Rockefeller Capital Management
HEDG

Rockefeller Capital Management’s Equable Shares Hedged Equity ETF HEDG Stock Holding History

Rockefeller Capital Management’s Portfolio HEDG Stock Details HEDG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$22.9M Buy
789,109
+195,747
+33% +$5.77M 0.04% 408
2025
Q4 		$17.4M Buy
+593,362
New +$17.3M 0.03% 474

Other funds holding HEDG

HighTower Advisors
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UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
JSW
Journey Strategic Wealth Summit, New Jersey $4.03B AUM 33.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
EW
Enzi Wealth Austin, Texas $316M AUM 31.9% 1-Year Est. Return
GSIAS
Garden State Investment Advisory Services Red Bank, New Jersey $455M AUM 25.41% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
MYIA
Mount Yale Investment Advisors Denver, Colorado $4.31B AUM 21.13% 1-Year Est. Return
VAS
Vestmark Advisory Solutions Wakefield, Massachusetts $9.02B AUM 20.58% 1-Year Est. Return
PTP
Platform Technology Partners New York $519M AUM 20% 1-Year Est. Return

Rockefeller Capital Management's HEDG Position: Q1 2026 in Review

Rockefeller Capital Management increased its Equable Shares Hedged Equity ETF (HEDG) stake by 33% in Q1 2026, buying an estimated $5.77M and bringing the position to 789,109 shares worth $22.9M. The position accounts for 0.04% of the portfolio, ranked #408.

Rockefeller Capital Management first reported a position in HEDG in Q4 2025 and has held it in 2 quarters since. 37 funds tracked by Wall St. Rank hold HEDG as of Q1 2026.

  • Rockefeller Capital Management held 789,109 shares of Equable Shares Hedged Equity ETF worth $22.9M as of Q1 2026.
  • Rockefeller Capital Management bought 195,747 Equable Shares Hedged Equity ETF shares in Q1 2026, an estimated $5.77M.
  • Equable Shares Hedged Equity ETF made up 0.04% of Rockefeller Capital Management's portfolio in Q1 2026, its #408 holding.
  • Rockefeller Capital Management first reported a position in Equable Shares Hedged Equity ETF in Q4 2025 and has held it in 2 quarters since.
  • 37 funds tracked by Wall St. Rank held Equable Shares Hedged Equity ETF as of Q1 2026.

Based on Rockefeller Capital Management's 13F filing for Q1 2026, filed 14 May 2026.