Who owns RSMC?
Rockefeller U.S. Small-Mid Cap ETF · Rockefeller
17 institutions reported holding RSMC, worth $699.8M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of RSMC
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Rockefeller Capital Management L.P. | New York, NY | $617.6M | 21,355,875 | −224,630 shares |
| Envestnet Asset Management Inc. | Berwyn, PA | $36.9M | 1,275,265 | +34,147 shares |
| StoneX Group Inc. | New York, NY | $28.2M | 975,573 | +13,805 shares |
| Marble Harbor Investment Counsel, LLC | Boston, MA | $3.6M | 123,964 | −5,881 shares |
| Brighton Jones LLC | Seattle, WA | $3.5M | 120,663 | New position |
| Quantinno Capital Management LP | New York, NY | $2.4M | 82,453 | No change |
| Franklin Resources Inc. | San Mateo, CA | $1.8M | 63,830 | No change |
| LPL Financial LLC | Fort Mill, SC | $1.6M | 56,938 | +672 shares |
| JPMorgan Chase & Co | New York, NY | $956K | 33,538 | −65,771 shares |
| Haverford Trust Co | Radnor, PA | $932K | 32,210 | No change |
From SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
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Frequently asked questions
Who owns RSMC?
17 institutional managers reported holding RSMC in Form 13F filings for June 30, 2026, worth $699.8M in total. The largest reported position was held by Rockefeller Capital Management L.P., at $617.6M.
Did institutions buy or sell RSMC last quarter?
Reported 13F value rose 15.2% from March 31, 2026, which includes price moves as well as buying and selling. 4 firms reported a new position and 2 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is RSMC ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.