LPL Financial
RSMC

LPL Financial’s Rockefeller U.S. Small-Mid Cap ETF RSMC Stock Holding History

LPL Financial’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 		$1.65M Buy
56,938
+672
+1% +$18.6K ﹤0.01% 3968
2026
Q1 		$1.4M Buy
56,266
+830
+1% +$21.5K ﹤0.01% 3842
2025
Q4 		$1.4M Buy
55,436
+8,797
+19% +$226K ﹤0.01% 3732
2025
Q3 		$1.23M Buy
+46,639
New +$1.22M ﹤0.01% 3799

Other funds holding RSMC

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
MHIC
Marble Harbor Investment Counsel Boston, Massachusetts $984M AUM 19.46% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
CA
Clearstead Advisors Cleveland, Ohio $10.6B AUM 24.87% 1-Year Est. Return

LPL Financial's RSMC Position: Q2 2026 in Review

LPL Financial increased its Rockefeller U.S. Small-Mid Cap ETF (RSMC) stake by 1.2% in Q2 2026, buying an estimated $18.6K and bringing the position to 56,938 shares worth $1.65M. The position accounts for ﹤0.01% of the portfolio, ranked #3968.

LPL Financial first reported a position in RSMC in Q3 2025 and has held it in 4 quarters since. 5 funds tracked by Wall St. Rank hold RSMC as of Q2 2026.

  • LPL Financial held 56,938 shares of Rockefeller U.S. Small-Mid Cap ETF worth $1.65M as of Q2 2026.
  • LPL Financial bought 672 Rockefeller U.S. Small-Mid Cap ETF shares in Q2 2026, an estimated $18.6K.
  • Rockefeller U.S. Small-Mid Cap ETF made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #3968 holding.
  • LPL Financial first reported a position in Rockefeller U.S. Small-Mid Cap ETF in Q3 2025 and has held it in 4 quarters since.
  • 5 funds tracked by Wall St. Rank held Rockefeller U.S. Small-Mid Cap ETF as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.