RSMC

Rockefeller US Small-Mid CapETF
UnclassifiedUSCUSIP 45259A803◍ Confluence graph
Tracked 13F Holders
14
-10 QoQ
13F Value (tracked)
$611.8M
13F Moves · latest Q
1 added
3 trimmed
Recent Filings
0

Who owns RSMC?

14 tracked 13F filers

14 tracked 13F filers disclose a position in RSMC as of the latest SEC 13F filings, a combined $611.8M in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

#FundPosition valueSharesLast moveAs ofHistory
1Rockefeller Capital Management L.P.
$536.1M
21.6M
+4.3%
Added · +886K sh
Q1 2026
2ENVESTNET ASSET MANAGEMENT INC
$30.8M
1.2M
18×
Added · +1.2M sh
Q1 2026
3StoneX Group Inc.
$28.2M
976K
+1.4%
Added · +14K sh
Q2 2026
4Marble Harbor Investment Counsel, LLC
$3.6M
124K
−4.5%
Reduced · −6K sh
Q2 2026
5BRIGHTON JONES LLC
$3.5M
121K
Held
Q2 2026
6JPMORGAN CHASE & CO
$2.4M
99K
−21%
Reduced · −26K sh
Q1 2026
7Quantinno Capital Management LP
$2.0M
82K
−32%
Reduced · −38K sh
Q1 2026
8FRANKLIN RESOURCES INC
$1.6M
64K
−17%
Reduced · −13K sh
Q1 2026
9LPL Financial LLC
$1.4M
56K
+1.5%
Added · +830 sh
Q1 2026
10Haverford Trust Co
$932K
32K
Held
Q2 2026
11COMMERCE BANK
$621K
21K
Held
Q2 2026
12Bank of New York Mellon Corp
$438K
18K
Held
Q1 2026
13Clearstead Advisors, LLC
$198K
7K
Held
Q2 2026
14UBS Group AG
$17K
704
21×
Added · +670 sh
Q1 2026

Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

Is RSMC being bought or sold by institutions?

Last quarter, 0 funds opened a new position in RSMC and 1 added to an existing one, while 3 reduced and 0 exited entirely — based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).

Opened (NEW)
0
funds
Added
1
funds
Reduced
3
funds
Exited
0
funds

Funds that own RSMC also own

CompanyCo-held byCombined value
NVIDIA CORPNVDA6 funds$20.6B
MICROSOFT CORPMSFT6 funds$16.3B
APPLE INCAAPL6 funds$15.9B
AMAZON.COM INCAMZN6 funds$13.4B
ALPHABET INC-CL AGOOGL6 funds$11.6B
BROADCOM INCAVGO6 funds$9.7B
EXXONMOBIL HOLDINGS CORPXOM6 funds$7.5B
META PLATFORMS INC-CLASS AMETA6 funds$6.5B
ALPHABET INC-CL CGOOG6 funds$6.0B
JPMORGAN CHASE & COJPM6 funds$5.0B
CISCO SYSTEMS INCCSCO6 funds$4.8B
ELI LILLY & COLLY6 funds$4.6B

Ranked by how many of RSMC's institutional holders also hold each name, a cross-fund conviction signal.

Institutional ownership over time

6 funds-5 since Q4 2024
0816Q4 2024Q2 2025Q4 2025Q2 2026
funds holding aggregate valuelatest $37.0M

Share classes

Class13F holdersValue held
AISmc92 funds$227.3M
GRNJUIE75 funds$267.7M
OMAHmc66 funds$68.1M
NACPSecurities Issued by Registered Investment Companies or Business Development Companies44 funds$27.9M
WOMNcommon40 funds$13.9M
SNTHMRP SYNTHEQUITY31 funds$138.5M
RMOPROCKEFELLER OPP26 funds$402.0M
POWVISTASHARES ELEC17 funds$29.7M

Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.

Recent filings

0 shown

No filings captured for this ticker in the live stream yet.

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Ask your agent what changed in RSMC

This ETF page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.

Copy-paste
curl -H "Authorization: Bearer YOUR_API_KEY" \
  "https://arkolith.com/api/v1/stocks/RSMC/capital-change-brief"
Ask your agent
Use Arkolith's capital_change_brief for RSMC.
Tell me what changed, whether insider activity
corroborates it, and cite the SEC evidence.

13F holdings + quarter-over-quarter ownership changes + end-of-day price history + the live filing stream, joined for RSMC. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.