SG
RSMC

StoneX Group’s Rockefeller U.S. Small-Mid Cap ETF RSMC Stock Holding History

StoneX Group’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 		$28.2M Buy
975,573
+13,805
+1% +$382K 1.14% 16
2026
Q1 		$23.9M Buy
961,768
+34,050
+4% +$883K 1.29% 16
2025
Q4 		$23.4M Buy
927,718
+8,785
+1% +$226K 1.02% 18
2025
Q3 		$24.2M Sell
918,933
-21,646
-2% -$565K 1.05% 16
2025
Q2 		$24.4M Buy
940,579
+3,796
+0.4% +$92.9K 1.19% 16
2025
Q1 		$22.1M Sell
936,783
-6,891
-0.7% -$173K 1.21% 15
2024
Q4 		$24.1M Buy
+943,674
New +$24.5M 1.32% 14

Other funds holding RSMC

Rockefeller Capital Management
Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return
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
BJL
Brighton Jones LLC Seattle, Washington $5.38B AUM 27.31% 1-Year Est. Return
QCM
Quantinno Capital Management New York $83.3B AUM 37.97% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
HTC
Haverford Trust Company Radnor, Pennsylvania $11.6B AUM 18.97% 1-Year Est. Return
CB
Commerce Bank Kansas City, Missouri $22.8B AUM 28.56% 1-Year Est. Return

StoneX Group's RSMC Position: Q2 2026 in Review

StoneX Group increased its Rockefeller U.S. Small-Mid Cap ETF (RSMC) stake by 1.4% in Q2 2026, buying an estimated $382K and bringing the position to 975,573 shares worth $28.2M. The position accounts for 1.14% of the portfolio, ranked #16.

StoneX Group first reported a position in RSMC in Q4 2024 and has held it in 7 quarters since. 17 funds tracked by Wall St. Rank hold RSMC as of Q2 2026.

  • StoneX Group held 975,573 shares of Rockefeller U.S. Small-Mid Cap ETF worth $28.2M as of Q2 2026.
  • StoneX Group bought 13,805 Rockefeller U.S. Small-Mid Cap ETF shares in Q2 2026, an estimated $382K.
  • Rockefeller U.S. Small-Mid Cap ETF made up 1.14% of StoneX Group's portfolio in Q2 2026, its #16 holding.
  • StoneX Group first reported a position in Rockefeller U.S. Small-Mid Cap ETF in Q4 2024 and has held it in 7 quarters since.
  • 17 funds tracked by Wall St. Rank held Rockefeller U.S. Small-Mid Cap ETF as of Q2 2026.

Based on StoneX Group's 13F filing for Q2 2026, filed 12 Aug 2026.