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Disclosery

INFL LISTED FDS TR

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HORIZON KINETICS (fund)

132 managers (133 13F filers) reported a position in INFL shares at 2024-12-31, 16,211,955 shares in all. 21 filers opened a position and 7 filers sold out during the quarter.

Managers
132
13F filers
133
New
21
Added
54
Reduced
30
Sold out
7
Shares held by filers
16,211,955

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, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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. LLC3,929,103$150M9.69%+1,622,67613F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO3,928,785$150M0.01%-262,33113F-HRTimelineGroup
LPL Financial LLC879,134$33.5M0.01%+232,25013F-HRTimeline
One Charles Private Wealth Services, LLC460,415$17.5M5.9%+47,92813F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA449,927$17.1M<0.01%+96,96713F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN432,967$16.5M<0.01%+47,63513F-HRTimelineGroup
UBS Group AGin group UBS Group AG324,581$12.4M<0.01%+104,90613F-HRTimelineGroup
FOURPATH CAPITAL MANAGEMENT, LLC301,474$11.5M2.13%+93,95913F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp284,096$10.8M<0.01%+35,16813F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…279,408$10.6M0.03%-6,50513F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC266,624$10.2M0.01%+10,15113F-HRTimeline
CAPTRUST FINANCIAL ADVISORS247,378$9.42M0.03%-16,34713F-HRTimeline
Lowe Wealth Advisors, LLC230,990$8.8M3.75%+42613F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC179,002$6.82M0.01%new13F-HRTimelineGroup
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.172,000$6.55M0.09%013F-HRTimelineGroup
FLOW TRADERS U.S. LLC170,753$6.5M0.26%new13F-HRTimeline
Moors & Cabot, Inc.167,298$6.37M0.3%+8,36013F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC165,387$6.3M<0.01%13F-HR/ATimelineGroup
Longview Financial Advisors, Inc.156,793$5.97M4.7%+7,64913F-HRTimeline
Philip James Wealth Mangement, LLC148,352$5.65M0.73%+85413F-HRTimeline
Hilltop National Bank124,115$4.73M1.42%+24,84013F-HRTimeline
Edge Capital Group, LLC119,177$4.54M0.23%-21313F-HRTimeline
Atlas Wealth Partners, LLC117,870$4.49M5.68%+5,21813F-HRTimeline
IFP Advisors, Inc102,991$3.92M0.13%+79,60713F-HRTimeline
HORIZON KINETICS ASSET MANAGEMENT LLC95,267$3.63M0.05%+3,80313F-HRTimeline
Aptus Capital Advisors, LLC95,071$3.62M0.04%-8,67713F-HRTimeline
HighTower Advisors, LLC93,692$3.57M<0.01%+45,11613F-HRTimeline
Janney Montgomery Scott LLC90,067$3.43M0.01%+26,92513F-HRTimeline
Independent Family Office, LLC87,301$3.32M1.73%new13F-HRTimeline
NewEdge Wealth, LLC86,298$3.29M0.06%+1213F-HRTimeline
EagleClaw Capital Managment, LLC86,110$3.28M0.52%+30013F-HRTimeline
NCM Capital Management, LLC85,414$3.25M1.47%+8,89313F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC85,254$3.25M<0.01%-1,43213F-HRTimelineGroup
INTREPID FAMILY OFFICE LLC85,000$3.24M3.41%13F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC84,101$3.2M0.26%-8,68613F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.82,567$3.14M0.01%+5,57713F-HRTimelineGroup
Stratos Wealth Partners, LTD.group of 2 filers holding80,753$3.08M+1,598Timeline
OneDigital Investment Advisors LLC73,643$2.8M0.03%-4,88513F-HRTimeline
Pekin Hardy Strauss, Inc.60,356$2.3M0.29%+5813F-HRTimeline
Lionsbridge Wealth Management LLC50,539$1.92M1.62%new13F-HRTimeline
Steward Partners Investment Advisory, L…49,772$1.9M0.02%-34513F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management48,617$1.85M0.06%-18313F-HRTimelineGroup
PECAUT & CO.48,150$1.83M0.63%013F-HRTimeline
Cambridge Investment Research Advisors,…46,335$1.76M0.01%+1,36313F-HRTimeline
DAVENPORT & Co LLC43,623$1.66M0.01%+3,15513F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC41,276$1.57M<0.01%+1,60413F-HRTimelineGroup
Compass Ion Advisors, LLC39,131$1.49M0.18%-28013F-HRTimeline
Abacus Planning Group, Inc.38,917$1.48M0.26%+52213F-HRTimeline
Wealthspire Advisors, LLC35,891$1.37M0.01%+75613F-HRTimeline
TrinityPoint Wealth, LLC33,890$1.29M0.18%+71413F-HRTimeline
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.33,571$1.28M<0.01%+21,93013F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…33,397$1.27M<0.01%+25,30113F-HRTimelineGroup
Ausdal Financial Partners, Inc.27,798$1.06M0.09%new13F-HRTimeline
Auxano Advisors, LLC26,086$993K0.25%-6,04313F-HRTimeline
ONE PLUS ONE WEALTH MANAGEMENT, LLC25,862$985K0.58%+7,38313F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…25,250$962K<0.01%-4313F-HR/ATimeline
Baker Ellis Asset Management LLC23,918$911K0.13%-59613F-HRTimeline
Trilogy Capital Inc.22,540$858K0.04%-1,25013F-HRTimeline
JNBA Financial Advisors22,324$850K0.09%-91713F-HRTimeline
Fernwood Investment Management, LLC20,170$768K0.27%-26513F-HRTimeline
Cresset Asset Management, LLC19,702$750K<0.01%-8,75013F-HRTimeline
Ferguson Shapiro LLC19,318$736K0.27%new13F-HRTimeline
SCHWARTZ INVESTMENT COUNSEL INC19,000$724K0.03%+5,00013F-HRTimeline
Stegent Equity Advisors, Inc.18,745$714K0.72%new13F-HRTimeline
Sanctuary Advisors, LLC16,442$648K<0.01%new13F-HRTimeline
LAKE STREET ADVISORS GROUP, LLC15,653$596K0.03%+8613F-HRTimeline
CORNERSTONE ADVISORS ASSET MANAGEMENT, …15,031$572K0.12%013F-HRTimeline
Straight Path Wealth Management14,180$540K0.21%new13F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC13,802$526K<0.01%+8,86413F-HRTimelineGroup
IHT Wealth Management, LLC12,948$493K0.02%-8613F-HRTimeline
Perigon Wealth Management, LLC12,000$483K0.01%new13F-HRTimeline
HRT FINANCIAL LP12,508$476K<0.01%new13F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP12,272$467K<0.01%+2,64713F-HRTimelineGroup
NewEdge Advisors, LLC12,223$465K<0.01%-80413F-HRTimeline
GUIDANCE CAPITAL, INC11,173$452K0.14%new13F-HRTimeline
PURE PORTFOLIOS HOLDINGS LLC11,770$448K0.17%+3,52913F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …11,749$447K0.01%new13F-HRTimelineGroup
Qube Research & Technologies Ltd11,235$428K<0.01%+1,02513F-HRTimeline
GARRISON POINT ADVISORS, LLC10,209$389K0.18%013F-HRTimeline
Meridian Wealth Advisors, LLC9,968$380K0.06%013F-HRTimeline
Carlton Hofferkamp & Jenks Wealth Manag…9,400$378K0.14%013F-HRTimeline
STAR Financial Bank9,900$377K0.27%-34313F-HRTimeline
MOODY LYNN LIEBERSON & WALKER, LLC9,841$375K0.02%013F-HRTimeline
Evanson Asset Management, LLC9,455$360K0.02%+4913F-HRTimeline
Mezzasalma Advisors, LLC9,100$347K0.11%new13F-HRTimeline
B. Riley Wealth Advisors, Inc.8,946$341K0.01%013F-HRTimeline
Sigma Planning Corp8,881$338K0.01%+3,26213F-HRTimeline
Cetera Investment Advisers8,781$334K<0.01%-85013F-HRTimeline
Autumn Glory Partners, LLC8,513$324K0.16%013F-HRTimeline
MACROVIEW INVESTMENT MANAGEMENT LLC8,242$314K0.32%-18713F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.8,051$307K<0.01%+15313F-HR/ATimelineGroup
Private Advisor Group, LLC8,023$306K<0.01%-1,46413F-HRTimeline
New England Private Wealth Advisors LLC7,688$293K0.05%+2313F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…7,279$277K<0.01%+73913F-HRTimelineGroup
Creative Planningin group Creative Planning6,635$253K<0.01%+70413F-HRTimelineGroup
Principia Wealth Advisory, LLC6,585$251K0.24%13F-HRTimeline
Crescent Grove Advisors, LLC6,250$238K0.02%013F-HRTimeline
Focus Financial Network, Inc.5,986$228K0.01%+2813F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY5,948$227K<0.01%-89313F-HR/ATimelineGroup
Aviance Capital Partners, LLC5,885$224K0.03%+813F-HRTimeline
Advisory Services Network, LLC5,629$214K<0.01%-88713F-HRTimeline
Second Line Capital, LLC5,530$211K0.06%013F-HRTimeline
Copia Wealth Management4,623$176K0.17%13F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/4,294$164K<0.01%+3,72013F-HRTimelineGroup
Spectrum Wealth Counsel, LLC3,861$147K0.02%013F-HRTimeline
PRIVATE TRUST CO NA2,777$106K0.01%+2,67013F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.2,765$105K<0.01%new13F-HRTimelineGroup
Balefire, LLC2,201$84.8K0.03%new13F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC2,050$78.1K0.01%013F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/1,800$68.5K<0.01%013F-HRTimelineGroup
COMERICA BANK1,440$54.8K<0.01%+313F-HR/ATimeline
AMERIFLEX GROUP, INC.1,208$47.2K0.02%13F-HRTimeline
Briaud Financial Planning Inc712$27K0.01%new13F-HRTimeline
Evelyn Partners Asset Management Ltdin group Evelyn Partners Group Ltd641$24.4K0.01%13F-HRTimelineGroup
Painted Porch Advisors LLC420$16K0.01%013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…322$12.3K<0.01%-1,76213F-HRTimelineGroup
Promus Capital, LLC300$11.4K0.01%13F-HR/ATimeline
JDM Financial Group LLC273$10.4K0.01%013F-HRTimeline
Financial Freedom, LLC213$8.11K<0.01%+113F-HRTimeline
SIGNATUREFD, LLC209$7.96K<0.01%+113F-HRTimeline
MATHER GROUP, LLC.156$5.94K<0.01%-1713F-HRTimeline
Quent Capital, LLC83$3.16K<0.01%new13F-HRTimeline
CoreCap Advisors, LLC67$2.56K<0.01%013F-HRTimeline
Smartleaf Asset Management LLC63$2.4K<0.01%013F-HRTimeline
Truvestments Capital LLC59$2.25K<0.01%new13F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.52$1.98K<0.01%013F-HRTimeline
Sugarloaf Wealth Management, LLC37$1.42K<0.01%-17213F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\31$1.18K<0.01%new13F-HRTimelineGroup
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.20$781<0.01%new13F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…10$407<0.01%013F-HRTimeline
Measured Risk Portfolios, Inc.0$00%13F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.
Corient Private Wealth LPin group Corient Private Wealth LP84,221$3.21K+4,99813F-HRTimelineGroupValue about 1/1,000 of the price other filers imply, kept as filed and left out of ratios.