RSMC · Rockefeller U.S. Small-Mid Cap ETF ETF
$28.60
+0.00 (+0.01%)
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: $233,500
Total Shares: 8,074
Institutional Ownership Trend
7 quarters
Holder Concentration
Across 1 13F filers · Δ vs Mar 31, 2026Top Holder
100.0%
+11.8 pts
Top 5
100.0%
+1.6 pts
Top 10
100.0%
+0.2 pts
HHI
10,000
Highly concentrated+2,172
Quarterly Activity
vs Mar 31, 2026
New
1
Increased
0
Decreased
0
Sold Out
15
Unchanged
0
Holder count:
-14
Institutional value:
-100.0%
Shares held:
-100.0%
Top New Positions
vs Mar 31, 2026| Institution | Acquired | Value (USD) | Open |
|---|---|---|---|
| Mega CITADEL ADVISORS LLC | 8,074 | $233,500 |
Top Sold-Out Positions
vs Mar 31, 2026| Institution | Previously Held | Last Value (USD) | Open |
|---|---|---|---|
| Large Rockefeller Capital Management L.P. | 21,580,505 | $536,059,742 | |
| Mega ENVESTNET ASSET MANAGEMENT INC | 1,241,118 | $30,829,371 | |
| Small StoneX Group Inc. | 961,768 | $23,890,317 | |
| Mid GC Wealth Management RIA, LLC | 154,865 | $3,846,846 | |
| Small Marble Harbor Investment Counsel, LLC | 129,845 | $3,225,349 |
| Holder | Value (USD) | % of 13F | Shares | Type | Filed | Open |
|---|---|---|---|---|---|---|
| Mega CITADEL ADVISORS LLC RSMC | $233,500 | 100.00% | 8,074 | Shares | 2026-09-02 |