CA
RSMC

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

CoreCap 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
Q3 		– Sell
-20,064
Closed -$521K – 2960
2025
Q2 		$521K Buy
+20,064
New +$491K 0.02% 504

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

CoreCap Advisors's RSMC Position: Q3 2025 in Review

CoreCap Advisors sold out of Rockefeller U.S. Small-Mid Cap ETF (RSMC) in Q3 2025, closing a stake of 20,064 shares — an estimated $521K sold.

CoreCap Advisors first reported a position in RSMC in Q2 2025 and held it in 1 quarter. The position peaked at $521K in Q2 2025. 14 funds tracked by Wall St. Rank hold RSMC as of Q3 2025.

  • CoreCap Advisors reported no remaining Rockefeller U.S. Small-Mid Cap ETF position as of Q3 2025 after selling out during the quarter.
  • CoreCap Advisors sold 20,064 Rockefeller U.S. Small-Mid Cap ETF shares in Q3 2025, an estimated $521K.
  • CoreCap Advisors first reported a position in Rockefeller U.S. Small-Mid Cap ETF in Q2 2025 and held it in 1 quarter.
  • CoreCap Advisors's Rockefeller U.S. Small-Mid Cap ETF position peaked at $521K in Q2 2025.
  • 14 funds tracked by Wall St. Rank held Rockefeller U.S. Small-Mid Cap ETF as of Q3 2025.

Based on CoreCap Advisors's 13F filing for Q3 2025, filed 22 Oct 2025.