HORIZON KINETICS INFL BENEF (INFL) Top Institutional Shareholders
HORIZON KINETICS INFL BENEF (INFL) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended March 31, 2026. The institutional investors covered on this page collectively reported approximately $836.87M in INFL holdings during the latest filing period.
Oxford Financial Group, Ltd. Llc is currently the largest disclosed institutional shareholder of INFL tracked by InsiderSet, reporting ownership valued at approximately $205.50M in its March 31, 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 $198.32M, representing an estimated loss of -3.50% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 57% of the total disclosed INFL value among the investors covered in this analysis. Major shareholders include Oxford Financial Group, Ltd. Llc, Lpl Financial Llc, Royal Bank Of Canada, 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
167
Total Reported Value
$836.87M
Largest Holder
Oxford Financial Group, Ltd. Llc
Largest Position
$205.50M
Insider Transactions (90d)
0
Latest Filing Quarter
Q1 2026
New Institutional Positions
177
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 | 11.07% | 3,947,452 | $205,504,360 | $198,319,988 | -$7,184,372 | -3.50% | |
| Lpl Financial Llc | 0.01% | 968,455 | $50,417,767 | $48,655,179 | -$1,762,588 | -3.50% | |
| Royal Bank Of Canada | 0.01% | 829,646 | $43,191,000 | $41,681,415 | -$1,509,585 | -3.50% | |
| Wells Fargo & Company/Mn | 0.01% | 816,891 | $42,527,354 | $41,040,604 | -$1,486,750 | -3.50% | |
| Ubs Group Ag | 0.00% | 519,499 | $27,045,118 | $26,099,630 | -$945,488 | -3.50% | |
| One Charles Private Wealth Services, Llc | 6.46% | 495,718 | $25,807,066 | $24,904,872 | -$902,194 | -3.50% | |
| Rockefeller Capital Management L.P. | 0.04% | 436,945 | $22,747,514 | $21,952,117 | -$795,397 | -3.50% | |
| Bank Of New York Mellon Corp | 0.00% | 433,834 | $22,585,433 | $21,795,820 | -$789,613 | -3.50% | |
| Bayshore Capital Advisors, Llc | 7.26% | 330,506 | $17,206,160 | $16,604,621 | -$601,539 | -3.50% | |
| Raymond James Financial Inc | 0.01% | 315,797 | $16,440,409 | $15,865,641 | -$574,768 | -3.50% | |
| Commonwealth Equity Services, Llc | 0.02% | 295,915 | $15,405,340 | $14,866,770 | -$538,570 | -3.50% | |
| Captrust Financial Advisors | 0.03% | 285,691 | $14,870,785 | $14,353,116 | -$517,669 | -3.48% | |
| Hilltop National Bank | 3.47% | 280,389 | $14,597,051 | $14,086,743 | -$510,308 | -3.50% | |
| Mai Capital Management | 0.08% | 256,154 | $13,335,363 | $12,869,177 | -$466,186 | -3.50% | |
| Envestnet Asset Management Inc | 0.00% | 249,138 | $12,970,103 | $12,516,693 | -$453,410 | -3.50% | |
| First Foundation Advisors | 0.52% | 246,486 | $12,832,075 | $12,383,457 | -$448,618 | -3.50% | |
| Diversified Management Inc | 2.05% | 229,919 | $11,969,582 | $11,551,131 | -$418,451 | -3.50% | |
| Aptus Capital Advisors, Llc | 0.10% | 223,258 | $11,622,804 | $11,216,482 | -$406,322 | -3.50% | |
| Coastal Bridge Advisors, Llc | 0.71% | 191,817 | $9,986,009 | $9,636,886 | -$349,123 | -3.50% | |
| Longview Financial Advisors, Inc. | 5.64% | 177,208 | $9,225,479 | $8,902,930 | -$322,549 | -3.50% | |
| Focus Partners Wealth | 0.01% | 173,216 | $9,017,642 | $8,702,372 | -$315,270 | -3.50% | |
| Cooper Investors Pty Ltd | 3.67% | 172,724 | $8,992,012 | $8,677,654 | -$314,358 | -3.50% | |
| Independent Family Office, Llc | 3.21% | 149,927 | $7,805,200 | $7,532,332 | -$272,868 | -3.50% | |
| Pecaut & Co. | 2.53% | 149,401 | $7,777,829 | $7,505,906 | -$271,923 | -3.50% | |
| Hightower Advisors, Llc | 0.01% | 148,561 | $7,734,064 | $7,463,705 | -$270,359 | -3.50% | |
| Kestra Investment Management, Llc | 0.13% | 146,401 | $7,621,642 | $7,355,186 | -$266,456 | -3.50% | |
| Atlas Wealth Partners, Llc | 7.22% | 134,961 | $7,026,045 | $6,780,441 | -$245,604 | -3.50% | |
| Ncm Capital Management, Llc | 2.49% | 133,728 | $6,961,868 | $6,718,495 | -$243,373 | -3.50% | |
| Moors & Cabot, Inc. | 0.27% | 121,626 | $6,331,837 | $6,110,490 | -$221,347 | -3.50% | |
| Cullen/Frost Bankers, Inc. | 0.07% | 117,080 | $6,095,185 | $5,882,099 | -$213,086 | -3.50% | |
| Guardian Wealth Advisors, Llc / Nc | 0.39% | 116,707 | $6,075,779 | $5,863,360 | -$212,419 | -3.50% | |
| Ifp Advisors, Inc | 0.12% | 109,620 | $5,706,817 | $5,507,309 | -$199,508 | -3.50% | |
| Philip James Wealth Mangement, Llc | 0.61% | 102,071 | $5,313,837 | $5,128,047 | -$185,790 | -3.50% | |
| Stifel Financial Corp | 0.00% | 100,655 | $5,240,144 | $5,056,907 | -$183,237 | -3.50% | |
| Horizon Kinetics Asset Management Llc | 0.06% | 100,352 | $5,224,309 | $5,041,684 | -$182,625 | -3.50% | |
| Scs Capital Management Llc | 0.05% | 99,290 | $5,169,057 | $4,988,330 | -$180,727 | -3.50% | |
| Waterloo Capital, L.P. | 0.36% | 97,940 | $5,098,762 | $4,920,506 | -$178,256 | -3.50% | |
| Essex Financial Services, Inc. | 0.27% | 92,231 | $4,801,548 | $4,633,685 | -$167,863 | -3.50% | |
| Eagleclaw Capital Managment, Llc | 0.64% | 88,302 | $4,597,002 | $4,436,292 | -$160,710 | -3.50% | |
| Newedge Wealth, Llc | 0.05% | 88,197 | $4,591,515 | $4,431,017 | -$160,498 | -3.50% | |
| Intrepid Family Office Llc | 3.85% | 85,000 | $4,425,100 | $4,270,400 | -$154,700 | -3.50% | |
| Independent Financial Group, Llc | 0.05% | 145,930 | $4,342,415 | $7,331,523 | +$2,989,108 | +68.84% | |
| Pillsbury Lake Capital Llc | 1.94% | 129,975 | $4,289,175 | $6,529,944 | +$2,240,769 | +52.24% | |
| Onedigital Investment Advisors Llc | 0.04% | 78,189 | $4,070,519 | $3,928,215 | -$142,304 | -3.50% | |
| Baird Financial Group, Inc. | 0.01% | 75,314 | $3,920,847 | $3,783,775 | -$137,072 | -3.50% | |
| Sanctuary Advisors, Llc | 0.02% | 73,070 | $3,804,027 | $3,671,037 | -$132,990 | -3.50% | |
| Osaic Holdings, Inc. | 0.00% | 62,146 | $3,235,411 | $3,122,215 | -$113,196 | -3.50% | |
| Triad Investment Management | 1.16% | 60,786 | $3,150,465 | $3,053,889 | -$96,576 | -3.07% | |
| Davenport & Co Llc | 0.02% | 59,716 | $3,108,796 | $3,000,132 | -$108,664 | -3.50% | |
| Abacus Planning Group, Inc. | 0.41% | 58,728 | $3,057,363 | $2,950,495 | -$106,868 | -3.50% |
Frequently asked questions about INFL
Who owns the most INFL stock?
The largest holders of INFL are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for HORIZON KINETICS INFL BENEF (INFL).
Is INFL widely held by superinvestors?
Many widely followed stocks like INFL appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly INFL is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.