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Horizon Kinetics Inflation Beneficiaries ETF (INFL) Institutional Ownership

Horizon Kinetics Inflation Beneficiaries ETF logo
$52.76 +0.40 (+0.76%)
As of 04:10 PM Eastern

Institutional Ownership Changes (13F Filings) for Horizon Kinetics Inflation Beneficiaries ETF (NYSEARCA:INFL)

Number of
Institutional Buyers
(last 12 months)
13
Total
Institutional Inflows
(last 12 months)
$5.84M
Number of
Institutional Sellers
(last 12 months)
8
Total
Institutional Outflows
(last 12 months)
$59.30M
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INFL Institutional Buying and Selling by Quarter

Horizon Kinetics Inflation Beneficiaries ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/7/2026 Cooper Investors PTY Ltd.106,357$5.31M2.4%-38.4%0.360%
7/6/2026 Longview Financial Advisors Inc.187,257$9.34M5.5%+5.7%0.634%
5/5/2026 Bank of New York Mellon Corp433,834$22.59M0.0%+9.7%1.510%
4/22/2026 Janney Montgomery Scott LLC302,310$15.74M0.0%-0.4%1.058%
4/20/2026 Longview Financial Advisors Inc.177,208$9.23M5.6%+2.5%0.620%
2/18/2026Ameriflex Group Inc.3,050$136K0.1%-37.8%0.010%
2/18/2026 NewEdge Advisors LLC10,632$473K0.0%-3.9%0.036%
2/17/2026 Advisory Services Network LLC49,654$2.21M0.0%-1.1%0.166%
2/17/2026Captrust Financial Advisors275,747$12.26M0.0%+4.3%0.924%
2/11/2026 Janney Montgomery Scott LLC303,553$13.50M0.0%+4.2%1.018%
2/11/2026 JPMorgan Chase & Co.3,527,997$156.86M0.0%-16.2%11.827%
2/10/2026 Waterloo Capital L.P.100,041$4.45M0.3%+1.9%0.335%
2/10/2026Principia Wealth Advisory LLC9,655$429K0.1%+5.1%0.032%
2/6/2026Copia Wealth Management15,803$703K0.5%+1.4%0.053%
2/2/2026 Longview Financial Advisors Inc.172,913$7.69M5.2%+3.1%0.582%
12/2/2025 IFP Advisors Inc110,823$4.95M0.1%+0.3%0.376%
11/19/2025Captrust Financial Advisors264,287$11.81M0.0%+1.2%0.896%
11/17/2025 NewEdge Advisors LLC11,067$495K0.0%-7.8%0.038%
11/17/2025Hilltop Holdings Inc.66,556$2.98M0.2%-4.1%0.226%
11/13/2025 Longview Financial Advisors Inc.167,710$7.50M5.3%+1.1%0.569%
11/13/2025Ameriflex Group Inc.4,906$219K0.1%+306.1%0.017%
11/7/2025 JPMorgan Chase & Co.4,208,467$188.10M0.0%-11.9%14.266%
11/5/2025 Waterloo Capital L.P.98,196$4.39M0.3%+2.9%0.333%
10/31/2025Copia Wealth Management15,586$697K0.5%+25.0%0.053%
10/28/2025 Leavell Investment Management Inc.45,121$2.02M0.1%+32.3%0.149%
10/16/2025Lowe Wealth Advisors LLC250,770$11.21M4.1%+2.3%0.831%
8/15/2025Captrust Financial Advisors261,245$11.02M0.0%-0.4%0.871%
8/15/2025 LM Advisors LLC7,074$298K0.0%N/A0.024%
8/14/2025 NewEdge Advisors LLC12,009$506K0.0%+9.4%0.040%
8/13/2025 Baird Financial Group Inc.122,583$5.17M0.0%-1.6%0.409%
8/12/2025 Waterloo Capital L.P.95,399$4.02M0.3%N/A0.318%
8/12/2025 JPMorgan Chase & Co.4,775,405$201.38M0.0%+15.1%15.929%
8/5/2025 Bank of New York Mellon Corp307,225$12.96M0.0%-3.6%1.025%
8/1/2025Bank of Jackson Hole Trust1,433$60K0.0%N/A0.005%
7/31/2025 Leavell Investment Management Inc.34,101$1.44M0.1%N/A0.114%
7/31/2025 Longview Financial Advisors Inc.165,818$6.99M5.9%-1.7%0.553%
7/30/2025 Cullen Frost Bankers Inc.122,600$5.17M0.1%-28.7%0.409%
7/29/2025 Private Trust Co. NA865$36K0.0%+801.0%0.003%
7/28/2025Copia Wealth Management12,469$526K0.4%+55.3%0.042%
7/17/2025 Janney Montgomery Scott LLC279,661$11.79M0.0%+10.5%0.933%
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7/8/2025Lowe Wealth Advisors LLC245,118$10.34M4.0%+4.2%0.820%
5/15/2025Baird Financial Group Inc.124,625$5.07M0.0%+50.9%0.428%
5/12/2025JPMorgan Chase & Co.4,147,150$168.58M0.0%+5.6%14.227%
5/5/2025STAR Financial Bank5,876$239K0.2%-40.6%0.020%
4/29/2025Bank of New York Mellon Corp318,638$12.95M0.0%+12.2%1.138%
4/28/2025Longview Financial Advisors Inc.168,749$6.86M5.9%+7.6%0.603%
4/24/2025Crescent Grove Advisors LLC5,100$207K0.0%-18.4%0.018%
4/17/2025Copia Wealth Management8,028$326K0.3%+73.7%0.029%
4/17/2025Janney Montgomery Scott LLC253,111$10.29M0.0%+181.0%0.904%
4/15/2025GAMMA Investing LLC840$34K0.0%N/A0.003%
4/11/2025Principia Wealth Advisory LLC7,769$299K0.3%+18.0%0.028%
4/8/2025Lowe Wealth Advisors LLC235,330$9.57M4.1%+1.9%0.850%
4/7/2025GAMMA Investing LLC34,146$1.39M0.0%N/A0.123%
3/6/2025Copia Wealth Management4,623$176K0.2%N/A0.017%
2/24/2025Ameriflex Group Inc.1,208$47K0.0%N/A0.004%
2/17/2025Captrust Financial Advisors247,378$9.42M0.0%-6.2%1.262%
2/17/2025Baird Financial Group Inc.82,567$3.14M0.0%+7.2%0.421%
2/12/2025JPMorgan Chase & Co.3,928,785$149.61M0.0%-6.3%20.045%
2/5/2025Private Trust Co. NA2,777$106K0.0%+2,495.3%0.014%
2/4/2025Bank of New York Mellon Corp284,096$10.82M0.0%+14.1%1.449%
2/3/2025Longview Financial Advisors Inc.156,793$5.97M4.7%+5.1%0.800%
1/17/2025Janney Montgomery Scott LLC90,067$3.43M0.0%+42.6%0.460%
1/10/2025Lowe Wealth Advisors LLC230,990$8.80M3.7%+0.2%1.179%
1/10/2025Hilltop National Bank124,115$4.73M1.4%+25.0%0.633%
12/26/2024JPMorgan Chase & Co.4,191,116$157.54M0.0%-6.8%21.383%
11/14/2024Captrust Financial Advisors263,725$9.91M0.0%+4.3%1.346%
11/9/2024STAR Financial Bank10,243$385K0.3%-9.2%0.052%
10/29/2024Janney Montgomery Scott LLC63,142$2.37M0.0%-32.6%0.322%
10/23/2024Moody Lynn & Lieberson LLC9,841$370K0.0%N/A0.050%
10/19/2024Longview Financial Advisors Inc.149,144$5.61M4.1%+0.5%0.761%
10/16/2024Longview Financial Advisors Inc.142,356$5.35M4.9%-4.1%0.726%
10/2/2024Lowe Wealth Advisors LLC230,564$8.67M3.7%+3.5%1.176%
8/14/2024Edge Capital Group LLC122,703$4.01M0.2%-29.2%0.626%
8/8/2024STAR Financial Bank11,279$369K0.3%-24.3%0.058%
7/26/2024Bank of New York Mellon Corp223,372$7.30M0.0%+23.5%1.140%
7/23/2024Crescent Grove Advisors LLC6,250$204K0.0%-12.6%0.032%
7/10/2024Hilltop National Bank96,217$3.14M1.0%+12.6%0.491%
7/9/2024Lowe Wealth Advisors LLC222,824$7.28M3.3%+4.1%1.137%
5/7/2024Hilltop National Bank85,415$2.78M0.9%N/A0.436%
5/3/2024STAR Financial Bank14,908$485K0.4%-12.3%0.076%
5/1/2024Janney Montgomery Scott LLC63,686$2.07M0.0%-65.6%0.325%
4/29/2024Crescent Grove Advisors LLC7,155$234K0.0%-6.5%0.037%
4/25/2024Equitable Trust Co.59,326$1.93M0.1%-90.1%0.303%
4/24/2024Blue Bell Private Wealth Management LLC2,050$67K0.0%-36.9%0.010%
4/9/2024Lowe Wealth Advisors LLC214,025$6.97M3.2%+3.0%0.633%
2/14/2024Waterloo Capital L.P.9,364$295K0.0%-23.8%0.028%
2/13/2024STAR Financial Bank16,991$535K0.5%-40.4%0.050%
2/13/2024Edge Capital Group LLC237,053$7.46M0.4%-2.8%0.701%
2/8/2024Janney Montgomery Scott LLC185,009$5.82M0.0%-7.2%0.547%
1/30/2024Crescent Grove Advisors LLC7,655$241K0.0%-14.6%0.023%
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1/25/2024Equitable Trust Co.597,298$18.80M1.4%-46.1%1.767%
1/25/2024Blue Bell Private Wealth Management LLC3,250$102K0.0%-16.7%0.010%
1/23/2024Defender Capital LLC.18,900$595K0.2%+36.0%0.056%
1/10/2024Creative Financial Designs Inc. ADV1,416$45K0.0%-51.4%0.004%
1/10/2024Sugarloaf Wealth Management LLC112,108$3.53M0.8%-2.6%0.332%
1/5/2024Lowe Wealth Advisors LLC207,845$6.54M3.2%+0.8%0.615%
11/13/2023Sugarloaf Wealth Management LLC115,092$3.50M0.8%-70.7%0.341%
11/8/2023Janney Montgomery Scott LLC199,288$6.07M0.0%-13.2%0.590%
11/7/2023Equitable Trust Co.1,107,334$33.71M2.8%-45.6%3.276%
10/24/2023Bank of New York Mellon Corp94,371$2.87M0.0%+30.7%0.279%


INFL Institutional Ownership - Frequently Asked Questions

During the previous two years, 27 institutional investors and hedge funds held shares of Horizon Kinetics Inflation Beneficiaries ETF. The most heavily invested institutionals were JPMorgan Chase & Co. ($156.86M), Bank of New York Mellon Corp ($22.59M), Janney Montgomery Scott LLC ($15.74M), Captrust Financial Advisors ($12.26M), Lowe Wealth Advisors LLC ($11.21M), Longview Financial Advisors Inc. ($9.34M), and Cooper Investors PTY Ltd. ($5.31M).Learn more on Horizon Kinetics Inflation Beneficiaries ETF's institutional investors.

Of the 20 institutional investors that purchased Horizon Kinetics Inflation Beneficiaries ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: JPMorgan Chase & Co. ($846.62K), Janney Montgomery Scott LLC ($228.82K), Bank of New York Mellon Corp ($108.16K), Waterloo Capital L.P. ($100.04K), Baird Financial Group Inc. ($47.64K), Leavell Investment Management Inc. ($45.12K), and Longview Financial Advisors Inc. ($41.76K).

Institutional investors have bought a total of 122,948 shares in the last 24 months. This purchase volume represents approximately $5.84M in transactions.

The following institutional investors have sold Horizon Kinetics Inflation Beneficiaries ETF stock in the last 24 months: JPMorgan Chase & Co. ($1.25M), Cooper Investors PTY Ltd. ($66.37K), Hilltop Holdings Inc. ($2.85K), Ameriflex Group Inc. ($1.86K), NewEdge Advisors LLC ($1.38K), Janney Montgomery Scott LLC ($1.24K), and Captrust Financial Advisors ($963.00).

Institutional investors have sold a total of 1,322,610 shares in the last 24 months. This volume of shares sold represents approximately $59.30M in transactions.



Institutional ownership data for NYSEARCA:INFL is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 7/7/2026. New 13F filings are added each quarter as they're published.
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