Who owns INFL?
Horizon Kinetics Inflation Beneficiaries ETF · Horizon Kinetics
175 institutions reported holding INFL, worth $854.4M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of INFL
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Oxford Financial Group, Ltd. LLC | Indianapolis, IN | $192.5M | 3,860,173 | −87,279 shares |
| Wells Fargo & Company | San Francisco, CA | $58.7M | 1,176,625 | +359,734 shares |
| LPL Financial LLC | Fort Mill, SC | $54.5M | 1,091,671 | +123,216 shares |
| Royal Bank of Canada | Toronto, Ontario, Canada | $45.7M | 916,922 | +87,276 shares |
| Rockefeller Capital Management L.P. | New York, NY | $25.1M | 503,418 | +66,473 shares |
| One Charles Private Wealth Services, LLC | Hingham, MA | $24.2M | 484,447 | −11,271 shares |
| UBS Group AG | Zurich, Switzerland | $23.0M | 460,192 | −59,307 shares |
| Commonwealth Equity Services, LLC | Waltham, MA | $15.9M | 319,322 | +23,407 shares |
| First Foundation Advisors | Irvine, CA | $15.9M | 318,044 | +71,558 shares |
| Envestnet Asset Management Inc. | Berwyn, PA | $15.5M | 311,549 | +62,411 shares |
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
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Frequently asked questions
Who owns INFL?
175 institutional managers reported holding INFL in Form 13F filings for June 30, 2026, worth $854.4M in total. The largest reported position was held by Oxford Financial Group, Ltd. LLC, at $192.5M.
Did institutions buy or sell INFL last quarter?
Reported 13F value fell 0.2% from March 31, 2026, which includes price moves as well as buying and selling. 31 firms reported a new position and 19 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is INFL ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.