INFL

Horizon Kinetics Infl BenefETF
UnclassifiedUSCUSIP 53656F623◍ Confluence graph
Tracked 13F Holders
161
-49 QoQ
13F Value (tracked)
$781.1M
13F Moves · latest Q
30 added
16 trimmed
Recent Filings
0

Who owns INFL?

161 tracked 13F filers

161 tracked 13F filers disclose a position in INFL as of the latest SEC 13F filings, a combined $781.1M in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

1 source-reported value row is withheld because the reported units do not agree with same-security peers. Share counts remain visible and unchanged.
#FundPosition valueSharesLast moveAs ofHistory
1OXFORD FINANCIAL GROUP, LTD. LLC
$192.5M
3.9M
−2.2%
Reduced · −87K sh
Q2 2026
2LPL Financial LLC
$50.4M
968K
−9.6%
Reduced · −103K sh
Q1 2026
3ROYAL BANK OF CANADA
$43.2M
830K
+5.6%
Added · +44K sh
Q1 2026
4WELLS FARGO & COMPANY/MN
$42.5M
817K
+20%
Added · +136K sh
Q1 2026
5UBS Group AG
$27.0M
519K
+39%
Added · +145K sh
Q1 2026
6One Charles Private Wealth Services, LLC
$24.2M
484K
−2.3%
Reduced · −11K sh
Q2 2026
7Rockefeller Capital Management L.P.
$22.7M
437K
+14%
Added · +52K sh
Q1 2026
8Bank of New York Mellon Corp
$22.6M
434K
+9.7%
Added · +38K sh
Q1 2026
9RAYMOND JAMES FINANCIAL INC
$16.4M
316K
+33%
Added · +79K sh
Q1 2026
10COMMONWEALTH EQUITY SERVICES, LLC
$15.4M
296K
+4.5%
Added · +13K sh
Q1 2026
11Hilltop National Bank
$14.0M
280K
Held
Q2 2026
12Coastal Bridge Advisors, LLC
$13.0M
261K
+36%
Added · +69K sh
Q2 2026
13MAI Capital Management
$13.3M
256K
+1.8%
Added · +5K sh
Q1 2026
14Aptus Capital Advisors, LLC
$12.7M
254K
+14%
Added · +31K sh
Q2 2026
15ENVESTNET ASSET MANAGEMENT INC
$13.0M
249K
+28%
Added · +54K sh
Q1 2026
16FIRST FOUNDATION ADVISORS
$12.8M
246K
+9.9%
Added · +22K sh
Q1 2026
17Private Advisor Group, LLC
$11.5M
230K
+541%
Added · +194K sh
Q2 2026
18DIVERSIFIED MANAGEMENT INC
$11.2M
225K
−2.2%
Reduced · −5K sh
Q2 2026
19Longview Financial Advisors, Inc.
$9.3M
187K
+5.7%
Added · +10K sh
Q2 2026
20Pillsbury Lake Capital LLC
$5.8M
176K
+36%
Added · +46K sh
Q2 2026
21Focus Partners Wealth
$9.0M
173K
+38%
Added · +47K sh
Q1 2026
22Independent Family Office, LLC
$7.9M
159K
+5.8%
Added · +9K sh
Q2 2026
23Kestra Investment Management, LLC
$7.8M
156K
+6.2%
Added · +9K sh
Q2 2026
24NCM Capital Management, LLC
$7.7M
154K
+15%
Added · +20K sh
Q2 2026
25HighTower Advisors, LLC
$7.7M
149K
+4.6%
Added · +7K sh
Q1 2026

Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

Is INFL being bought or sold by institutions?

Last quarter, 7 funds opened a new position in INFL and 23 added to an existing one, while 16 reduced and 0 exited entirely — based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).

Opened (NEW)
7
funds
Added
23
funds
Reduced
16
funds
Exited
0
funds

Funds that own INFL also own

CompanyCo-held byCombined value
MICROSOFT CORPMSFT84 funds$7.4B
APPLE INCAAPL82 funds$11.2B
NVIDIA CORPNVDA82 funds$9.0B
AMAZON.COM INCAMZN82 funds$5.7B
ALPHABET INC-CL AGOOGL82 funds$5.1B
BERKSHIRE HATHAWAY INC-CL BBRK/B82 funds$2.6B
SS SPDR S&P 500 ETF TRUST-USSPY80 funds$4.8B
ALPHABET INC-CL CGOOG80 funds$4.5B
JPMORGAN CHASE & COJPM80 funds$4.0B
JOHNSON & JOHNSONJNJ80 funds$1.6B
CHEVRON CORPCVX79 funds$1.7B
ELI LILLY & COLLY78 funds$2.6B

Ranked by how many of INFL's institutional holders also hold each name, a cross-fund conviction signal.

Institutional ownership over time

101 funds+17 since Q3 2024
075150Q3 2024Q1 2025Q3 2025Q1 2026Q2 2026
funds holding aggregate valuelatest $432.1M

Share classes

Class13F holdersValue held
INFLthis pagemc161 funds$781.1M
HEGDSWAN HEDGED EQTY77 funds$598.5M
METVmc74 funds$100.9M
HLALmc59 funds$36.9M
UMMAmc43 funds$29.2M
OVLSHARES LAG CAP41 funds$181.5M
SPRXUIT EXCHANGE TRADED39 funds$63.7M
BETZmc36 funds$3.1M

Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.

Recent filings

0 shown

No filings captured for this ticker in the live stream yet.

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Ask your agent what changed in INFL

This ETF page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.

Copy-paste
curl -H "Authorization: Bearer YOUR_API_KEY" \
  "https://arkolith.com/api/v1/stocks/INFL/capital-change-brief"
Ask your agent
Use Arkolith's capital_change_brief for INFL.
Tell me what changed, whether insider activity
corroborates it, and cite the SEC evidence.

13F holdings + quarter-over-quarter ownership changes + end-of-day price history + the live filing stream, joined for INFL. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.