Who owns INFL (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-Q1 13F filings. 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
The tracked-fund tape on INFL is one-sided between 2025-Q4 and 2026-Q1: 74 added or opened and 15 trimmed or exited — on balance accumulating.
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 11.1% of its own reported 13F book, while the median holder sizes it at 0.1% of theirs — a 11.0pp 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 2025-Q4 and 2026-Q1, across 167 tracked filers holding INFL, 99 increased or opened the position and 63 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 2025-Q4 and 2026-Q1 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 11
- COOPER INVESTORS PTY LTD$9M
- Pillsbury Lake Capital LLC$4M
- Triad Investment Management$3M
- INDEPENDENT FINANCIAL GROUP, LLC$3M
- Kingsview Wealth Management, LLC$1M
- Waverly Advisors, LLC$1M
Full exits 3
- WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$1M
- GTS SECURITIES LLC$874K
- PURE PORTFOLIOS HOLDINGS LLC$793K
Largest adds
- OXFORD FINANCIAL GROUP, LTD. LLC$29M
- WELLS FARGO & COMPANY/MN$12M
- UBS Group AG$10M
- ROYAL BANK OF CANADA$8M
- RAYMOND JAMES FINANCIAL INC$6M
- Rockefeller Capital Management L.P.$6M
Largest trims
- JPMORGAN CHASE & CO$155M
- Corient Private Wealth LLC$5M
- Proficio Capital Partners LLC$2M
- Philip James Wealth Mangement, LLC$1M
- Baird Financial Group, Inc.$1M
- GUIDANCE CAPITAL, INC$970K
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| OXFORD FINANCIAL GROUP, LTD. LLC trimmed | 3,947,452 | $206M | 23.8% | 2026-Q1 |
| LPL Financial LLC trimmed | 968,455 | $50M | 5.8% | 2026-Q1 |
| ROYAL BANK OF CANADA added | 829,646 | $43M | 5.0% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN added | 816,891 | $43M | 4.9% | 2026-Q1 |
| UBS Group AG added | 519,499 | $27M | 3.1% | 2026-Q1 |
| One Charles Private Wealth Services, LLC trimmed | 495,718 | $26M | 3.0% | 2026-Q1 |
| Rockefeller Capital Management L.P. added | 436,945 | $23M | 2.6% | 2026-Q1 |
| Bank of New York Mellon Corp added | 433,834 | $23M | 2.6% | 2026-Q1 |
| Bayshore Capital Advisors, LLC added | 330,506 | $17M | 2.0% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 315,797 | $16M | 1.9% | 2026-Q1 |
| Janney Montgomery Scott LLC trimmed | 302,310 | $16M | 1.8% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 295,915 | $15M | 1.8% | 2026-Q1 |
| CAPTRUST FINANCIAL ADVISORS added | 285,691 | $15M | 1.7% | 2026-Q1 |
| Hilltop National Bank added | 280,389 | $15M | 1.7% | 2026-Q1 |
| MAI Capital Management added | 256,154 | $13M | 1.5% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 249,138 | $13M | 1.5% | 2026-Q1 |
| FIRST FOUNDATION ADVISORS added | 246,486 | $13M | 1.5% | 2026-Q1 |
| DIVERSIFIED MANAGEMENT INC added | 229,919 | $12M | 1.4% | 2026-Q1 |
| Aptus Capital Advisors, LLC added | 223,258 | $12M | 1.3% | 2026-Q1 |
| Coastal Bridge Advisors, LLC added | 191,817 | $10M | 1.2% | 2026-Q1 |
| Longview Financial Advisors, Inc. added | 177,208 | $9M | 1.1% | 2026-Q1 |
| Focus Partners Wealth added | 173,216 | $9M | 1.0% | 2026-Q1 |
| COOPER INVESTORS PTY LTD new | 172,724 | $9M | 1.0% | 2026-Q1 |
| Independent Family Office, LLC trimmed | 149,927 | $8M | 0.9% | 2026-Q1 |
| PECAUT & CO. added | 149,401 | $8M | 0.9% | 2026-Q1 |
| HighTower Advisors, LLC added | 148,561 | $8M | 0.9% | 2026-Q1 |
| Kestra Investment Management, LLC trimmed | 146,401 | $8M | 0.9% | 2026-Q1 |
| Atlas Wealth Partners, LLC added | 134,961 | $7M | 0.8% | 2026-Q1 |
| NCM Capital Management, LLC added | 133,728 | $7M | 0.8% | 2026-Q1 |
| Moors & Cabot, Inc. added | 121,626 | $6M | 0.7% | 2026-Q1 |
| Cullen/Frost Bankers, Inc. trimmed | 117,080 | $6M | 0.7% | 2026-Q1 |
| GUARDIAN WEALTH ADVISORS, LLC / NC added | 116,707 | $6M | 0.7% | 2026-Q1 |
| IFP Advisors, Inc trimmed | 109,620 | $6M | 0.7% | 2026-Q1 |
| Philip James Wealth Mangement, LLC trimmed | 102,071 | $5M | 0.6% | 2026-Q1 |
| STIFEL FINANCIAL CORP added | 100,655 | $5M | 0.6% | 2026-Q1 |
| HORIZON KINETICS ASSET MANAGEMENT LLC added | 100,352 | $5M | 0.6% | 2026-Q1 |
| SCS Capital Management LLC trimmed | 99,290 | $5M | 0.6% | 2026-Q1 |
| Waterloo Capital, L.P. trimmed | 97,940 | $5M | 0.6% | 2026-Q1 |
| Essex Financial Services, Inc. added | 92,231 | $5M | 0.6% | 2026-Q1 |
| EagleClaw Capital Managment, LLC added | 88,302 | $5M | 0.5% | 2026-Q1 |
| NewEdge Wealth, LLC added | 88,197 | $5M | 0.5% | 2026-Q1 |
| INTREPID FAMILY OFFICE LLC | 85,000 | $4M | 0.5% | 2026-Q1 |
| Pillsbury Lake Capital LLC new | 129,975 | $4M | 0.5% | 2026-Q1 |
| OneDigital Investment Advisors LLC added | 78,189 | $4M | 0.5% | 2026-Q1 |
| Baird Financial Group, Inc. trimmed | 75,314 | $4M | 0.5% | 2026-Q1 |
| Sanctuary Advisors, LLC added | 73,070 | $4M | 0.4% | 2026-Q1 |
| OSAIC HOLDINGS, INC. trimmed | 62,146 | $3M | 0.4% | 2026-Q1 |
| Triad Investment Management new | 60,786 | $3M | 0.4% | 2026-Q1 |
| DAVENPORT & Co LLC added | 59,716 | $3M | 0.4% | 2026-Q1 |
| Abacus Planning Group, Inc. added | 58,728 | $3M | 0.4% | 2026-Q1 |
| Steward Partners Investment Advisory, LLC added | 54,118 | $3M | 0.3% | 2026-Q1 |
| Advisory Services Network, LLC added | 53,484 | $3M | 0.3% | 2026-Q1 |
| Clarity Asset Management, Inc. added | 50,440 | $3M | 0.3% | 2026-Q1 |
| INDEPENDENT FINANCIAL GROUP, LLC new | 49,565 | $3M | 0.3% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 49,002 | $3M | 0.3% | 2026-Q1 |
| Pekin Hardy Strauss, Inc. trimmed | 47,566 | $2M | 0.3% | 2026-Q1 |
| KESTRA PRIVATE WEALTH SERVICES, LLC trimmed | 44,508 | $2M | 0.3% | 2026-Q1 |
| Ausdal Financial Partners, Inc. trimmed | 44,493 | $2M | 0.3% | 2026-Q1 |
| Spire Wealth Management trimmed | 43,224 | $2M | 0.3% | 2026-Q1 |
| Lionsbridge Wealth Management LLC added | 42,872 | $2M | 0.3% | 2026-Q1 |
| Stratos Wealth Partners, LTD. added | 39,964 | $2M | 0.2% | 2026-Q1 |
| Cerity Partners LLC trimmed | 39,700 | $2M | 0.2% | 2026-Q1 |
| JPMORGAN CHASE & CO trimmed | 36,846 | $2M | 0.2% | 2026-Q1 |
| Private Advisor Group, LLC added | 35,812 | $2M | 0.2% | 2026-Q1 |
| Compass Ion Advisors, LLC trimmed | 34,183 | $2M | 0.2% | 2026-Q1 |
| MORGAN STANLEY trimmed | 33,031 | $2M | 0.2% | 2026-Q1 |
| Beacon Pointe Advisors, LLC added | 30,017 | $2M | 0.2% | 2026-Q1 |
| Atria Investments, Inc added | 28,578 | $1M | 0.2% | 2026-Q1 |
| Cresset Asset Management, LLC added | 27,263 | $1M | 0.2% | 2026-Q1 |
| Meridian Wealth Advisors, LLC | 25,898 | $1M | 0.2% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. added | 24,569 | $1M | 0.1% | 2026-Q1 |
| Kingsview Wealth Management, LLC trimmed | 22,701 | $1M | 0.1% | 2026-Q1 |
| Trilogy Capital Inc. trimmed | 22,455 | $1M | 0.1% | 2026-Q1 |
| Waverly Advisors, LLC added | 22,261 | $1M | 0.1% | 2026-Q1 |
| Wealthspire Advisors, LLC trimmed | 22,139 | $1M | 0.1% | 2026-Q1 |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | 20,816 | $1M | 0.1% | 2026-Q1 |
| LAFFER TENGLER INVESTMENTS, INC. new | 20,000 | $1M | 0.1% | 2026-Q1 |
| Bright Futures Wealth Management, LLC. added | 19,768 | $1M | 0.1% | 2026-Q1 |
| Baker Ellis Asset Management LLC added | 19,472 | $1M | 0.1% | 2026-Q1 |
| Straight Path Wealth Management added | 18,905 | $984K | 0.1% | 2026-Q1 |
| Mezzasalma Advisors, LLC added | 18,183 | $947K | 0.1% | 2026-Q1 |
| OPPENHEIMER & CO INC added | 17,618 | $917K | 0.1% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 15,500 | $807K | 0.1% | 2026-Q1 |
| Cetera Investment Advisers added | 15,341 | $799K | 0.1% | 2026-Q1 |
| JNBA Financial Advisors trimmed | 15,165 | $790K | 0.1% | 2026-Q1 |
| CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC | 15,031 | $783K | 0.1% | 2026-Q1 |
| INGALLS & SNYDER LLC added | 14,469 | $753K | 0.1% | 2026-Q1 |
| Lowe Wealth Advisors, LLC added | 250,770 | $11M | 1.3% | 2025-Q3 stale |
| Coppell Advisory Solutions LLC added | 5,418 | $3M | 0.3% | 2025-Q1 stale |
| Hilltop Holdings Inc. trimmed | 66,556 | $3M | 0.3% | 2025-Q3 stale |
| Stratos Wealth Advisors, LLC trimmed | 50,183 | $2M | 0.3% | 2025-Q3 stale |
| CITADEL ADVISORS LLC added | 33,162 | $1M | 0.2% | 2025-Q3 stale |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 25,760 | $1M | 0.1% | 2025-Q4 stale |
| JANE STREET GROUP, LLC added | 25,264 | $1M | 0.1% | 2025-Q2 stale |
| Stegent Equity Advisors, Inc. trimmed | 20,124 | $899K | 0.1% | 2025-Q3 stale |
| ONE PLUS ONE WEALTH MANAGEMENT, LLC trimmed | 21,628 | $879K | 0.1% | 2025-Q1 stale |
| GTS SECURITIES LLC added | 19,655 | $874K | 0.1% | 2025-Q4 stale |
| CW Advisors, LLC added | 20,558 | $867K | 0.1% | 2025-Q2 stale |
| SCHWARTZ INVESTMENT COUNSEL INC | 19,000 | $801K | 0.1% | 2025-Q2 stale |
| PURE PORTFOLIOS HOLDINGS LLC trimmed | 17,834 | $793K | 0.1% | 2025-Q4 stale |
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.