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Disclosery

INFL LISTED FDS TR

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HORIZON KINETICS (fund)

167 managers (168 13F filers) reported a position in INFL shares at 2026-03-31, 16,493,528 shares in all. 33 filers opened a position and 10 filers sold out during the quarter.

Managers
167
13F filers
168
New
33
Added
65
Reduced
48
Sold out
10
Shares held by filers
16,493,528

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
OXFORD FINANCIAL GROUP, LTD. LLC3,947,452$206M11.07%-27,52513F-HRTimeline
LPL Financial LLC968,455$50.4M0.01%-103,25713F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA829,646$43.2M0.01%+43,71313F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN816,891$42.5M0.01%+136,43113F-HR/ATimelineGroup
UBS Group AGin group UBS Group AG519,499$27M<0.01%+145,45213F-HRTimelineGroup
One Charles Private Wealth Services, LLC495,718$25.8M6.46%-49513F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…436,945$22.7M0.04%+52,42313F-HRTimelineGroup
Bank of New York Mellon Corpin group Bank of New York Mellon Corp433,834$22.6M<0.01%+38,44713F-HRTimelineGroup
Bayshore Capital Advisors, LLC330,506$17.2M7.26%+37,81413F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC315,797$16.4M0.01%+79,18213F-HRTimelineGroup
Janney Montgomery Scott LLC302,310$15.7M0.04%-1,24313F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC295,915$15.4M0.02%+12,86713F-HRTimeline
CAPTRUST FINANCIAL ADVISORS285,691$14.9M0.03%+9,94413F-HRTimeline
Hilltop National Bank280,389$14.6M3.47%+31,21513F-HRTimeline
MAI Capital Management256,154$13.3M0.08%+4,64213F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC249,138$13M<0.01%+54,35613F-HRTimelineGroup
FIRST FOUNDATION ADVISORSin group FIRST FOUNDATION ADVISORS246,486$12.8M0.52%+22,14213F-HRTimelineGroup
DIVERSIFIED MANAGEMENT INC229,919$12M2.05%+22,97213F-HRTimeline
Aptus Capital Advisors, LLC223,258$11.6M0.1%+10,56213F-HRTimeline
Coastal Bridge Advisors, LLC191,817$9.99M0.71%+4,21813F-HRTimeline
Kestra Advisory Services, LLCgroup of 3 filers holding190,909$9.94M-13,739Timeline
Longview Financial Advisors, Inc.177,208$9.23M5.64%+4,29513F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth173,216$9.02M0.01%+47,45413F-HRTimelineGroup
COOPER INVESTORS PTY LTD172,724$8.99M3.67%new13F-HRTimeline
Independent Family Office, LLC149,927$7.81M3.21%-11,36713F-HRTimeline
PECAUT & CO.149,401$7.78M2.53%+97,24813F-HRTimeline
HighTower Advisors, LLC148,561$7.73M0.01%+6,53713F-HRTimeline
Atlas Wealth Partners, LLC134,961$7.03M7.22%+4,40513F-HRTimeline
NCM Capital Management, LLC133,728$6.96M2.49%+7,60513F-HRTimeline
Moors & Cabot, Inc.121,626$6.33M0.27%+4,41913F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.117,080$6.1M0.07%-5,52013F-HRTimelineGroup
GUARDIAN WEALTH ADVISORS, LLC / NC116,707$6.08M0.39%+10,74813F-HRTimeline
IFP Advisors, Inc109,620$5.71M0.12%-3,58413F-HRTimeline
Philip James Wealth Mangement, LLC102,071$5.31M0.61%-45,94213F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP100,655$5.24M<0.01%+19,79213F-HRTimelineGroup
HORIZON KINETICS ASSET MANAGEMENT LLC100,352$5.22M0.06%+1,37213F-HRTimeline
SCS Capital Management LLC99,290$5.17M0.05%-2,54013F-HRTimeline
Waterloo Capital, L.P.97,940$5.1M0.36%-2,10113F-HRTimeline
Essex Financial Services, Inc.in group Essex Financial Services, Inc.92,231$4.8M0.27%+70,88813F-HRTimelineGroup
EagleClaw Capital Managment, LLC88,302$4.6M0.64%+1,69713F-HRTimeline
NewEdge Wealth, LLC88,197$4.59M0.05%+413F-HRTimeline
INTREPID FAMILY OFFICE LLC85,000$4.43M3.85%013F-HRTimeline
Pillsbury Lake Capital LLC129,975$4.29M1.94%new13F-HRTimeline
OneDigital Investment Advisors LLC78,189$4.07M0.04%+3,20913F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.75,314$3.92M0.01%-40,95213F-HRTimelineGroup
Sanctuary Advisors, LLC73,070$3.8M0.02%+9,79213F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.62,146$3.24M<0.01%-2,08213F-HRTimelineGroup
DAVENPORT & Co LLC59,716$3.11M0.02%+3,68613F-HRTimeline
Abacus Planning Group, Inc.58,728$3.06M0.41%+3,77013F-HRTimeline
Steward Partners Investment Advisory, L…54,118$2.82M0.01%+2,48313F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC53,986$2.81M0.06%new13F-HR/ATimeline
Advisory Services Network, LLC53,484$2.78M0.04%+3,83013F-HRTimeline
Clarity Asset Management, Inc.50,440$2.63M1.33%+50,06013F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…49,002$2.55M<0.01%+42,19313F-HRTimelineGroup
Pekin Hardy Strauss, Inc.47,566$2.48M0.26%-2,26213F-HRTimeline
Ausdal Financial Partners, Inc.44,493$2.32M0.1%-14,29813F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management43,224$2.25M0.08%-1,99213F-HRTimelineGroup
Lionsbridge Wealth Management LLC42,872$2.23M2.24%+42213F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.39,964$2.08M0.02%+2,93013F-HRTimelineGroup
Cerity Partners LLCin group Cerity Partners LLC39,700$2.07M<0.01%-1,14713F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO36,846$1.88M<0.01%-3,491,15113F-HR/ATimelineGroup
Private Advisor Group, LLC35,812$1.86M0.01%+5,26013F-HRTimeline
Compass Ion Advisors, LLC34,183$1.78M0.17%-2,20013F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY33,031$1.72M<0.01%-9913F-HRTimelineGroup
Beacon Pointe Advisors, LLC30,017$1.56M0.01%+11,39513F-HRTimeline
Atria Investments, Inc28,578$1.49M0.02%+57313F-HRTimeline
Cresset Asset Management, LLC27,263$1.42M0.01%+5,14513F-HRTimeline
Meridian Wealth Advisors, LLC25,898$1.35M0.18%013F-HRTimeline
Cambridge Investment Research Advisors,…24,569$1.28M<0.01%+10,11713F-HRTimeline
Kingsview Wealth Management, LLC22,701$1.18M0.02%new13F-HRTimeline
Trilogy Capital Inc.22,455$1.17M0.05%-15013F-HRTimeline
Waverly Advisors, LLC22,261$1.16M0.01%new13F-HRTimeline
Wealthspire Advisors, LLC22,139$1.15M0.01%-17,50313F-HRTimeline
PHILLIPS FINANCIAL MANAGEMENT, LLC20,816$1.08M0.08%013F-HRTimeline
Triad Investment Management20,050$1.04M1.23%new13F-HR/ATimeline
LAFFER TENGLER INVESTMENTS, INC.20,000$1.04M0.15%new13F-HRTimeline
Bright Futures Wealth Management, LLC.19,768$1.03M0.7%+6,00913F-HRTimeline
Baker Ellis Asset Management LLC19,472$1.01M0.12%+50013F-HRTimeline
Straight Path Wealth Management18,905$984K0.26%+35013F-HRTimeline
Mezzasalma Advisors, LLC18,183$947K0.24%+3,81913F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …17,618$917K0.01%+8,38113F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/15,500$807K<0.01%+14,69213F-HRTimelineGroup
Cetera Investment Advisers15,341$799K<0.01%+2,39013F-HRTimeline
JNBA Financial Advisors15,165$790K0.07%-1,05013F-HRTimeline
CORNERSTONE ADVISORS ASSET MANAGEMENT, …15,031$783K0.12%013F-HRTimeline
INGALLS & SNYDER LLC14,469$753K0.03%+4,00113F-HRTimeline
Autumn Glory Partners, LLC13,623$709K0.26%013F-HRTimeline
PARSONS CAPITAL MANAGEMENT INC/RI13,437$700K0.03%new13F-HRTimeline
Perigon Wealth Management, LLC12,000$625K0.01%013F-HRTimeline
Realta Investment Advisors11,763$612K0.21%new13F-HRTimeline
Savvy Advisors, Inc.11,621$605K0.02%-9,92013F-HRTimeline
Copia Wealth Management11,373$592K0.41%-4,43013F-HRTimeline
SMITH, MOORE & CO.11,192$583K0.04%new13F-HRTimeline
Greenhaven Road Investment Management, …16,024$529K0.36%new13F-HRTimeline
NewEdge Advisors, LLC9,617$501K<0.01%-1,01513F-HR/ATimeline
Evanson Asset Management, LLC9,588$499K0.03%+1413F-HRTimeline
Sigma Planning Corp9,504$495K0.01%+213F-HRTimeline
GARRISON POINT ADVISORS, LLC9,459$492K0.22%013F-HRTimeline
Proficio Capital Partners LLC8,770$457K0.02%-50,04313F-HRTimeline
IKE Capital, LLC8,566$446K0.25%013F-HRTimeline
RITHOLTZ WEALTH MANAGEMENT8,296$432K0.01%new13F-HRTimeline
Principia Wealth Advisory, LLC8,135$423K0.24%-1,52013F-HRTimeline
IHT Wealth Management, LLC8,094$421K0.01%-7,76513F-HRTimeline
MACROVIEW INVESTMENT MANAGEMENT LLC7,882$410K0.29%+213F-HRTimeline
Auxano Advisors, LLC7,709$401K0.08%-1,51313F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…7,418$386K<0.01%-313F-HRTimelineGroup
Carlton Hofferkamp & Jenks Wealth Manag…7,108$378K0.13%-94613F-HRTimeline
Destination Wealth Management7,240$377K0.01%new13F-HRTimeline
U.S. Capital Wealth Advisors, LLC7,229$376K0.01%+10013F-HRTimeline
Compound Planning, Inc.7,048$367K0.01%-14,62413F-HRTimeline
Sonoma Allocations LLC6,682$353K0.12%new13F-HRTimeline
&PARTNERS6,614$344K<0.01%-1,28113F-HRTimeline
Creative Planningin group Creative Planning6,593$343K<0.01%+3513F-HRTimelineGroup
Trademark Financial Management, LLC6,521$339K0.17%new13F-HRTimeline
GUIDANCE CAPITAL, INC6,322$334K0.08%-19,93213F-HRTimeline
SCOTIA CAPITAL INC.6,120$319K<0.01%+1,25013F-HRTimeline
New England Private Wealth Advisors LLC5,977$311K0.04%-1,76813F-HRTimeline
Aviance Capital Partners, LLC5,906$307K0.04%+213F-HRTimeline
CIBC WORLD MARKET INC.5,835$304K<0.01%new13F-HRTimeline
Magnolia Private Wealth, LLC5,759$300K0.2%new13F-HRTimeline
SFI Advisors, LLC5,357$279K0.29%-1,00213F-HRTimeline
Mariner, LLCin group Mariner, LLC5,275$275K<0.01%-4,82913F-HRTimelineGroup
INTERNATIONAL ASSETS INVESTMENT MANAGEM…5,088$264K0.02%+3,90113F-HRTimeline
HUTCHINSON CAPITAL MANAGEMENT/CA5,000$260K0.05%new13F-HRTimeline
Focus Financial Network, Inc.4,962$258K0.01%+713F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.4,801$250K0.01%-5,07013F-HRTimeline
Key Client Fiduciary Advisors, LLC4,450$232K0.08%new13F-HRTimeline
Empowered Funds, LLC4,261$222K<0.01%new13F-HR/ATimeline
MGO ONE SEVEN LLC4,110$214K<0.01%-2,62213F-HRTimeline
KFG WEALTH MANAGEMENT, LLC4,105$214K0.03%new13F-HRTimeline
Brookwood Investment Group LLC4,085$213K0.03%-51113F-HRTimeline
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…4,013$209K0.01%new13F-HRTimelineGroup
Second Line Capital, LLC3,761$200K0.04%new13F-HRTimeline
Farther Finance Advisors, LLC3,081$160K<0.01%+2,60913F-HRTimeline
Manchester Capital Management LLC2,931$153K0.02%new13F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/2,700$141K<0.01%+90013F-HRTimelineGroup
AMERIFLEX GROUP, INC.2,540$132K0.07%-51013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…1,950$102K<0.01%+38713F-HRTimelineGroup
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC1,850$96.3K0.01%-20013F-HRTimeline
Larson Financial Group LLC1,627$84.7K<0.01%013F-HRTimeline
2UniFi Bank1,433$74.6K0.04%013F-HRTimeline
SALEM INVESTMENT COUNSELORS INC1,000$52.1K<0.01%new13F-HR/ATimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…845$44K<0.01%new13F-HRTimelineGroup
GAMMA Investing LLC840$43.7K<0.01%013F-HRTimeline
MARK SHEPTOFF FINANCIAL PLANNING, LLC747$39.5K0.02%new13F-HRTimeline
PRIVATE TRUST CO NA750$39K<0.01%013F-HRTimeline
Evelyn Partners Asset Management Ltdin group Evelyn Partners Group Ltd641$33.4K0.01%013F-HRTimelineGroup
Strategic Investment Solutions, Inc. /IL422$27.2K0.01%new13F-HRTimeline
Caldwell Trust Co502$26.1K<0.01%013F-HRTimeline
Qube Research & Technologies Ltd272$14.2K<0.01%new13F-HRTimeline
Financial Freedom, LLC215$11.2K0.01%013F-HRTimeline
MB, LEVIS & ASSOCIATES, LLC200$10.4K<0.01%new13F-HRTimeline
LANARK FINANCIAL, INC.156$8.12K<0.01%-3013F-HRTimeline
Godfrey Financial Associates, Inc.154$8.02K0.01%013F-HRTimeline
Wilmington Savings Fund Society, FSB150$7.81K<0.01%new13F-HRTimeline
LM Advisors LLC394$7.57K0.13%+7913F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\125$6.51K<0.01%013F-HRTimelineGroup
Reyes Financial Architecture, Inc.94$4.89K<0.01%new13F-HRTimeline
AE Wealth Management LLC69$3.57K<0.01%-16013F-HRTimeline
CoreCap Advisors, LLC67$3.51K<0.01%013F-HRTimeline
Parallel Advisors, LLC50$2.6K<0.01%013F-HR/ATimeline
Smartleaf Asset Management LLC31$1.61K<0.01%013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC15$781<0.01%new13F-HRTimeline
Allworth Financial LP13$668<0.01%-22413F-HRTimeline
Accordant Advisory Group Inc8$417<0.01%013F-HRTimeline
SIGNATUREFD, LLC0$22<0.01%013F-HRTimelineAmount filed as zero, left out of ratios.
Corient Private Wealth LPin group Corient Private Wealth LP55,779$4.95K-6,06013F-HRTimelineGroupValue about 1/1,000 of the price other filers imply, kept as filed and left out of ratios.