Brown Advisory
RSMC

Brown Advisory’s Rockefeller U.S. Small-Mid Cap ETF RSMC Stock Holding History

Brown Advisory’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
2025
Q3 		– Sell
-9,917
Closed -$257K – 1429
2025
Q2 		$257K Buy
+9,917
New +$243K ﹤0.01% 1212
2025
Q1 		– Sell
-179,221
Closed -$4.57M – 1429
2024
Q4 		$4.57M Buy
+179,221
New +$4.65M 0.01% 531

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
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
BJL
Brighton Jones LLC Seattle, Washington $2.37B AUM 16.36% 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

Brown Advisory's RSMC Position: Q3 2025 in Review

Brown Advisory sold out of Rockefeller U.S. Small-Mid Cap ETF (RSMC) in Q3 2025, closing a stake of 9,917 shares — an estimated $257K sold.

Brown Advisory first reported a position in RSMC in Q4 2024 and held it in 2 quarters. The position peaked at $4.57M in Q4 2024. 14 funds tracked by Wall St. Rank hold RSMC as of Q3 2025.

  • Brown Advisory reported no remaining Rockefeller U.S. Small-Mid Cap ETF position as of Q3 2025 after selling out during the quarter.
  • Brown Advisory sold 9,917 Rockefeller U.S. Small-Mid Cap ETF shares in Q3 2025, an estimated $257K.
  • Brown Advisory first reported a position in Rockefeller U.S. Small-Mid Cap ETF in Q4 2024 and held it in 2 quarters.
  • Brown Advisory's Rockefeller U.S. Small-Mid Cap ETF position peaked at $4.57M in Q4 2024.
  • 14 funds tracked by Wall St. Rank held Rockefeller U.S. Small-Mid Cap ETF as of Q3 2025.

Based on Brown Advisory's 13F filing for Q3 2025, filed 14 Nov 2025.