RGEF Institutional Ownership & Shareholders
ROCKEFELLER GLOBAL EQTY ETF (RGEF) is currently held by 18 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $748.96M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Rockefeller Capital Management L.P. is currently the largest disclosed institutional shareholder of RGEF tracked by InsiderSet, reporting ownership valued at approximately $666.24M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $645.75M, representing an estimated loss of -3.08% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 99% of the total disclosed RGEF value among the investors covered in this analysis. Major shareholders include Rockefeller Capital Management L.P., Fiduciary Trust Co, Keybank National Association/Oh, and several other long-term asset managers with concentrated positions in ROCKEFELLER GLOBAL EQTY ETF (RGEF).
This page ranks the largest institutional RGEF shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
18
Total Reported Value
$748.96M
Largest Holder
Rockefeller Capital Management L.P.
Largest Position
$666.24M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
20
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Rockefeller Capital Management L.P. | 1.02% | 19,040,950 | $666,242,916 | $645,745,258 | -$20,497,658 | -3.08% | |
| Fiduciary Trust Co | 0.33% | 870,095 | $30,444,624 | $29,507,967 | -$936,657 | -3.08% | |
| Keybank National Association/Oh | 0.09% | 782,175 | $27,368,303 | $26,526,292 | -$842,011 | -3.08% | |
| Gc Wealth Management Ria, Llc | 0.31% | 184,177 | $6,459,087 | $6,246,087 | -$213,000 | -3.30% | |
| Jpmorgan Chase & Co | 0.00% | 120,117 | $4,146,439 | $4,073,588 | -$72,851 | -1.76% | |
| Wells Fargo & Company/Mn | 0.00% | 95,580 | $3,344,344 | $3,241,452 | -$102,892 | -3.08% | |
| Brown Advisory Inc | 0.00% | 61,231 | $2,142,473 | $2,076,558 | -$65,915 | -3.08% | |
| Commonwealth Equity Services, Llc | 0.00% | 42,709 | $1,497,800 | $1,448,412 | -$49,388 | -3.30% | |
| Flow Traders U.S. Llc | 0.06% | 40,899 | $1,431,000 | $1,387,028 | -$43,972 | -3.07% | |
| Harpswell Capital Advisors, Llc | 0.85% | 36,809 | $1,290,892 | $1,248,322 | -$42,570 | -3.30% | |
| Gts Securities Llc | 0.03% | 35,539 | $1,243,510 | $1,205,252 | -$38,258 | -3.08% | |
| Commerce Bank | 0.00% | 30,000 | $1,049,700 | $1,017,405 | -$32,295 | -3.08% | |
| Envestnet Asset Management Inc | 0.00% | 22,549 | $788,990 | $764,716 | -$24,274 | -3.08% | |
| Morgan Stanley | 0.00% | 21,438 | $750,116 | $727,038 | -$23,078 | -3.08% | |
| Choate Investment Advisors | 0.00% | 8,001 | $279,955 | $271,342 | -$8,613 | -3.08% | |
| Citadel Advisors Llc | 0.00% | 6,944 | $242,971 | $235,495 | -$7,476 | -3.08% | |
| Susquehanna International Group, Llp | 0.00% | 6,251 | $218,722 | $211,993 | -$6,729 | -3.08% | |
| Ubs Group Ag | 0.00% | 481 | $16,830 | $16,312 | -$518 | -3.08% |
Frequently asked questions about RGEF
Who are the largest institutional holders of RGEF?
The largest institutional holders of RGEF reported in the latest SEC Form 13F filings include Rockefeller Capital Management L.P., Fiduciary Trust Co, Keybank National Association/Oh, Gc Wealth Management Ria, Llc, and Jpmorgan Chase & Co. InsiderSet ranks institutional holders by their latest reported RGEF position.
What is RGEF institutional ownership?
This page tracks RGEF positions reported by institutional investment managers through SEC Form 13F. ROCKEFELLER GLOBAL EQTY ETF (RGEF) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own RGEF?
InsiderSet currently tracks 18 institutional managers reporting RGEF holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of RGEF shareholders.
How much RGEF stock do institutions own?
Institutional investment managers disclosed approximately $748.96M in RGEF holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was RGEF institutional ownership last updated?
The latest RGEF institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional RGEF holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its RGEF position after the reporting date.
Are institutions buying or selling RGEF?
Institutional buying and selling can be analyzed by comparing RGEF positions across consecutive 13F reporting periods. InsiderSet's RGEF Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View RGEF ownership changes.
How has RGEF institutional ownership changed over time?
InsiderSet tracks RGEF institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.