LISTED FDS TR

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INFL·53656F623·US·etf·Unknown - Unknown

HORIZON KINETICS

INFL (LISTED FDS TR) is held by 54 institutional investors as of Q1 2026. Largest holders: LPL Financial LLC ($50.4M), ROYAL BANK OF CANADA ($43.2M), WELLS FARGO & COMPANY/MN ($42.5M). Net institutional sentiment: Mixed.

54

Holders

Avg rating(14 Elite)

$377.7M

Total Value

66% (58)

Fund Consensus

37 buying - 19 selling

Smart Money Verdict

View all

51Mixed MomentumSingle Source

Institutional (13F)51

Insider (Form 4)

No data

Activist (13D/13G)

No data

Congressional (STOCK Act)

No data

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See how INFL's score breaks down across 4 SEC sources

Holder Quality

14

★★★★★

Elite

19

★★★★

Strong

16

★★★

Solid

10

★★

Below

0

★

Weak

Held by 54 funds

14 elite

No recent insider, activist, or congressional trades found for this stock

13F: Mar 31, 2026Insider & Congress: Updated regularly

Positions (54)History

AllNewIncreasedHeldDecreasedExited

Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
LPL Financial LLC	Decreased	968,455(-9.6%)	$50.4M	0.0%	+56.80%	0
ROYAL BANK OF CANADA	Increased	829,646(+5.6%)	$43.2M	0.0%	+30.70%	31
WELLS FARGO & COMPANY/MN	Increased	816,891(+20.1%)	$42.5M	0.0%	+37.26%	35
UBS Group AG	Increased	519,499(+38.9%)	$27M	0.0%	+30.79%	38
Rockefeller Capital Management L.P.	Increased	436,945(+13.6%)	$22.7M	0.0%	+49.47%	32
Bank of New York Mellon Corp	Increased	433,834(+9.7%)	$22.6M	0.0%	+42.35%	31
RAYMOND JAMES FINANCIAL INC	Increased	315,797(+33.5%)	$16.4M	0.0%	+22.69%	36
COMMONWEALTH EQUITY SERVICES, LLC	Increased	295,915(+4.5%)	$15.4M	0.0%	+69.83%	29
CAPTRUST FINANCIAL ADVISORS	Increased	285,691(+3.6%)	$14.9M	0.0%	+68.86%	29
MAI Capital Management	Increased	256,154(+1.9%)	$13.3M	0.1%	+17.24%	28
ENVESTNET ASSET MANAGEMENT INC	Increased	249,138(+27.9%)	$13M	0.0%	+30.98%	35
Aptus Capital Advisors, LLC	Increased	223,258(+5.0%)	$11.6M	0.1%	+44.48%	29
FWFocus Partners Wealth	Increased	173,216(+37.7%)	$9M	0.0%	+14.40%	36
HighTower Advisors, LLC	Increased	148,561(+4.6%)	$7.7M	0.0%	+25.82%	29
CULLEN/FROST BANKERS, INC.	Decreased	117,080(-4.5%)	$6.1M	0.1%	+93.36%	0
STIFEL FINANCIAL CORP	Increased	100,655(+24.5%)	$5.2M	0.0%	+20.18%	33
HORIZON KINETICS ASSET MANAGEMENT LLC	Increased	100,352(+1.4%)	$5.2M	0.1%	+70.62%	27
SCSCS Capital Management LLC	Decreased	99,290(-2.5%)	$5.2M	0.1%	+31.36%	0
NewEdge Wealth, LLC	Increased	88,197	$4.6M	0.1%	+86.42%	27
OneDigital Investment Advisors LLC	Increased	78,189(+4.3%)	$4.1M	0.0%	+59.19%	28

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High Conviction Moves-Signal Convergence-Fund Consensus-Double-Down Signals

Data sourced from four SEC data sources: 13F, Form 4, 13D/13G, and STOCK Act. Not financial advice. Full disclaimer