Who Owns Rockefeller U.S. Small-Mid Cap ETF (RSMC)?Hedge Fund & Institutional Holders

$24.61-0.01 (-0.05%)Financial ServicesNYSE_ARCA

Institutional Holders

20

as of Q4 2025

Total Institutional Value

$3.1100013400068e+54T

% of Float Held

—

QoQ Change in Holders

+5 / -0

Price History

$21.11$22.63$24.14$25.66$27.18Oct 24Jun 25Mar 26

RSMC — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
ENVESTNET ASSET MANAGEMENT INCNew Position+68K+$1.0M
Bank of New York Mellon CorpNew Position+18K+$0
HighTower Advisors, LLCNew Position+39K+$0
UBS Group AGNew Position+34+$0
Cresset Asset Management, LLCNew Position+9K+$0
LPL Financial LLCIncreased+9K+$-1.2B
GC Wealth Management RIA, LLCIncreased+10K+$-3.8B
StoneX Group Inc.Increased+9K+$-24.2B

RSMC — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
Rockefeller Capital Management L.P.Decreased-7.1M-$731.5B
JPMORGAN CHASE & CODecreased-2K-$3.4B

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1Rockefeller Capital Management L.P.12,349,517$311.0M0.56%Share
2Rockefeller Capital Management L.P.5,336,968$134.0M0.24%Share
3Rockefeller Capital Management L.P.2,701,963$68.0M0.12%Share
4StoneX Group Inc.927,718$23.0M1.00%Share
5Rockefeller Capital Management L.P.305,852$7.0M0.01%Share
6GC Wealth Management RIA, LLC154,865$3.9M0.14%Share
7BRIGHTON JONES LLC120,663$3.0M0.11%Share
8JPMORGAN CHASE & CO125,724$3.0M0.00%Share
9Quantinno Capital Management LP120,724$3.0M0.01%Share
10ENVESTNET ASSET MANAGEMENT INC68,015$1.0M0.00%Share
11FRANKLIN RESOURCES INC76,730$1.0M0.00%Share
12LPL Financial LLC55,436$1.0M0.00%Share
13Marble Harbor Investment Counsel, LLC26,039$657K0.07%Share
14FineMark National Bank & Trust21,462$00.00%Share
15HighTower Advisors, LLC38,600$00.00%Share
16Clearstead Advisors, LLC10,870$00.00%Share
17Bank of New York Mellon Corp17,647$00.00%Share
18Haverford Trust Co32,210$00.00%Share
19Cresset Asset Management, LLC9,250$00.00%Share
20UBS Group AG34$00.00%Share

RSMC Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 202517$559.6M+5
Q3 202512$775.4B-4
Q2 202516$814.5B+1
Q1 202515$696.2B+2
Q4 202413$3.9T—

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As of Q4 2025, 20 institutional investors hold RSMC (Rockefeller U.S. Small-Mid Cap ETF). The largest holder is Rockefeller Capital Management L.P. with $311.0M in shares. This quarter, 5 institutions opened new positions and 0 closed their positions.

Frequently Asked Questions

How many hedge funds own RSMC?

As of Q4 2025, 20 institutional investors report holding RSMC (Rockefeller U.S. Small-Mid Cap ETF) in their 13F filings.

Who is the largest institutional holder of RSMC?

The largest institutional holder of RSMC is Rockefeller Capital Management L.P. with $311.0M in shares.

Is institutional ownership of RSMC increasing or decreasing?

This quarter, 5 institutions opened new positions in RSMC and 0 closed their positions.