RGEF · Rockefeller Global Equity ETF ETF
$35.24
+0.11 (+0.32%)
At close · Sep 4
Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.
Holders: 1
Total Value: $242,970
Total Shares: 6,944
Institutional Ownership Trend
7 quarters
Holder Concentration
Across 1 13F filers · Δ vs Mar 31, 2026Top Holder
100.0%
+12.0 pts
Top 5
100.0%
+1.6 pts
Top 10
100.0%
+0.3 pts
HHI
10,000
Highly concentrated+2,212
Quarterly Activity
vs Mar 31, 2026
New
0
Increased
0
Decreased
1
Sold Out
14
Unchanged
0
Holder count:
-14
Institutional value:
-100.0%
Shares held:
-100.0%
Top Buyers
vs Mar 31, 2026No qualifying movers this quarter.
Top Sellers
vs Mar 31, 2026| Institution | Sold | Now Holds | Open |
|---|---|---|---|
| Mega CITADEL ADVISORS LLC | −54,214 | 6,944 |
Top New Positions
vs Mar 31, 2026No new positions this quarter.
Top Sold-Out Positions
vs Mar 31, 2026| Institution | Previously Held | Last Value (USD) | Open |
|---|---|---|---|
| Large Rockefeller Capital Management L.P. | 19,357,317 | $581,745,446 | |
| Large KEYBANK NATIONAL ASSOCIATION/OH | 901,375 | $27,089,022 | |
| Mid Fiduciary Trust Co | 886,095 | $26,629,813 | |
| Mid GC Wealth Management RIA, LLC | 406,769 | $12,224,628 | |
| Mega JPMORGAN CHASE & CO | 92,942 | $2,793,185 |
| Holder | Value (USD) | % of 13F | Shares | Type | Filed | Open |
|---|---|---|---|---|---|---|
| Mega CITADEL ADVISORS LLC RGEF | $242,970 | 100.00% | 6,944 | Shares | 2026-09-02 |