HORIZON KINETICS INFL BENEF INFL
$49.78
+1.3% 52w: $40.77 – $54.92
Latest 13F among current holders filed 19 days ago (Jun 16, 2026)
Price — last 12 months
research preview data40.7747.8454.92
Jun 20, 2025 Jul 2, 2026
Institutional holders
166
+18 QoQ
13F value
$852.1M
+1.5% QoQ
Smart-money holders
8
signal tier ≥ 2
New smart buyers
5
Q1 2026
Options barometer
0.9×
$1.6M calls / $1.7M puts
Institutional value by quarter
Number of holders
Who owns INFL?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| OXFORD FINANCIAL GROUP, LTD. LLC | Wealth advisor | 3.9M | $205.5M | 11.1% | -0.7% |
| LPL Financial LLC | Bank broker | 968.5K | $50.4M | 0.0% | -9.6% |
| ROYAL BANK OF CANADA | Bank broker | 829.6K | $43.2M | 0.0% | +5.6% |
| WELLS FARGO & COMPANY/MN | Bank broker | 816.9K | $42.5M | 0.0% | +20.0% |
| UBS Group AG | Bank broker | 519.5K | $27.0M | 0.0% | +38.9% |
| One Charles Private Wealth Services, LLC | Wealth advisor | 495.7K | $25.8M | 6.5% | -0.1% |
| Rockefeller Capital Management L.P. | Diversified mechanical | 436.9K | $22.7M | 0.0% | +13.6% |
| Bank of New York Mellon Corp | Diversified mechanical | 433.8K | $22.6M | 0.0% | +9.7% |
| Bayshore Capital Advisors, LLC | Other | 330.5K | $17.2M | 7.3% | +12.9% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 315.8K | $16.4M | 0.0% | +33.5% |
| Janney Montgomery Scott LLC | Diversified mechanical | 302.3K | $15.7M | 0.0% | -0.4% |
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 295.9K | $15.4M | 0.0% | +4.5% |
| CAPTRUST FINANCIAL ADVISORS | Wealth advisor | 285.7K | $14.9M | 0.0% | +3.6% |
| Hilltop National Bank | Other | 280.4K | $14.6M | 3.5% | +12.5% |
| MAI Capital Management | Wealth advisor | 256.2K | $13.3M | 0.1% | +1.8% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 249.1K | $13.0M | 0.0% | +27.9% |
| FIRST FOUNDATION ADVISORS | Other | 246.5K | $12.8M | 0.5% | +9.9% |
| DIVERSIFIED MANAGEMENT INC | Other | 229.9K | $12.0M | 2.1% | +11.1% |
| Aptus Capital Advisors, LLC | Wealth advisor | 223.3K | $11.6M | 0.1% | +5.0% |
| Coastal Bridge Advisors, LLC | Other | 191.8K | $10.0M | 0.7% | +2.2% |
| Longview Financial Advisors, Inc. | Wealth advisor | 177.2K | $9.2M | 5.6% | +2.5% |
| Focus Partners Wealth | Wealth advisor | 173.2K | $9.0M | 0.0% | +37.7% |
| COOPER INVESTORS PTY LTD ★3 | Fundamental concentrated | 172.7K | $9.0M | 3.7% | New |
| Independent Family Office, LLC | Wealth advisor | 149.9K | $7.8M | 3.2% | -7.0% |
| PECAUT & CO. | Wealth advisor | 149.4K | $7.8M | 2.5% | +186.5% |
| HighTower Advisors, LLC | Diversified mechanical | 148.6K | $7.7M | 0.0% | +4.6% |
| Kestra Investment Management, LLC | Wealth advisor | 146.4K | $7.6M | 0.1% | -6.6% |
| Atlas Wealth Partners, LLC | Other | 135.0K | $7.0M | 7.2% | +3.4% |
| NCM Capital Management, LLC | Wealth advisor | 133.7K | $7.0M | 2.5% | +6.0% |
| Moors & Cabot, Inc. | Other | 121.6K | $6.3M | 0.3% | +3.8% |
| Cullen/Frost Bankers, Inc. | Diversified mechanical | 117.1K | $6.1M | 0.1% | -4.5% |
| GUARDIAN WEALTH ADVISORS, LLC / NC | Wealth advisor | 116.7K | $6.1M | 0.4% | +10.1% |
| IFP Advisors, Inc | Wealth advisor | 109.6K | $5.7M | 0.1% | -3.2% |
| Philip James Wealth Mangement, LLC ★2 | Fundamental diversified | 102.1K | $5.3M | 0.6% | -31.0% |
| STIFEL FINANCIAL CORP | Diversified mechanical | 100.7K | $5.2M | 0.0% | +24.5% |
| HORIZON KINETICS ASSET MANAGEMENT LLC | Other | 100.4K | $5.2M | 0.1% | +1.4% |
| SCS Capital Management LLC | Wealth advisor | 99.3K | $5.2M | 0.1% | -2.5% |
| Waterloo Capital, L.P. | Wealth advisor | 97.9K | $5.1M | 0.4% | -2.1% |
| Essex Financial Services, Inc. | Wealth advisor | 92.2K | $4.8M | 0.3% | +332.1% |
| EagleClaw Capital Managment, LLC ★2 | Fundamental diversified | 88.3K | $4.6M | 0.6% | +2.0% |
| NewEdge Wealth, LLC | Other | 88.2K | $4.6M | 0.1% | 0.0% |
| INTREPID FAMILY OFFICE LLC | Wealth advisor | 85.0K | $4.4M | 3.8% | Held |
| Pillsbury Lake Capital LLC ★2 | Fundamental concentrated | 130.0K | $4.3M | 1.9% | New |
| OneDigital Investment Advisors LLC | Wealth advisor | 78.2K | $4.1M | 0.0% | +4.3% |
| Baird Financial Group, Inc. | Diversified mechanical | 75.3K | $3.9M | 0.0% | -35.2% |
| Sanctuary Advisors, LLC | Wealth advisor | 73.1K | $3.8M | 0.0% | +15.5% |
| OSAIC HOLDINGS, INC. | Wealth advisor | 62.1K | $3.2M | 0.0% | -3.2% |
| DAVENPORT & Co LLC | Diversified mechanical | 59.7K | $3.1M | 0.0% | +6.6% |
| Abacus Planning Group, Inc. | Wealth advisor | 58.7K | $3.1M | 0.4% | +6.9% |
| Steward Partners Investment Advisory, LLC | Diversified mechanical | 54.1K | $2.8M | 0.0% | +4.8% |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.