HORIZON KINETICS INFL BENEF (INFL) Institutional Ownership Changes & 13F Activity

HORIZON KINETICS INFL BENEF (INFL). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Wells Fargo & Company/Mn, Royal Bank Of Canada, First Foundation Advisors, Coastal Bridge Advisors, Llc, and Envestnet Asset Management Inc.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Envestnet Asset Management IncBuy+62,411+25.1%311,549$15.54MQ2 2026Sep 23, 2026
Corient Private Wealth LlcBuy+1,850+3.3%57,629$2.87MQ2 2026Aug 27, 2026
Kingsview Wealth Management, LlcBuy+2,594+11.4%25,295$1.26MQ2 2026Aug 19, 2026
Beacon Pointe Advisors, LlcBuy+4,750+15.8%34,767$1.73MQ2 2026Aug 18, 2026
Copia Wealth ManagementBuy+340+3.0%11,713$584.24KQ2 2026Aug 18, 2026
Coastal Bridge Advisors, LlcBuy+68,863+35.9%260,680$13.00MQ2 2026Aug 17, 2026
Wells Fargo & Company/MnBuy+359,734+44.0%1,176,625$58.69MQ2 2026Aug 14, 2026
Royal Bank Of CanadaBuy+87,276+10.5%916,922$45.74MQ2 2026Aug 14, 2026
First Foundation AdvisorsBuy+71,558+29.0%318,044$15.86MQ2 2026Aug 14, 2026
Raymond James Financial IncSell-51,646-16.4%264,151$13.18MQ2 2026Aug 14, 2026
Flow Traders U.S. LlcBuy+48,878—48,878$2.44MQ2 2026Aug 14, 2026
Pillsbury Lake Capital LlcBuy+46,295+35.6%176,270$5.82MQ2 2026Aug 14, 2026
D. E. Shaw & Co., Inc.Buy+35,168—35,168$1.75MQ2 2026Aug 14, 2026
Susquehanna International Group, LlpBuy+34,056+69.5%83,058$4.14MQ2 2026Aug 14, 2026
Ncm Capital Management, LlcBuy+20,110+15.0%153,838$7.67MQ2 2026Aug 14, 2026
Old Mission Capital LlcBuy+19,457—19,457$970.51KQ2 2026Aug 14, 2026
Jane Street Group, LlcBuy+17,898—17,898$892.75KQ2 2026Aug 14, 2026
Mai Capital ManagementBuy+15,652+6.1%271,806$13.56MQ2 2026Aug 14, 2026
Guardian Wealth Advisors, Llc / NcBuy+11,924+10.2%128,631$6.42MQ2 2026Aug 14, 2026
Hrt Financial LpBuy+11,030—11,030$550.00KQ2 2026Aug 14, 2026
Two Sigma Securities, LlcBuy+10,000—10,000$498.80KQ2 2026Aug 14, 2026
Qube Research & Technologies LtdBuy+7,408+2723.5%7,680$383.08KQ2 2026Aug 14, 2026
Financial Engines Advisors L.L.C.Buy+6,731—6,731$335.74KQ2 2026Aug 14, 2026
Meridian Wealth Advisors, LlcBuy+4,516+17.4%30,414$1.52MQ2 2026Aug 14, 2026
Osaic Holdings, Inc.Buy+3,634+5.8%65,780$3.28MQ2 2026Aug 14, 2026
Cresset Asset Management, LlcBuy+2,371+8.7%29,634$1.48MQ2 2026Aug 14, 2026
Jones Financial Companies LllpBuy+1,355—1,355$66.25KQ2 2026Aug 14, 2026
Waverly Advisors, LlcBuy+934+4.2%23,195$1.16MQ2 2026Aug 14, 2026
Ausdal Financial Partners, Inc.Buy+591+1.3%45,084$2.25MQ2 2026Aug 14, 2026
Ameriflex Group, Inc.Sell-151-5.9%2,389$119.17KQ2 2026Aug 14, 2026
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Frequently asked questions about INFL activity

  • Which institutional owners are buying INFL?

    Institutional owners buying INFL include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in INFL activity?

    "Buy" means an investor increased their reported position in INFL compared to the prior reporting period. This reflects growing exposure to HORIZON KINETICS INFL BENEF (INFL) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in INFL increasing?

    Institutional interest in INFL can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.