QCM
RSMC

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

Quantinno Capital 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 		$2.05M Sell
82,453
-38,271
-32% -$993K ﹤0.01% 1613
2025
Q4 		$3.05M Hold
120,724
– – 0.01% 1219
2025
Q3 		$3.18M Hold
120,724
– – 0.01% 1070
2025
Q2 		$3.13M Sell
120,724
-9,917
-8% -$243K 0.01% 974
2025
Q1 		$3.08M Buy
+130,641
New +$3.29M 0.02% 858

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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 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

Quantinno Capital Management's RSMC Position: Q1 2026 in Review

Quantinno Capital Management reduced its Rockefeller U.S. Small-Mid Cap ETF (RSMC) stake by 32% in Q1 2026, selling an estimated $993K and leaving 82,453 shares worth $2.05M. The position accounts for ﹤0.01% of the portfolio, ranked #1613.

Quantinno Capital Management first reported a position in RSMC in Q1 2025 and has held it in 5 quarters since. The position peaked at $3.18M in Q3 2025. 15 funds tracked by Wall St. Rank hold RSMC as of Q1 2026.

  • Quantinno Capital Management held 82,453 shares of Rockefeller U.S. Small-Mid Cap ETF worth $2.05M as of Q1 2026.
  • Quantinno Capital Management sold 38,271 Rockefeller U.S. Small-Mid Cap ETF shares in Q1 2026, an estimated $993K.
  • Rockefeller U.S. Small-Mid Cap ETF made up ﹤0.01% of Quantinno Capital Management's portfolio in Q1 2026, its #1613 holding.
  • Quantinno Capital Management first reported a position in Rockefeller U.S. Small-Mid Cap ETF in Q1 2025 and has held it in 5 quarters since.
  • Quantinno Capital Management's Rockefeller U.S. Small-Mid Cap ETF position peaked at $3.18M in Q3 2025.
  • 15 funds tracked by Wall St. Rank held Rockefeller U.S. Small-Mid Cap ETF as of Q1 2026.

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