Listed Fds Tr (INFL) Hedge Fund Ownership (Q2 2026)

Q: Is it too late to buy Listed Fds Tr (INFL) following the 2026 Q2 hedge fund 13F filings?

As of today, INFL has moved +0.2% since the 2026 Q2 13F filing date (August 14, 2026), compared to -99.6% for the SPY sector ETF — an outperformance of +99.8%. Since the quarter end (June 30, 2026), INFL gained +6.0% vs -99.6% for SPY. The stock has significantly outperformed its sector benchmark — the original entry opportunity has largely been captured by earlier investors.

Listed Fds Tr (INFL)

173 + Investors. Track Smart Money conviction in INFL. See who's accumulating, reducing, or initiating positions.

Smart Money Signals — INFL

Based on 168 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 6Q

For 2 consecutive quarters, more hedge funds added INFL than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

🏔️

At the ownership peak (100% of max)

100% of all-time peak

168 hedge funds hold INFL right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.

🚀

Fast accumulation — +24% more funds vs a year ago

fund count last 6Q

+32 new funds entered over the past year (+24% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.

🟢

More buyers than sellers — 62% buying

100 buying62 selling

Last quarter: 100 funds were net buyers (36 opened a brand new position + 64 added to an existing one). Only 62 were sellers (46 trimmed + 16 sold completely). A clear majority buying is a strong confirmation signal.

📈

More new buyers each quarter (+14 vs last Q)

new funds entering per quarter

Funds opening a new INFL position: 27 → 10 → 22 → 36. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.

🔒

46% of holders stayed for 2+ years

■ 46% conviction (2yr+) ■ 26% medium ■ 28% new

77 out of 168 hedge funds have held INFL for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

🚀

Acceleration phase — new buyers rushing in

25 → 27 → 10 → 22 → 36 new funds/Q

New funds entering each quarter: 27 → 10 → 22 → 36. The pace of institutional discovery is accelerating sharply. This is the 'hot idea' phase — the thesis is being passed from fund to fund. You are not late — the accumulation wave is still building.

🏛️

Veteran-anchored — 52% veterans vs 35% newcomers

■ 52% veterans ■ 13% 1-2yr ■ 35% new

Entry-cohort mix of 170 holders: 89 (52%) are 2+ year veterans, 22 entered 1–2 years ago, and 59 (35%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.

✅

Strong quality — 25% AUM from major funds

25% from top-100 AUM funds

13 of 166 holders rank in the top 100 by AUM, accounting for 25% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

3.9

out of 10

Low Exit Risk

Exit risk score 3.9/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Metric	All 13F Filers (2026 Q2)	Prior (2026 Q1)	Change
Funds Holding	173	168	2.98%
13F Shares	17M	17M	3.56%
Total Value	$827M	$839M	-1.39%
New Positions	31	36	-5
Increased Positions	71	64	+7
Closed Positions	25	16	+9
Reduced Positions	44	46	-2
Total Calls	1	2	-50.0%
Total Puts	0	1	-100.0%
PUT/CALL Ratio	0.0	0.5	Bullish

Metric

All 13F Filers (2026 Q2)

Prior (2026 Q1)

Change

Funds Holding

173

168

2.98%

13F Shares

17M

3.56%

Total Value

$827M

$839M

-1.39%

New Positions

-5

Increased Positions

Closed Positions

Reduced Positions

-2

Total Calls

-50.0%

Total Puts

-100.0%

PUT/CALL Ratio

0.0

0.5

Bullish

Institutional Holders (2026 Q2)

173 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in INFL. Verified SEC 13F-HR filings.

QUARTER:

FILTER:All New Added To Reduced No Change | Overweight >5%

Top 25 INFL holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Oxford Financial Group, LTD. LLC	9.75%	3,860,173	$192.5M
2	Atlas Wealth Partners, LLC	7.41%	136,034	$6.8M
3	One Charles Private Wealth Services, LLC	5.56%	484,447	$24.2M
4	Longview Financial Advisors, Inc.	5.46%	187,257	$9.3M
5	Independent Family Office, LLC	3.18%	158,665	$7.9M
6	Intrepid Family Office LLC	3.14%	85,000	$4.2M
7	Hilltop National Bank	2.99%	280,389	$14.0M
8	Cooper Investors Pty Ltd	2.44%	106,357	$5.3M
9	Diversified Management Inc	2.40%	224,829	$11.2M
10	NCM Capital Management, LLC	2.36%	153,838	$7.7M
11	Pecaut & CO.	2.32%	152,906	$7.6M
12	Lionsbridge Wealth Management LLC	2.00%	40,794	$2.0M
13	Clarity Asset Management, Inc.	1.96%	80,190	$4.0M
14	Pillsbury Lake Capital LLC	1.59%	176,270	$5.8M
15	Triad Investment Management	1.06%	19,241	$960K
16	Magnolia Private Wealth, LLC	0.92%	33,482	$1.7M
17	Coastal Bridge Advisors, LLC	0.80%	260,680	$13.0M
18	EagleClaw Capital Managment, LLC	0.60%	89,202	$4.4M
19	Bright Futures Wealth Management, LLC.	0.58%	18,098	$903K
20	First Foundation Advisors	0.57%	318,044	$15.9M
21	Philip James Wealth Mangement, LLC	0.55%	98,702	$4.9M
22	Abacus Planning Group, Inc.	0.44%	71,422	$3.6M
23	Guardian Wealth Advisors, LLC / Nc	0.36%	128,631	$6.4M
24	Copia Wealth Management	0.35%	11,713	$584K
25	Waterloo Capital, L.P.	0.33%	116,730	$5.8M

Investor	Ownership History	% of Portfolio	Prev %	Rank	Conviction	Avg Buy Price	13F Score™ 3Y / 7Y	Sell Timing	Shares	Mkt Value	Change	Change %	Source	Quarter	Filed

Frequently Asked Questions — Listed Fds Tr (INFL)

What does the Smart Money Trend signal show for INFL?

Buying streak — 2 quarters in a row: For 2 consecutive quarters, more hedge funds added INFL than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for INFL?

More buyers than sellers — 62% buying: Last quarter: 100 funds were net buyers (36 opened a brand new position + 64 added to an existing one). Only 62 were sellers (46 trimmed + 16 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for INFL holders?

Strong quality — 25% AUM from major funds: 13 of 166 holders rank in the top 100 by AUM, accounting for 25% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held INFL?

46% of holders stayed for 2+ years: 77 out of 168 hedge funds have held INFL for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Is it too late to buy Listed Fds Tr (INFL) following the 2026 Q2 hedge fund 13F filings?

As of today, INFL has moved +0.2% since the 2026 Q2 13F filing date (August 14, 2026), compared to -99.6% for the SPY sector ETF — an outperformance of +99.8%. Since the quarter end (June 30, 2026), INFL has gained +6.0% vs -99.6% for SPY. The stock has significantly outperformed its sector benchmark — the original entry opportunity has largely been captured by earlier investors.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

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Listed Fds Tr (INFL)

Smart Money Signals — INFL

Buying streak — 2 quarters in a row

At the ownership peak (100% of max)

Fast accumulation — +24% more funds vs a year ago

More buyers than sellers — 62% buying

More new buyers each quarter (+14 vs last Q)

46% of holders stayed for 2+ years

Acceleration phase — new buyers rushing in

Veteran-anchored — 52% veterans vs 35% newcomers

Strong quality — 25% AUM from major funds

Institutional Sentiment Summary — INFL

Hedge Fund Ownership: INFL

Market Analysis: INFL

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: INFL

Is It Too Late to Buy Listed Fds Tr (INFL) Based on Hedge Fund 13F Filings?

Hedge Fund Positioning: INFL

Statistics: INFL

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q2)

Frequently Asked Questions — Listed Fds Tr (INFL)

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