HighTower Advisors
RSMC

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

HighTower 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
2026
Q1 		– Sell
-38,600
Closed -$975K – 3975
2025
Q4 		$975K Buy
+38,600
New +$993K ﹤0.01% 2140

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

HighTower Advisors's RSMC Position: Q1 2026 in Review

HighTower Advisors sold out of Rockefeller U.S. Small-Mid Cap ETF (RSMC) in Q1 2026, closing a stake of 38,600 shares — an estimated $975K sold.

HighTower Advisors first reported a position in RSMC in Q4 2025 and held it in 1 quarter. The position peaked at $975K in Q4 2025. 16 funds tracked by Wall St. Rank hold RSMC as of Q1 2026.

  • HighTower Advisors reported no remaining Rockefeller U.S. Small-Mid Cap ETF position as of Q1 2026 after selling out during the quarter.
  • HighTower Advisors sold 38,600 Rockefeller U.S. Small-Mid Cap ETF shares in Q1 2026, an estimated $975K.
  • HighTower Advisors first reported a position in Rockefeller U.S. Small-Mid Cap ETF in Q4 2025 and held it in 1 quarter.
  • HighTower Advisors's Rockefeller U.S. Small-Mid Cap ETF position peaked at $975K in Q4 2025.
  • 16 funds tracked by Wall St. Rank held Rockefeller U.S. Small-Mid Cap ETF as of Q1 2026.

Based on HighTower Advisors's 13F filing for Q1 2026, filed 5 May 2026.