Who owns INFL
Which tracked institutional funds hold INFL, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See INFL company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-19). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
29 tracked funds added or opened INFL while 25 trimmed or exited it between 2026-Q1 and 2026-Q2 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
INFL’s largest tracked holder by dollar value, OXFORD FINANCIAL GROUP, LTD. LLC, sizes it at 9.8% of its own reported 13F book, while the median holder sizes it at 0.1% of theirs — a 9.7pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in INFL divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2026-Q1 and 2026-Q2, across 165 tracked filers holding INFL, 98 increased or opened the position and 69 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in INFL between the 2026-Q1 and 2026-Q2 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 6
- D. E. Shaw & Co., Inc.$2M
- Requisite Capital Management, LLC$1M
- OLD MISSION CAPITAL LLC$971K
- JANE STREET GROUP, LLC$893K
- NewEdge Advisors, LLC$620K
- Well Done, LLC$534K
Full exits 8
- Bank of New York Mellon Corp$23M
- Bayshore Capital Advisors, LLC$17M
- Janney Montgomery Scott LLC$16M
- HighTower Advisors, LLC$8M
- Cambridge Investment Research Advisors, Inc.$1M
- INGALLS & SNYDER LLC$753K
Largest adds
- WELLS FARGO & COMPANY/MN$16M
- Private Advisor Group, LLC$10M
- LPL Financial LLC$4M
- FIRST FOUNDATION ADVISORS$3M
- Coastal Bridge Advisors, LLC$3M
- Corient Private Wealth LP$3M
Largest trims
- OXFORD FINANCIAL GROUP, LTD. LLC$13M
- UBS Group AG$4M
- COOPER INVESTORS PTY LTD$4M
- RAYMOND JAMES FINANCIAL INC$3M
- Triad Investment Management$2M
- One Charles Private Wealth Services, LLC$2M
Institutional holders
One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| OXFORD FINANCIAL GROUP, LTD. LLC trimmed | 3,860,173 | $193M | 23.8% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 1,176,625 | $59M | 7.3% | 2026-Q2 |
| LPL Financial LLC added | 1,091,671 | $54M | 6.7% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 916,922 | $46M | 5.7% | 2026-Q2 |
| Rockefeller Capital Management L.P. added | 503,418 | $25M | 3.1% | 2026-Q2 |
| One Charles Private Wealth Services, LLC trimmed | 484,447 | $24M | 3.0% | 2026-Q2 |
| UBS Group AG trimmed | 460,192 | $23M | 2.8% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 319,322 | $16M | 2.0% | 2026-Q2 |
| FIRST FOUNDATION ADVISORS added | 318,044 | $16M | 2.0% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 311,549 | $16M | 1.9% | 2026-Q2 |
| CAPTRUST FINANCIAL ADVISORS added | 301,382 | $15M | 1.9% | 2026-Q2 |
| Hilltop National Bank | 280,389 | $14M | 1.7% | 2026-Q2 |
| MAI Capital Management added | 271,806 | $14M | 1.7% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC trimmed | 264,151 | $13M | 1.6% | 2026-Q2 |
| Coastal Bridge Advisors, LLC added | 260,680 | $13M | 1.6% | 2026-Q2 |
| Aptus Capital Advisors, LLC added | 253,900 | $13M | 1.6% | 2026-Q2 |
| Private Advisor Group, LLC added | 229,553 | $11M | 1.4% | 2026-Q2 |
| DIVERSIFIED MANAGEMENT INC trimmed | 224,829 | $11M | 1.4% | 2026-Q2 |
| Focus Partners Wealth added | 211,977 | $11M | 1.3% | 2026-Q2 |
| Longview Financial Advisors, Inc. added | 187,257 | $9M | 1.2% | 2026-Q2 |
| Pillsbury Lake Capital LLC added | 176,270 | $6M | 0.7% | 2026-Q2 |
| Independent Family Office, LLC added | 158,665 | $8M | 1.0% | 2026-Q2 |
| Kestra Investment Management, LLC added | 155,518 | $8M | 1.0% | 2026-Q2 |
| NCM Capital Management, LLC added | 153,838 | $8M | 1.0% | 2026-Q2 |
| PECAUT & CO. added | 152,906 | $8M | 0.9% | 2026-Q2 |
| Atlas Wealth Partners, LLC added | 136,034 | $7M | 0.8% | 2026-Q2 |
| GUARDIAN WEALTH ADVISORS, LLC / NC added | 128,631 | $6M | 0.8% | 2026-Q2 |
| Moors & Cabot, Inc. trimmed | 121,404 | $6M | 0.8% | 2026-Q2 |
| Cullen/Frost Bankers, Inc. | 117,080 | $6M | 0.7% | 2026-Q2 |
| Waterloo Capital, L.P. added | 116,730 | $6M | 0.7% | 2026-Q2 |
| COOPER INVESTORS PTY LTD trimmed | 106,357 | $5M | 0.7% | 2026-Q2 |
| IFP Advisors, Inc trimmed | 103,698 | $5M | 0.6% | 2026-Q2 |
| STIFEL FINANCIAL CORP added | 103,202 | $5M | 0.6% | 2026-Q2 |
| Philip James Wealth Mangement, LLC trimmed | 98,702 | $5M | 0.6% | 2026-Q2 |
| SCS Capital Management LLC trimmed | 95,023 | $5M | 0.6% | 2026-Q2 |
| Essex Financial Services, Inc. added | 93,395 | $5M | 0.6% | 2026-Q2 |
| HORIZON KINETICS ASSET MANAGEMENT LLC trimmed | 90,957 | $5M | 0.6% | 2026-Q2 |
| EagleClaw Capital Managment, LLC added | 89,202 | $4M | 0.6% | 2026-Q2 |
| NewEdge Wealth, LLC added | 88,203 | $4M | 0.5% | 2026-Q2 |
| INTREPID FAMILY OFFICE LLC | 85,000 | $4M | 0.5% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 83,058 | $4M | 0.5% | 2026-Q2 |
| KESTRA PRIVATE WEALTH SERVICES, LLC added | 81,163 | $4M | 0.5% | 2026-Q2 |
| Clarity Asset Management, Inc. added | 80,190 | $4M | 0.5% | 2026-Q2 |
| OneDigital Investment Advisors LLC trimmed | 77,548 | $4M | 0.5% | 2026-Q2 |
| Sanctuary Advisors, LLC added | 76,839 | $4M | 0.5% | 2026-Q2 |
| Baird Financial Group, Inc. added | 75,499 | $4M | 0.5% | 2026-Q2 |
| Abacus Planning Group, Inc. added | 71,422 | $4M | 0.4% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 65,780 | $3M | 0.4% | 2026-Q2 |
| DAVENPORT & Co LLC added | 65,088 | $3M | 0.4% | 2026-Q2 |
| Corient Private Wealth LP added | 57,629 | $3M | 0.4% | 2026-Q2 |
| Advisory Services Network, LLC added | 55,894 | $3M | 0.3% | 2026-Q2 |
| Steward Partners Investment Advisory, LLC trimmed | 53,815 | $3M | 0.3% | 2026-Q2 |
| Pekin Hardy Strauss, Inc. trimmed | 45,556 | $2M | 0.3% | 2026-Q2 |
| Ausdal Financial Partners, Inc. added | 45,084 | $2M | 0.3% | 2026-Q2 |
| Spire Wealth Management added | 43,294 | $2M | 0.3% | 2026-Q2 |
| Lionsbridge Wealth Management LLC trimmed | 40,794 | $2M | 0.3% | 2026-Q2 |
| MORGAN STANLEY added | 40,665 | $2M | 0.3% | 2026-Q2 |
| Stratos Wealth Partners, LTD. trimmed | 39,876 | $2M | 0.2% | 2026-Q2 |
| Cerity Partners LLC added | 39,801 | $2M | 0.2% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 39,528 | $2M | 0.2% | 2026-Q2 |
| D. E. Shaw & Co., Inc. added | 35,168 | $2M | 0.2% | 2026-Q2 |
| Beacon Pointe Advisors, LLC added | 34,767 | $2M | 0.2% | 2026-Q2 |
| Compass Ion Advisors, LLC added | 34,188 | $2M | 0.2% | 2026-Q2 |
| Magnolia Private Wealth, LLC added | 33,482 | $2M | 0.2% | 2026-Q2 |
| INDEPENDENT FINANCIAL GROUP, LLC trimmed | 33,237 | $2M | 0.2% | 2026-Q2 |
| Meridian Wealth Advisors, LLC added | 30,414 | $2M | 0.2% | 2026-Q2 |
| Atria Investments, Inc added | 30,244 | $2M | 0.2% | 2026-Q2 |
| Cresset Asset Management, LLC added | 29,634 | $1M | 0.2% | 2026-Q2 |
| Requisite Capital Management, LLC added | 27,587 | $1M | 0.2% | 2026-Q2 |
| Kingsview Wealth Management, LLC added | 25,295 | $1M | 0.2% | 2026-Q2 |
| Waverly Advisors, LLC added | 23,195 | $1M | 0.1% | 2026-Q2 |
| PHILLIPS FINANCIAL MANAGEMENT, LLC added | 21,756 | $1M | 0.1% | 2026-Q2 |
| Wealthspire Advisors, LLC trimmed | 21,501 | $1M | 0.1% | 2026-Q2 |
| LAFFER TENGLER INVESTMENTS, INC. | 20,000 | $998K | 0.1% | 2026-Q2 |
| OLD MISSION CAPITAL LLC new | 19,457 | $971K | 0.1% | 2026-Q2 |
| Triad Investment Management trimmed | 19,241 | $960K | 0.1% | 2026-Q2 |
| OPPENHEIMER & CO INC added | 19,155 | $955K | 0.1% | 2026-Q2 |
| Straight Path Wealth Management added | 19,080 | $952K | 0.1% | 2026-Q2 |
| Baker Ellis Asset Management LLC trimmed | 18,332 | $914K | 0.1% | 2026-Q2 |
| Bright Futures Wealth Management, LLC. trimmed | 18,098 | $903K | 0.1% | 2026-Q2 |
| Trilogy Capital Inc. trimmed | 18,020 | $899K | 0.1% | 2026-Q2 |
| JANE STREET GROUP, LLC trimmed | 17,898 | $893K | 0.1% | 2026-Q2 |
| Mezzasalma Advisors, LLC trimmed | 17,504 | $873K | 0.1% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ | 15,500 | $773K | 0.1% | 2026-Q2 |
| Cetera Investment Advisers added | 15,365 | $766K | 0.1% | 2026-Q2 |
| JNBA Financial Advisors | 15,165 | $756K | 0.1% | 2026-Q2 |
| CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC | 15,031 | $750K | 0.1% | 2026-Q2 |
| PARSONS CAPITAL MANAGEMENT INC/RI added | 14,771 | $737K | 0.1% | 2026-Q2 |
| Autumn Glory Partners, LLC | 13,623 | $680K | 0.1% | 2026-Q2 |
| NewEdge Advisors, LLC added | 12,427 | $620K | 0.1% | 2026-Q2 |
| Copia Wealth Management added | 11,713 | $584K | 0.1% | 2026-Q2 |
| SMITH, MOORE & CO. added | 11,194 | $558K | 0.1% | 2026-Q2 |
| Well Done, LLC new | 10,707 | $534K | 0.1% | 2026-Q2 |
| Savvy Advisors, Inc. trimmed | 10,388 | $518K | 0.1% | 2026-Q2 |
| TWO SIGMA SECURITIES, LLC new | 10,000 | $499K | 0.1% | 2026-Q2 |
| Evanson Financial, LLC new | 9,612 | $479K | 0.1% | 2026-Q2 |
| GARRISON POINT ADVISORS, LLC trimmed | 9,379 | $468K | 0.1% | 2026-Q2 |
| Key Client Fiduciary Advisors, LLC added | 9,266 | $462K | 0.1% | 2026-Q2 |
| Sigma Planning Corp trimmed | 9,077 | $453K | 0.1% | 2026-Q2 |
| Proficio Capital Partners LLC | 8,770 | $437K | 0.1% | 2026-Q2 |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.