Franklin Resources
RSMC

Franklin Resources’s Rockefeller U.S. Small-Mid Cap ETF RSMC Stock Holding History

Franklin Resources’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 		$1.59M Sell
63,830
-12,900
-17% -$335K ﹤0.01% 1990
2025
Q4 		$1.94M Hold
76,730
– – ﹤0.01% 1802
2025
Q3 		$2.02M Hold
76,730
– – ﹤0.01% 1771
2025
Q2 		$1.99M Hold
76,730
– – ﹤0.01% 1710
2025
Q1 		$1.81M Buy
76,730
+12,900
+20% +$324K ﹤0.01% 1731
2024
Q4 		$1.63M Buy
+63,830
New +$1.66M ﹤0.01% 1798

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
MHIC
Marble Harbor Investment Counsel Boston, Massachusetts $923M AUM 14.09% 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
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
CB
Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return

Franklin Resources's RSMC Position: Q1 2026 in Review

Franklin Resources reduced its Rockefeller U.S. Small-Mid Cap ETF (RSMC) stake by 17% in Q1 2026, selling an estimated $335K and leaving 63,830 shares worth $1.59M. The position accounts for ﹤0.01% of the portfolio, ranked #1990.

Franklin Resources first reported a position in RSMC in Q4 2024 and has held it in 6 quarters since. The position peaked at $2.02M in Q3 2025. 15 funds tracked by Wall St. Rank hold RSMC as of Q1 2026.

  • Franklin Resources held 63,830 shares of Rockefeller U.S. Small-Mid Cap ETF worth $1.59M as of Q1 2026.
  • Franklin Resources sold 12,900 Rockefeller U.S. Small-Mid Cap ETF shares in Q1 2026, an estimated $335K.
  • Rockefeller U.S. Small-Mid Cap ETF made up ﹤0.01% of Franklin Resources's portfolio in Q1 2026, its #1990 holding.
  • Franklin Resources first reported a position in Rockefeller U.S. Small-Mid Cap ETF in Q4 2024 and has held it in 6 quarters since.
  • Franklin Resources's Rockefeller U.S. Small-Mid Cap ETF position peaked at $2.02M in Q3 2025.
  • 15 funds tracked by Wall St. Rank held Rockefeller U.S. Small-Mid Cap ETF as of Q1 2026.

Based on Franklin Resources's 13F filing for Q1 2026, filed 13 May 2026.