13F Insight
DOSSIER · 13F Holders · Q4 2025CyclicalNet sold
INFL

LISTED FDS TR

182 institutions still hold LISTED FDS TR as of Q4 2025. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 53656F623·182 13F holders·last filed Dec 31, 2025
Market cap
—
▲ 7.3%
vs prior quarter
13F value held
$573M
78.0% inst. owned
of float
Holders
182
+115 QoQ
filers reporting
Activity
+75 / −50
+848 added · −709 reduced
this quarter
Concentration
30.82%
OXFORD FINANCIAL GROUP, LTD. LLC #1
top holder share
AI Holders Summary · Q4 2025

182 institutions reported INFL in Q4 2025. OXFORD FINANCIAL GROUP, LTD. LLC leads at 30.8% of the visible book. +115 net new institutions vs prior quarter — accumulation reading.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
OXFORD FINANCIAL GROUP, LTD. LLC
CIK 0001245862
$177M4.0M9.71%Q4 202502
LPL Financial LLC
CIK 0001403438
$50M968K0.01%Q1 202603
ROYAL BANK OF CANADA
CIK 0001000275
$43M830K0.01%Q1 202604
WELLS FARGO & COMPANY/MN
CIK 0000072971
$43M817K0.01%Q1 202605
UBS Group AG
CIK 0001610520
$27M519K0.00%Q1 202606
One Charles Private Wealth Services, LLC
CIK 0001800938
$26M496K6.46%Q1 202607
Rockefeller Capital Management L.P.
CIK 0001739439
$23M437K0.04%Q1 202608
Bank of New York Mellon Corp
CIK 0001390777
$23M434K0.00%Q1 202609
Bayshore Capital Advisors, LLC
CIK 0001598176
$17M331K7.26%Q1 202610
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$16M316K0.01%Q1 202611
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$15M296K0.02%Q1 202612
CAPTRUST FINANCIAL ADVISORS
CIK 0001512024
$15M286K0.03%Q1 202613
Hilltop National Bank
CIK 0002021658
$15M280K3.47%Q1 202614
MAI Capital Management
CIK 0001040197
$13M256K0.08%Q1 202615
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$13M249K0.00%Q1 202616
FIRST FOUNDATION ADVISORS
CIK 0001086763
$13M246K0.52%Q1 202617
DIVERSIFIED MANAGEMENT INC
CIK 0000922372
$12M230K2.05%Q1 202618
Aptus Capital Advisors, LLC
CIK 0001664193
$12M223K0.09%Q1 202619
Lowe Wealth Advisors, LLC
CIK 0001574010
$11M251K4.09%Q3 202520
Coastal Bridge Advisors, LLC
CIK 0001665976
$10M192K0.71%Q1 2026
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