Who owns Horizon Kinetics Inflation Beneficiaries ETF?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of INFL from SEC Form 13F filings across 175 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
As of the 2026-06-30 reporting period, 175 institutions disclosed 17.2M shares of Horizon Kinetics Inflation Beneficiaries ETF worth $853.3M — about 59.7% of shares outstanding; the largest disclosed holder is OXFORD FINANCIAL GROUP, LTD. LLC. Source: SEC Form 13F filings, parsed by EvidInvest.
175
13F holders
$853.3M
value, 2026 filers
59.7%
of shares outstanding (17.2M sh)
30
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of INFL's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | OXFORD FINANCIAL GROUP, LTD. LLC | 3.9M | $192.5M | 9.8% | 13.4% | -2.2% |
| 2 | WELLS FARGO & COMPANY/MN | 1.2M | $58.7M | 0.0% | 4.1% | +44.0% |
| 3 | LPL Financial LLC | 1.1M | $54.5M | 0.0% | 3.8% | +12.7% |
| 4 | ROYAL BANK OF CANADA | 916,922 | $45.7M | 0.0% | 3.2% | +10.5% |
| 5 | Rockefeller Capital Management L.P. | 503,418 | $25.1M | 0.0% | 1.8% | +15.2% |
| 6 | One Charles Private Wealth Services, LLC | 484,447 | $24.2M | 5.6% | 1.7% | -2.3% |
| 7 | UBS Group AG | 460,192 | $23.0M | 0.0% | 1.6% | -11.4% |
| 8 | COMMONWEALTH EQUITY SERVICES, LLC | 319,322 | $15.9M | 0.0% | 1.1% | +7.9% |
| 9 | FIRST FOUNDATION ADVISORS | 318,044 | $15.9M | 0.6% | 1.1% | +29.0% |
| 10 | ENVESTNET ASSET MANAGEMENT INC | 311,549 | $15.5M | 0.0% | 1.1% | +25.1% |
| 11 | CAPTRUST FINANCIAL ADVISORS | 301,382 | $15.0M | 0.0% | 1% | +5.5% |
| 12 | Janney Montgomery Scott LLC | 299,067 | $14.9M | 0.0% | 1% | -1.1% |
| 13 | Hilltop National Bank | 280,389 | $14.0M | 3.0% | 1% | 0.0% |
| 14 | MAI Capital Management | 271,806 | $13.6M | 0.1% | 0.9% | +6.1% |
| 15 | RAYMOND JAMES FINANCIAL INC | 264,151 | $13.2M | 0.0% | 0.9% | -16.4% |
| 16 | Coastal Bridge Advisors, LLC | 260,680 | $13.0M | 0.8% | 0.9% | +35.9% |
| 17 | Aptus Capital Advisors, LLC | 253,900 | $12.7M | 0.1% | 0.9% | +13.7% |
| 18 | Private Advisor Group, LLC | 229,553 | $11.5M | 0.1% | 0.8% | +541.0% |
| 19 | DIVERSIFIED MANAGEMENT INC | 224,829 | $11.2M | 2.4% | 0.8% | -2.2% |
| 20 | Focus Partners Wealth | 211,977 | $10.6M | 0.0% | 0.7% | +22.4% |
| 21 | Longview Financial Advisors, Inc. | 187,257 | $9.3M | 5.5% | 0.7% | +5.7% |
| 22 | Pillsbury Lake Capital LLC | 176,270 | $5.8M | 1.6% | 0.6% | +35.6% |
| 23 | Independent Family Office, LLC | 158,665 | $7.9M | 3.2% | 0.6% | +5.8% |
| 24 | Kestra Investment Management, LLC | 155,518 | $7.8M | 0.2% | 0.5% | +6.2% |
| 25 | NCM Capital Management, LLC | 153,838 | $7.7M | 2.4% | 0.5% | +15.0% |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.