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 (Q1 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, Corient Private Wealth Llc, Focus Partners Wealth, Royal Bank Of Canada, and Susquehanna International Group, Llp.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Wells Fargo & Company/Mn | Buy | +136,431 | +20.0% | 816,891 | $42.53M | Q1 2026 | Jul 08, 2026 |
| Sonoma Allocations Llc | Buy | +6,682 | — | 6,682 | $353.48K | Q1 2026 | May 19, 2026 |
| Western Wealth Management, Llc | Buy | +2,004 | — | 2,004 | $104.31K | Q1 2026 | May 19, 2026 |
| Bank Of America Corp | Buy | +14,692 | +1818.3% | 15,500 | $806.93K | Q1 2026 | May 18, 2026 |
| Corient Private Wealth Llc | Sell | -67,899 | -54.9% | 55,779 | $4.95K | Q1 2026 | May 15, 2026 |
| Focus Partners Wealth | Buy | +47,454 | +37.7% | 173,216 | $9.02M | Q1 2026 | May 15, 2026 |
| Royal Bank Of Canada | Buy | +43,713 | +5.6% | 829,646 | $43.19M | Q1 2026 | May 15, 2026 |
| Susquehanna International Group, Llp | Buy | +42,193 | +619.7% | 49,002 | $2.55M | Q1 2026 | May 15, 2026 |
| Waverly Advisors, Llc | Buy | +22,261 | — | 22,261 | $1.16M | Q1 2026 | May 15, 2026 |
| Greenhaven Road Investment Management, L.P. | Buy | +16,024 | — | 16,024 | $528.79K | Q1 2026 | May 15, 2026 |
| Beacon Pointe Advisors, Llc | Buy | +11,395 | +61.2% | 30,017 | $1.56M | Q1 2026 | May 15, 2026 |
| Independent Family Office, Llc | Sell | -11,367 | -7.0% | 149,927 | $7.81M | Q1 2026 | May 15, 2026 |
| Guardian Wealth Advisors, Llc / Nc | Buy | +10,748 | +10.1% | 116,707 | $6.08M | Q1 2026 | May 15, 2026 |
| Captrust Financial Advisors | Buy | +9,944 | +3.6% | 285,691 | $14.87M | Q1 2026 | May 15, 2026 |
| Iht Wealth Management, Llc | Sell | -7,765 | -49.0% | 8,094 | $421.38K | Q1 2026 | May 15, 2026 |
| Ncm Capital Management, Llc | Buy | +7,605 | +6.0% | 133,728 | $6.96M | Q1 2026 | May 15, 2026 |
| Destination Wealth Management | Buy | +7,240 | — | 7,240 | $376.91K | Q1 2026 | May 15, 2026 |
| Cresset Asset Management, Llc | Buy | +5,145 | +23.3% | 27,263 | $1.42M | Q1 2026 | May 15, 2026 |
| Mai Capital Management | Buy | +4,642 | +1.8% | 256,154 | $13.34M | Q1 2026 | May 15, 2026 |
| Empowered Funds, Llc | Buy | +4,261 | — | 4,261 | $221.83K | Q1 2026 | May 15, 2026 |
| Advisory Services Network, Llc | Buy | +3,830 | +7.7% | 53,484 | $2.78M | Q1 2026 | May 15, 2026 |
| Second Line Capital, Llc | Buy | +3,761 | — | 3,761 | $200.24K | Q1 2026 | May 15, 2026 |
| Osaic Holdings, Inc. | Sell | -2,082 | -3.2% | 62,146 | $3.24M | Q1 2026 | May 15, 2026 |
| Horizon Kinetics Asset Management Llc | Buy | +1,372 | +1.4% | 100,352 | $5.22M | Q1 2026 | May 15, 2026 |
| &Partners | Sell | -1,281 | -16.2% | 6,614 | $344.32K | Q1 2026 | May 15, 2026 |
| Cerity Partners Llc | Sell | -1,147 | -2.8% | 39,700 | $2.07M | Q1 2026 | May 15, 2026 |
| Ameriflex Group, Inc. | Sell | -510 | -16.7% | 2,540 | $132.23K | Q1 2026 | May 15, 2026 |
| Lionsbridge Wealth Management Llc | Buy | +422 | +1.0% | 42,872 | $2.23M | Q1 2026 | May 15, 2026 |
| Qube Research & Technologies Ltd | Buy | +272 | — | 272 | $14.16K | Q1 2026 | May 15, 2026 |
| Allworth Financial Lp | Sell | -224 | -94.5% | 13 | $668.00 | Q1 2026 | May 15, 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.