Who Owns INFL?

Horizon Kinetics Inflation Beneficiaries ETF — Institutional Ownership & 13F Holdings

$53.19

-0.09 (-0.16%)

Market Cap

$1.6B

Shares Outstanding

27,865,635

Institutional Holders

137

Total Inst. Value

$577.2M

% of Float Held

QoQ Holder Change

+61

Institutional data as of Q1 2025

New Positions

39

Closed Positions

16

Increased

50

Decreased

26

Institutional Ownership Trend

Top 10 Institutional Holders(Q1 2025)

#FundValueShares
1JPMORGAN CHASE & CO$168.6M4,147,150
2OXFORD FINANCIAL GROUP, LTD. LLC$162.4M3,995,577
3ROYAL BANK OF CANADA$22.4M550,535
4One Charles Private Wealth Services, LLC$19.8M487,659
5WELLS FARGO & COMPANY/MN$19.3M474,971
6UBS Group AG$16.0M393,782
7Bank of New York Mellon Corp$13.0M318,638
8Rockefeller Capital Management L.P.$12.2M300,585
9Janney Montgomery Scott LLCNew$10.3M253,111
10Lowe Wealth Advisors, LLCNew$9.6M235,330

Biggest Buyers & Sellers This Quarter

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Frequently Asked Questions

How many institutional investors hold INFL?

As of Q1 2025, 137 institutional investors report holding INFL (Horizon Kinetics Inflation Beneficiaries ETF) in their 13F filings.

Which hedge fund owns the most INFL?

The largest institutional holder of INFL is JPMORGAN CHASE & CO with $168.6M in shares.

Are institutions buying or selling INFL?

This quarter, 39 institutions opened new positions in INFL and 16 closed their positions.

What is 13F institutional ownership?

SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.

How often is institutional ownership data updated?

13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.