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
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 $56.4B AUM 24.96% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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 $984M AUM 19.46% 1-Year Est. Return
BJL
Brighton Jones LLC Seattle, Washington $4.53B AUM 21.1% 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 $445B AUM 25.58% 1-Year Est. Return

Cresset Asset Management's RSMC Position: Q1 2026 in Review

Cresset Asset Management held its Rockefeller U.S. Small-Mid Cap ETF (RSMC) position steady in Q1 2026 at 9,250 shares worth $230K. The position accounts for ﹤0.01% of the portfolio, ranked #1407.

Cresset Asset Management first reported a position in RSMC in Q4 2025 and has held it in 2 quarters since. The position peaked at $234K in Q4 2025. 16 funds tracked by Wall St. Rank hold RSMC as of Q1 2026.

  • Cresset Asset Management held 9,250 shares of Rockefeller U.S. Small-Mid Cap ETF worth $230K as of Q1 2026.
  • Cresset Asset Management left its Rockefeller U.S. Small-Mid Cap ETF share count unchanged in Q1 2026.
  • Rockefeller U.S. Small-Mid Cap ETF made up ﹤0.01% of Cresset Asset Management's portfolio in Q1 2026, its #1407 holding.
  • Cresset Asset Management first reported a position in Rockefeller U.S. Small-Mid Cap ETF in Q4 2025 and has held it in 2 quarters since.
  • Cresset Asset Management's Rockefeller U.S. Small-Mid Cap ETF position peaked at $234K in Q4 2025.
  • 16 funds tracked by Wall St. Rank held Rockefeller U.S. Small-Mid Cap ETF as of Q1 2026.

Based on Cresset Asset Management's 13F filing for Q1 2026, filed 15 May 2026.