Who Owns RSMC?
Rockefeller U.S. Small-Mid Cap ETF — Institutional Ownership & 13F Holdings
$27.71
+0.20 (+0.74%)
Market Cap
$721.0M
Shares Outstanding
24,927,130
Institutional Holders
15
Total Inst. Value
$671.8M
% of Float Held
—
QoQ Holder Change
—
Institutional data as of Q1 2025
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | Rockefeller Capital Management L.P. | $657.5M | 27,905,783 |
| 2 | JPMORGAN CHASE & CO | $3.4M | 144,387 |
| 3 | Quantinno Capital Management LP | $3.1M | 130,641 |
| 4 | BRIGHTON JONES LLC | $2.8M | 120,663 |
| 5 | FRANKLIN RESOURCES INC | $1.8M | 76,730 |
| 6 | Haverford Trust Co | $759K | 32,210 |
| 7 | Marble Harbor Investment Counsel, LLC | $542K | 23,027 |
| 8 | FineMark National Bank & Trust | $506K | 21,462 |
| 9 | Bank of New York Mellon Corp | $462K | 19,647 |
| 10 | GOLDMAN SACHS GROUP INC | $382K | 16,196 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| FRANKLIN RESOURCES INC | +13K | $1.8M |
| UBS Group AG | +1K | $46K |
| ENVESTNET ASSET MANAGEMENT INC | +21K | $24K |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| Rockefeller Capital Management L.P. | -1.1M | $657.5M |
| StoneX Group Inc. | -7K | $22K |
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Frequently Asked Questions
How many institutional investors hold RSMC?
As of Q1 2025, 15 institutional investors report holding RSMC (Rockefeller U.S. Small-Mid Cap ETF) in their 13F filings.
Which hedge fund owns the most RSMC?
The largest institutional holder of RSMC is Rockefeller Capital Management L.P. with $657.5M in shares.
Are institutions buying or selling RSMC?
This quarter, 4 institutions opened new positions in RSMC and 2 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.