CAM
RSMC

Cresset Asset Management’s Rockefeller U.S. Small-Mid Cap ETF RSMC Stock Holding History

Cresset Asset Management’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 		– Sell
-9,250
Closed -$230K – 1858
2026
Q1 		$230K Hold
9,250
– – ﹤0.01% 1407
2025
Q4 		$234K Buy
+9,250
New +$238K ﹤0.01% 1421

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 22.9% 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
BJL
Brighton Jones LLC Seattle, Washington $5.38B AUM 27.31% 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

Cresset Asset Management's RSMC Position: Q2 2026 in Review

Cresset Asset Management sold out of Rockefeller U.S. Small-Mid Cap ETF (RSMC) in Q2 2026, closing a stake of 9,250 shares — an estimated $230K sold.

Cresset Asset Management first reported a position in RSMC in Q4 2025 and held it in 2 quarters. The position peaked at $234K in Q4 2025. 17 funds tracked by Wall St. Rank hold RSMC as of Q2 2026.

  • Cresset Asset Management reported no remaining Rockefeller U.S. Small-Mid Cap ETF position as of Q2 2026 after selling out during the quarter.
  • Cresset Asset Management sold 9,250 Rockefeller U.S. Small-Mid Cap ETF shares in Q2 2026, an estimated $230K.
  • Cresset Asset Management first reported a position in Rockefeller U.S. Small-Mid Cap ETF in Q4 2025 and held it in 2 quarters.
  • Cresset Asset Management's Rockefeller U.S. Small-Mid Cap ETF position peaked at $234K in Q4 2025.
  • 17 funds tracked by Wall St. Rank held Rockefeller U.S. Small-Mid Cap ETF as of Q2 2026.

Based on Cresset Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.