RSMC

Rockefeller US Small-Mid Cap$28.59 0.86%
UnclassifiedUSCUSIP 45259A803· EOD Jun 12, 2026◍ Confluence graph
Tracked 13F Holders
6
-1 QoQ
13F Value (tracked)
$29.5M
Insider Net · 180d
$0
0↑ 0↓
Recent Filings
0
Smart-money sentimentMixed
BearishBullish
13F funds (latest Q)1 adding · 1 trimming
Insider net (180d)$0

Price & smart-money activity

$28.59 0.86%2Y +12.9%
$20.51$22.68$24.85$27.02$29.19Oct 2024Feb 2025JunOctFeb 2026Jun532444
Hover for who · click for detailEnd-of-day closing prices52w $24.25 – $28.59
Build

Use RSMC data in an agent

The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.

Build

Ask your agent who owns RSMC

This stock page is the Follow view. The Build view lets your agent query RSMC owners, fund changes, insider filings, and source links through REST or MCP.

Copy-paste
curl -H "Authorization: Bearer YOUR_API_KEY" \
  "https://arkolith.com/api/v1/stocks/RSMC"
Ask your agent
Use Arkolith to show who owns RSMC,
which funds added or reduced it, and which
SEC filings prove each claim.

Top institutional holders

6 tracked 13F filers
#FundPosition valueSharesLast moveAs ofHistory
1StoneX Group Inc.
$23.9M
962K
+3.7%
Added · +34K sh
Q1 2026
2GC Wealth Management RIA, LLC
$3.8M
155K
Held
Q1 2026
3Haverford Trust Co
$800K
32K
Held
Q1 2026
4COMMERCE BANK
$533K
21K
New
+21K sh
Q1 2026
5Cresset Asset Management, LLC
$230K
9K
Held
Q1 2026
6Clearstead Advisors, LLC
$170K
7K
−37%
Reduced · −4K 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.

Fund activity: latest quarter

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

Insider activity (Form 4)

No Form 4 insider transactions on file yet.

Institutional ownership over time

14 funds+3 since Q4 2024
0815Q4 2024Q1 2025Q2 2025Q3 2025Q4 2025Q1 2026
funds holding aggregate valuelatest $604.3M

Funds that own RSMC also own

CompanyCo-held byCombined value
APPLE INCAAPL8 funds$4.5B
MICROSOFT CORPMSFT8 funds$4.1B
NVIDIA CORPNVDA8 funds$3.3B
AMAZON.COM INCAMZN8 funds$3.1B
ALPHABET INC-CL AGOOGL8 funds$3.1B
ALPHABET INC-CL CGOOG8 funds$1.4B
VANGUARD TOTAL STOCK MKT ETFVTI8 funds$1.1B
EXXON MOBIL CORPXOM8 funds$682.7M
VANGUARD FTSE DEVELOPED ETFVEA8 funds$645.4M
WALMART INCWMT8 funds$499.8M
ISHARES MSCI EAFE ETFEFA8 funds$472.3M
ISHARES RUSSELL MID-CAP ETFIWR8 funds$351.4M

Ranked by how many of RSMC's institutional holders also hold each name, a cross-fund conviction signal. Via the MCP server (ticker.co_held).

Recent filings

0 shown

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

Browse more

13F holdings + Form 4 insider transactions + 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. Every panel above is one call to the Arkolith API & MCP server.