HoldingsChannel.com
| Filer | 9/30/2023 Share Count | 12/31/2023 Share Count | Change | % Change |
|---|---|---|---|---|
| 13F Filers Increasing INFL Share Count | ||||
| Qube Research & Technologies Ltd | 21,387 | 33,833 | +12,446 | +58.19% |
| Bank of New York Mellon Corp | 94,371 | 129,532 | +35,161 | +37.26% |
| Defender Capital LLC. | 13,900 | 18,900 | +5,000 | +35.97% |
| Caldwell Sutter Capital Inc. | 45 | 52 | +7 | +15.56% |
| SILVER OAK SECURITIES Inc | 5,999 | 6,759 | +760 | +12.67% |
| NCM Capital Management LLC | 75,945 | 83,935 | +7,990 | +10.52% |
| Morgan Stanley | 9,509 | 10,386 | +877 | +9.22% |
| Stratos Wealth Advisors LLC | 48,137 | 51,696 | +3,559 | +7.39% |
| IHT Wealth Management LLC | 13,320 | 14,280 | +960 | +7.21% |
| CI Private Wealth LLC | 107,817 | 115,594 | +7,777 | +7.21% |
| DAVENPORT & Co LLC | 36,259 | 38,854 | +2,595 | +7.16% |
| Atlas Wealth Partners LLC | 98,445 | 103,012 | +4,567 | +4.64% |
| Cerity Partners LLC | 39,213 | 40,913 | +1,700 | +4.34% |
| Steward Partners Investment Advisory LLC | 45,558 | 46,319 | +761 | +1.67% |
| Wealth Enhancement Advisory Services LLC | 22,200 | 22,550 | +350 | +1.58% |
| JNBA Financial Advisors | 267,556 | 270,294 | +2,738 | +1.02% |
| EagleClaw Capital Managment LLC | 80,210 | 81,010 | +800 | +1.00% |
| Lowe Wealth Advisors LLC | 206,150 | 207,845 | +1,695 | +0.82% |
| Horizon Kinetics Asset Management LLC | 84,614 | 85,112 | +498 | +0.59% |
| Financial Freedom LLC | 207 | 208 | +1 | +0.48% |
| Stratos Wealth Partners LTD. | 31,817 | 31,923 | +106 | +0.33% |
| Evanson Asset Management LLC | 9,255 | 9,286 | +31 | +0.33% |
| CWM LLC | 403 | 404 | +1 | +0.25% |
| Wealthsource Partners LLC | 73,292 | 73,439 | +147 | +0.20% |
| Cullen Frost Bankers Inc. | 189,391 | 189,476 | +85 | +0.04% |
| 13F Filers Reporting New Positions In INFL | ||||
| Renaissance Technologies LLC | 0 | 11,500 | +11,500 | +100% |
| Benjamin F. Edwards & Company Inc. | 0 | 307 | +307 | +100% |
| HRT Financial LP | 0 | 7,564 | +7,564 | +100% |
| Private Advisor Group LLC | 0 | 8,474 | +8,474 | +100% |
| Advisory Services Network LLC | 0 | 6,489 | +6,489 | +100% |
| U.S. Capital Wealth Advisors LLC | 0 | 7,136 | +7,136 | +100% |
| International Assets Investment Management LLC | 0 | 124,340 | +124,340 | +100% |
| Coppell Advisory Solutions LLC | 0 | 1,415 | +1,415 | +100% |
| Ronald Blue Trust Inc. | 0 | 13 | +13 | +100% |
| Congress Wealth Management LLC DE | 0 | 6,393 | +6,393 | +100% |
| Farther Finance Advisors LLC | 0 | 0 | UNCH | 100% |
| Second Line Capital LLC | 0 | 9,462 | +9,462 | +100% |
| Philip James Wealth Mangement LLC | 0 | 112,298 | +112,298 | +100% |
| Smartleaf Asset Management LLC | 0 | 63 | +63 | +100% |
| Clayton Financial Group LLC | 0 | 30,226 | +30,226 | +100% |
| Spectrum Wealth Counsel LLC | 0 | 4,982 | +4,982 | +100% |
| 13F Filers With Unchanged Share Count | ||||
| Bank of America Corp DE | 500 | 500 | UNCH | 0.00% |
| The PNC Financial Services Group Inc. | 6,550 | 6,550 | UNCH | 0.00% |
| Pinnacle Associates Ltd. | 8,400 | 8,400 | UNCH | 0.00% |
| Proequities Inc. | 10 | 10 | UNCH | 0.00% |
| Clearstead Advisors LLC | 2,372 | 2,372 | UNCH | 0.00% |
| Schwartz Investment Counsel Inc. | 14,000 | 14,000 | UNCH | 0.00% |
| WASHINGTON TRUST Co | 350 | 350 | UNCH | 0.00% |
| Pecaut & CO. | 62,150 | 62,150 | UNCH | 0.00% |
| Front Row Advisors LLC | 2,750 | 2,750 | UNCH | 0.00% |
| Solstein Capital LLC | 2,730 | 2,730 | UNCH | 0.00% |
| Cresset Asset Management LLC | 20,191 | 20,191 | UNCH | 0.00% |
| Garrison Point Advisors LLC | 10,287 | 10,287 | UNCH | 0.00% |
| KMG Fiduciary Partners LLC | 7,900 | 7,900 | UNCH | 0.00% |
| Tsfg LLC | 13 | 13 | UNCH | 0.00% |
| Covestor Ltd | 11 | 11 | UNCH | 0.00% |
| Autumn Glory Partners LLC | 8,513 | 8,513 | UNCH | 0.00% |
| JDM Financial Group LLC | 273 | 273 | UNCH | 0.00% |
| TD Waterhouse Canada Inc. | 19 | 19 | UNCH | 0.00% |
| 13F Filers Decreasing INFL Share Count | ||||
| JPMorgan Chase & Co. | 2,642,348 | 55,417 | -2,586,931 | -97.90% |
| Bank of Montreal Can | 23,168 | 2,178 | -20,990 | -90.60% |
| Allegheny Financial Group LTD | 104,297 | 24,230 | -80,067 | -76.77% |
| Jane Street Group LLC | 250,359 | 63,126 | -187,233 | -74.79% |
| OLD Mission Capital LLC | 255,439 | 96,291 | -159,148 | -62.30% |
| Abacus Planning Group Inc. | 99,487 | 39,724 | -59,763 | -60.07% |
| National Asset Management Inc. | 19,846 | 8,862 | -10,984 | -55.35% |
| New England Private Wealth Advisors LLC | 101,042 | 47,684 | -53,358 | -52.81% |
| Creative Financial Designs Inc. ADV | 2,914 | 1,416 | -1,498 | -51.41% |
| Cambridge Investment Research Advisors Inc. | 27,493 | 13,948 | -13,545 | -49.27% |
| Advisor Group Holdings Inc. | 75,265 | 39,054 | -36,211 | -48.11% |
| Equitable Trust Co. | 1,107,334 | 597,298 | -510,036 | -46.06% |
| Susquehanna International Group LLP | 66,471 | 36,690 | -29,781 | -44.80% |
| Twin Focus Capital Partners LLC | 266,181 | 151,756 | -114,425 | -42.99% |
| STAR Financial Bank | 28,493 | 16,991 | -11,502 | -40.37% |
| Comerica Bank | 3,084 | 1,840 | -1,244 | -40.34% |
| UBS Group AG | 347,186 | 224,302 | -122,884 | -35.39% |
| MBE Wealth Management LLC | 31,240 | 20,216 | -11,024 | -35.29% |
| NewEdge Wealth LLC | 151,175 | 100,848 | -50,327 | -33.29% |
| Aptus Capital Advisors LLC | 205,797 | 137,657 | -68,140 | -33.11% |
| Cetera Advisors LLC | 24,377 | 16,331 | -8,046 | -33.01% |
| Citadel Advisors LLC | 30,912 | 21,800 | -9,112 | -29.48% |
| One One Wealth Management LLC | 54,053 | 40,861 | -13,192 | -24.41% |
| Waterloo Capital L.P. | 12,290 | 9,364 | -2,926 | -23.81% |
| InterOcean Capital Group LLC | 10,165 | 7,793 | -2,372 | -23.33% |
| Meixler Investment Management Ltd. | 17,601 | 13,589 | -4,012 | -22.79% |
| First Manhattan Co. | 1,654 | 1,300 | -354 | -21.40% |
| Fort Point Capital Partners LLC | 11,138 | 8,841 | -2,297 | -20.62% |
| LPL Financial LLC | 987,981 | 808,898 | -179,083 | -18.13% |
| Blue Bell Private Wealth Management LLC | 3,900 | 3,250 | -650 | -16.67% |
| Wells Fargo & Company MN | 387,236 | 323,798 | -63,438 | -16.38% |
| Green Square Capital Advisors LLC | 213,223 | 178,887 | -34,336 | -16.10% |
| Pekin Hardy Strauss Inc. | 117,569 | 100,080 | -17,489 | -14.88% |
| Global Retirement Partners LLC | 1,308 | 1,116 | -192 | -14.68% |
| Crescent Grove Advisors LLC | 8,965 | 7,655 | -1,310 | -14.61% |
| Oppenheimer & Co. Inc. | 20,880 | 18,351 | -2,529 | -12.11% |
| Kestra Advisory Services LLC | 39,425 | 34,695 | -4,730 | -12.00% |
| GWM Advisors LLC | 9,203 | 8,107 | -1,096 | -11.91% |
| Auxano Advisors LLC | 84,971 | 75,158 | -9,813 | -11.55% |
| Mariner LLC | 8,756 | 7,751 | -1,005 | -11.48% |
| Parallel Advisors LLC | 1,328 | 1,177 | -151 | -11.37% |
| Cetera Investment Advisers | 10,546 | 9,350 | -1,196 | -11.34% |
| Carlton Hofferkamp & Jenks Wealth Management LLC | 13,975 | 12,425 | -1,550 | -11.09% |
| TrinityPoint Wealth LLC | 102,272 | 91,118 | -11,154 | -10.91% |
| Engrave Wealth Partners LLC | 331,050 | 297,500 | -33,550 | -10.13% |
| Sontag Advisory LLC | 38,873 | 35,003 | -3,870 | -9.96% |
| Rockefeller Capital Management L.P. | 534,943 | 483,650 | -51,293 | -9.59% |
| Raymond James Financial Services Advisors Inc. | 26,603 | 24,207 | -2,396 | -9.01% |
| HighTower Advisors LLC | 210,624 | 193,552 | -17,072 | -8.11% |
| Northwestern Mutual Wealth Management Co. | 1,877 | 1,740 | -137 | -7.30% |
| Janney Montgomery Scott LLC | 199,288 | 185,009 | -14,279 | -7.17% |
| IFP Advisors Inc | 26,533 | 25,045 | -1,488 | -5.61% |
| Guardian Wealth Advisors LLC NC | 117,670 | 111,150 | -6,520 | -5.54% |
| Spire Wealth Management | 65,289 | 61,725 | -3,564 | -5.46% |
| Macroview Investment Management LLC | 67,689 | 64,328 | -3,361 | -4.97% |
| Commonwealth Equity Services LLC | 294,432 | 280,017 | -14,415 | -4.90% |
| Savant Capital LLC | 6,702 | 6,385 | -317 | -4.73% |
| Captrust Financial Advisors | 274,229 | 264,043 | -10,186 | -3.71% |
| Raymond James & Associates | 483,486 | 466,611 | -16,875 | -3.49% |
| Moors & Cabot Inc. | 165,879 | 160,659 | -5,220 | -3.15% |
| Edge Capital Group LLC | 243,952 | 237,053 | -6,899 | -2.83% |
| Sugarloaf Wealth Management LLC | 115,092 | 112,108 | -2,984 | -2.59% |
| Parsons Capital Management Inc. RI | 43,141 | 42,045 | -1,096 | -2.54% |
| GYL Financial Synergies LLC | 34,574 | 33,789 | -785 | -2.27% |
| Fernwood Investment Management LLC | 17,796 | 17,472 | -324 | -1.82% |
| One Charles Private Wealth Services LLC | 403,660 | 396,750 | -6,910 | -1.71% |
| Baker Ellis Asset Management LLC | 27,642 | 27,230 | -412 | -1.49% |
| Compass Ion Advisors LLC | 41,202 | 40,819 | -383 | -0.93% |
| Shufro Rose & Co. LLC | 1,151,842 | 1,144,443 | -7,399 | -0.64% |
| Envestnet Asset Management Inc. | 67,434 | 67,021 | -413 | -0.61% |
| Royal Bank of Canada | 240,539 | 240,318 | -221 | -0.09% |
| 13F Filers Exiting INFL | ||||
| Buck Wealth Strategies LLC | 123 | 0 | -123 | -100.00% |
| TCP Asset Management LLC | 6,870 | 0 | -6,870 | -100.00% |
| Ulland Investment Advisors LLC | 1,225 | 0 | -1,225 | -100.00% |
| Axxcess Wealth Management LLC | 29,215 | 0 | -29,215 | -100.00% |
| Ameritas Advisory Services LLC | 60,178 | 0 | -60,178 | -100.00% |
| TMD Wealth Management LLC | 474,897 | 0 | -474,897 | -100.00% |
| Orion Portfolio Solutions LLC | 7,216 | 0 | -7,216 | -100.00% |
| Lion Street Advisors LLC | 11,020 | 0 | -11,020 | -100.00% |
| Fiduciary Planning LLC | 12,599 | 0 | -12,599 | -100.00% |
| Kingsview Wealth Management LLC | 6,735 | 0 | -6,735 | -100.00% |
| Cary Street Partners Investment Advisory LLC | 772 | 0 | -772 | -100.00% |
| Apexium Financial LP | 8,142 | 0 | -8,142 | -100.00% |
| Arcus Capital Partners LLC | 33,450 | 0 | -33,450 | -100.00% |
| Lunt Capital Management Inc. | 6,820 | 0 | -6,820 | -100.00% |
| Nelson Van Denburg & Campbell Wealth Management Group LLC | 261 | 0 | -261 | -100.00% |
| Cetera Advisor Networks LLC | 8,388 | 0 | -8,388 | -100.00% |
| Two Sigma Securities LLC | 10,426 | 0 | -10,426 | -100.00% |
| Sigma Planning Corp | 11,410 | 0 | -11,410 | -100.00% |
| Insight 2811 Inc. | 27,865 | 0 | -27,865 | -100.00% |
| Avantax Advisory Services Inc. | 16,175 | 0 | -16,175 | -100.00% |
| Private Trust Co. NA | 3,583 | 0 | -3,583 | -100.00% |
| FMR LLC | 1 | 0 | -1 | -100.00% |
| Huntington National Bank | 20 | 0 | -20 | -100.00% |
| US Bancorp DE | 199 | 0 | -199 | -100.00% |
| Fifth Third Bancorp | 53 | 0 | -53 | -100.00% |
See Summary: Institutional Holders of INFL
See Details: Top 10 Hedge Funds Holding INFL
