Citadel Advisors
RSMC

Citadel Advisors’s Rockefeller U.S. Small-Mid Cap ETF RSMC Stock Holding History

Citadel Advisors’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
Q2 		– Sell
-8,649
Closed -$204K – 15641
2025
Q1 		$204K Buy
+8,649
New +$218K ﹤0.01% 10410

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
JFG
Jefferies Financial Group New York $14.6B AUM 40.95% 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
HTC
Haverford Trust Company Radnor, Pennsylvania $10.9B AUM 18.64% 1-Year Est. Return
MHIC
Marble Harbor Investment Counsel Boston, Massachusetts $923M AUM 14.09% 1-Year Est. Return

Citadel Advisors's RSMC Position: Q2 2025 in Review

Citadel Advisors sold out of Rockefeller U.S. Small-Mid Cap ETF (RSMC) in Q2 2025, closing a stake of 8,649 shares — an estimated $204K sold.

Citadel Advisors first reported a position in RSMC in Q1 2025 and held it in 1 quarter. The position peaked at $204K in Q1 2025. 16 funds tracked by Wall St. Rank hold RSMC as of Q2 2025.

  • Citadel Advisors reported no remaining Rockefeller U.S. Small-Mid Cap ETF position as of Q2 2025 after selling out during the quarter.
  • Citadel Advisors sold 8,649 Rockefeller U.S. Small-Mid Cap ETF shares in Q2 2025, an estimated $204K.
  • Citadel Advisors first reported a position in Rockefeller U.S. Small-Mid Cap ETF in Q1 2025 and held it in 1 quarter.
  • Citadel Advisors's Rockefeller U.S. Small-Mid Cap ETF position peaked at $204K in Q1 2025.
  • 16 funds tracked by Wall St. Rank held Rockefeller U.S. Small-Mid Cap ETF as of Q2 2025.

Based on Citadel Advisors's 13F filing for Q2 2025, filed 14 Aug 2025.