Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Listed Fds Tr (INFL)

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

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Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +21
Streak
2Q ▲
Buyers last Q
62%

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 buying61 selling
Last quarter: 100 funds were net buyers (36 opened a brand new position + 64 added to an existing one). Only 61 were sellers (46 trimmed + 15 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: 26 → 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 → 26 → 10 → 22 → 36 new funds/Q
New funds entering each quarter: 26 → 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.

Institutional Sentiment Summary — INFL

In 2026 Q1, 100 hedge funds were net buyers of INFL (36 opened a new position, 64 added to an existing one), while 61 reduced or exited (46 trimmed, 15 sold completely) — a 62% buyer ratio, indicating clear institutional accumulation. Net buying has persisted for two consecutive quarters, a positive momentum signal. 25% of total institutional value in INFL is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: +21 funds (more new holders than closures). Total institutional holders: 168.

Hedge Fund Ownership: INFL

How many hedge funds hold INFL — quarterly history vs. share price
Quarterly hedge fund ownership of INFL vs. share price

Market Analysis: INFL

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: INFL

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

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

Signal Freshness measures how much INFL has moved relative to its sector benchmark (SPY) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 79d ago
INFL
-3.5%
SPY
+13.9%

INFL outperformed SPY by -17.4% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 34d ago
INFL
-4.7%
SPY
+0.2%

Since the filing became public, INFL outperformed SPY by -4.9% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

8 top-rated funds 5 high-conviction
Consensus
4.1
/ 10
breadth
×
Elite
3.4
/ 10
conviction
Hedge Fund Positioning: INFL
168 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 168 147 14.29%
13F Shares 17M 19M -12.48%
Total Value $839M $839M -0.06%
New Positions 36 22 +14
Increased Positions 64 69 -5
Closed Positions 15 14 +1
Reduced Positions 46 34 +12
Total Calls 2 1 100.0%
Total Puts 1 0 100%
PUT/CALL Ratio 0.5 0.0 Bullish

Statistics: INFL

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Institutional Holders (2026 Q1)

168 + 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:
Top 25 INFL holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Oxford Financial Group, LTD. LLC 11.07% 3,947,452 $205.5M
2 Bayshore Capital Advisors, LLC 7.26% 330,506 $17.2M
3 Atlas Wealth Partners, LLC 7.22% 134,961 $7.0M
4 One Charles Private Wealth Services, LLC 6.46% 495,718 $25.8M
5 Longview Financial Advisors, Inc. 5.64% 177,208 $9.2M
6 Cooper Investors Pty Ltd 3.67% 172,724 $9.0M
7 Intrepid Family Office LLC 3.58% 85,000 $4.4M
8 Hilltop National Bank 3.47% 280,389 $14.6M
9 Independent Family Office, LLC 3.21% 149,927 $7.8M
10 Pecaut & CO. 2.53% 149,401 $7.8M
11 NCM Capital Management, LLC 2.49% 133,728 $7.0M
12 Lionsbridge Wealth Management LLC 2.24% 42,872 $2.2M
13 Diversified Management Inc 2.05% 229,919 $12.0M
14 Pillsbury Lake Capital LLC 1.94% 129,975 $4.3M
15 Clarity Asset Management, Inc. 1.33% 50,440 $2.6M
16 Triad Investment Management 1.16% 60,786 $3.2M
17 Coastal Bridge Advisors, LLC 0.71% 191,817 $10.0M
18 Bright Futures Wealth Management, LLC. 0.70% 19,768 $1.0M
19 EagleClaw Capital Managment, LLC 0.64% 88,302 $4.6M
20 Philip James Wealth Mangement, LLC 0.61% 102,071 $5.3M
21 First Foundation Advisors 0.52% 246,486 $12.8M
22 Abacus Planning Group, Inc. 0.41% 58,728 $3.1M
23 Copia Wealth Management 0.41% 11,373 $592K
24 Guardian Wealth Advisors, LLC / Nc 0.38% 116,707 $6.1M
25 Greenhaven Road Investment Management, L.P. 0.36% 16,024 $529K
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 61 were sellers (46 trimmed + 15 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 Q1 hedge fund 13F filings?

As of today, INFL has moved -4.7% since the 2026 Q1 13F filing date (May 15, 2026), compared to +0.2% for the SPY sector ETF — an outperformance of -4.9%. Since the quarter end (March 31, 2026), INFL has gained -3.5% vs +13.9% for SPY. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

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.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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