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Disclosery

INFL LISTED FDS TR

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HORIZON KINETICS (fund)

150 managers (151 13F filers) reported a position in INFL shares at 2025-06-30, 18,632,412 shares in all. 21 filers opened a position and 13 filers sold out during the quarter.

Managers
150
13F filers
151
New
21
Added
66
Reduced
40
Sold out
13
Shares held by filers
18,632,412

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO4,775,405$201M0.01%+628,25513F-HRTimelineGroup
OXFORD FINANCIAL GROUP, LTD. LLC4,002,592$169M10.03%+7,01513F-HRTimeline
LPL Financial LLC1,188,679$50.1M0.02%+51,39813F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN660,707$27.9M0.01%+185,73613F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA639,896$27M0.01%+89,36113F-HR/ATimelineGroup
One Charles Private Wealth Services, LLC496,766$20.9M5.89%+9,10713F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…338,868$14.3M0.03%+38,28313F-HR/ATimelineGroup
UBS Group AGin group UBS Group AG336,085$14.2M<0.01%-57,69713F-HRTimelineGroup
Bank of New York Mellon Corpin group Bank of New York Mellon Corp307,225$13M<0.01%-11,41313F-HRTimelineGroup
Janney Montgomery Scott LLC279,661$11.8M0.03%+26,55013F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC274,555$11.6M0.02%+2,58613F-HRTimeline
CAPTRUST FINANCIAL ADVISORS261,245$11M0.02%-96313F-HRTimeline
Lowe Wealth Advisors, LLC245,118$10.3M4.04%+9,78813F-HRTimeline
Aptus Capital Advisors, LLC199,321$8.41M0.08%+99,87713F-HRTimeline
Hilltop National Bank188,413$7.95M2.07%13F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC173,656$7.32M<0.01%+4,56013F-HRTimelineGroup
Longview Financial Advisors, Inc.165,818$6.99M5.94%-2,93113F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC156,922$6.62M<0.01%+16,59813F-HRTimelineGroup
Philip James Wealth Mangement, LLC150,777$6.36M0.81%+1,84613F-HRTimeline
Kestra Investment Management, LLCin group Kestra Advisory Services, LLC149,653$6.31M0.19%-129,04913F-HR/ATimelineGroup
Independent Family Office, LLC134,886$5.76M2.67%+29,53013F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.122,600$5.17M0.06%-49,40013F-HRTimelineGroup
Baird Financial Group, Inc.in group Baird Financial Group, Inc.122,583$5.17M0.01%-2,04213F-HRTimelineGroup
Atlas Wealth Partners, LLC121,905$5.14M5.93%+1,62413F-HRTimeline
Moors & Cabot, Inc.120,943$5.1M0.24%-13,29013F-HRTimeline
SCS Capital Management LLC113,925$4.8M0.05%-72913F-HRTimeline
IFP Advisors, Inc110,448$4.66M0.13%-5,80013F-HRTimeline
NCM Capital Management, LLC107,349$4.53M1.86%+14,38613F-HRTimeline
HORIZON KINETICS ASSET MANAGEMENT LLC102,956$4.34M0.05%+4,61013F-HRTimeline
HighTower Advisors, LLC96,756$4.08M0.01%-4,21413F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC96,004$4.05M0.29%+6,08613F-HRTimeline
Waterloo Capital, L.P.95,399$4.02M0.32%new13F-HRTimeline
EagleClaw Capital Managment, LLC87,555$3.69M0.55%+98313F-HRTimeline
Stratos Wealth Partners, LTD.group of 2 filers holding86,493$3.65M+4,557Timeline
NewEdge Wealth, LLC85,558$3.59M0.06%+1113F-HRTimeline
INTREPID FAMILY OFFICE LLC85,000$3.58M3.87%013F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP84,637$3.57M<0.01%new13F-HR/ATimelineGroup
OneDigital Investment Advisors LLC73,142$3.08M0.03%+18313F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.69,407$2.93M0.19%new13F-HRTimelineGroup
Proficio Capital Partners LLC66,315$2.8M0.17%+52,23513F-HRTimeline
Pekin Hardy Strauss, Inc.57,788$2.44M0.28%-4513F-HRTimeline
DAVENPORT & Co LLC51,514$2.17M0.01%+94113F-HRTimeline
Sanctuary Advisors, LLC51,413$2.17M0.01%+34,78413F-HRTimeline
Steward Partners Investment Advisory, L…49,918$2.11M0.02%-2413F-HRTimeline
Advisory Services Network, LLC49,541$2.05M0.03%+36,00513F-HRTimeline
PECAUT & CO.48,150$2.03M0.67%013F-HRTimeline
Abacus Planning Group, Inc.47,345$2M0.3%+8,46913F-HR/ATimeline
Spire Wealth Managementin group Spire Wealth Management44,985$1.9M0.07%-74913F-HRTimelineGroup
Cerity Partners LLCin group Cerity Partners LLC42,852$1.81M<0.01%+1,63813F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…42,054$1.77M<0.01%+7,06013F-HRTimelineGroup
Lionsbridge Wealth Management LLC41,706$1.76M1.75%-76413F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP41,591$1.75M<0.01%+14,71013F-HRTimelineGroup
Focus Partners Wealthin group Focus Partners Wealth40,288$1.7M<0.01%+16,70713F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.39,704$1.67M<0.01%+29,32513F-HR/ATimelineGroup
Wealthspire Advisors, LLC39,267$1.66M0.01%+1,29313F-HRTimeline
Compass Ion Advisors, LLC38,766$1.63M0.18%-44713F-HRTimeline
FIRST FOUNDATION ADVISORSin group FIRST FOUNDATION ADVISORS37,762$1.59M0.06%new13F-HRTimelineGroup
Coastal Bridge Advisors, LLC35,855$1.51M0.13%+1,83313F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.34,101$1.44M0.06%new13F-HRTimeline
Private Advisor Group, LLC33,531$1.41M0.01%+23,63113F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY32,413$1.37M<0.01%+26,26913F-HRTimelineGroup
GTS SECURITIES LLC26,717$1.13M0.05%+19,54213F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…25,760$1.09M<0.01%013F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC25,264$1.07M<0.01%+18,26513F-HRTimelineGroup
Trilogy Capital Inc.22,615$954K0.05%-1,75013F-HRTimeline
Cresset Asset Management, LLC22,107$932K<0.01%-7,75013F-HR/ATimeline
GUIDANCE CAPITAL, INC22,667$932K0.27%+1,94213F-HRTimeline
Baker Ellis Asset Management LLC21,570$910K0.12%-1,84813F-HRTimeline
PHILLIPS FINANCIAL MANAGEMENT, LLC20,816$871K0.06%new13F-HRTimeline
CW Advisors, LLC20,558$867K0.01%+12613F-HRTimeline
Stegent Equity Advisors, Inc.20,373$859K0.76%-17513F-HRTimeline
Compound Planning, Inc.20,131$849K0.03%+6,81313F-HRTimeline
Cambridge Investment Research Advisors,…19,658$829K<0.01%-6,32413F-HRTimeline
SCHWARTZ INVESTMENT COUNSEL INC19,000$801K0.03%013F-HRTimeline
Beacon Pointe Advisors, LLC17,461$736K0.01%new13F-HRTimeline
Straight Path Wealth Management17,355$732K0.25%+60013F-HRTimeline
JNBA Financial Advisors16,941$714K0.07%-1,64013F-HRTimeline
PURE PORTFOLIOS HOLDINGS LLC16,217$684K0.23%+94513F-HRTimeline
Ferguson Shapiro LLC15,181$640K0.22%-3,54613F-HRTimeline
Atria Investments, Inc15,094$637K0.01%+5,77813F-HRTimeline
CORNERSTONE ADVISORS ASSET MANAGEMENT, …15,031$634K0.12%013F-HRTimeline
Mezzasalma Advisors, LLC14,805$624K0.19%+6413F-HRTimeline
Meridian Wealth Advisors, LLC14,778$623K0.1%+4,81013F-HRTimeline
IHT Wealth Management, LLC14,559$614K0.02%+16813F-HRTimeline
Waverly Advisors, LLC14,412$608K0.01%new13F-HRTimeline
Ausdal Financial Partners, Inc.14,234$600K0.04%-61113F-HRTimeline
Autumn Glory Partners, LLC13,623$574K0.27%013F-HRTimeline
Auxano Advisors, LLC12,897$544K0.13%-4,44013F-HRTimeline
Copia Wealth Management12,469$526K0.44%+4,44113F-HRTimeline
NewEdge Advisors, LLC12,009$506K<0.01%+1,02813F-HRTimeline
Perigon Wealth Management, LLC12,000$506K0.01%013F-HRTimeline
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.11,849$500K<0.01%-37713F-HRTimelineGroup
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …11,474$484K0.01%-20213F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC10,498$443K<0.01%+4,89813F-HRTimelineGroup
Trademark Financial Management, LLC9,989$421K0.26%+39113F-HRTimeline
GARRISON POINT ADVISORS, LLC9,929$419K0.19%-28013F-HRTimeline
Cetera Investment Advisers9,905$418K<0.01%+1,09313F-HRTimeline
Evanson Asset Management, LLC9,533$402K0.02%+4113F-HRTimeline
Sigma Planning Corp9,388$396K0.01%+913F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…9,078$383K<0.01%-1,25513F-HRTimelineGroup
Principia Wealth Advisory, LLC8,838$372K0.32%+1,06913F-HRTimeline
Carlton Hofferkamp & Jenks Wealth Manag…8,054$335K0.12%-74613F-HRTimeline
MACROVIEW INVESTMENT MANAGEMENT LLC7,874$332K0.27%+613F-HRTimeline
New England Private Wealth Advisors LLC7,725$322K0.05%new13F-HRTimeline
B. Riley Wealth Advisors, Inc.7,346$310K0.02%-1,50213F-HRTimeline
U.S. Capital Wealth Advisors, LLC7,100$299K0.01%+1,40013F-HRTimeline
LM Advisors LLC7,074$298K0.04%new13F-HRTimeline
MML INVESTORS SERVICES, LLC7,053$297K<0.01%-73513F-HRTimeline
Creative Planningin group Creative Planning6,547$276K<0.01%-5713F-HRTimelineGroup
Aspen Investment Management Inc5,914$249K0.1%013F-HRTimeline
Aviance Capital Partners, LLC5,897$249K0.03%+613F-HRTimeline
D.A. DAVIDSON & CO.5,238$221K<0.01%new13F-HRTimeline
Second Line Capital, LLC5,184$219K0.05%-34613F-HRTimeline
Focus Financial Network, Inc.4,937$208K0.01%-6213F-HRTimeline
SCOTIA CAPITAL INC.4,870$205K<0.01%new13F-HRTimeline
Essex Financial Services, Inc.in group Essex Financial Services, Inc.4,788$202K0.01%new13F-HRTimelineGroup
Magnus Financial Group LLC4,773$201K0.02%new13F-HRTimeline
Qube Research & Technologies Ltd2,674$113K<0.01%-3,43013F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/2,115$89.2K<0.01%-1,04513F-HRTimelineGroup
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/2,100$88.6K<0.01%+30013F-HRTimelineGroup
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC2,050$86.4K0.01%013F-HRTimeline
2UniFi Bank1,433$60.4K0.03%new13F-HRTimeline
AMERIFLEX GROUP, INC.1,208$50.9K0.03%013F-HRTimeline
COMERICA BANK1,019$43K<0.01%-42113F-HRTimeline
PRIVATE TRUST CO NA865$36.5K<0.01%+76913F-HRTimeline
GAMMA Investing LLC840$35.4K<0.01%013F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…741$31.2K<0.01%new13F-HRTimelineGroup
Briaud Financial Planning Inc712$30K0.01%013F-HRTimeline
Evelyn Partners Asset Management Ltdin group Evelyn Partners Group Ltd641$27K0.01%013F-HR/ATimelineGroup
Wilmington Savings Fund Society, FSB478$20.2K<0.01%+6713F-HRTimeline
Painted Porch Advisors LLC420$17.7K0.01%013F-HRTimeline
Promus Capital, LLC300$12.7K0.01%013F-HR/ATimeline
JDM Financial Group LLC273$11.5K0.01%013F-HRTimeline
TWIN PEAKS WEALTH ADVISORS, LLC233$9.82K<0.01%new13F-HRTimeline
AE Wealth Management LLC215$9.07K<0.01%new13F-HRTimeline
Financial Freedom, LLC215$9.05K<0.01%+113F-HRTimeline
SIGNATUREFD, LLC211$8.89K<0.01%+113F-HRTimeline
CoreCap Advisors, LLC158$6.68K<0.01%013F-HRTimeline
GROUP ONE TRADING LLC100$4.22K<0.01%new13F-HRTimeline
LANARK FINANCIAL, INC.100$4K<0.01%013F-HRTimeline
Smartleaf Asset Management LLC63$2.63K<0.01%013F-HRTimeline
Global Retirement Partners, LLC62$2.62K<0.01%13F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…61$2.57K<0.01%-913F-HRTimelineGroup
Parallel Advisors, LLC50$2.11K<0.01%013F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC38$2K<0.01%013F-HRTimelineGroup
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.41$1.73K<0.01%new13F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\31$1.31K<0.01%-2713F-HRTimelineGroup
SIMPLEX TRADING, LLC37$1K<0.01%new13F-HRTimeline
FMR LLCin group FMR LLC4$169<0.01%+313F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.