RSMC — ROCKEFELLER US SMALL-MID CAP
As of Q2 2026, 6 SEC-registered investment managers reported holding RSMC (ROCKEFELLER US SMALL-MID CAP) in their latest 13F filings, with a combined reported value of $4.01M across 139.08K shares. That is +69.2% by share count (+56.90K shares) versus the previous quarter, while reported value moved +96.3%. Ownership is concentrated: the five largest holders account for 99.4% of reported value and the top ten for 100.0%.
Compared with the prior quarter, 3 opened new positions, 1 added to existing stakes, 1 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.
Q2 2026 — 6 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Franklin Resources history | 63.83K | $1.85M | 0.00% | Hold |
| JPMorgan Chase & Co history | 33.54K | $955.61K | 0.00% | New |
| Wells Fargo & Co history | 18.12K | $524.12K | 0.00% | New |
| BNY Mellon history | 14.65K | $423.59K | 0.00% | Reduce |
| Citadel Advisors history | 8.07K | $233.50K | 0.00% | New |
| UBS Group AG history | 869 | $25.13K | 0.00% | Add |
Q1 2026 — 3 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Franklin Resources history | 63.83K | $1.59M | 0.00% | Reduce |
| BNY Mellon history | 17.65K | $438.35K | 0.00% | Hold |
| UBS Group AG history | 704 | $17.49K | 0.00% | Add |
Q4 2025 — 4 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| JPMorgan Chase & Co history | 125.72K | $3.17M | 0.00% | Reduce |
| Franklin Resources history | 76.73K | $1.94M | 0.00% | Hold |
| BNY Mellon history | 17.65K | $445.59K | 0.00% | Hold |
| UBS Group AG history | 34 | $859 | 0.00% | New |
Q3 2025 — 3 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| JPMorgan Chase & Co history | 127.52K | $3.36M | 0.00% | Reduce |
| Franklin Resources history | 76.73K | $2.02M | 0.00% | Hold |
| BNY Mellon history | 17.65K | $464.61K | 0.00% | Hold |
Q2 2025 — 3 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| JPMorgan Chase & Co history | 270.11K | $7.01M | 0.00% | Add |
| Franklin Resources history | 76.73K | $1.99M | 0.00% | Hold |
| BNY Mellon history | 17.65K | $457.99K | 0.00% | Reduce |
Q1 2025 — 6 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| JPMorgan Chase & Co history | 144.39K | $3.40M | 0.00% | Hold |
| Franklin Resources history | 76.73K | $1.81M | 0.00% | Add |
| BNY Mellon history | 19.65K | $462.88K | 0.00% | Hold |
| Goldman Sachs Group history | 16.20K | $381.58K | 0.00% | New |
| Citadel Advisors history | 8.65K | $203.77K | 0.00% | New |
| UBS Group AG history | 1.96K | $46.18K | 0.00% | Add |
New Positions (Q2 2026)
- JPMorgan Chase & Co 33.54K sh · $955.61K
- Wells Fargo & Co 18.12K sh · $524.12K
- Citadel Advisors 8.07K sh · $233.50K
Fully Exited (vs previous quarter)
No tracked fund fully exited this quarter.
Fund Position History — shares by quarter (top 7 funds)
| Fund | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 |
|---|---|---|---|---|---|---|---|
| Franklin Resources | 63.83K | 63.83K | 76.73K | 76.73K | 76.73K | 76.73K | 63.83K |
| JPMorgan Chase & Co | 33.54K | — | 125.72K | 127.52K | 270.11K | 144.39K | 144.39K |
| Wells Fargo & Co | 18.12K | — | — | — | — | — | — |
| BNY Mellon | 14.65K | 17.65K | 17.65K | 17.65K | 17.65K | 19.65K | 19.65K |
| Citadel Advisors | 8.07K | — | — | — | — | 8.65K | — |
| UBS Group AG | 869 | 704 | 34 | — | — | 1.96K | 656 |
| Goldman Sachs Group | — | — | — | — | — | 16.20K | — |
▲ 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