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Disclosery

INFL LISTED FDS TR

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HORIZON KINETICS (fund)

141 managers (142 13F filers) reported a position in INFL shares at 2025-03-31, 16,846,023 shares in all. 25 filers opened a position and 10 filers sold out during the quarter.

Managers
141
13F filers
142
New
25
Added
61
Reduced
32
Sold out
10
Shares held by filers
16,846,023

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO4,147,150$169M0.01%+218,36513F-HRTimelineGroup
OXFORD FINANCIAL GROUP, LTD. LLC3,995,577$162M11.39%+66,47413F-HRTimeline
LPL Financial LLC1,137,281$46.2M0.02%+258,14713F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA550,535$22.4M0.01%+100,60813F-HR/ATimelineGroup
One Charles Private Wealth Services, LLC487,659$19.8M6.42%+27,24413F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN474,971$19.3M<0.01%+42,00413F-HRTimelineGroup
UBS Group AGin group UBS Group AG393,782$16M<0.01%+69,20113F-HRTimelineGroup
Bank of New York Mellon Corpin group Bank of New York Mellon Corp318,638$13M<0.01%+34,54213F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…300,585$12.2M0.03%+21,17713F-HRTimelineGroup
Kestra Investment Management, LLCin group Kestra Advisory Services, LLC278,702$11.3M0.35%new13F-HR/ATimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC271,969$11.1M0.02%+5,34513F-HRTimeline
CAPTRUST FINANCIAL ADVISORS262,208$10.7M0.03%+14,83013F-HRTimeline
Janney Montgomery Scott LLC253,111$10.3M0.03%+163,04413F-HRTimeline
Lowe Wealth Advisors, LLC235,330$9.57M4.06%+4,34013F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.172,000$6.99M0.1%013F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC169,096$6.87M<0.01%+3,70913F-HRTimelineGroup
Longview Financial Advisors, Inc.168,749$6.86M5.89%+11,95613F-HRTimeline
Philip James Wealth Mangement, LLC148,931$6.05M0.74%+57913F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC140,324$5.7M<0.01%+55,07013F-HRTimelineGroup
Moors & Cabot, Inc.134,233$5.46M0.28%-33,06513F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.124,625$5.07M0.01%+42,05813F-HRTimelineGroup
Atlas Wealth Partners, LLC120,281$4.89M6.03%+2,41113F-HRTimeline
IFP Advisors, Inc116,248$4.77M0.15%+13,25713F-HRTimeline
SCS Capital Management LLC114,654$4.66M0.06%new13F-HR/ATimeline
Independent Family Office, LLC105,356$4.28M2.25%+18,05513F-HRTimeline
HighTower Advisors, LLC100,970$4.1M0.01%+7,27813F-HRTimeline
Aptus Capital Advisors, LLC99,444$4.04M0.05%+4,37313F-HRTimeline
HORIZON KINETICS ASSET MANAGEMENT LLC98,346$4M0.05%+3,07913F-HRTimeline
NCM Capital Management, LLC92,963$3.78M1.7%+7,54913F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC89,918$3.66M0.29%+5,81713F-HRTimeline
EagleClaw Capital Managment, LLC86,572$3.52M0.55%+46213F-HRTimeline
NewEdge Wealth, LLC85,547$3.48M0.06%-75113F-HRTimeline
INTREPID FAMILY OFFICE LLC85,000$3.46M5.14%013F-HRTimeline
Stratos Wealth Partners, LTD.group of 2 filers holding81,936$3.33M+1,183Timeline
Coppell Advisory Solutions LLC5,418$3M0.42%new13F-HRTimeline
OneDigital Investment Advisors LLC72,959$2.97M0.04%-68413F-HRTimeline
Pekin Hardy Strauss, Inc.57,833$2.35M0.29%-2,52313F-HRTimeline
DAVENPORT & Co LLC50,573$2.06M0.01%+6,95013F-HRTimeline
Steward Partners Investment Advisory, L…49,942$2.03M0.02%+17013F-HRTimeline
PECAUT & CO.48,150$1.96M0.67%013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management45,734$1.86M0.06%-2,88313F-HRTimelineGroup
Lionsbridge Wealth Management LLC42,470$1.73M1.53%-8,06913F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC41,214$1.68M<0.01%-6213F-HRTimelineGroup
Compass Ion Advisors, LLC39,213$1.59M0.19%+8213F-HRTimeline
Abacus Planning Group, Inc.38,876$1.58M0.28%-4113F-HRTimeline
Wealthspire Advisors, LLC37,974$1.54M0.01%+2,08313F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…34,994$1.42M<0.01%+1,59713F-HRTimelineGroup
Coastal Bridge Advisors, LLC34,022$1.38M0.13%new13F-HR/ATimeline
Cresset Asset Management, LLC29,857$1.21M0.01%+10,15513F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP26,881$1.09M<0.01%+14,60913F-HRTimelineGroup
Cambridge Investment Research Advisors,…25,982$1.06M<0.01%-20,35313F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…25,760$1.05M<0.01%+51013F-HRTimeline
Trilogy Capital Inc.24,365$990K0.05%+1,82513F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth23,581$959K<0.01%new13F-HR/ATimelineGroup
Baker Ellis Asset Management LLC23,418$952K0.14%-50013F-HRTimeline
ONE PLUS ONE WEALTH MANAGEMENT, LLC21,628$879K0.48%-4,23413F-HRTimeline
GUIDANCE CAPITAL, INC20,725$862K0.26%+9,55213F-HRTimeline
Stegent Equity Advisors, Inc.20,548$835K0.85%+1,80313F-HRTimeline
CW Advisors, LLC20,432$831K0.01%new13F-HRTimeline
SCHWARTZ INVESTMENT COUNSEL INC19,000$772K0.03%013F-HRTimeline
Ferguson Shapiro LLC18,727$761K0.28%-59113F-HRTimeline
JNBA Financial Advisors18,581$755K0.08%-3,74313F-HRTimeline
Auxano Advisors, LLC17,337$705K0.19%-8,74913F-HRTimeline
Straight Path Wealth Management16,755$681K0.28%+2,57513F-HRTimeline
Sanctuary Advisors, LLC16,629$676K<0.01%+18713F-HRTimeline
PURE PORTFOLIOS HOLDINGS LLC15,272$621K0.23%+3,50213F-HRTimeline
CORNERSTONE ADVISORS ASSET MANAGEMENT, …15,031$611K0.13%013F-HRTimeline
Ausdal Financial Partners, Inc.14,845$603K0.05%-12,95313F-HRTimeline
Mezzasalma Advisors, LLC14,741$599K0.21%+5,64113F-HRTimeline
IHT Wealth Management, LLC14,391$585K0.02%+1,44313F-HRTimeline
Proficio Capital Partners LLC14,080$572K0.04%new13F-HRTimeline
Autumn Glory Partners, LLC13,623$554K0.27%+5,11013F-HRTimeline
Advisory Services Network, LLC13,536$550K0.01%+7,90713F-HRTimeline
Compound Planning, Inc.13,318$541K0.02%new13F-HRTimeline
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.12,226$497K<0.01%-21,34513F-HRTimelineGroup
Perigon Wealth Management, LLC12,000$488K0.01%013F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …11,676$475K0.01%-7313F-HRTimelineGroup
NewEdge Advisors, LLC10,981$446K<0.01%-1,24213F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.10,379$422K<0.01%+2,32813F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…10,333$420K<0.01%+3,05413F-HRTimelineGroup
GARRISON POINT ADVISORS, LLC10,209$415K0.2%013F-HRTimeline
Meridian Wealth Advisors, LLC9,968$405K0.07%013F-HRTimeline
Private Advisor Group, LLC9,900$402K<0.01%+1,87713F-HRTimeline
MOODY LYNN LIEBERSON & WALKER, LLC9,841$400K0.03%013F-HRTimeline
Trademark Financial Management, LLC9,598$390K0.3%new13F-HRTimeline
Evanson Asset Management, LLC9,492$386K0.03%+3713F-HRTimeline
Sigma Planning Corp9,379$381K0.01%+49813F-HRTimeline
Atria Investments, Inc9,316$379K<0.01%new13F-HRTimeline
B. Riley Wealth Advisors, Inc.8,848$360K0.01%-9813F-HRTimeline
Cetera Investment Advisers8,812$358K<0.01%+3113F-HRTimeline
Carlton Hofferkamp & Jenks Wealth Manag…8,800$352K0.15%-60013F-HRTimeline
Copia Wealth Management8,028$326K0.3%+3,40513F-HRTimeline
MACROVIEW INVESTMENT MANAGEMENT LLC7,868$320K0.3%-37413F-HRTimeline
MML INVESTORS SERVICES, LLC7,788$317K<0.01%new13F-HRTimeline
Principia Wealth Advisory, LLC7,769$299K0.29%+1,18413F-HRTimeline
GTS SECURITIES LLC7,175$292K0.01%new13F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC6,999$285K<0.01%-172,00313F-HR/ATimelineGroup
Creative Planningin group Creative Planning6,604$268K<0.01%-3113F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY6,144$250K<0.01%+19613F-HRTimelineGroup
Qube Research & Technologies Ltd6,104$248K<0.01%-5,13113F-HRTimeline
Aspen Investment Management Inc5,914$240K0.11%new13F-HRTimeline
Aviance Capital Partners, LLC5,891$239K0.03%+613F-HRTimeline
STAR Financial Bank5,876$239K0.17%-4,02413F-HRTimeline
U.S. Capital Wealth Advisors, LLC5,700$232K0.01%new13F-HRTimeline
Mariner, LLCin group Mariner, LLC5,600$228K<0.01%new13F-HRTimelineGroup
Second Line Capital, LLC5,530$225K0.06%013F-HRTimeline
Crescent Grove Advisors, LLC5,100$207K0.02%-1,15013F-HRTimeline
Focus Financial Network, Inc.4,999$203K0.01%-98713F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC4,160$169K<0.01%-9,64213F-HRTimelineGroup
Spectrum Wealth Counsel, LLC3,861$157K0.02%013F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/3,160$128K<0.01%-1,13413F-HRTimelineGroup
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC2,050$83.3K0.02%013F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/1,800$73.2K<0.01%013F-HRTimelineGroup
COMERICA BANK1,440$58.5K<0.01%013F-HRTimeline
AMERIFLEX GROUP, INC.1,208$49.1K0.02%013F-HRTimeline
Larson Financial Group LLC1,019$41.4K<0.01%new13F-HRTimeline
GAMMA Investing LLC840$34.1K<0.01%new13F-HR/ATimeline
Briaud Financial Planning Inc712$28K0.01%013F-HRTimeline
Evelyn Partners Asset Management Ltdin group Evelyn Partners Group Ltd641$26.1K0.01%013F-HR/ATimelineGroup
Painted Porch Advisors LLC420$17.1K0.01%013F-HRTimeline
Wilmington Savings Fund Society, FSB411$16.7K<0.01%new13F-HRTimeline
Mowery & Schoenfeld Wealth Management, …372$15.1K0.03%new13F-HRTimeline
Promus Capital, LLC300$12.2K0.01%013F-HR/ATimeline
JDM Financial Group LLC273$11.1K0.01%013F-HRTimeline
Financial Freedom, LLC214$8.69K<0.01%+113F-HRTimeline
SIGNATUREFD, LLC210$8.54K<0.01%+113F-HRTimeline
CoreCap Advisors, LLC158$6.43K<0.01%+9113F-HRTimeline
MATHER GROUP, LLC.156$6.34K<0.01%013F-HRTimeline
LANARK FINANCIAL, INC.100$4K<0.01%new13F-HRTimeline
PRIVATE TRUST CO NA96$3.9K<0.01%-2,68113F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…70$2.85K<0.01%-25213F-HRTimelineGroup
Smartleaf Asset Management LLC63$2.55K<0.01%013F-HRTimeline
Truvestments Capital LLC59$2.4K<0.01%013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\58$2.36K<0.01%+2713F-HRTimelineGroup
CALDWELL SUTTER CAPITAL, INC.52$2.11K<0.01%013F-HRTimeline
Parallel Advisors, LLC50$2.03K<0.01%new13F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC38$2K<0.01%new13F-HRTimelineGroup
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…44$1.8K<0.01%new13F-HRTimeline
Cranbrook Wealth Management, LLC34$1.38K<0.01%new13F-HRTimeline
FMR LLCin group FMR LLC1$41<0.01%new13F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0-1013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.