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Disclosery

INFL LISTED FDS TR

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HORIZON KINETICS (fund)

147 managers (149 13F filers) reported a position in INFL shares at 2025-12-31, 18,760,786 shares in all. 17 filers opened a position and 13 filers sold out during the quarter.

Managers
147
13F filers
149
New
17
Added
70
Reduced
35
Sold out
13
Shares held by filers
18,760,786

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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. LLC3,974,977$177M9.71%-15,16913F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO3,527,997$157M0.01%-680,47013F-HRTimelineGroup
LPL Financial LLC1,071,712$47.6M0.01%+3,19213F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA785,933$34.9M0.01%+58,30913F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN680,460$30.3M0.01%+62,63513F-HRTimelineGroup
One Charles Private Wealth Services, LLC496,213$22.1M5.7%-5,60013F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp395,387$17.6M<0.01%+44,89413F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…384,522$17.1M0.03%+30,40413F-HR/ATimelineGroup
UBS Group AGin group UBS Group AG374,047$16.6M<0.01%+18,57213F-HRTimelineGroup
Janney Montgomery Scott LLC303,553$13.5M0.03%+12,30013F-HRTimeline
Bayshore Capital Advisors, LLC292,692$13M6.5%13F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC283,048$12.6M0.02%+5,00213F-HRTimeline
CAPTRUST FINANCIAL ADVISORS275,747$12.3M0.02%+11,46013F-HRTimeline
MAI Capital Management251,512$11.2M0.06%+251,38213F-HRTimeline
Hilltop National Bank249,174$11.1M2.68%+39,19613F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC236,615$10.5M<0.01%+14,18413F-HRTimelineGroup
FIRST FOUNDATION ADVISORSin group FIRST FOUNDATION ADVISORS224,344$9.97M0.38%+159,10713F-HRTimelineGroup
Aptus Capital Advisors, LLC212,696$9.46M0.08%+7,59413F-HRTimeline
DIVERSIFIED MANAGEMENT INC206,947$9.2M2.15%13F-HRTimeline
Kestra Advisory Services, LLCgroup of 3 filers holding204,648$9.1M+23,231Timeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC194,782$8.66M<0.01%+15,30213F-HRTimelineGroup
Coastal Bridge Advisors, LLC187,599$8.34M0.62%+5,09513F-HRTimeline
Longview Financial Advisors, Inc.172,913$7.69M5.22%+5,20313F-HRTimeline
Independent Family Office, LLC161,294$7.17M2.99%+84913F-HRTimeline
Philip James Wealth Mangement, LLC148,013$6.58M0.76%+3,68513F-HRTimeline
HighTower Advisors, LLC142,024$6.31M0.01%+95,79213F-HRTimeline
Atlas Wealth Partners, LLC130,556$5.8M6.38%+2,15113F-HRTimeline
NCM Capital Management, LLC126,123$5.61M2.08%+13,05213F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth125,762$5.59M0.01%+36,67713F-HRTimelineGroup
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.122,600$5.45M0.06%013F-HRTimelineGroup
Moors & Cabot, Inc.117,207$5.21M0.22%-1,23613F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.116,266$5.17M0.01%-3,26613F-HRTimelineGroup
IFP Advisors, Inc113,204$5.03M0.11%+2,38113F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC105,959$4.71M0.3%+5,62813F-HRTimeline
SCS Capital Management LLC101,830$4.53M0.05%-9,72813F-HRTimeline
Waterloo Capital, L.P.100,041$4.45M0.32%+1,84513F-HRTimeline
HORIZON KINETICS ASSET MANAGEMENT LLC98,980$4.4M0.06%-2,31913F-HRTimeline
NewEdge Wealth, LLC88,193$3.92M0.04%-9313F-HRTimeline
EagleClaw Capital Managment, LLC86,605$3.85M0.56%-52513F-HRTimeline
INTREPID FAMILY OFFICE LLC85,000$3.78M3.64%013F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP80,863$3.6M<0.01%+14,74213F-HRTimelineGroup
OneDigital Investment Advisors LLC74,980$3.33M0.03%+45513F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.64,228$2.86M<0.01%-1,98313F-HRTimelineGroup
Sanctuary Advisors, LLC63,278$2.81M0.02%+7,19713F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP61,839$2.75M<0.01%-15,10213F-HR/ATimelineGroup
Proficio Capital Partners LLC58,813$2.61M0.18%-71,67713F-HRTimeline
Ausdal Financial Partners, Inc.58,791$2.61M0.12%+1,26613F-HRTimeline
DAVENPORT & Co LLC56,030$2.49M0.01%+1,36013F-HRTimeline
Abacus Planning Group, Inc.54,958$2.44M0.33%+4,07113F-HRTimeline
PECAUT & CO.52,153$2.32M0.75%+4,00313F-HRTimeline
Steward Partners Investment Advisory, L…51,635$2.3M0.01%+1,86913F-HRTimeline
Pekin Hardy Strauss, Inc.49,828$2.22M0.2%-5,92013F-HRTimeline
Advisory Services Network, LLC49,654$2.21M0.03%-54513F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management45,216$2.01M0.07%+59413F-HRTimelineGroup
Lionsbridge Wealth Management LLC42,450$1.89M1.91%-17413F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC40,847$1.82M<0.01%-33313F-HRTimelineGroup
Wealthspire Advisors, LLC39,642$1.76M0.01%+42713F-HRTimeline
Stratos Wealth Partners, LTD.group of 2 filers holding37,034$1.65M-49,288Timeline
Compass Ion Advisors, LLC36,383$1.62M0.15%-2,39113F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY33,130$1.47M<0.01%+17413F-HR/ATimelineGroup
Private Advisor Group, LLC30,552$1.36M0.01%-4,12113F-HRTimeline
GUIDANCE CAPITAL, INC26,254$1.3M0.32%+2,15713F-HRTimeline
Atria Investments, Inc28,005$1.25M0.01%+6,71413F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…25,760$1.17M<0.01%013F-HRTimeline
Meridian Wealth Advisors, LLC25,898$1.15M0.16%+5,52013F-HRTimeline
Trilogy Capital Inc.22,605$1.01M0.04%+9013F-HRTimeline
Cresset Asset Management, LLC22,118$983K<0.01%+1113F-HRTimeline
Compound Planning, Inc.21,672$964K0.03%+7113F-HRTimeline
Savvy Advisors, Inc.21,541$958K0.03%new13F-HRTimeline
Essex Financial Services, Inc.in group Essex Financial Services, Inc.21,343$949K0.05%+14,79013F-HRTimelineGroup
PHILLIPS FINANCIAL MANAGEMENT, LLC20,816$925K0.06%013F-HRTimeline
GTS SECURITIES LLC19,655$874K0.03%+15,08313F-HRTimeline
Baker Ellis Asset Management LLC18,972$843K0.1%-2,61013F-HRTimeline
Beacon Pointe Advisors, LLC18,622$828K0.01%+23113F-HRTimeline
Straight Path Wealth Management18,555$825K0.22%+1,45013F-HRTimeline
PURE PORTFOLIOS HOLDINGS LLC17,834$793K0.24%-59913F-HRTimeline
JNBA Financial Advisors16,215$721K0.06%-5613F-HRTimeline
IHT Wealth Management, LLC15,859$705K0.02%+90013F-HRTimeline
Copia Wealth Management15,803$703K0.5%+21713F-HRTimeline
CORNERSTONE ADVISORS ASSET MANAGEMENT, …15,031$668K0.11%013F-HRTimeline
Cambridge Investment Research Advisors,…14,452$643K<0.01%+99013F-HRTimeline
Mezzasalma Advisors, LLC14,364$642K0.15%+2813F-HRTimeline
Bright Futures Wealth Management, LLC.13,759$612K0.45%+313F-HRTimeline
Autumn Glory Partners, LLC13,623$606K0.21%013F-HRTimeline
Cetera Investment Advisers12,951$576K<0.01%013F-HRTimeline
Perigon Wealth Management, LLC12,000$534K0.01%013F-HRTimeline
Requisite Capital Management, LLC11,100$494K0.09%new13F-HRTimeline
NewEdge Advisors, LLC10,632$473K<0.01%-43513F-HRTimeline
INGALLS & SNYDER LLC10,468$465K0.02%+1,94913F-HRTimeline
Mariner, LLCin group Mariner, LLC10,104$449K<0.01%-18313F-HRTimelineGroup
LEAVELL INVESTMENT MANAGEMENT, INC.9,871$439K0.02%-35,25013F-HRTimeline
Principia Wealth Advisory, LLC9,655$429K0.27%+46513F-HRTimeline
Evanson Asset Management, LLC9,574$426K0.02%+2113F-HRTimeline
Sigma Planning Corp9,502$422K0.01%+513F-HRTimeline
GARRISON POINT ADVISORS, LLC9,459$421K0.19%-19013F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …9,237$411K0.01%+2,76313F-HRTimelineGroup
Auxano Advisors, LLC9,222$410K0.08%-2,46913F-HRTimeline
IKE Capital, LLC8,566$381K0.33%13F-HRTimeline
Carlton Hofferkamp & Jenks Wealth Manag…8,054$358K0.12%013F-HRTimeline
&PARTNERS7,895$351K<0.01%new13F-HRTimeline
MACROVIEW INVESTMENT MANAGEMENT LLC7,880$350K0.24%+313F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…7,800$347K<0.01%013F-HRTimelineGroup
New England Private Wealth Advisors LLC7,745$344K0.04%+1013F-HR/ATimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…7,421$330K<0.01%-4613F-HRTimelineGroup
U.S. Capital Wealth Advisors, LLC7,129$317K0.01%+2913F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…6,809$303K<0.01%new13F-HRTimelineGroup
B. Riley Wealth Advisors, Inc.6,746$300K0.01%-30013F-HRTimeline
MGO ONE SEVEN LLC6,732$299K0.01%+20913F-HRTimeline
Creative Planningin group Creative Planning6,558$292K<0.01%+1113F-HRTimelineGroup
SFI Advisors, LLC6,359$283K0.18%new13F-HRTimeline
Aviance Capital Partners, LLC5,904$262K0.03%+313F-HRTimeline
Focus Financial Network, Inc.4,955$220K0.01%+913F-HRTimeline
SCOTIA CAPITAL INC.4,870$217K<0.01%013F-HRTimeline
Brookwood Investment Group LLC4,596$204K0.02%new13F-HRTimeline
AMERIFLEX GROUP, INC.3,050$136K0.07%-1,85613F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP2,840$126K<0.01%new13F-HRTimelineGroup
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC2,050$91.1K0.01%013F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/1,800$80K<0.01%013F-HRTimelineGroup
Larson Financial Group LLC1,627$72.3K<0.01%new13F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…1,563$69.5K<0.01%+90213F-HR/ATimelineGroup
2UniFi Bank1,433$63.7K0.03%013F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…1,187$52.8K<0.01%new13F-HRTimeline
COMERICA BANK845$37.6K<0.01%013F-HRTimeline
GAMMA Investing LLC840$37.3K<0.01%013F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/808$35.9K<0.01%+27613F-HRTimelineGroup
PRIVATE TRUST CO NA750$33.3K<0.01%013F-HRTimeline
Evelyn Partners Asset Management Ltdin group Evelyn Partners Group Ltd641$28.5K0.01%013F-HRTimelineGroup
Caldwell Trust Co502$22.3K<0.01%new13F-HRTimeline
Farther Finance Advisors, LLC472$21K<0.01%new13F-HRTimeline
Clarity Asset Management, Inc.380$16.9K0.01%new13F-HRTimeline
CWM, LLCin group CWM, LLC289$13K<0.01%+16913F-HRTimelineGroup
Allworth Financial LP237$10.6K<0.01%new13F-HRTimeline
AE Wealth Management LLC229$10.2K<0.01%-8813F-HRTimeline
Financial Freedom, LLC215$9.55K<0.01%013F-HRTimeline
LANARK FINANCIAL, INC.186$8.27K<0.01%-2713F-HRTimeline
LM Advisors LLC315$7.07K0.14%-6,75913F-HRTimeline
Godfrey Financial Associates, Inc.154$6.85K0.01%13F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\125$5.56K<0.01%013F-HRTimelineGroup
CoreCap Advisors, LLC67$3K<0.01%013F-HRTimeline
Parallel Advisors, LLC50$2.22K<0.01%013F-HRTimeline
Smartleaf Asset Management LLC31$1.41K<0.01%-3213F-HRTimeline
Global Retirement Partners, LLC27$1.22K<0.01%-3513F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC20$889<0.01%new13F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.15$667<0.01%new13F-HRTimelineGroup
Accordant Advisory Group Inc8$356<0.01%new13F-HRTimeline
Quattro Advisors LLC1$45<0.01%13F-HRTimeline
SIGNATUREFD, LLC0$19<0.01%-21113F-HRTimelineAmount filed as zero, left out of ratios.