ROCKEFELLER GLOBAL EQTY ETF (RGEF) Institutional Ownership Changes & 13F Activity
ROCKEFELLER GLOBAL EQTY ETF (RGEF). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Gc Wealth Management Ria, Llc, Rockefeller Capital Management L.P., Jpmorgan Chase & Co, Keybank National Association/Oh, and Wells Fargo & Company/Mn.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Envestnet Asset Management Inc | Buy | +22,549 | — | 22,549 | $788.99K | Q2 2026 | Sep 23, 2026 |
| Citadel Advisors Llc | Sell | -54,214 | -88.6% | 6,944 | $242.97K | Q2 2026 | Sep 02, 2026 |
| Wells Fargo & Company/Mn | Buy | +95,580 | — | 95,580 | $3.34M | Q2 2026 | Aug 14, 2026 |
| Gts Securities Llc | Buy | +35,539 | — | 35,539 | $1.24M | Q2 2026 | Aug 14, 2026 |
| Flow Traders U.S. Llc | Buy | +22,242 | +119.2% | 40,899 | $1.43M | Q2 2026 | Aug 14, 2026 |
| Brown Advisory Inc | Sell | -9,504 | -13.4% | 61,231 | $2.14M | Q2 2026 | Aug 14, 2026 |
| Susquehanna International Group, Llp | Buy | +6,251 | — | 6,251 | $218.72K | Q2 2026 | Aug 14, 2026 |
| Rockefeller Capital Management L.P. | Sell | -316,367 | -1.6% | 19,040,950 | $666.24M | Q2 2026 | Aug 13, 2026 |
| Fiduciary Trust Co | Sell | -16,000 | -1.8% | 870,095 | $30.44M | Q2 2026 | Aug 13, 2026 |
| Morgan Stanley | Buy | +2,011 | +10.4% | 21,438 | $750.12K | Q2 2026 | Aug 13, 2026 |
| Ubs Group Ag | Buy | +29 | +6.4% | 481 | $16.83K | Q2 2026 | Aug 13, 2026 |
| Jpmorgan Chase & Co | Buy | +120,117 | — | 120,117 | $4.15M | Q2 2026 | Aug 12, 2026 |
| Choate Investment Advisors | Sell | -1,989 | -19.9% | 8,001 | $279.95K | Q2 2026 | Aug 11, 2026 |
| Keybank National Association/Oh | Sell | -119,200 | -13.2% | 782,175 | $27.37M | Q2 2026 | Jul 28, 2026 |
| Gc Wealth Management Ria, Llc | Sell | -406,769 | -100.0% | 0 | $0.00 | Q2 2026 | May 14, 2026 |
| Franklin Resources Inc | Sell | -67,692 | -100.0% | 0 | $0.00 | Q2 2026 | May 13, 2026 |
| Jane Street Group, Llc | Sell | -21,660 | -100.0% | 0 | $0.00 | Q2 2026 | May 12, 2026 |
Frequently asked questions about RGEF activity
Which institutional owners are buying RGEF?
Institutional owners buying RGEF include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in RGEF activity?
"Buy" means an investor increased their reported position in RGEF compared to the prior reporting period. This reflects growing exposure to ROCKEFELLER GLOBAL EQTY ETF (RGEF) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in RGEF increasing?
Institutional interest in RGEF can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.