Security record · archived quarter
RSMC
name pending profile ingest
9Tracked holders
0Δ holders
21.20MShares held
$535.23MReported value
+0New positions
−0Exits
Momentum inputs (comparable managers): holder breadth 0.0% · share flow -0.6% · net new positions 0.0% — formula
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025
Ownership over time
Who holds it · Q4 2025
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Rockefeller Capital Management L.P. | 20.69M | — | $522.53M | 0.9% | n/c | 1 | SEC ↗ ×4 |
| 2 | JPMorgan Chase ✦ | 125.72K | -50.7% | $3.17M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 3 | Quantinno Capital Management LP | 120.72K | — | $3.05M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Franklin Resources Inc | 76.73K | — | $1.94M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Envestnet Asset Management Inc | 68.02K | — | $1.72M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | LPL Financial LLC | 55.44K | — | $1.40M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | HighTower Advisors, LLC | 38.60K | — | $974,650 | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Bank of New York Mellon Corp | 17.65K | — | $445,587 | 0.0% | n/c | 1 | SEC ↗ |
| 9 | UBS Group AG | 34 | — | $859 | 0.0% | n/c | 1 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| No new tracked buyers this quarter. |
Exited
| No tracked exits this quarter. |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 14 holders, 24.36M shares, $605.07M reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
Frequently co-owned
What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.
Provenance: Ownership from parsed 13F common-stock positions (tracked universe, comparable sets for changes); insider rows from Forms 3/4/5; stakes from Schedules 13D/13G; every filing links to its original on SEC EDGAR.
Reporting period: Q4 2025 ·
Methodology ·
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