Who Owns Horizon Kinetics Inflation Beneficiaries ETF (INFL)?Hedge Fund & Institutional Holders

$52.16-0.71 (-1.34%)Financial ServicesNYSE_ARCA

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$1.7672713800047002e+208T

% of Float Held

—

QoQ Change in Holders

+14 / -2

Price History

$35.95$40.75$45.55$50.35$55.15Sep 24Jun 25Mar 26

INFL — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
Bank of New York Mellon CorpNew Position+395K+$17.0M
Bayshore Capital Advisors, LLCNew Position+293K+$13.0M
Janney Montgomery Scott LLCNew Position+304K+$13.0M
COMMONWEALTH EQUITY SERVICES, LLCNew Position+283K+$12.0M
DIVERSIFIED MANAGEMENT INCNew Position+207K+$9.2M
Coastal Bridge Advisors, LLCNew Position+188K+$8.3M
ENVESTNET ASSET MANAGEMENT INCNew Position+195K+$8.0M
Philip James Wealth Mangement, LLCNew Position+148K+$6.6M
Sanctuary Advisors, LLCNew Position+148K+$6.3M
Atlas Wealth Partners, LLCNew Position+131K+$5.8M
MAI Capital ManagementIncreased+251K+$5.2M
CULLEN/FROST BANKERS, INC.New Position+123K+$5.0M
Waterloo Capital, L.P.New Position+100K+$4.0M
Abacus Planning Group, Inc.New Position+55K+$2.4M
PECAUT & CO.New Position+52K+$2.3M

INFL — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
JPMORGAN CHASE & CODecreased-680K-$187.9B
OXFORD FINANCIAL GROUP, LTD. LLCDecreased-15K-$178.2B
One Charles Private Wealth Services, LLCDecreased-6K-$22.4B
Proficio Capital Partners LLCDecreased-72K-$5.8B
Baird Financial Group, Inc.Decreased-3K-$5.3B
Moors & Cabot, Inc.Decreased-1K-$5.3B
NCM Capital Management, LLCClosed Position-113K-$5.1B
SCS Capital Management LLCDecreased-10K-$5.0B
HORIZON KINETICS ASSET MANAGEMENT LLCDecreased-2K-$4.5B
EagleClaw Capital Managment, LLCDecreased-525-$3.9B
NewEdge Wealth, LLCDecreased-93-$3.8B
Hilltop Holdings Inc.Closed Position-67K-$3.0B
OSAIC HOLDINGS, INC.Decreased-2K-$2.9B
Pekin Hardy Strauss, Inc.Decreased-6K-$2.5B
Advisory Services Network, LLCDecreased-545-$2.2B

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1OXFORD FINANCIAL GROUP, LTD. LLC3,974,977$176.7M9.71%Share
2JPMORGAN CHASE & CO3,123,206$138.0M0.01%Share
3LPL Financial LLC1,071,712$47.0M0.01%Share
4ROYAL BANK OF CANADA761,657$33.0M0.01%Share
5One Charles Private Wealth Services, LLC496,213$22.1M5.70%Share
6WELLS FARGO & COMPANY/MN413,163$18.0M0.00%Share
7Bank of New York Mellon Corp395,386$17.0M0.00%Share
8UBS Group AG374,047$16.6M0.00%Share
9JPMORGAN CHASE & CO364,882$16.0M0.00%Share
10Bayshore Capital Advisors, LLC292,692$13.0M6.50%Share
11Janney Montgomery Scott LLC303,553$13.0M0.03%Share
12COMMONWEALTH EQUITY SERVICES, LLC283,048$12.0M0.02%Share
13CAPTRUST FINANCIAL ADVISORS275,747$12.0M0.02%Share
14Hilltop National Bank248,066$11.0M2.67%Share
15MAI Capital Management251,512$11.0M0.06%Share
16WELLS FARGO & COMPANY/MN267,297$11.0M0.00%Share
17FIRST FOUNDATION ADVISORS214,576$9.5M0.36%Share
18DIVERSIFIED MANAGEMENT INC206,947$9.2M2.15%Share
19Rockefeller Capital Management L.P.219,498$9.0M0.02%Share
20Aptus Capital Advisors, LLC212,695$9.0M0.06%Share
21Coastal Bridge Advisors, LLC187,599$8.3M0.62%Share
22RAYMOND JAMES FINANCIAL INC184,541$8.0M0.00%Share
23ENVESTNET ASSET MANAGEMENT INC194,782$8.0M0.00%Share
24Longview Financial Advisors, Inc.172,913$7.7M5.22%Share
25Independent Family Office, LLC161,294$7.2M2.99%Share
26Kestra Investment Management, LLC156,783$7.0M0.17%Share
27Philip James Wealth Mangement, LLC148,013$6.6M0.76%Share
28HighTower Advisors, LLC142,024$6.0M0.01%Share
29Atlas Wealth Partners, LLC130,556$5.8M6.38%Share
30Corient Private Wealth LLC123,678$5.5M0.01%Share
31Focus Partners Wealth125,762$5.0M0.01%Share
32Baird Financial Group, Inc.116,266$5.0M0.01%Share
33IFP Advisors, Inc113,204$5.0M0.11%Share
34CULLEN/FROST BANKERS, INC.122,600$5.0M0.06%Share
35Moors & Cabot, Inc.117,207$5.0M0.21%Share
36GUARDIAN WEALTH ADVISORS, LLC / NC105,959$4.7M0.29%Share
37SCS Capital Management LLC101,830$4.5M0.05%Share
38HORIZON KINETICS ASSET MANAGEMENT LLC98,980$4.4M0.06%Share
39Waterloo Capital, L.P.100,041$4.0M0.29%Share
40NewEdge Wealth, LLC88,193$3.9M0.04%Share
41INTREPID FAMILY OFFICE LLC85,000$3.8M3.26%Share
42Rockefeller Capital Management L.P.89,014$3.0M0.01%Share
43OneDigital Investment Advisors LLC74,980$3.0M0.03%Share
44STIFEL FINANCIAL CORP80,863$3.0M0.00%Share
45EagleClaw Capital Managment, LLC86,605$3.0M0.43%Share
46Sanctuary Advisors, LLC63,278$2.8M0.02%Share
47Proficio Capital Partners LLC58,813$2.6M0.18%Share
48Ausdal Financial Partners, Inc.58,791$2.6M0.12%Share
49DAVENPORT & Co LLC56,030$2.5M0.01%Share
50Abacus Planning Group, Inc.54,958$2.4M0.33%Share

INFL Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 2025148$808.1M+59
Q3 202589$702.7B-47
Q2 2025136$734.8B-1
Q1 2025137$652.8B+23
Q4 2024114$8.5T+29
Q3 202485$346.6T+4
Q2 202481$304.2T+5
Q1 202476$212.1T—

Similar Stocks by Institutional Ownership

1306.T

NEXT FUNDS TOPIX Exchange Traded Fund

152100.KS

PLUS 200

102780.KS

Kodex Samsung Group

1591.T

NEXT FUNDS JPX-Nikkei Index 400 Exchange Traded Fund

VOO

Vanguard S&P 500 ETF

OAKI

Oakmark International Large Cap ETF

BCTK

Baron Technology ETF

JPM

JPMorgan Chase & Co.

As of Q4 2025, 50 institutional investors hold INFL (Horizon Kinetics Inflation Beneficiaries ETF). The largest holder is OXFORD FINANCIAL GROUP, LTD. LLC with $176.7M in shares. This quarter, 14 institutions opened new positions and 2 closed their positions.

Frequently Asked Questions

How many hedge funds own INFL?

As of Q4 2025, 50 institutional investors report holding INFL (Horizon Kinetics Inflation Beneficiaries ETF) in their 13F filings.

Who is the largest institutional holder of INFL?

The largest institutional holder of INFL is OXFORD FINANCIAL GROUP, LTD. LLC with $176.7M in shares.

Is institutional ownership of INFL increasing or decreasing?

This quarter, 14 institutions opened new positions in INFL and 2 closed their positions.