ROCKEFELLER OPPORT MUNI ETF (RMOP) Institutional Shareholders
ROCKEFELLER OPPORT MUNI ETF (RMOP) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $477.31M in RMOP holdings during the latest filing period.
Rockefeller Capital Management L.P. is currently the largest disclosed institutional shareholder of RMOP tracked by InsiderSet, reporting ownership valued at approximately $279.65M 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 $265.56M, representing an estimated loss of -5.04% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 98% of the total disclosed RMOP value among the investors covered in this analysis. Major shareholders include Rockefeller Capital Management L.P., Envestnet Asset Management Inc, Southstate Bank Corp, and several other long-term asset managers with concentrated positions in ROCKEFELLER OPPORT MUNI ETF (RMOP).
This page ranks the largest institutional RMOP 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
29
Total Reported Value
$477.31M
Largest Holder
Rockefeller Capital Management L.P.
Largest Position
$279.65M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
35
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. | 0.43% | 10,951,077 | $279,648,933 | $265,563,617 | -$14,085,316 | -5.04% | |
| Envestnet Asset Management Inc | 0.02% | 3,608,529 | $92,148,114 | $87,506,828 | -$4,641,286 | -5.04% | |
| Southstate Bank Corp | 1.50% | 1,409,240 | $35,986,635 | $34,174,070 | -$1,812,565 | -5.04% | |
| Manning & Napier Advisors Llc | 0.25% | 755,341 | $19,298,963 | $18,317,019 | -$981,944 | -5.09% | |
| Lpl Financial Llc | 0.00% | 439,279 | $11,217,515 | $10,652,516 | -$564,999 | -5.04% | |
| Gotham Asset Management, Llc | 0.02% | 400,000 | $10,214,480 | $9,700,000 | -$514,480 | -5.04% | |
| Geneos Wealth Management Inc. | 0.12% | 225,761 | $5,765,940 | $5,474,704 | -$291,236 | -5.05% | |
| Jane Street Group, Llc | 0.00% | 217,124 | $5,544,522 | $5,265,257 | -$279,265 | -5.04% | |
| Raymond James Financial Inc | 0.00% | 161,706 | $4,129,357 | $3,921,371 | -$207,987 | -5.04% | |
| Royal Bank Of Canada | 0.00% | 136,267 | $3,479,000 | $3,304,475 | -$174,525 | -5.02% | |
| Old Mission Capital Llc | 0.05% | 81,609 | $2,083,983 | $1,979,018 | -$104,965 | -5.04% | |
| Johnson & White Wealth Management, Llc | 0.70% | 73,136 | $1,867,624 | $1,773,548 | -$94,076 | -5.04% | |
| Lvw Advisors, Llc | 0.09% | 41,817 | $1,067,848 | $1,014,062 | -$53,786 | -5.04% | |
| Balboa Wealth Partners | 0.13% | 38,176 | $974,870 | $925,768 | -$49,102 | -5.04% | |
| Stifel Financial Corp | 0.00% | 35,376 | $903,364 | $857,868 | -$45,496 | -5.04% | |
| Goldman Sachs Group Inc | 0.00% | 31,708 | $809,702 | $768,919 | -$40,783 | -5.04% | |
| Triumph Capital Management | 0.08% | 17,270 | $441,010 | $418,798 | -$22,213 | -5.04% | |
| Citadel Advisors Llc | 0.00% | 16,344 | $417,364 | $396,342 | -$21,022 | -5.04% | |
| Steward Partners Investment Advisory, Llc | 0.00% | 15,009 | $383,273 | $363,968 | -$19,305 | -5.04% | |
| Diversify Advisory Services, Llc | 0.00% | 9,942 | $250,489 | $241,094 | -$9,396 | -3.75% | |
| Diversify Wealth Management, Llc | 0.00% | 9,942 | $250,489 | $241,094 | -$9,396 | -3.75% | |
| Financial Management Network Inc | 0.04% | 9,673 | $245,697 | $234,570 | -$11,127 | -4.53% | |
| Newedge Advisors, Llc | 0.00% | 2,979 | $76,073 | $72,241 | -$3,832 | -5.04% | |
| Fifth Third Bancorp | 0.00% | 2,000 | $51,072 | $48,500 | -$2,572 | -5.04% | |
| Lodestone Wealth Management Llc | 0.01% | 793 | $20,258 | $19,230 | -$1,028 | -5.07% | |
| Clearstead Advisors, Llc | 0.00% | 591 | $15,092 | $14,332 | -$760 | -5.04% | |
| Osaic Holdings, Inc. | 0.00% | 300 | $7,662 | $7,275 | -$387 | -5.05% | |
| Pnc Financial Services Group, Inc. | 0.00% | 217 | $5,541 | $5,262 | -$279 | -5.03% | |
| Morgan Stanley | 0.00% | 166 | $4,239 | $4,026 | -$214 | -5.04% |
Frequently asked questions about RMOP
Who owns the most RMOP stock?
The largest holders of RMOP are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for ROCKEFELLER OPPORT MUNI ETF (RMOP).
Is RMOP widely held by superinvestors?
Many widely followed stocks like RMOP appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly RMOP is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.