Who owns Horizon Kinetics Inflation Beneficiaries ETF?
Institutional ownership of INFL from SEC Form 13F filings across 112 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.
112
13F holders
$474.5M
value, 2026 filers
34.5%
of shares outstanding (9.9M sh)
21
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 | WELLS FARGO & COMPANY/MN | 1.2M | $58.7M | 0.0% | 4.1% | +44.0% |
| 2 | LPL Financial LLC | 1.1M | $54.5M | 0.0% | 3.8% | +12.7% |
| 3 | ROYAL BANK OF CANADA | 916,922 | $45.7M | 0.0% | 3.2% | +10.5% |
| 4 | Rockefeller Capital Management L.P. | 503,418 | $25.1M | 0.0% | 1.8% | +15.2% |
| 5 | One Charles Private Wealth Services, LLC | 484,447 | $24.2M | 5.6% | 1.7% | -2.3% |
| 6 | UBS Group AG | 460,192 | $23.0M | 0.0% | 1.6% | -11.4% |
| 7 | COMMONWEALTH EQUITY SERVICES, LLC | 319,322 | $15.9M | 0.0% | 1.1% | +7.9% |
| 8 | FIRST FOUNDATION ADVISORS | 318,044 | $15.9M | 0.6% | 1.1% | +29.0% |
| 9 | ENVESTNET ASSET MANAGEMENT INC | 311,549 | $15.5M | 0.0% | 1.1% | +25.1% |
| 10 | CAPTRUST FINANCIAL ADVISORS | 301,382 | $15.0M | 0.0% | 1% | +5.5% |
| 11 | Janney Montgomery Scott LLC | 299,067 | $14,918 | 0.0% | 1% | -1.1% |
| 12 | MAI Capital Management | 271,806 | $13.6M | 0.1% | 0.9% | +6.1% |
| 13 | RAYMOND JAMES FINANCIAL INC | 264,151 | $13.2M | 0.0% | 0.9% | -16.4% |
| 14 | Aptus Capital Advisors, LLC | 253,900 | $12.7M | 0.1% | 0.9% | +13.7% |
| 15 | Focus Partners Wealth | 211,977 | $10.6M | 0.0% | 0.7% | +22.4% |
| 16 | NCM Capital Management, LLC | 153,838 | $7.7M | 2.4% | 0.5% | +15.0% |
| 17 | HighTower Advisors, LLC | 145,461 | $7.3M | 0.0% | 0.5% | -2.1% |
| 18 | Moors & Cabot, Inc. | 121,404 | $6.1M | 0.2% | 0.4% | -0.2% |
| 19 | Cullen/Frost Bankers, Inc. | 117,080 | $5.8M | 0.1% | 0.4% | 0.0% |
| 20 | Waterloo Capital, L.P. | 116,730 | $5.8M | 0.3% | 0.4% | +19.2% |
| 21 | IFP Advisors, Inc | 103,698 | $5.2M | 0.1% | 0.4% | -5.4% |
| 22 | STIFEL FINANCIAL CORP | 103,202 | $5.1M | 0.0% | 0.4% | +2.5% |
| 23 | Philip James Wealth Mangement, LLC | 98,702 | $4.9M | 0.6% | 0.3% | -3.3% |
| 24 | Essex Financial Services, Inc. | 93,395 | $4.7M | 0.2% | 0.3% | +1.3% |
| 25 | NewEdge Wealth, LLC | 88,203 | $4.4M | 0.0% | 0.3% | 0.0% |
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.