ROCKEFELLER GLOBAL EQTY ETF RGEF

US
$34.48
-0.5%
52w: $26.35 – $35.02

Latest 13F among current holders filed 1 month ago (May 15, 2026)

Price — last 12 months

research preview data
26.3530.6835.02
Jun 20, 2025 Jul 2, 2026
Institutional holders
15
+1 QoQ
13F value
$660.7M
-5.5% QoQ
Smart-money holders
0
signal tier ≥ 2
New smart buyers
0
Q1 2026

Institutional value by quarter

$750.2M
Q4 2024
$729.0M
Q1 2025
$1.56B
Q2 2025
$819.6M
Q3 2025
$699.4M
Q4 2025
$660.7M
Q1 2026

Number of holders

9
Q4 2024
13
Q1 2025
13
Q2 2025
12
Q3 2025
14
Q4 2025
15
Q1 2026

Who owns RGEF?

Q1 2026 filings
FundTypeSharesValue% of fundChange
Rockefeller Capital Management L.P. Diversified mechanical19.4M$581.7M1.0%-4.6%
KEYBANK NATIONAL ASSOCIATION/OH Diversified mechanical901.4K$27.1M0.1%Held
Fiduciary Trust Co Other886.1K$26.6M0.3%-1.4%
GC Wealth Management RIA, LLC Other406.8K$12.2M0.5%Held
JPMORGAN CHASE & CO Bank broker92.9K$2.7M0.0%New
BROWN ADVISORY INC Diversified mechanical70.7K$2.1M0.0%-4.2%
FRANKLIN RESOURCES INC Long only active67.7K$2.0M0.0%Held
CITADEL ADVISORS LLC Multistrat pod61.2K$1.8M0.0%+267.9%
COMMONWEALTH EQUITY SERVICES, LLC Wealth advisor42.7K$1.3M0.0%-2.3%
COMMERCE BANK Diversified mechanical30.0K$902K0.0%New
JANE STREET GROUP, LLC Market maker21.7K$651K0.0%+17.6%
MORGAN STANLEY Bank broker19.4K$584K0.0%+142.1%
FLOW TRADERS U.S. LLC Market maker18.7K$561K0.0%-60.2%
Choate Investment Advisors Wealth advisor10.0K$300K0.0%-13.6%
UBS Group AG Bank broker452$14K0.0%+152.5%

Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.