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
Q1 		– Sell
-120,663
Closed -$3.05M – 54
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 $56.4B AUM 24.96% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SG
StoneX Group New York $1.86B AUM 21.3% 1-Year Est. Return
GWMR
GC Wealth Management RIA Cambridge, Massachusetts $1.73B AUM 16.14% 1-Year Est. Return
MHIC
Marble Harbor Investment Counsel Boston, Massachusetts $923M AUM 14.09% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
QCM
Quantinno Capital Management New York $59.9B AUM 28.07% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
HTC
Haverford Trust Company Radnor, Pennsylvania $10.9B AUM 18.64% 1-Year Est. Return

Brighton Jones LLC's RSMC Position: Q1 2026 in Review

Brighton Jones LLC sold out of Rockefeller U.S. Small-Mid Cap ETF (RSMC) in Q1 2026, closing a stake of 120,663 shares — an estimated $3.05M sold.

Brighton Jones LLC first reported a position in RSMC in Q4 2024 and held it in 5 quarters. The position peaked at $3.18M in Q3 2025. 15 funds tracked by Wall St. Rank hold RSMC as of Q1 2026.

  • Brighton Jones LLC reported no remaining Rockefeller U.S. Small-Mid Cap ETF position as of Q1 2026 after selling out during the quarter.
  • Brighton Jones LLC sold 120,663 Rockefeller U.S. Small-Mid Cap ETF shares in Q1 2026, an estimated $3.05M.
  • Brighton Jones LLC first reported a position in Rockefeller U.S. Small-Mid Cap ETF in Q4 2024 and held it in 5 quarters.
  • Brighton Jones LLC's Rockefeller U.S. Small-Mid Cap ETF position peaked at $3.18M in Q3 2025.
  • 15 funds tracked by Wall St. Rank held Rockefeller U.S. Small-Mid Cap ETF as of Q1 2026.

Based on Brighton Jones LLC's 13F filing for Q1 2026, filed 28 Apr 2026.