investors Pty Ltd

$3.4M67.0K1.76%-37.0%

Davenport & Co Llc

$3.4M66.9K0.02%+2.8%

Pekin Hardy Strauss, Inc.

$2.3M45.3K0.20%-0.6%

Kestra Advisory Services, Llc

$2.2M44.6K0.01%+441.1%

Spire Wealth Management

$2.1M42.7K0.07%-1.3%

Concurrent Investment Advisors, Llc

$2.1M42.7K0.01%New Position

Chicago Partners Investment Group Llc

$2.1M40.4K0.04%+615.3%

Verdence Capital Advisors Llc

$2M40.5K0.09%New Position

Lionsbridge Wealth Management Llc

$1.9M37.1K2.08%-9.0%

Compass Ion Advisors, Llc

$1.7M34.1K0.14%-0.3%

Cambridge Investment Research Advisors, Inc.

$1.7M33.5K0.00%-5.8%

Atria Investments, Inc

$1.6M32.4K0.02%+7.0%

Autumn Glory Partners, Llc

$1.6M31.7K0.44%+132.9%

Phillips Financial Management, Llc

$1M20.8K0.08%-4.3%

Oppenheimer & Co Inc

$1M20.4K0.01%+6.3%

Straight Path Wealth Management

$997K19.9K0.22%+4.2%

Triad Investment Management

$963K19.2K1.28%-0.2%

Baker Ellis Asset Management Llc

$909K18.1K0.10%-1.1%

Trilogy Capital Inc.

$904K18.0K0.03%Unchanged

Mezzasalma Advisors, Llc

$854K17.0K0.17%-2.8%

Bright Futures Wealth Management, Llc.

$830K16.6K0.57%-8.5%

One Plus One Wealth Management, Llc

$793K15.8K0.33%New Position

Jnba Financial Advisors

$746K14.9K0.06%-1.9%

Parsons Capital Management Inc/Ri

$745K14.9K0.03%+0.6%

Well Done, Llc

$537K10.7K0.07%Unchanged

Key Client Fiduciary Advisors, Llc

$533K10.6K0.15%+14.8%

Evanson Financial, Llc

$483K9.6K0.02%+0.2%

International Assets Investment Management, Llc

$442K5.3K0.01%-79.3%

Ignite Planners, Llc

$425K8.5K0.06%New Position

Independent Financial Group, Llc

$409K8.2K0.01%-75.5%

Macroview Investment Management Llc

$396K7.9K0.24%+0.0%

Guidance Capital, Inc

$368K7.3K0.08%+15.0%

Creative Planning

$357K7.1K0.00%-3.6%

Sigma Planning Corp

$346K6.9K0.01%-23.9%

Corecam Pte. Ltd.

$342K6.8K0.14%New Position

Carlton Hofferkamp & Jenks Wealth Management, Llc

$334K6.5K0.10%Unchanged

New England Private Wealth Advisors Llc

$301K6.0K0.03%+0.1%

Aviance Capital Partners, Llc

$296K5.9K0.03%+0.1%

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