Rockefeller Capital Management
TOV

Rockefeller Capital Management’s JLens 500 Jewish Advocacy U.S. ETF TOV Stock Holding History

Rockefeller Capital Management’s Portfolio TOV Stock Details TOV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$52.2K Buy
1,908
+4
+0.2% +$114 ﹤0.01% 3252
2025
Q4 		$54.6K Buy
+1,904
New +$54.2K ﹤0.01% 3024

Other funds holding TOV

CA
Cambridge Associates Boston, Massachusetts $6.27B AUM 14.78% 1-Year Est. Return
NL
NEPC LLC Boston, Massachusetts $5.02B AUM 7.87% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
SHGA
Sand Hill Global Advisors Palo Alto, California $2.97B AUM 16.57% 1-Year Est. Return
MASUI
MIRAE ASSET SECURITIES (USA) INC. New York $2.72B AUM 36.56% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
TPW
Tiller Private Wealth Bethlehem, Pennsylvania $319M AUM 23.48% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

Rockefeller Capital Management increased its JLens 500 Jewish Advocacy U.S. ETF (TOV) stake by 0.21% in Q1 2026, buying an estimated $114 and bringing the position to 1,908 shares worth $52.2K. The position accounts for ﹤0.01% of the portfolio, ranked #3252.

Rockefeller Capital Management first reported a position in TOV in Q4 2025 and has held it in 2 quarters since. The position peaked at $54.6K in Q4 2025. 22 funds tracked by Wall St. Rank hold TOV as of Q1 2026.

  • Rockefeller Capital Management held 1,908 shares of JLens 500 Jewish Advocacy U.S. ETF worth $52.2K as of Q1 2026.
  • Rockefeller Capital Management bought 4 JLens 500 Jewish Advocacy U.S. ETF shares in Q1 2026, an estimated $114.
  • JLens 500 Jewish Advocacy U.S. ETF made up ﹤0.01% of Rockefeller Capital Management's portfolio in Q1 2026, its #3252 holding.
  • Rockefeller Capital Management first reported a position in JLens 500 Jewish Advocacy U.S. ETF in Q4 2025 and has held it in 2 quarters since.
  • Rockefeller Capital Management's JLens 500 Jewish Advocacy U.S. ETF position peaked at $54.6K in Q4 2025.
  • 22 funds tracked by Wall St. Rank held JLens 500 Jewish Advocacy U.S. ETF as of Q1 2026.

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