INFL · Horizon Kinetics Inflation Beneficiaries ETF ETF
$55.43
-0.20 (-0.36%)
At close · Sep 4
Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.
Holders: 2
Total Value: $3,296,768
Total Shares: 66,094
Institutional Ownership Trend
22 quarters
Holder Concentration
Across 2 13F filers · Δ vs Mar 31, 2026Top Holder
87.2%
−12.8 pts
Top 5
100.0%
0.0 pts
Top 10
100.0%
0.0 pts
HHI
7,767
Highly concentrated−2,233
Quarterly Activity
vs Mar 31, 2026
New
1
Increased
1
Decreased
0
Sold Out
0
Unchanged
0
Holder count:
+1
Institutional value:
+678.4%
Shares held:
+712.5%
Top Buyers
vs Mar 31, 2026| Institution | Added | Now Holds | Open |
|---|---|---|---|
| Small Principia Wealth Advisory, LLC | +330 | 8,465 |
Top Sellers
vs Mar 31, 2026No qualifying movers this quarter.
Top New Positions
vs Mar 31, 2026| Institution | Acquired | Value (USD) | Open |
|---|---|---|---|
| Large Corient Private Wealth LLC | 57,629 | $2,874,534 |
Top Sold-Out Positions
vs Mar 31, 2026No fully closed positions this quarter.
| Holder | Value (USD) | % of 13F | Shares | Type | Filed | Open |
|---|---|---|---|---|---|---|
| Large Corient Private Wealth LLC INFL | $2,874,534 | 87.19% | 57,629 | Shares | 2026-08-27 | |
| Small Principia Wealth Advisory, LLC INFL | $422,234 | 12.81% | 8,465 | Shares | 2026-08-26 |