HORIZON KINETICS INFL BENEF (INFL) 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 June 30, 2026. The institutional investors covered on this page collectively reported approximately $835.75M 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 $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 $205.86M, representing an estimated gain of +6.92% 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
168
Total Reported Value
$835.75M
Largest Holder
Oxford Financial Group, Ltd. Llc
Largest Position
$192.55M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
70
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 | $205,863,026 | +$13,317,577 | +6.92% | |
| Wells Fargo & Company/Mn | 0.01% | 1,176,625 | $58,690,051 | $62,749,411 | +$4,059,360 | +6.92% | |
| Lpl Financial Llc | 0.01% | 1,091,671 | $54,452,569 | $58,218,814 | +$3,766,245 | +6.92% | |
| Royal Bank Of Canada | 0.01% | 916,922 | $45,737,000 | $48,899,450 | +$3,162,450 | +6.91% | |
| Rockefeller Capital Management L.P. | 0.04% | 503,418 | $25,110,575 | $26,847,282 | +$1,736,707 | +6.92% | |
| One Charles Private Wealth Services, Llc | 5.57% | 484,447 | $24,164,212 | $25,835,559 | +$1,671,347 | +6.92% | |
| Ubs Group Ag | 0.00% | 460,192 | $22,954,377 | $24,542,039 | +$1,587,662 | +6.92% | |
| Commonwealth Equity Services, Llc | 0.02% | 319,322 | $15,927,770 | $17,029,442 | +$1,101,672 | +6.92% | |
| First Foundation Advisors | 0.57% | 318,044 | $15,864,011 | $16,961,287 | +$1,097,276 | +6.92% | |
| Envestnet Asset Management Inc | 0.00% | 311,549 | $15,540,067 | $16,614,908 | +$1,074,841 | +6.92% | |
| Captrust Financial Advisors | 0.02% | 301,382 | $15,032,922 | $16,072,702 | +$1,039,780 | +6.92% | |
| Janney Montgomery Scott Llc | 0.03% | 299,067 | $14,918,000 | $15,949,243 | +$1,031,243 | +6.91% | |
| Hilltop National Bank | 2.99% | 280,389 | $13,985,803 | $14,953,145 | +$967,342 | +6.92% | |
| Mai Capital Management | 0.05% | 271,806 | $13,557,698 | $14,495,414 | +$937,716 | +6.92% | |
| Raymond James Financial Inc | 0.00% | 264,151 | $13,175,875 | $14,087,173 | +$911,298 | +6.92% | |
| Coastal Bridge Advisors, Llc | 0.80% | 260,680 | $13,002,719 | $13,902,064 | +$899,345 | +6.92% | |
| Aptus Capital Advisors, Llc | 0.09% | 253,900 | $12,664,526 | $13,540,487 | +$875,961 | +6.92% | |
| Private Advisor Group, Llc | 0.05% | 229,553 | $11,450,100 | $12,242,061 | +$791,961 | +6.92% | |
| Diversified Management Inc | 2.40% | 224,829 | $11,214,488 | $11,990,131 | +$775,643 | +6.92% | |
| Focus Partners Wealth | 0.01% | 211,977 | $10,573,424 | $11,304,733 | +$731,309 | +6.92% | |
| Longview Financial Advisors, Inc. | 5.46% | 187,257 | $9,339,758 | $9,986,416 | +$646,658 | +6.92% | |
| Independent Family Office, Llc | 3.18% | 158,665 | $7,914,210 | $8,461,604 | +$547,394 | +6.92% | |
| Ncm Capital Management, Llc | 2.36% | 153,838 | $7,673,442 | $8,204,181 | +$530,739 | +6.92% | |
| Pecaut & Co. | 2.32% | 152,906 | $7,626,933 | $8,154,477 | +$527,544 | +6.92% | |
| Atlas Wealth Partners, Llc | 7.41% | 136,034 | $6,785,361 | $7,254,693 | +$469,332 | +6.92% | |
| Guardian Wealth Advisors, Llc / Nc | 0.36% | 128,631 | $6,416,116 | $6,859,891 | +$443,775 | +6.92% | |
| Moors & Cabot, Inc. | 0.24% | 121,404 | $6,055,645 | $6,474,475 | +$418,830 | +6.92% | |
| Cullen/Frost Bankers, Inc. | 0.06% | 117,080 | $5,839,950 | $6,243,876 | +$403,926 | +6.92% | |
| Waterloo Capital, L.P. | 0.33% | 116,730 | $5,822,509 | $6,225,211 | +$402,702 | +6.92% | |
| Pillsbury Lake Capital Llc | 1.60% | 176,270 | $5,816,910 | $9,400,479 | +$3,583,569 | +61.61% | |
| Cooper Investors Pty Ltd | 2.44% | 106,357 | $5,305,087 | $5,672,019 | +$366,932 | +6.92% | |
| Ifp Advisors, Inc | 0.09% | 103,698 | $5,172,456 | $5,530,214 | +$357,758 | +6.92% | |
| Stifel Financial Corp | 0.00% | 103,202 | $5,147,689 | $5,503,763 | +$356,074 | +6.92% | |
| Sentinel Trust Co Lba | 0.44% | 99,035 | $4,940,000 | $5,281,537 | +$341,537 | +6.91% | |
| Philip James Wealth Mangement, Llc | 0.55% | 98,702 | $4,916,633 | $5,263,778 | +$347,145 | +7.06% | |
| Scs Capital Management Llc | 0.04% | 95,023 | $4,739,746 | $5,067,577 | +$327,831 | +6.92% | |
| Essex Financial Services, Inc. | 0.23% | 93,395 | $4,658,535 | $4,980,755 | +$322,220 | +6.92% | |
| Horizon Kinetics Asset Management Llc | 0.05% | 90,957 | $4,536,955 | $4,850,737 | +$313,782 | +6.92% | |
| Eagleclaw Capital Managment, Llc | 0.60% | 89,202 | $4,449,396 | $4,757,143 | +$307,747 | +6.92% | |
| Newedge Wealth, Llc | 0.04% | 88,203 | $4,399,553 | $4,703,866 | +$304,313 | +6.92% | |
| Intrepid Family Office Llc | 3.91% | 85,000 | $4,239,800 | $4,533,050 | +$293,250 | +6.92% | |
| Susquehanna International Group, Llp | 0.00% | 83,058 | $4,142,933 | $4,429,483 | +$286,550 | +6.92% | |
| Kestra Private Wealth Services, Llc | 0.04% | 81,163 | $4,048,417 | $4,328,423 | +$280,006 | +6.92% | |
| Clarity Asset Management, Inc. | 1.96% | 80,190 | $3,999,875 | $4,276,533 | +$276,658 | +6.92% | |
| Onedigital Investment Advisors Llc | 0.03% | 77,548 | $3,868,085 | $4,135,635 | +$267,550 | +6.92% | |
| Sanctuary Advisors, Llc | 0.02% | 76,839 | $3,832,736 | $4,097,824 | +$265,088 | +6.92% | |
| Baird Financial Group, Inc. | 0.01% | 75,499 | $3,765,890 | $4,026,362 | +$260,472 | +6.92% | |
| Abacus Planning Group, Inc. | 0.44% | 71,422 | $3,562,514 | $3,808,935 | +$246,421 | +6.92% | |
| Osaic Holdings, Inc. | 0.00% | 65,780 | $3,281,171 | $3,508,047 | +$226,876 | +6.91% | |
| Davenport & Co Llc | 0.02% | 65,088 | $3,246,607 | $3,471,143 | +$224,536 | +6.92% |
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.