BJL
RSMC

Brighton Jones LLC’s Rockefeller U.S. Small-Mid Cap ETF RSMC Stock Holding History

Brighton Jones LLC’s Portfolio RSMC Stock Details RSMC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.49M Hold
120,663
– – 0.06% 193
2026
Q1 		$3M Hold
120,663
– – 0.07% 207
2025
Q4 		$3.05M Hold
120,663
– – 0.11% 54
2025
Q3 		$3.18M Hold
120,663
– – 0.08% 148
2025
Q2 		$3.13M Hold
120,663
– – 0.08% 136
2025
Q1 		$2.84M Hold
120,663
– – 0.09% 126
2024
Q4 		$3.08M Buy
+120,663
New +$3.13M 0.09% 118

Other funds holding RSMC

Rockefeller Capital Management
Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
SG
StoneX Group New York $2.48B AUM 33.54% 1-Year Est. Return
MHIC
Marble Harbor Investment Counsel Boston, Massachusetts $984M AUM 19.46% 1-Year Est. Return
QCM
Quantinno Capital Management New York $83.3B AUM 37.97% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
HTC
Haverford Trust Company Radnor, Pennsylvania $11.6B AUM 18.97% 1-Year Est. Return
CB
Commerce Bank Kansas City, Missouri $22.8B AUM 28.56% 1-Year Est. Return

Brighton Jones LLC's RSMC Position: Q2 2026 in Review

Brighton Jones LLC held its Rockefeller U.S. Small-Mid Cap ETF (RSMC) position steady in Q2 2026 at 120,663 shares worth $3.49M. The position accounts for 0.06% of the portfolio, ranked #193.

Brighton Jones LLC first reported a position in RSMC in Q4 2024 and has held it in 7 quarters since. 17 funds tracked by Wall St. Rank hold RSMC as of Q2 2026.

  • Brighton Jones LLC held 120,663 shares of Rockefeller U.S. Small-Mid Cap ETF worth $3.49M as of Q2 2026.
  • Brighton Jones LLC left its Rockefeller U.S. Small-Mid Cap ETF share count unchanged in Q2 2026.
  • Rockefeller U.S. Small-Mid Cap ETF made up 0.06% of Brighton Jones LLC's portfolio in Q2 2026, its #193 holding.
  • Brighton Jones LLC first reported a position in Rockefeller U.S. Small-Mid Cap ETF in Q4 2024 and has held it in 7 quarters since.
  • 17 funds tracked by Wall St. Rank held Rockefeller U.S. Small-Mid Cap ETF as of Q2 2026.

Based on Brighton Jones LLC's 13F filing for Q2 2026, filed 11 Aug 2026.