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 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 New York $56.4B AUM 24.96% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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 New York $1.56T AUM 27.86% 1-Year Est. Return

QCM

Quantinno Capital Management New York $59.9B AUM 28.07% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

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

Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return

StoneX Group's RSMC Position: Q1 2026 in Review

StoneX Group increased its Rockefeller U.S. Small-Mid Cap ETF (RSMC) stake by 3.7% in Q1 2026, buying an estimated $883K and bringing the position to 961,768 shares worth $23.9M. The position accounts for 1.29% of the portfolio, ranked #16.

StoneX Group first reported a position in RSMC in Q4 2024 and has held it in 6 quarters since. The position peaked at $24.4M in Q2 2025. 15 funds tracked by Wall St. Rank hold RSMC as of Q1 2026.

StoneX Group held 961,768 shares of Rockefeller U.S. Small-Mid Cap ETF worth $23.9M as of Q1 2026.
StoneX Group bought 34,050 Rockefeller U.S. Small-Mid Cap ETF shares in Q1 2026, an estimated $883K.
Rockefeller U.S. Small-Mid Cap ETF made up 1.29% of StoneX Group's portfolio in Q1 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 6 quarters since.
StoneX Group's Rockefeller U.S. Small-Mid Cap ETF position peaked at $24.4M in Q2 2025.
15 funds tracked by Wall St. Rank held Rockefeller U.S. Small-Mid Cap ETF as of Q1 2026.

Based on StoneX Group's 13F filing for Q1 2026, filed 14 May 2026.