UBS Group
RSMC

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

UBS 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 		$25.1K Buy
869
+165
+23% +$4.57K ﹤0.01% 8010
2026
Q1 		$17.5K Buy
704
+670
+1,971% +$17.4K ﹤0.01% 8029
2025
Q4 		$859 Buy
+34
New +$874 ﹤0.01% 9788
2025
Q2 		– Sell
-1,960
Closed -$46.2K – 11051
2025
Q1 		$46.2K Buy
1,960
+1,304
+199% +$32.8K ﹤0.01% 7654
2024
Q4 		$16.7K Buy
+656
New +$17K ﹤0.01% 7994

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 22.9% 1-Year Est. Return
SG
StoneX Group New York $2.48B AUM 33.54% 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

UBS Group's RSMC Position: Q2 2026 in Review

UBS Group increased its Rockefeller U.S. Small-Mid Cap ETF (RSMC) stake by 23% in Q2 2026, buying an estimated $4.57K and bringing the position to 869 shares worth $25.1K. The position accounts for ﹤0.01% of the portfolio, ranked #8010.

UBS Group first reported a position in RSMC in Q4 2024 and has held it in 5 quarters since. The position peaked at $46.2K in Q1 2025. 17 funds tracked by Wall St. Rank hold RSMC as of Q2 2026.

  • UBS Group held 869 shares of Rockefeller U.S. Small-Mid Cap ETF worth $25.1K as of Q2 2026.
  • UBS Group bought 165 Rockefeller U.S. Small-Mid Cap ETF shares in Q2 2026, an estimated $4.57K.
  • Rockefeller U.S. Small-Mid Cap ETF made up ﹤0.01% of UBS Group's portfolio in Q2 2026, its #8010 holding.
  • UBS Group first reported a position in Rockefeller U.S. Small-Mid Cap ETF in Q4 2024 and has held it in 5 quarters since.
  • UBS Group's Rockefeller U.S. Small-Mid Cap ETF position peaked at $46.2K in Q1 2025.
  • 17 funds tracked by Wall St. Rank held Rockefeller U.S. Small-Mid Cap ETF as of Q2 2026.

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