Rockefeller US Small-mid Cap
$28.22+0.4%
-$6.2M
Net Activity
-1.54% total shares
Institutions Holding
17
Popularity Rank
#8789
Avg Weight
0.15%
Total Value
$699.8M
17 institutions currently hold RSMC, with 8 net buyers and 6 net sellers this quarter.
Institutional Moves (Q2 2026)
Neutral
Based on recent trading activity
Net Selling Institutions
6
Net Buying Institutions
8
Top 5 by Value
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Across its top 17 institutional holders, RSMC's holder base skews toward low-concentration, low-turnover investors on average (avg. concentration score 6/100, avg. turnover score 29/100).
RSMC ranks #8789 out of 37503 tracked stocks by institutional interest, inside the more closely watched half of our coverage.
17 institutions disclose a position in RSMC, but none treat it as a major bet — even StoneX Group Inc., its most concentrated holder, allocates just 1.1% of its own portfolio to it.
Rockefeller Capital Management L.P. has added to its RSMC position for two straight quarters, increasing it by $95.1M to reach $617.6M today.
JPMorgan has trimmed its RSMC position for two straight quarters, cutting it by $2.2M while still holding $955.6K.
RSMC is up 0.4% today, but institutions show net selling of $6.2M this quarter — a divergence between today's price move and the underlying institutional flow.
+$2.7M
Total Buy Value
$12.7M
Total Sell Value
8
Net Buyers
6
Net Sellers
RSMC
Q2 2026
Top 5 Institutional Movers
+$6.1M
+$4.3M
-$3.8M
-$1.5M
RSMC does not currently have enough recent insider (Form 4) trading activity to compute a convergence signal against its 13F institutional flows.
13F data as of 2026-06-30 quarterly filings. Note: many large institutions file close to the 45-day post-quarter deadline, so early-quarter flow figures can shift substantially as more filings arrive.
No Form 144 planned sale filings in the last 90 days
No Schedule 13D/13G filings for this ticker
No Form 8-K filings for this ticker
45259A803
The most-added stocks by 13F institutions this quarter
Institutions Holding
6,242
Total reported value
$2.2T
3230 13F institutions increased their position this quarter
Institutions Holding
5,990
Total reported value
$3.6T
3033 13F institutions increased their position this quarter
Institutions Holding
6,153
Total reported value
$1.8T
2972 13F institutions increased their position this quarter
The most widely held stocks tracked across all 13F institutions
Institutions Holding
4,110
Total reported value
$712.5B
Held by 4110 institutions — one of the most-tracked stocks on AlphaSMO
Institutions Holding
4,088
Total reported value
$390.2B
Held by 4088 institutions — one of the most-tracked stocks on AlphaSMO
Institutions Holding
4,062
Total reported value
$377.6B
Held by 4062 institutions — one of the most-tracked stocks on AlphaSMO
Access RSMC's institutional ownership data programmatically:
REST API
curl https://alphasmo.com/api/v1/market/stock/RSMCCLI
npx alphasmo stocks get RSMC