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Disclosery

INFL LISTED FDS TR

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HORIZON KINETICS (fund)

140 managers (142 13F filers) reported a position in INFL shares at 2025-09-30, 18,492,589 shares in all. 7 filers opened a position and 15 filers sold out during the quarter.

Managers
140
13F filers
142
New
7
Added
62
Reduced
44
Sold out
15
Shares held by filers
18,492,589

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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 & CO4,208,467$188M0.01%-566,93813F-HR/ATimelineGroup
OXFORD FINANCIAL GROUP, LTD. LLC3,990,146$178M10.09%-12,44613F-HRTimeline
LPL Financial LLC1,068,520$47.8M0.01%-120,15913F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA727,624$32.5M0.01%+87,72813F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN617,825$27.6M0.01%-42,88213F-HRTimelineGroup
One Charles Private Wealth Services, LLC501,813$22.4M5.89%+5,04713F-HRTimeline
UBS Group AGin group UBS Group AG355,475$15.9M<0.01%+19,39013F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…354,118$15.8M0.03%+15,25013F-HRTimelineGroup
Bank of New York Mellon Corpin group Bank of New York Mellon Corp350,493$15.7M<0.01%+43,26813F-HRTimelineGroup
Janney Montgomery Scott LLC291,253$13M0.03%+11,59213F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC278,046$12.4M0.02%+3,49113F-HRTimeline
CAPTRUST FINANCIAL ADVISORS264,287$11.8M0.02%+3,04213F-HRTimeline
Lowe Wealth Advisors, LLC250,770$11.2M4.09%+5,65213F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC222,431$9.94M<0.01%+48,77513F-HRTimelineGroup
Hilltop National Bank209,978$9.38M2.31%+21,56513F-HRTimeline
Aptus Capital Advisors, LLC205,102$9.17M0.08%+5,78113F-HRTimeline
Coastal Bridge Advisors, LLC182,504$8.16M0.62%+146,64913F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding181,417$8.11M+31,764Timeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC179,480$8.02M<0.01%+22,55813F-HRTimelineGroup
Longview Financial Advisors, Inc.167,710$7.5M5.35%+1,89213F-HRTimeline
Independent Family Office, LLC160,445$7.17M3.03%+25,55913F-HRTimeline
Philip James Wealth Mangement, LLC144,328$6.45M0.75%-6,44913F-HRTimeline
Proficio Capital Partners LLC130,490$5.83M0.4%+64,17513F-HR/ATimeline
Atlas Wealth Partners, LLC128,405$5.74M5.86%+6,50013F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.122,600$5.48M0.06%013F-HRTimelineGroup
Baird Financial Group, Inc.in group Baird Financial Group, Inc.119,532$5.34M0.01%-3,05113F-HRTimelineGroup
Moors & Cabot, Inc.118,443$5.29M0.23%-2,50013F-HRTimeline
NCM Capital Management, LLC113,071$5.05M1.96%+5,72213F-HRTimeline
SCS Capital Management LLC111,558$4.99M0.05%-2,36713F-HRTimeline
IFP Advisors, Inc110,823$4.95M0.13%+37513F-HR/ATimeline
HORIZON KINETICS ASSET MANAGEMENT LLC101,299$4.53M0.06%-1,65713F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC100,331$4.48M0.29%+4,32713F-HRTimeline
Waterloo Capital, L.P.98,196$4.39M0.33%+2,79713F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth89,085$3.98M0.01%+48,79713F-HRTimelineGroup
EagleClaw Capital Managment, LLC87,130$3.89M0.54%-42513F-HRTimeline
Stratos Wealth Partners, LTD.group of 2 filers holding86,322$3.86M-171Timeline
NewEdge Wealth, LLC88,286$3.83M0.05%+2,72813F-HRTimeline
INTREPID FAMILY OFFICE LLC85,000$3.8M3.43%013F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP76,941$3.44M0.01%-7,69613F-HRTimelineGroup
OneDigital Investment Advisors LLC74,525$3.33M0.03%+1,38313F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.66,556$2.97M0.16%-2,85113F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP66,121$2.96M<0.01%+24,53013F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.66,211$2.94M<0.01%+26,50713F-HRTimelineGroup
FIRST FOUNDATION ADVISORSin group FIRST FOUNDATION ADVISORS65,237$2.92M0.11%+27,47513F-HRTimelineGroup
Ausdal Financial Partners, Inc.57,525$2.57M0.13%+43,29113F-HRTimeline
Sanctuary Advisors, LLC56,081$2.51M0.01%+4,66813F-HR/ATimeline
Pekin Hardy Strauss, Inc.55,748$2.49M0.25%-2,04013F-HRTimeline
DAVENPORT & Co LLC54,670$2.44M0.01%+3,15613F-HRTimeline
Abacus Planning Group, Inc.50,887$2.27M0.31%+3,54213F-HRTimeline
Advisory Services Network, LLC50,199$2.24M0.03%+65813F-HRTimeline
Steward Partners Investment Advisory, L…49,766$2.22M0.01%-15213F-HRTimeline
PECAUT & CO.48,150$2.15M0.69%013F-HRTimeline
HighTower Advisors, LLC46,232$2.07M<0.01%-50,52413F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.45,121$2.02M0.09%+11,02013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management44,622$1.99M0.07%-36313F-HRTimelineGroup
Lionsbridge Wealth Management LLC42,624$1.91M1.88%+91813F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC41,180$1.84M<0.01%-1,67213F-HRTimelineGroup
Wealthspire Advisors, LLC39,215$1.75M0.01%-5213F-HRTimeline
Compass Ion Advisors, LLC38,774$1.73M0.17%+813F-HRTimeline
Private Advisor Group, LLC34,673$1.55M0.01%+1,14213F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC33,162$1.48M<0.01%new13F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY32,956$1.47M<0.01%+54313F-HR/ATimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…25,760$1.16M<0.01%013F-HRTimeline
GUIDANCE CAPITAL, INC24,097$1.05M0.28%+1,43013F-HRTimeline
Trilogy Capital Inc.22,515$1.01M0.05%-10013F-HRTimeline
Cresset Asset Management, LLC22,107$988K<0.01%013F-HR/ATimeline
Compound Planning, Inc.21,601$965K0.03%+1,47013F-HRTimeline
Baker Ellis Asset Management LLC21,582$965K0.12%+1213F-HRTimeline
Atria Investments, Inc21,291$952K0.01%+6,19713F-HRTimeline
PHILLIPS FINANCIAL MANAGEMENT, LLC20,816$930K0.06%013F-HRTimeline
Meridian Wealth Advisors, LLC20,378$911K0.13%+5,60013F-HRTimeline
Stegent Equity Advisors, Inc.20,124$899K0.73%-24913F-HRTimeline
PURE PORTFOLIOS HOLDINGS LLC18,433$824K0.26%+2,21613F-HRTimeline
Beacon Pointe Advisors, LLC18,391$822K0.01%+93013F-HRTimeline
Straight Path Wealth Management17,105$765K0.21%-25013F-HRTimeline
JNBA Financial Advisors16,271$727K0.07%-67013F-HRTimeline
Copia Wealth Management15,586$697K0.52%+3,11713F-HRTimeline
CORNERSTONE ADVISORS ASSET MANAGEMENT, …15,031$672K0.12%013F-HRTimeline
IHT Wealth Management, LLC14,959$669K0.02%+40013F-HRTimeline
Mezzasalma Advisors, LLC14,336$641K0.16%-46913F-HRTimeline
Bright Futures Wealth Management, LLC.13,756$615K0.48%13F-HRTimeline
Autumn Glory Partners, LLC13,623$609K0.25%013F-HRTimeline
Cambridge Investment Research Advisors,…13,462$602K<0.01%-6,19613F-HRTimeline
Cetera Investment Advisers12,951$579K<0.01%+3,04613F-HRTimeline
Perigon Wealth Management, LLC12,000$536K0.01%013F-HRTimeline
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.11,849$530K<0.01%013F-HRTimelineGroup
Auxano Advisors, LLC11,691$523K0.11%-1,20613F-HRTimeline
NewEdge Advisors, LLC11,067$495K<0.01%-94213F-HRTimeline
Mariner, LLCin group Mariner, LLC10,287$460K<0.01%-21113F-HRTimelineGroup
GARRISON POINT ADVISORS, LLC9,649$431K0.18%-28013F-HRTimeline
Evanson Asset Management, LLC9,553$427K0.02%+2013F-HRTimeline
Trademark Financial Management, LLC9,524$426K0.25%-46513F-HRTimeline
Sigma Planning Corp9,497$424K0.01%+10913F-HRTimeline
Principia Wealth Advisory, LLC9,190$411K0.29%+35213F-HRTimeline
INGALLS & SNYDER LLC8,519$381K0.01%new13F-HRTimeline
MACROVIEW INVESTMENT MANAGEMENT LLC7,877$352K0.26%+313F-HRTimeline
Carlton Hofferkamp & Jenks Wealth Manag…8,054$351K0.12%013F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…7,800$349K<0.01%new13F-HRTimelineGroup
New England Private Wealth Advisors LLC7,735$346K0.05%+1013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…7,467$334K<0.01%-1,61113F-HRTimelineGroup
U.S. Capital Wealth Advisors, LLC7,100$317K0.01%013F-HRTimeline
LM Advisors LLC7,074$316K0.05%013F-HRTimeline
B. Riley Wealth Advisors, Inc.7,046$315K0.02%-30013F-HRTimeline
Essex Financial Services, Inc.in group Essex Financial Services, Inc.6,553$293K0.02%+1,76513F-HRTimelineGroup
Creative Planningin group Creative Planning6,547$293K<0.01%013F-HRTimelineGroup
MGO ONE SEVEN LLC6,523$292K0.01%new13F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …6,474$289K<0.01%-5,00013F-HRTimelineGroup
Aviance Capital Partners, LLC5,901$264K0.03%+413F-HRTimeline
D.A. DAVIDSON & CO.5,238$234K<0.01%013F-HRTimeline
Focus Financial Network, Inc.4,946$221K0.01%+913F-HRTimeline
AMERIFLEX GROUP, INC.4,906$219K0.08%+3,69813F-HRTimeline
SCOTIA CAPITAL INC.4,870$218K<0.01%013F-HRTimeline
Magnus Financial Group LLC4,654$208K0.02%-11913F-HRTimeline
GTS SECURITIES LLC4,572$204K0.01%-22,14513F-HRTimeline
Qube Research & Technologies Ltd2,108$94.2K<0.01%-56613F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC2,050$91.6K0.01%013F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/1,800$80.5K<0.01%-30013F-HRTimelineGroup
2UniFi Bank1,433$64K0.03%013F-HRTimeline
COMERICA BANK845$37.8K<0.01%-17413F-HRTimeline
GAMMA Investing LLC840$37.5K<0.01%013F-HRTimeline
PRIVATE TRUST CO NA750$33.5K<0.01%-11513F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…661$29.5K<0.01%+60013F-HRTimelineGroup
Evelyn Partners Asset Management Ltdin group Evelyn Partners Group Ltd641$28.6K0.01%013F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/532$23.8K<0.01%-1,58313F-HR/ATimelineGroup
Painted Porch Advisors LLC420$18.8K0.01%013F-HRTimeline
AE Wealth Management LLC317$14.2K<0.01%+10213F-HRTimeline
Promus Capital, LLC300$13.4K0.01%013F-HRTimeline
JDM Financial Group LLC273$12.2K0.01%013F-HRTimeline
Financial Freedom, LLC215$9.6K<0.01%013F-HRTimeline
LANARK FINANCIAL, INC.213$9.52K<0.01%+11313F-HRTimeline
SIGNATUREFD, LLC211$9.45K<0.01%013F-HRTimeline
MAI Capital Management130$5.81K<0.01%new13F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\125$5.59K<0.01%+9413F-HRTimelineGroup
CWM, LLCin group CWM, LLC120$5K<0.01%new13F-HRTimelineGroup
CoreCap Advisors, LLC67$3.01K<0.01%-9113F-HRTimeline
Smartleaf Asset Management LLC63$2.8K<0.01%013F-HRTimeline
Global Retirement Partners, LLC62$2.78K<0.01%013F-HRTimeline
Parallel Advisors, LLC50$2.23K<0.01%013F-HRTimeline
GROUP ONE TRADING LLC29$1.3K<0.01%-7113F-HRTimeline
SIMPLEX TRADING, LLC17$00%-2013F-HRTimelineValue filed as zero, left out of ratios.