INFL Institutional Ownership & Shareholders
HORIZON KINETICS INFL BENEF (INFL) is currently held by 172 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $834.49M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Oxford Financial Group, Ltd. Llc is currently the largest disclosed institutional shareholder of INFL tracked by InsiderSet, reporting ownership valued at approximately $192.55M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $197.80M, representing an estimated gain of +2.73% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 56% of the total disclosed INFL value among the investors covered in this analysis. Major shareholders include Oxford Financial Group, Ltd. Llc, Wells Fargo & Company/Mn, Lpl Financial Llc, and several other long-term asset managers with concentrated positions in HORIZON KINETICS INFL BENEF (INFL).
This page ranks the largest institutional INFL shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
172
Total Reported Value
$834.49M
Largest Holder
Oxford Financial Group, Ltd. Llc
Largest Position
$192.55M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
59
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Oxford Financial Group, Ltd. Llc | 9.75% | 3,860,173 | $192,545,449 | $197,795,265 | +$5,249,816 | +2.73% | |
| Wells Fargo & Company/Mn | 0.01% | 1,176,625 | $58,690,051 | $60,290,265 | +$1,600,214 | +2.73% | |
| Lpl Financial Llc | 0.01% | 1,091,671 | $54,452,569 | $55,937,222 | +$1,484,653 | +2.73% | |
| Royal Bank Of Canada | 0.01% | 916,922 | $45,737,000 | $46,983,083 | +$1,246,083 | +2.72% | |
| Rockefeller Capital Management L.P. | 0.04% | 503,418 | $25,110,575 | $25,795,138 | +$684,563 | +2.73% | |
| One Charles Private Wealth Services, Llc | 5.57% | 484,447 | $24,164,212 | $24,823,064 | +$658,852 | +2.73% | |
| Ubs Group Ag | 0.00% | 460,192 | $22,954,377 | $23,580,238 | +$625,861 | +2.73% | |
| Commonwealth Equity Services, Llc | 0.02% | 320,501 | $16,069,927 | $16,422,471 | +$352,544 | +2.19% | |
| First Foundation Advisors | 0.57% | 318,044 | $15,864,011 | $16,296,575 | +$432,564 | +2.73% | |
| Envestnet Asset Management Inc | 0.00% | 311,549 | $15,540,067 | $15,963,771 | +$423,704 | +2.73% | |
| Hilltop National Bank | 3.25% | 301,218 | $15,103,070 | $15,434,410 | +$331,340 | +2.19% | |
| Captrust Financial Advisors | 0.02% | 301,382 | $15,032,922 | $15,442,814 | +$409,892 | +2.73% | |
| Janney Montgomery Scott Llc | 0.03% | 299,067 | $14,918,000 | $15,324,193 | +$406,193 | +2.72% | |
| Mai Capital Management | 0.05% | 271,806 | $13,557,698 | $13,927,339 | +$369,641 | +2.73% | |
| Raymond James Financial Inc | 0.00% | 264,151 | $13,175,875 | $13,535,097 | +$359,222 | +2.73% | |
| Coastal Bridge Advisors, Llc | 0.80% | 260,680 | $13,002,719 | $13,357,243 | +$354,524 | +2.73% | |
| Aptus Capital Advisors, Llc | 0.09% | 253,900 | $12,664,526 | $13,009,836 | +$345,310 | +2.73% | |
| Diversified Management Inc | 2.04% | 233,623 | $11,713,852 | $11,970,843 | +$256,991 | +2.19% | |
| Private Advisor Group, Llc | 0.05% | 229,553 | $11,450,100 | $11,762,296 | +$312,196 | +2.73% | |
| Focus Partners Wealth | 0.01% | 211,977 | $10,573,424 | $10,861,701 | +$288,277 | +2.73% | |
| Longview Financial Advisors, Inc. | 5.31% | 184,977 | $9,274,794 | $9,478,221 | +$203,427 | +2.19% | |
| Pecaut & Co. | 2.31% | 158,935 | $7,968,985 | $8,143,829 | +$174,844 | +2.19% | |
| Independent Family Office, Llc | 3.18% | 158,665 | $7,914,210 | $8,129,995 | +$215,785 | +2.73% | |
| Ncm Capital Management, Llc | 2.36% | 153,838 | $7,673,442 | $7,882,659 | +$209,217 | +2.73% | |
| Atlas Wealth Partners, Llc | 7.41% | 136,034 | $6,785,361 | $6,970,382 | +$185,021 | +2.73% | |
| Guardian Wealth Advisors, Llc / Nc | 0.36% | 128,631 | $6,416,116 | $6,591,052 | +$174,936 | +2.73% | |
| Moors & Cabot, Inc. | 0.24% | 121,404 | $6,055,645 | $6,220,741 | +$165,096 | +2.73% | |
| Waterloo Capital, L.P. | 0.33% | 116,730 | $5,822,509 | $5,981,245 | +$158,736 | +2.73% | |
| Pillsbury Lake Capital Llc | 1.60% | 176,270 | $5,816,910 | $9,032,075 | +$3,215,165 | +55.27% | |
| Ifp Advisors, Inc | 0.09% | 105,143 | $5,271,870 | $5,387,527 | +$115,657 | +2.19% | |
| Stifel Financial Corp | 0.00% | 103,202 | $5,147,689 | $5,288,070 | +$140,381 | +2.73% | |
| Sentinel Trust Co Lba | 0.44% | 99,035 | $4,940,000 | $5,074,553 | +$134,553 | +2.72% | |
| Philip James Wealth Mangement, Llc | 0.54% | 96,784 | $4,846,042 | $4,959,212 | +$113,170 | +2.34% | |
| Scs Capital Management Llc | 0.04% | 95,023 | $4,739,746 | $4,868,979 | +$129,233 | +2.73% | |
| Essex Financial Services, Inc. | 0.23% | 93,395 | $4,658,535 | $4,785,560 | +$127,025 | +2.73% | |
| Horizon Kinetics Asset Management Llc | 0.05% | 90,957 | $4,536,955 | $4,660,637 | +$123,682 | +2.73% | |
| Eagleclaw Capital Managment, Llc | 0.60% | 89,202 | $4,449,396 | $4,570,710 | +$121,314 | +2.73% | |
| Newedge Wealth, Llc | 0.04% | 88,203 | $4,399,553 | $4,519,522 | +$119,969 | +2.73% | |
| Clarity Asset Management, Inc. | 2.11% | 85,962 | $4,310,150 | $4,404,693 | +$94,543 | +2.19% | |
| Kestra Private Wealth Services, Llc | 0.05% | 84,888 | $4,256,268 | $4,349,661 | +$93,393 | +2.19% | |
| Intrepid Family Office Llc | 3.91% | 85,000 | $4,239,800 | $4,355,400 | +$115,600 | +2.73% | |
| Susquehanna International Group, Llp | 0.00% | 83,058 | $4,142,933 | $4,255,892 | +$112,959 | +2.73% | |
| Onedigital Investment Advisors Llc | 0.03% | 77,548 | $3,868,085 | $3,973,560 | +$105,475 | +2.73% | |
| Sanctuary Advisors, Llc | 0.02% | 76,839 | $3,832,736 | $3,937,230 | +$104,494 | +2.73% | |
| Baird Financial Group, Inc. | 0.01% | 75,499 | $3,765,890 | $3,868,569 | +$102,679 | +2.73% | |
| Abacus Planning Group, Inc. | 0.43% | 71,580 | $3,589,005 | $3,667,759 | +$78,754 | +2.19% | |
| Cooper Investors Pty Ltd | 1.76% | 67,016 | $3,360,182 | $3,433,900 | +$73,718 | +2.19% | |
| Davenport & Co Llc | 0.02% | 66,893 | $3,354,022 | $3,427,597 | +$73,575 | +2.19% | |
| Osaic Holdings, Inc. | 0.00% | 65,780 | $3,281,171 | $3,370,567 | +$89,396 | +2.72% | |
| Corient Private Wealth Llc | 0.00% | 57,629 | $2,874,537 | $2,952,910 | +$78,373 | +2.73% |
Frequently asked questions about INFL
Who are the largest institutional holders of INFL?
The largest institutional holders of INFL reported in the latest SEC Form 13F filings include Oxford Financial Group, Ltd. Llc, Wells Fargo & Company/Mn, Lpl Financial Llc, Royal Bank Of Canada, and Rockefeller Capital Management L.P.. InsiderSet ranks institutional holders by their latest reported INFL position.
What is INFL institutional ownership?
This page tracks INFL positions reported by institutional investment managers through SEC Form 13F. HORIZON KINETICS INFL BENEF (INFL) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own INFL?
InsiderSet currently tracks 172 institutional managers reporting INFL holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of INFL shareholders.
How much INFL stock do institutions own?
Institutional investment managers disclosed approximately $834.49M in INFL holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was INFL institutional ownership last updated?
The latest INFL institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional INFL holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its INFL position after the reporting date.
Are institutions buying or selling INFL?
Institutional buying and selling can be analyzed by comparing INFL positions across consecutive 13F reporting periods. InsiderSet's INFL Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View INFL ownership changes.
How has INFL institutional ownership changed over time?
InsiderSet tracks INFL institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.