Horizon Kinetics Inflation Beneficiaries
INFL • ARCA
Horizon Kinetics Inflation Beneficiaries is an exchange-traded fund on ARCA. As of Q3 2025, 141 institutional investors hold shares in this ETF, with total holdings valued at $824.5M. JPMORGAN CHASE & CO is the largest holder with a position valued at $188.1M.
Overview
Overview of institutional ownership in INFL as of Q3 2025
All Institutions
- Institutions
- 141
- Value Held
- $824.5M
- Shares Held
- 18.5M
- Avg Position
- $5.8M
- Median Position
- $930.4K
Hedge Funds
- Hedge Funds
- 1
- Value Held
- $1.5M
- Shares Held
- 33.2K
- Avg Position
- $1.5M
- Median Position
- $1.5M
Biggest Investors
Institutions with the largest positions in INFL as of Q3 2025
| Institution | Position Value |
|---|---|
 JPMORGAN CHASE & CO Institution | $188.1M 0.01% of portfolio |
 OXFORD FINANCIAL GROUP LTD Family Office | $178.3M 10.09% of portfolio |
L LPL Financial LLC Institution | $47.8M 0.01% of portfolio |
R ROYAL BANK OF CANADA Institution | $32.5M 0.01% of portfolio |
 WELLS FARGO & COMPANY/MN Institution | $27.6M 0.01% of portfolio |
 One Charles Private Wealth Services, LLC RIA/Wealth | $22.4M 5.95% of portfolio |
 UBS Group AG Institution | $15.9M 0.00% of portfolio |
 Rockefeller Capital Management L.P. Long Only Manager | $15.8M 0.03% of portfolio |
 Bank of New York Mellon Corp Institution | $15.7M 0.00% of portfolio |
 Janney Montgomery Scott LLC RIA/Wealth | $13.0M 0.03% of portfolio |
Net Capital Flow
Institutional buying and selling activity for INFL in Q3 2025
- Traded
- −$2.3M
- Buyers
- 69
- Sellers
- 58
- Total Bought
- +$42.2M
- Total Sold
- −$44.5M
- Avg Position
- $5.3M
Biggest Buyers
| Institution | Net Bought |
|---|---|
 LLBH Private Wealth Management, LLC RIA/Wealth | +$6.6M +146.6K shares |
R ROYAL BANK OF CANADA Institution | +$3.9M +87.7K shares |
H Hilltop National Bank Institution | +$3.8M +85.9K shares |
P Proficio Capital Partners LLC Family Office | +$2.9M +64.2K shares |
C Colony Group, LLC Institution | +$2.2M +48.8K shares |
 RAYMOND JAMES FINANCIAL INC RIA/Wealth | +$2.2M +48.8K shares |
 Ausdal Financial Partners, Inc. RIA/Wealth | +$1.9M +43.3K shares |
Bank of New York Mellon Corp Institution | +$1.9M +43.3K shares |
 CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy | +$1.5M +33.2K shares |
 KESTRA PRIVATE WEALTH SERVICES, LLC RIA/Wealth | +$1.3M +28.1K shares |
Biggest Sellers
| Institution | Net Sold |
|---|---|
JPMORGAN CHASE & CO Institution | −$25.3M −566.9K shares |
L LPL Financial LLC Institution | −$5.4M −120.2K shares |
 HighTower Advisors, LLC RIA/Wealth | −$2.3M −50.5K shares |
WELLS FARGO & COMPANY/MN Institution | −$1.9M −42.9K shares |
 SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity | −$1.8M −42.1K shares |
J JANE STREET GROUP, LLC Institution | −$1.1M −25.3K shares |
G GTS SECURITIES LLC Institution | −$989.8K −22.1K shares |
 SCHWARTZ INVESTMENT COUNSEL INC Long Only Manager | −$801.2K −19.0K shares |
 Ferguson Shapiro LLC RIA/Wealth | −$640.2K −15.2K shares |
 Warren Averett Asset Management, LLC RIA/Wealth | −$607.7K −14.4K shares |
Entry and Exit Activity
Institutions that initiated new positions or completely exited INFL in Q3 2025
- New Positions
- 4
- New Value
- $2.3M
- Exited Positions
- 14
- Exited Value
- $5.7M
New Positions
| Institution | Position Value |
|---|---|
KESTRA PRIVATE WEALTH SERVICES, LLC RIA/Wealth | $1.3M 28.1K shares |
B Bright Futures Wealth Management, LLC. RIA/Wealth | $614.8K 13.8K shares |
 INGALLS & SNYDER LLC RIA/Wealth | $380.8K 8.5K shares |
 MAI Wealth Advisors RIA/Wealth | $5.8K 130.0 shares |
Exited Positions
| Institution | Previous Position |
|---|---|
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity | $1.8M 42.1K shares |
J JANE STREET GROUP, LLC Institution | $1.1M 25.3K shares |
SCHWARTZ INVESTMENT COUNSEL INC Long Only Manager | $801.2K 19.0K shares |
Ferguson Shapiro LLC RIA/Wealth | $640.2K 15.2K shares |
Warren Averett Asset Management, LLC RIA/Wealth | $607.7K 14.4K shares |
 MML INVESTORS SERVICES, LLC RIA/Wealth | $297.4K 7.1K shares |
A Aspen Investment Management Inc RIA/Wealth | $249.4K 5.9K shares |
S Second Line Capital, LLC RIA/Wealth | $218.6K 5.2K shares |
 Ameritas Advisory Services, LLC RIA/Wealth | $31.2K 741.0 shares |
 Briaud Financial Planning, Inc RIA/Wealth | $30.0K 712.0 shares |
Options Activity
Institutions with the largest Call and Put options positions in INFL as of Q3 2025
- Call Positions
- 1
- Call Value
- $858.2K
- Put Positions
- 0
- Put Value
- -
Call Positions
| Institution | Position Value |
|---|---|
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity | $858.2K 192.0 contracts |
Put Positions
| Institution | Position Value |
|---|---|
| No put positions found | |
Most Committed Institutions
Institutions with INFL as the highest % of their portfolio as of Q3 2025
| Institution | Portfolio Weight |
|---|---|
OXFORD FINANCIAL GROUP LTD Family Office | 10.09% $178.3M |
One Charles Private Wealth Services, LLC RIA/Wealth | 5.95% $22.4M |
 Atlas Wealth Partners, LLC RIA/Wealth | 5.87% $5.7M |
 Longview Financial Advisors, Inc. RIA/Wealth | 5.78% $7.5M |
 Lowe fs, LLC RIA/Wealth | 4.11% $11.2M |
I INTREPID FAMILY OFFICE LLC Institution | 3.71% $3.8M |
 Independent Family Office, LLC Family Office | 3.03% $7.2M |
H Hilltop National Bank Institution | 2.31% $9.4M |
L Lionsbridge Wealth Management LLC RIA/Wealth | 1.99% $1.9M |
 NCM Capital Management, LLC RIA/Wealth | 1.97% $5.1M |
Hedge Fund Spotlight
Discover hedge funds investing in INFL
CITADEL ADVISORS LLC
Hedge Fund • Multi-Strategy
Portfolio ManagerKenneth Cordele Griffin
- Portfolio Value
- $122.08B
- Positions
- 5,531
- Last Reported
- Q3 2025
Sector Allocation
Position in Horizon Kinetics Inflation Beneficiaries
- Market Value
- $1.5M
- Shares Held
- 33.2K
- Portfolio Weight
- 0.00%
- Owned Since
- 2021-Q2
| Top Holding | Sector | Market Value | Weight |
|---|---|---|---|
Software - Infrastructure Technology | $2.1B | 1.68% | |
Semiconductors Technology | $1.8B | 1.50% | |
Internet Content & Information Communication Services | $1.4B | 1.18% |
