Rockefeller US Small-Mid Cap (RSMC)

CUSIP: 45259A803 | NYSE | 28 institutional holders

Institutional Holders — Q3 2026

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1.0% of portfolio$26.9M

0.3% of portfolio$3.4M

0.1% of portfolio$3.3M

0.0% of portfolio$1.5M

0.3% of portfolio$498.6K

0.0% of portfolio$400.5K

0.0% of portfolio$186.9K

				Style	Turnover	Location	Filed
StoneX Group Inc.	984,319	$26.9M	1.0%	ETF	Medium	New York, NY	2026-11-03
Marble Harbor Investment Counsel, LLC	123,964	$3.4M	0.3%	Core	Very Low	Boston, MA	2026-11-06
Brighton Jones LLC	120,663	$3.3M	0.1%	Core	Very Low	Seattle, WA	2026-11-03
LPL Financial LLC	53,811	$1.5M	0.0%	Index	Very Low	Fort Mill, SC	2026-11-06
Harpswell Capital Advisors, LLC	18,234	$498.6K	0.3%	ETF	Medium	Yarmouth, ME	2026-10-09
Bank of New York Mellon Corp	14,647	$400.5K	0.0%	Core	Low	New York, NY	2026-11-05
Clearstead Advisors, LLC	6,835	$186.9K	0.0%	ETF	Low	Cleveland, OH	2026-11-06