ROCKEFELLER US SMALL-MID CAP (RSMC) Institutional Ownership and Insiders Activity

ROCKEFELLER US SMALL-MID CAP (RSMC) is widely held by institutional investors, with 17 firms reporting positions valued at approximately $698.48M based on SEC Form 13F filings for the quarter ended June 30, 2026.

Rockefeller Capital Management L.P. is the largest disclosed holder, reporting approximately $617.61M in RSMC holdings in its latest filing.

Institutional ownership remains highly concentrated, with Rockefeller Capital Management L.P. representing the majority of disclosed value.

Institutional Holders

17

Total Reported Value

$698.48M

Largest Holder

Rockefeller Capital Management L.P.

Largest Position

$617.61M

Insider Transactions (90d)

0

Latest Filing Quarter

Q2 2026

New Institutional Positions

4

Funds Exiting Positions

3