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Disclosery

INFL LISTED FDS TR

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HORIZON KINETICS (fund)

172 managers (174 13F filers) reported a position in INFL shares at 2026-06-30, 17,145,096 shares in all. 24 filers opened a position and 18 filers sold out during the quarter.

Managers
172
13F filers
174
New
24
Added
76
Reduced
43
Sold out
18
Shares held by filers
17,145,096

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
OXFORD FINANCIAL GROUP, LTD. LLC3,860,173$193M9.75%-87,27913F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1,176,625$58.7M0.01%+359,73413F-HRTimelineGroup
LPL Financial LLC1,091,671$54.5M0.01%+123,21613F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA916,922$45.7M0.01%+87,27613F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…503,418$25.1M0.04%+66,47313F-HRTimelineGroup
One Charles Private Wealth Services, LLC484,447$24.2M5.57%-11,27113F-HRTimeline
UBS Group AGin group UBS Group AG460,192$23M<0.01%-59,30713F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC319,322$15.9M0.02%+23,40713F-HRTimeline
FIRST FOUNDATION ADVISORSin group FIRST FOUNDATION ADVISORS318,044$15.9M0.57%+71,55813F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC311,549$15.5M<0.01%+62,41113F-HRTimelineGroup
CAPTRUST FINANCIAL ADVISORS301,382$15M0.02%+15,69113F-HRTimeline
Janney Montgomery Scott LLC299,067$14.9M0.03%-3,24313F-HRTimeline
Hilltop National Bank280,389$14M2.99%013F-HRTimeline
MAI Capital Management271,806$13.6M0.05%+15,65213F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC264,151$13.2M<0.01%-51,64613F-HRTimelineGroup
Coastal Bridge Advisors, LLC260,680$13M0.8%+68,86313F-HRTimeline
Aptus Capital Advisors, LLC253,900$12.7M0.09%+30,64213F-HRTimeline
Kestra Advisory Services, LLCgroup of 3 filers holding244,925$12.2M+54,016Timeline
Private Advisor Group, LLC229,553$11.5M0.05%+193,74113F-HRTimeline
DIVERSIFIED MANAGEMENT INC224,829$11.2M2.4%-5,09013F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth211,977$10.6M0.01%+38,76113F-HRTimelineGroup
Longview Financial Advisors, Inc.187,257$9.34M5.46%+10,04913F-HRTimeline
Independent Family Office, LLC158,665$7.91M3.18%+8,73813F-HRTimeline
NCM Capital Management, LLC153,838$7.67M2.36%+20,11013F-HRTimeline
PECAUT & CO.152,906$7.63M2.32%+3,50513F-HRTimeline
HighTower Advisors, LLC145,461$7.26M0.01%-3,10013F-HRTimeline
Atlas Wealth Partners, LLC136,034$6.79M7.41%+1,07313F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC128,631$6.42M0.36%+11,92413F-HRTimeline
Moors & Cabot, Inc.121,404$6.06M0.24%-22213F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.117,080$5.84M0.06%013F-HRTimelineGroup
Waterloo Capital, L.P.116,730$5.82M0.33%+18,79013F-HRTimeline
Pillsbury Lake Capital LLC176,270$5.82M1.6%+46,29513F-HRTimeline
COOPER INVESTORS PTY LTD106,357$5.31M2.44%-66,36713F-HRTimeline
IFP Advisors, Inc103,698$5.17M0.09%-5,92213F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP103,202$5.15M<0.01%+2,54713F-HRTimelineGroup
SENTINEL TRUST CO LBA99,035$4.94M0.44%new13F-HRTimeline
Philip James Wealth Mangement, LLC98,702$4.92M0.55%-3,36913F-HRTimeline
SCS Capital Management LLC95,023$4.74M0.04%-4,26713F-HRTimeline
Essex Financial Services, Inc.in group Essex Financial Services, Inc.93,395$4.66M0.23%+1,16413F-HRTimelineGroup
HORIZON KINETICS ASSET MANAGEMENT LLC90,957$4.54M0.05%-9,39513F-HRTimeline
EagleClaw Capital Managment, LLC89,202$4.45M0.6%+90013F-HRTimeline
NewEdge Wealth, LLC88,203$4.4M0.04%+613F-HRTimeline
INTREPID FAMILY OFFICE LLC85,000$4.24M3.91%013F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…83,058$4.14M<0.01%+34,05613F-HRTimelineGroup
Clarity Asset Management, Inc.80,190$4M1.96%+29,75013F-HRTimeline
OneDigital Investment Advisors LLC77,548$3.87M0.03%-64113F-HRTimeline
Sanctuary Advisors, LLC76,839$3.83M0.02%+3,76913F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.75,499$3.77M0.01%+18513F-HRTimelineGroup
Abacus Planning Group, Inc.71,422$3.56M0.44%+12,69413F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.65,780$3.28M<0.01%+3,63413F-HRTimelineGroup
DAVENPORT & Co LLC65,088$3.25M0.02%+5,37213F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP57,629$2.87M<0.01%+1,85013F-HR/ATimelineGroup
Advisory Services Network, LLC55,894$2.79M0.03%+2,41013F-HRTimeline
Steward Partners Investment Advisory, L…53,815$2.68M0.01%-30313F-HRTimeline
FLOW TRADERS U.S. LLC48,878$2.44M0.1%new13F-HRTimeline
Pekin Hardy Strauss, Inc.45,556$2.27M0.2%-2,01013F-HRTimeline
Ausdal Financial Partners, Inc.45,084$2.25M0.09%+59113F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management43,294$2.16M0.07%+7013F-HRTimelineGroup
Lionsbridge Wealth Management LLC40,794$2.03M2%-2,07813F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY40,665$2.03M<0.01%+7,63413F-HRTimelineGroup
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.39,876$1.99M0.02%-8813F-HRTimelineGroup
Cerity Partners LLCin group Cerity Partners LLC39,801$1.99M<0.01%+10113F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO39,528$1.95M<0.01%+2,68213F-HRTimelineGroup
Cambridge Investment Research Advisors,…35,542$1.77M<0.01%+10,97313F-HR/ATimeline
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.35,168$1.75M<0.01%new13F-HRTimelineGroup
Beacon Pointe Advisors, LLC34,767$1.73M0.01%+4,75013F-HRTimeline
Compass Ion Advisors, LLC34,188$1.71M0.15%+513F-HRTimeline
Magnolia Private Wealth, LLC33,482$1.67M0.92%+27,72313F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC33,237$1.66M0.03%-20,74913F-HRTimeline
Meridian Wealth Advisors, LLC30,414$1.52M0.17%+4,51613F-HRTimeline
Atria Investments, Inc30,244$1.51M0.02%+1,66613F-HRTimeline
Cresset Asset Management, LLC29,634$1.48M0.01%+2,37113F-HRTimeline
Requisite Capital Management, LLC27,587$1.38M0.23%new13F-HRTimeline
Kingsview Wealth Management, LLC25,295$1.26M0.02%+2,59413F-HRTimeline
Waverly Advisors, LLC23,195$1.16M0.01%+93413F-HRTimeline
PHILLIPS FINANCIAL MANAGEMENT, LLC21,756$1.09M0.08%+94013F-HRTimeline
Wealthspire Advisors, LLC21,501$1.07M0.01%-63813F-HRTimeline
LAFFER TENGLER INVESTMENTS, INC.20,000$998K0.13%013F-HRTimeline
OLD MISSION CAPITAL LLC19,457$971K0.02%new13F-HRTimeline
Triad Investment Management19,241$960K1.06%-80913F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …19,155$955K0.01%+1,53713F-HRTimelineGroup
Straight Path Wealth Management19,080$952K0.22%+17513F-HRTimeline
Baker Ellis Asset Management LLC18,332$914K0.09%-1,14013F-HRTimeline
Bright Futures Wealth Management, LLC.18,098$903K0.58%-1,67013F-HRTimeline
Trilogy Capital Inc.18,020$899K0.04%-4,43513F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC17,898$893K<0.01%new13F-HRTimelineGroup
Mezzasalma Advisors, LLC17,504$873K0.18%-67913F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/15,500$773K<0.01%013F-HRTimelineGroup
Cetera Investment Advisers15,365$766K<0.01%+2413F-HRTimeline
JNBA Financial Advisors15,165$756K0.06%013F-HRTimeline
CORNERSTONE ADVISORS ASSET MANAGEMENT, …15,031$750K0.1%013F-HRTimeline
PARSONS CAPITAL MANAGEMENT INC/RI14,771$737K0.03%+1,33413F-HRTimeline
INGALLS & SNYDER LLC14,469$722K0.02%013F-HRTimeline
Autumn Glory Partners, LLC13,623$680K0.19%013F-HRTimeline
NewEdge Advisors, LLC12,427$620K<0.01%+2,81013F-HRTimeline
Copia Wealth Management11,713$584K0.35%+34013F-HRTimeline
SMITH, MOORE & CO.11,194$558K0.04%+213F-HRTimeline
HRT FINANCIAL LP11,030$550K<0.01%new13F-HRTimeline
Well Done, LLC10,707$534K0.07%new13F-HRTimeline
Savvy Advisors, Inc.10,388$518K0.01%-1,23313F-HRTimeline
TWO SIGMA SECURITIES, LLC10,000$499K0.04%new13F-HRTimeline
Evanson Financial, LLC9,612$479K0.02%13F-HRTimeline
GARRISON POINT ADVISORS, LLC9,379$468K0.19%-8013F-HRTimeline
Key Client Fiduciary Advisors, LLC9,266$462K0.13%+4,81613F-HRTimeline
Sigma Planning Corp9,077$453K0.01%-42713F-HRTimeline
LM Advisors LLC8,860$442K0.05%+8,46613F-HRTimeline
Proficio Capital Partners LLC8,770$437K0.02%013F-HRTimeline
Sound Portfolio Advisors, LLC8,650$431K0.31%new13F-HRTimeline
Principia Wealth Advisory, LLC8,465$422K0.21%+33013F-HRTimeline
MACROVIEW INVESTMENT MANAGEMENT LLC7,886$393K0.24%+413F-HRTimeline
CIBC WORLD MARKET INC.7,727$385K<0.01%+1,89213F-HRTimeline
Qube Research & Technologies Ltd7,680$383K<0.01%+7,40813F-HRTimeline
Auxano Advisors, LLC7,536$376K0.07%-17313F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…7,508$374K<0.01%+9013F-HRTimelineGroup
Creative Planningin group Creative Planning7,389$369K<0.01%+79613F-HRTimelineGroup
Arax Advisory Partners7,258$362K<0.01%new13F-HRTimeline
Destination Wealth Management7,240$361K0.01%013F-HRTimeline
Compound Planning, Inc.7,048$352K0.01%013F-HRTimeline
Perigon Wealth Management, LLC7,000$349K0.01%-5,00013F-HRTimeline
Financial Engines Advisors L.L.C.6,731$336K<0.01%new13F-HRTimeline
Carlton Hofferkamp & Jenks Wealth Manag…6,527$336K0.11%-58113F-HRTimeline
&PARTNERS6,550$327K<0.01%-6413F-HRTimeline
GUIDANCE CAPITAL, INC6,337$319K0.07%+1513F-HRTimeline
New England Private Wealth Advisors LLC5,988$306K0.03%+1113F-HRTimeline
Aviance Capital Partners, LLC5,910$295K0.03%+413F-HRTimeline
Chicago Partners Investment Group LLC5,649$289K0.01%new13F-HRTimeline
SFI Advisors, LLC5,064$253K0.22%-29313F-HRTimeline
HUTCHINSON CAPITAL MANAGEMENT/CA5,000$249K0.04%013F-HRTimeline
TOWLE & CO4,874$243K0.08%new13F-HRTimeline
SCOTIA CAPITAL INC.4,870$243K<0.01%-1,25013F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.4,801$239K0.01%013F-HRTimeline
E&G Advisors, LLC4,710$235K0.05%new13F-HRTimeline
Focus Financial Network, Inc.4,669$233K0.01%-29313F-HRTimeline
RITHOLTZ WEALTH MANAGEMENT4,617$230K<0.01%-3,67913F-HR/ATimeline
Mariner, LLCin group Mariner, LLC4,605$230K<0.01%-67013F-HRTimelineGroup
MML INVESTORS SERVICES, LLC4,560$227K<0.01%new13F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/4,377$218K<0.01%+1,67713F-HRTimelineGroup
INTERNATIONAL ASSETS INVESTMENT MANAGEM…4,407$217K0.01%-68113F-HRTimeline
XY Planning Network, Inc.4,190$209K0.03%new13F-HRTimeline
KFG WEALTH MANAGEMENT, LLC4,105$205K0.02%013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…3,239$162K<0.01%+1,28913F-HRTimelineGroup
Manchester Capital Management LLC2,939$147K0.02%+813F-HRTimeline
Integrated Wealth Concepts LLC2,814$140K<0.01%new13F-HRTimeline
AMERIFLEX GROUP, INC.2,389$119K0.05%-15113F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC1,850$92.3K0.01%013F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…1,722$85.9K<0.01%+87713F-HRTimelineGroup
Farther Finance Advisors, LLC1,607$80.1K<0.01%-1,47413F-HRTimeline
Larson Financial Group LLC1,567$78.2K<0.01%-6013F-HRTimeline
NBH Bank1,433$71.5K0.03%13F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP1,355$66.2K<0.01%new13F-HRTimelineGroup
SALEM INVESTMENT COUNSELORS INC1,000$49.9K<0.01%013F-HRTimeline
Plante Moran Financial Advisors, LLC900$44.9K<0.01%new13F-HRTimeline
GAMMA Investing LLC840$41.9K<0.01%013F-HRTimeline
PRIVATE TRUST CO NA750$37.4K<0.01%013F-HRTimeline
MARK SHEPTOFF FINANCIAL PLANNING, LLC747$37.3K0.02%013F-HRTimeline
Evelyn Partners Group Ltdin group Evelyn Partners Group Ltd641$32K<0.01%13F-HRTimelineGroup
Strategic Investment Solutions, Inc. /IL517$25.8K0.01%+9513F-HRTimeline
Caldwell Trust Co251$12.5K<0.01%-25113F-HRTimeline
Winthrop Capital Management, LLC187$9K<0.01%new13F-HRTimeline
SIMPLEX TRADING, LLC157$7.83K<0.01%new13F-HRTimeline
Godfrey Financial Associates, Inc.154$7.68K0.01%013F-HRTimeline
Wilmington Savings Fund Society, FSB150$7.48K<0.01%013F-HRTimeline
AE Wealth Management LLC141$7.02K<0.01%+7213F-HRTimeline
LANARK FINANCIAL, INC.100$4.99K<0.01%-5613F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…69$3.46K<0.01%new13F-HRTimelineGroup
CoreCap Advisors, LLC68$3.37K<0.01%+113F-HRTimeline
Parallel Advisors, LLC50$2.49K<0.01%013F-HRTimeline
Smartleaf Asset Management LLC31$1.55K<0.01%013F-HRTimeline
Global Retirement Partners, LLC27$1.37K<0.01%13F-HRTimeline
Allworth Financial LP13$640<0.01%013F-HRTimeline
Accordant Advisory Group Inc8$400<0.01%013F-HRTimeline
SIGNATUREFD, LLC0$21<0.01%013F-HRTimelineAmount filed as zero, left out of ratios.