RSMC

Rockefeller U.S. Small-Mid Cap ETF
RSMC

17 hedge funds and large institutions have $568M invested in Rockefeller U.S. Small-Mid Cap ETF in 2025 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 3 increasing their positions, 3 reducing their positions, and 0 closing their positions.

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New
Increased
Maintained
Reduced
Closed

more funds holding

Funds holding: →

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less ownership

Funds ownership: →

less capital invested

Capital invested by funds: $ → $
Holders
17
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
–
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
–
Puts
–
Net Calls
Net Calls Change

Top Buyers

1
+$993K
2
+$269K
3
+$238K
4
LPL Financial
LPL Financial
California
+$226K
5
SG
StoneX Group
New York
+$226K

Top Sellers

1
-$183M
2
-$24.3M
3
-$46.3K
Name Holding Trade Value Shares
Change 		Change in
Stake
Rockefeller Capital Management
1
Rockefeller Capital Management
New York
$523M
SG
2
StoneX Group
New York
$23.4M
GWMR
3
GC Wealth Management RIA
Massachusetts
$3.91M
JP Morgan Chase
4
JP Morgan Chase
New York
$3.17M
QCM
5
Quantinno Capital Management
New York
$3.05M
BJL
6
Brighton Jones LLC
Washington
$3.05M
Franklin Resources
7
Franklin Resources
California
$1.94M
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$1.72M
LPL Financial
9
LPL Financial
California
$1.4M
HighTower Advisors
10
HighTower Advisors
Illinois
$975K
HTC
11
Haverford Trust Company
Pennsylvania
$813K
MHIC
12
Marble Harbor Investment Counsel
Massachusetts
$657K
FNBT
13
FineMark National Bank & Trust
Florida
$542K
Bank of New York Mellon
14
Bank of New York Mellon
New York
$446K
CA
15
Clearstead Advisors
Ohio
$274K
CAM
16
Cresset Asset Management
Illinois
$234K
UBS Group
17
UBS Group
Switzerland
$859