RGEF — ROCKEFELLER GLOBAL EQTY ETF
As of Q2 2026, 6 SEC-registered investment managers reported holding RGEF (ROCKEFELLER GLOBAL EQTY ETF) in their latest 13F filings, with a combined reported value of $10.73M across 308.41K shares. That is +107.4% by share count (+159.68K shares) versus the previous quarter, while reported value moved +140.2%. Ownership is concentrated: the five largest holders account for 99.8% of reported value and the top ten for 100.0%.
Compared with the prior quarter, 2 opened new positions, 2 added to existing stakes, 2 trimmed. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.
All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.
| Fund | Quarter | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|---|
| JPMorgan Chase & Co history | Q2 2026 | 120.12K | $4.15M | 0.00% | New |
| Wells Fargo & Co history | Q2 2026 | 95.58K | $3.34M | 0.00% | New |
| Franklin Resources history | Q2 2026 | 63.85K | $2.23M | 0.00% | Reduce |
| Morgan Stanley history | Q2 2026 | 21.44K | $750.12K | 0.00% | Add |
| Citadel Advisors history | Q2 2026 | 6.94K | $242.97K | 0.00% | Reduce |
| UBS Group AG history | Q2 2026 | 481 | $16.83K | 0.00% | Add |
New Positions (Q2 2026)
- JPMorgan Chase & Co 120.12K sh · $4.15M
- Wells Fargo & Co 95.58K sh · $3.34M
Fully Exited (vs previous quarter)
No tracked fund fully exited this quarter.
Fund Position History — shares by quarter (top 6 funds)
| Fund | Q4 2024 | Q1 2025 | Q2 2025 | Q3 2025 | Q4 2025 | Q1 2026 | Q2 2026 |
|---|---|---|---|---|---|---|---|
| JPMorgan Chase & Co | 100.41K | 176.04K | 176.04K | — | — | — | 120.12K |
| Wells Fargo & Co | — | — | — | — | — | — | 95.58K |
| Franklin Resources | — | 67.69K | 67.69K | 67.69K | 67.69K | 67.69K | 63.85K |
| Morgan Stanley | — | — | — | — | 8.03K | 19.43K | 21.44K |
| Citadel Advisors | 41.20K | 56.82K | — | — | 16.62K | 61.16K | 6.94K |
| UBS Group AG | 649 | 649 | 4.56K | 399 | 179 | 452 | 481 |
▲ Bought Low (fund opened/added, stock rose ≥5% next quarter) ▼ Sold High (fund reduced, stock fell ≥5% next quarter)
Drag / scroll to zoom · Default shows the most recent year · Annotations come from quarterly fund actions in 13F filings · Hover a marker for details