Rockefeller Capital Management
INFL icon

Rockefeller Capital Management’s Horizon Kinetics Inflation Beneficiaries ETF INFL Stock Holding History

Rockefeller Capital Management’s Portfolio INFL Stock Details INFL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$25.1M Buy
503,418
+66,473
+15% +$3.46M 0.04% 416
2026
Q1 		$22.7M Buy
436,945
+52,423
+14% +$2.65M 0.04% 413
2025
Q4 		$17.1M Buy
384,522
+30,404
+9% +$1.34M 0.03% 478
2025
Q3 		$15.8M Buy
354,118
+15,250
+5% +$649K 0.03% 487
2025
Q2 		$14.3M Buy
338,868
+38,283
+13% +$1.58M 0.03% 493
2025
Q1 		$12.2M Buy
300,585
+21,177
+8% +$848K 0.03% 513
2024
Q4 		$10.6M Sell
279,408
-6,505
-2% -$260K 0.03% 536
2024
Q3 		$10.7M Buy
285,913
+11,899
+4% +$428K 0.03% 524
2024
Q2 		$8.95M Sell
274,014
-199,702
-42% -$6.54M 0.03% 547
2024
Q1 		$15.4M Sell
473,716
-9,934
-2% -$306K 0.05% 399
2023
Q4 		$15.2M Sell
483,650
-51,293
-10% -$1.57M 0.05% 353
2023
Q3 		$16.3M Sell
534,943
-33,809
-6% -$1.06M 0.06% 309
2023
Q2 		$17.4M Sell
568,752
-118,584
-17% -$3.63M 0.07% 302
2023
Q1 		$21.2M Buy
687,336
+8,452
+1% +$264K 0.09% 248
2022
Q4 		$21.4M Buy
678,884
+362,383
+114% +$11.2M 0.11% 212
2022
Q3 		$8.81M Buy
316,501
+166,255
+111% +$4.95M 0.05% 388
2022
Q2 		$4.29M Buy
150,246
+82,017
+120% +$2.6M 0.02% 556
2022
Q1 		$2.27M Buy
68,229
+17,597
+35% +$555K 0.01% 763
2021
Q4 		$1.58M Buy
+50,632
New +$1.56M 0.01% 886

Other funds holding INFL

OFG
Oxford Financial Group Carmel, Indiana $1.97B AUM 22.31% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
OCPWS
One Charles Private Wealth Services Hingham, Massachusetts $434M AUM 22.37% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
FFA
First Foundation Advisors Irvine, California $2.78B AUM 23.76% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Rockefeller Capital Management's INFL Position: Q2 2026 in Review

Rockefeller Capital Management increased its Horizon Kinetics Inflation Beneficiaries ETF (INFL) stake by 15% in Q2 2026, buying an estimated $3.46M and bringing the position to 503,418 shares worth $25.1M. The position accounts for 0.04% of the portfolio, ranked #416.

Rockefeller Capital Management first reported a position in INFL in Q4 2021 and has held it in 19 quarters since. 173 funds tracked by Wall St. Rank hold INFL as of Q2 2026.

  • Rockefeller Capital Management held 503,418 shares of Horizon Kinetics Inflation Beneficiaries ETF worth $25.1M as of Q2 2026.
  • Rockefeller Capital Management bought 66,473 Horizon Kinetics Inflation Beneficiaries ETF shares in Q2 2026, an estimated $3.46M.
  • Horizon Kinetics Inflation Beneficiaries ETF made up 0.04% of Rockefeller Capital Management's portfolio in Q2 2026, its #416 holding.
  • Rockefeller Capital Management first reported a position in Horizon Kinetics Inflation Beneficiaries ETF in Q4 2021 and has held it in 19 quarters since.
  • 173 funds tracked by Wall St. Rank held Horizon Kinetics Inflation Beneficiaries ETF as of Q2 2026.

Based on Rockefeller Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.