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Rockefeller Opport Muni ETF (RMOP)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
LPL Financial LLC
INCREASED
Shares537,994 from 439,279
Change+98,715 (+22%)
Value$12.6M (+$1.4M)
Filed 2026-11-06
Johnson & White Wealth Management, LLC
INCREASED
Shares124,243 from 73,136
Change+51,107 (+70%)
Value$2.9M (+$1.0M)
Filed 2026-11-03
Heck Capital Advisors, LLC
NEW
Shares80,227
Change+80,227
Value$1.9M
Filed 2026-10-14
Financial Management Network Inc
INCREASED
Shares64,868 from 9,673
Change+55,195 (+571%)
Value$1.5M (+$1.3M)
Filed 2026-10-09
High Net Worth Advisory Group LLC
NEW
Shares41,950
Change+41,950
Value$982.4K
Filed 2026-10-26
Aviance Capital Partners, LLC
NEW
Shares40,396
Change+40,396
Value$946.0K
Filed 2026-10-29
Balboa Wealth Partners
INCREASED
Shares40,387 from 38,176
Change+2,211 (+6%)
Value$945.8K (-$29.1K)
Filed 2026-10-20
LVW Advisors, LLC
DECREASED
Shares38,027 from 41,817
Change-3,790 (-9%)
Value$890.5K (-$177.3K)
Filed 2026-10-19
Ascentis Independent Advisors
NEW
Shares24,363
Change+24,363
Value$570.5K
Filed 2026-11-03
Triumph Capital Management
INCREASED
Shares19,620 from 17,270
Change+2,350 (+14%)
Value$459.5K (+$18.5K)
Filed 2026-10-14
Diversify Wealth Management, LLC
UNCHANGED
Shares9,942 from 9,942
Change0 (0%)
Value$235.6K (-$14.9K)
Filed 2026-10-20
Diversify Advisory Services, LLC
UNCHANGED
Shares9,942 from 9,942
Change0 (0%)
Value$235.6K (-$14.9K)
Filed 2026-10-20
Latitude Advisors, LLC
NEW
Shares2,061
Change+2,061
Value$48.3K
Filed 2026-10-27
Fifth Third Bancorp
UNCHANGED
Shares2,000 from 2,000
Change0 (0%)
Value$46.8K (-$4.2K)
Filed 2026-11-05
Lodestone Wealth Management LLC
INCREASED
Shares804 from 793
Change+11 (+1%)
Value$18.8K (-$1.4K)
Filed 2026-10-14
Clearstead Advisors, LLC
UNCHANGED
Shares591 from 591
Change0 (0%)
Value$13.8K (-$1.3K)
Filed 2026-11-06
PNC Financial Services Group, Inc.
CLOSED
Shares0 from 217
Change-217 (-100%)
Value$0 (-$5.5K)
Filed 2026-11-06
Rockefeller Capital Management L.P.
N/A
Shares— from 10,951,077
Change-10,951,077 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 3,608,529
Change-3,608,529 (-100%)
Value—
SouthState Bank Corp
N/A
Shares— from 1,409,240
Change-1,409,240 (-100%)
Value—
Manning & Napier Advisors LLC
N/A
Shares— from 755,341
Change-755,341 (-100%)
Value—
Gotham Asset Management, LLC
N/A
Shares— from 400,000
Change-400,000 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 225,761
Change-225,761 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 217,124
Change-217,124 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 161,706
Change-161,706 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 154,628
Change-154,628 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 136,267
Change-136,267 (-100%)
Value—
Old Mission Capital LLC
N/A
Shares— from 81,609
Change-81,609 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 35,376
Change-35,376 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 31,708
Change-31,708 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 16,344
Change-16,344 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 15,009
Change-15,009 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 2,979
Change-2,979 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 300
Change-300 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 166
Change-166 (-100%)
Value—
Status
LPL Financial LLC
INCREASED537,994439,279+98,715+22%$11.2M$12.6M+$1.4M2026-11-06
Johnson & White Wealth Management, LLC
INCREASED124,24373,136+51,107+70%$1.9M$2.9M+$1.0M2026-11-03
Heck Capital Advisors, LLC
NEW80,227—+80,227——$1.9M—2026-10-14
Financial Management Network Inc
INCREASED64,8689,673+55,195+571%$245.7K$1.5M+$1.3M2026-10-09
High Net Worth Advisory Group LLC
NEW41,950—+41,950——$982.4K—2026-10-26
Aviance Capital Partners, LLC
NEW40,396—+40,396——$946.0K—2026-10-29
Balboa Wealth Partners
INCREASED40,38738,176+2,211+6%$974.9K$945.8K-$29.1K2026-10-20
LVW Advisors, LLC
DECREASED38,02741,817-3,790-9%$1.1M$890.5K-$177.3K2026-10-19
Ascentis Independent Advisors
NEW24,363—+24,363——$570.5K—2026-11-03
Triumph Capital Management
INCREASED19,62017,270+2,350+14%$441.0K$459.5K+$18.5K2026-10-14
Diversify Wealth Management, LLC
UNCHANGED9,9429,94200%$250.5K$235.6K-$14.9K2026-10-20
Diversify Advisory Services, LLC
UNCHANGED9,9429,94200%$250.5K$235.6K-$14.9K2026-10-20
Latitude Advisors, LLC
NEW2,061—+2,061——$48.3K—2026-10-27
Fifth Third Bancorp
UNCHANGED2,0002,00000%$51.1K$46.8K-$4.2K2026-11-05
Lodestone Wealth Management LLC
INCREASED804793+11+1%$20.3K$18.8K-$1.4K2026-10-14
Clearstead Advisors, LLC
UNCHANGED59159100%$15.1K$13.8K-$1.3K2026-11-06
PNC Financial Services Group, Inc.
CLOSED0217-217-100%$5.5K$0-$5.5K2026-11-06
Rockefeller Capital Management L.P.
N/A—10,951,077-10,951,077-100%$279.6M———
Envestnet Asset Management Inc
N/A—3,608,529-3,608,529-100%$92.1M———
SouthState Bank Corp
N/A—1,409,240-1,409,240-100%$36.0M———
Manning & Napier Advisors LLC
N/A—755,341-755,341-100%$19.3M———
Gotham Asset Management, LLC
N/A—400,000-400,000-100%$10.2M———
Geneos Wealth Management Inc.
N/A—225,761-225,761-100%$5.8M———
Jane Street Group, LLC
N/A—217,124-217,124-100%$5.5M———
Raymond James Financial Inc
N/A—161,706-161,706-100%$4.1M———
HighTower Advisors, LLC
N/A—154,628-154,628-100%$3.9M———
Royal Bank of Canada
N/A—136,267-136,267-100%$3.5M———
Old Mission Capital LLC
N/A—81,609-81,609-100%$2.1M———
Stifel Financial Corp
N/A—35,376-35,376-100%$903.4K———
Goldman Sachs Group Inc
N/A—31,708-31,708-100%$809.7K———
Citadel Advisors LLC
N/A—16,344-16,344-100%$417.4K———
Steward Partners Investment Advisory, LLC
N/A—15,009-15,009-100%$383.3K———
NewEdge Advisors, LLC
N/A—2,979-2,979-100%$76.1K———
Osaic Holdings, Inc.
N/A—300-300-100%$7.7K———
Morgan Stanley
N/A—166-166-100%$4.2K———
Showing 35 of 35 institutions