Rockefeller Capital Management
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Rockefeller Capital Management’s Parametric Equity Premium Income ETF PAPI Stock Holding History

Rockefeller Capital Management’s Portfolio PAPI Stock Details PAPI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$5.39K Buy
197
+109
+124% +$2.99K ﹤0.01% 4214
2025
Q4 		$2.27K Buy
+88
New +$2.27K ﹤0.01% 4287

Other funds holding PAPI

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BWAM
Blue Water Asset Management Grand Rapids, Michigan $289M AUM
LWP
LeClair Wealth Partners Dublin, Ohio $289M AUM 19.98% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
WF
Wayfinding Financial Lynnwood, Washington $230M AUM 17.64% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

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

Rockefeller Capital Management increased its Parametric Equity Premium Income ETF (PAPI) stake by 124% in Q1 2026, buying an estimated $2.99K and bringing the position to 197 shares worth $5.39K. The position accounts for ﹤0.01% of the portfolio, ranked #4214.

Rockefeller Capital Management first reported a position in PAPI in Q4 2025 and has held it in 2 quarters since. 28 funds tracked by Wall St. Rank hold PAPI as of Q1 2026.

  • Rockefeller Capital Management held 197 shares of Parametric Equity Premium Income ETF worth $5.39K as of Q1 2026.
  • Rockefeller Capital Management bought 109 Parametric Equity Premium Income ETF shares in Q1 2026, an estimated $2.99K.
  • Parametric Equity Premium Income ETF made up ﹤0.01% of Rockefeller Capital Management's portfolio in Q1 2026, its #4214 holding.
  • Rockefeller Capital Management first reported a position in Parametric Equity Premium Income ETF in Q4 2025 and has held it in 2 quarters since.
  • 28 funds tracked by Wall St. Rank held Parametric Equity Premium Income ETF as of Q1 2026.

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