RSMC

Rockefeller U.S. Small-Mid Cap ETF

15 hedge funds and large institutions have $718M invested in Rockefeller U.S. Small-Mid Cap ETF in 2025 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 3 increasing their positions, 2 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
15
Holders Change
+3
Holders Change %
+25%
% of All Funds
0.2%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
4
Increased
3
Reduced
2
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Rockefeller Capital Management
1
Rockefeller Capital Management
New York
$657M -$25M -1,062,011 -4%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$24.4M +$493K +20,932 +2%
SG
3
StoneX Group
New York
$22.1M -$162K -6,891 -0.7%
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$3.4M
QCM
5
Quantinno Capital Management
New York
$3.08M +$3.08M +130,641 New
BJL
6
Brighton Jones LLC
Washington
$2.84M
Franklin Resources
7
Franklin Resources
California
$1.81M +$304K +12,900 +20%
HTC
8
Haverford Trust Company
Pennsylvania
$759K
MHIC
9
Marble Harbor Investment Counsel
Massachusetts
$543K +$543K +23,027 New
FNBT
10
FineMark National Bank & Trust
Florida
$506K
Bank of New York Mellon
11
Bank of New York Mellon
New York
$463K
Goldman Sachs
12
Goldman Sachs
New York
$382K +$382K +16,196 New
CA
13
Clearstead Advisors
Ohio
$256K
Citadel Advisors
14
Citadel Advisors
Florida
$204K +$204K +8,649 New
UBS Group
15
UBS Group
Switzerland
$46.2K +$30.7K +1,304 +199%
Brown Advisory
16
Brown Advisory
Maryland
-$4.57M -179,221 Closed