ROCKEFELLER US SMALL-MID CAP RSMC
$28.40
-0.9% 52w: $24.25 – $28.92
Latest 13F among current holders filed 1 month ago (May 15, 2026)
Price — last 12 months
research preview data24.2526.5828.92
Jun 20, 2025 Jul 2, 2026
Institutional holders
15
-2 QoQ
13F value
$607.5M
+6.9% QoQ
Smart-money holders
1
signal tier ≥ 2
New smart buyers
0
Q1 2026
Institutional value by quarter
Number of holders
Who owns RSMC?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| Rockefeller Capital Management L.P. | Diversified mechanical | 21.6M | $536.1M | 1.0% | +4.3% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 1.2M | $30.8M | 0.0% | +1724.8% |
| StoneX Group Inc. | Wealth advisor | 961.8K | $23.9M | 1.3% | +3.7% |
| GC Wealth Management RIA, LLC | Other | 154.9K | $3.8M | 0.2% | Held |
| Marble Harbor Investment Counsel, LLC ★2 | Fundamental diversified | 129.8K | $3.2M | 0.3% | +398.7% |
| JPMORGAN CHASE & CO | Bank broker | 99.3K | $2.4M | 0.0% | -21.0% |
| Quantinno Capital Management LP | Diversified mechanical | 82.5K | $2.0M | 0.0% | -31.7% |
| FRANKLIN RESOURCES INC | Long only active | 63.8K | $1.6M | 0.0% | -16.8% |
| LPL Financial LLC | Bank broker | 56.3K | $1.4M | 0.0% | +1.5% |
| Haverford Trust Co | Other | 32.2K | $800K | 0.0% | Held |
| COMMERCE BANK | Diversified mechanical | 21.5K | $533K | 0.0% | New |
| Bank of New York Mellon Corp | Diversified mechanical | 17.6K | $438K | 0.0% | Held |
| Cresset Asset Management, LLC | Wealth advisor | 9.3K | $230K | 0.0% | Held |
| Clearstead Advisors, LLC | Wealth advisor | 6.8K | $170K | 0.0% | -37.1% |
| UBS Group AG | Bank broker | 704 | $17K | 0.0% | +1970.6% |
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.