RSMC Institutional Ownership & Shareholders
ROCKEFELLER US SMALL-MID CAP (RSMC) is currently held by 17 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $698.48M 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 RSMC tracked by InsiderSet, reporting ownership valued at approximately $617.61M 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 $583.23M, representing an estimated loss of -5.57% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 100% of the total disclosed RSMC value among the investors covered in this analysis. Major shareholders include Rockefeller Capital Management L.P., Envestnet Asset Management Inc, Stonex Group Inc., and several other long-term asset managers with concentrated positions in ROCKEFELLER US SMALL-MID CAP (RSMC).
This page ranks the largest institutional RSMC 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
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
21
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. | 0.95% | 21,355,875 | $617,611,905 | $583,228,946 | -$34,382,959 | -5.57% | |
| Envestnet Asset Management Inc | 0.01% | 1,275,265 | $36,880,659 | $34,827,487 | -$2,053,172 | -5.57% | |
| Stonex Group Inc. | 1.14% | 975,573 | $28,213,006 | $26,642,899 | -$1,570,107 | -5.57% | |
| Marble Harbor Investment Counsel, Llc | 0.36% | 123,964 | $3,585,039 | $3,385,457 | -$199,582 | -5.57% | |
| Brighton Jones Llc | 0.06% | 120,663 | $3,489,574 | $3,295,307 | -$194,267 | -5.57% | |
| Quantinno Capital Management Lp | 0.00% | 82,453 | $2,384,541 | $2,251,791 | -$132,750 | -5.57% | |
| Lpl Financial Llc | 0.00% | 56,938 | $1,646,647 | $1,554,977 | -$91,670 | -5.57% | |
| Jpmorgan Chase & Co | 0.00% | 33,538 | $955,605 | $915,923 | -$39,682 | -4.15% | |
| Haverford Trust Co | 0.01% | 32,210 | $931,513 | $879,655 | -$51,858 | -5.57% | |
| Commerce Bank | 0.00% | 21,462 | $620,681 | $586,127 | -$34,554 | -5.57% | |
| Wells Fargo & Company/Mn | 0.00% | 18,123 | $524,117 | $494,939 | -$29,178 | -5.57% | |
| Harpswell Capital Advisors, Llc | 0.33% | 18,234 | $498,611 | $497,971 | -$640 | -0.13% | |
| Bank Of New York Mellon Corp | 0.00% | 14,647 | $423,591 | $400,010 | -$23,581 | -5.57% | |
| Flow Traders U.S. Llc | 0.01% | 9,049 | $262,000 | $247,128 | -$14,872 | -5.68% | |
| Citadel Advisors Llc | 0.00% | 8,074 | $233,500 | $220,501 | -$12,999 | -5.57% | |
| Clearstead Advisors, Llc | 0.00% | 6,835 | $197,669 | $186,664 | -$11,005 | -5.57% | |
| Ubs Group Ag | 0.00% | 869 | $25,131 | $23,732 | -$1,399 | -5.57% |
Frequently asked questions about RSMC
Who are the largest institutional holders of RSMC?
The largest institutional holders of RSMC reported in the latest SEC Form 13F filings include Rockefeller Capital Management L.P., Envestnet Asset Management Inc, Stonex Group Inc., Marble Harbor Investment Counsel, Llc, and Brighton Jones Llc. InsiderSet ranks institutional holders by their latest reported RSMC position.
What is RSMC institutional ownership?
This page tracks RSMC positions reported by institutional investment managers through SEC Form 13F. ROCKEFELLER US SMALL-MID CAP (RSMC) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own RSMC?
InsiderSet currently tracks 17 institutional managers reporting RSMC 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 RSMC shareholders.
How much RSMC stock do institutions own?
Institutional investment managers disclosed approximately $698.48M in RSMC holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was RSMC institutional ownership last updated?
The latest RSMC 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 RSMC 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 RSMC position after the reporting date.
Are institutions buying or selling RSMC?
Institutional buying and selling can be analyzed by comparing RSMC positions across consecutive 13F reporting periods. InsiderSet's RSMC Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View RSMC ownership changes.
How has RSMC institutional ownership changed over time?
InsiderSet tracks RSMC institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.