IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

Rockefeller Opport Muni ETF (RMOP)

CUSIP: 45259A878 | NYSE | 44 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile

Institutional Holders — Q3 2026

LPL Financial LLC537,994
0.0% of portfolio›$12.6M
Johnson & White Wealth Management, LLC124,243
1.1% of portfolio›$2.9M
Heck Capital Advisors, LLC80,227
0.1% of portfolio›$1.9M
Financial Management Network Inc64,868
0.2% of portfolio›$1.5M
High Net Worth Advisory Group LLC41,950
0.2% of portfolio›$982.4K
Aviance Capital Partners, LLC40,396
0.1% of portfolio›$946.0K
Balboa Wealth Partners40,387
0.1% of portfolio›$945.8K
LVW Advisors, LLC38,027
0.1% of portfolio›$890.5K
Ascentis Independent Advisors24,363
0.0% of portfolio›$570.5K
Triumph Capital Management19,620
0.1% of portfolio›$459.5K
Diversify Wealth Management, LLC9,942
0.0% of portfolio›$235.6K
Diversify Advisory Services, LLC9,942
0.0% of portfolio›$235.6K
Latitude Advisors, LLC2,061
0.0% of portfolio›$48.3K
Fifth Third Bancorp2,000
0.0% of portfolio›$46.8K
Lodestone Wealth Management LLC804
0.0% of portfolio›$18.8K
Clearstead Advisors, LLC591
0.0% of portfolio›$13.8K
StyleTurnoverLocationFiled
LPL Financial LLC
537,994$12.6M0.0%IndexVery LowFort Mill, SC2026-11-06
Johnson & White Wealth Management, LLC
124,243$2.9M1.1%ETFVery LowYork, PA2026-11-03
Heck Capital Advisors, LLC
80,227$1.9M0.1%ETFMediumRhinelander, WI2026-10-14
Financial Management Network Inc
64,868$1.5M0.2%ETFLowMission Viejo, CA2026-10-09
High Net Worth Advisory Group LLC
41,950$982.4K0.2%ETFVery LowNaples, FL2026-10-26
Aviance Capital Partners, LLC
40,396$946.0K0.1%CoreLowNaples, FL2026-10-29
Balboa Wealth Partners
40,387$945.8K0.1%Agg GrowthMediumScottsdale, AZ2026-10-20
LVW Advisors, LLC
38,027$890.5K0.1%CoreMediumPittsford, NY2026-10-19
Ascentis Independent Advisors
24,363$570.5K0.0%ETFLowDallas, TX2026-11-03
Triumph Capital Management
19,620$459.5K0.1%ETFMediumDenver, CO2026-10-14
Diversify Wealth Management, LLC
9,942$235.6K0.0%GrowthMediumSandy, UT2026-10-20
Diversify Advisory Services, LLC
9,942$235.6K0.0%GrowthLowSandy, UT2026-10-20
Latitude Advisors, LLC
2,061$48.3K0.0%ETFLowYorkville, IL2026-10-27
Fifth Third Bancorp
2,000$46.8K0.0%IndexVery LowCincinnati, OH2026-11-05
Lodestone Wealth Management LLC
804$18.8K0.0%CoreLowSpokane, WA2026-10-14
Clearstead Advisors, LLC
591$13.8K0.0%ETFLowCleveland, OH2026-11-06