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.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Envestnet Asset Management Inc | Buy | +62,411 | +25.1% | 311,549 | $15.54M | Q2 2026 | Sep 23, 2026 |
| Corient Private Wealth Llc | Buy | +1,850 | +3.3% | 57,629 | $2.87M | Q2 2026 | Aug 27, 2026 |
| Kingsview Wealth Management, Llc | Buy | +2,594 | +11.4% | 25,295 | $1.26M | Q2 2026 | Aug 19, 2026 |
| Beacon Pointe Advisors, Llc | Buy | +4,750 | +15.8% | 34,767 | $1.73M | Q2 2026 | Aug 18, 2026 |
| Copia Wealth Management | Buy | +340 | +3.0% | 11,713 | $584.24K | Q2 2026 | Aug 18, 2026 |
| Coastal Bridge Advisors, Llc | Buy | +68,863 | +35.9% | 260,680 | $13.00M | Q2 2026 | Aug 17, 2026 |
| Wells Fargo & Company/Mn | Buy | +359,734 | +44.0% | 1,176,625 | $58.69M | Q2 2026 | Aug 14, 2026 |
| Royal Bank Of Canada | Buy | +87,276 | +10.5% | 916,922 | $45.74M | Q2 2026 | Aug 14, 2026 |
| First Foundation Advisors | Buy | +71,558 | +29.0% | 318,044 | $15.86M | Q2 2026 | Aug 14, 2026 |
| Raymond James Financial Inc | Sell | -51,646 | -16.4% | 264,151 | $13.18M | Q2 2026 | Aug 14, 2026 |
| Flow Traders U.S. Llc | Buy | +48,878 | — | 48,878 | $2.44M | Q2 2026 | Aug 14, 2026 |
| Pillsbury Lake Capital Llc | Buy | +46,295 | +35.6% | 176,270 | $5.82M | Q2 2026 | Aug 14, 2026 |
| D. E. Shaw & Co., Inc. | Buy | +35,168 | — | 35,168 | $1.75M | Q2 2026 | Aug 14, 2026 |
| Susquehanna International Group, Llp | Buy | +34,056 | +69.5% | 83,058 | $4.14M | Q2 2026 | Aug 14, 2026 |
| Ncm Capital Management, Llc | Buy | +20,110 | +15.0% | 153,838 | $7.67M | Q2 2026 | Aug 14, 2026 |
| Old Mission Capital Llc | Buy | +19,457 | — | 19,457 | $970.51K | Q2 2026 | Aug 14, 2026 |
| Jane Street Group, Llc | Buy | +17,898 | — | 17,898 | $892.75K | Q2 2026 | Aug 14, 2026 |
| Mai Capital Management | Buy | +15,652 | +6.1% | 271,806 | $13.56M | Q2 2026 | Aug 14, 2026 |
| Guardian Wealth Advisors, Llc / Nc | Buy | +11,924 | +10.2% | 128,631 | $6.42M | Q2 2026 | Aug 14, 2026 |
| Hrt Financial Lp | Buy | +11,030 | — | 11,030 | $550.00K | Q2 2026 | Aug 14, 2026 |
| Two Sigma Securities, Llc | Buy | +10,000 | — | 10,000 | $498.80K | Q2 2026 | Aug 14, 2026 |
| Qube Research & Technologies Ltd | Buy | +7,408 | +2723.5% | 7,680 | $383.08K | Q2 2026 | Aug 14, 2026 |
| Financial Engines Advisors L.L.C. | Buy | +6,731 | — | 6,731 | $335.74K | Q2 2026 | Aug 14, 2026 |
| Meridian Wealth Advisors, Llc | Buy | +4,516 | +17.4% | 30,414 | $1.52M | Q2 2026 | Aug 14, 2026 |
| Osaic Holdings, Inc. | Buy | +3,634 | +5.8% | 65,780 | $3.28M | Q2 2026 | Aug 14, 2026 |
| Cresset Asset Management, Llc | Buy | +2,371 | +8.7% | 29,634 | $1.48M | Q2 2026 | Aug 14, 2026 |
| Jones Financial Companies Lllp | Buy | +1,355 | — | 1,355 | $66.25K | Q2 2026 | Aug 14, 2026 |
| Waverly Advisors, Llc | Buy | +934 | +4.2% | 23,195 | $1.16M | Q2 2026 | Aug 14, 2026 |
| Ausdal Financial Partners, Inc. | Buy | +591 | +1.3% | 45,084 | $2.25M | Q2 2026 | Aug 14, 2026 |
| Ameriflex Group, Inc. | Sell | -151 | -5.9% | 2,389 | $119.17K | Q2 2026 | Aug 14, 2026 |
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.