Who owns Rockefeller Global Equity ETF?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of RGEF from SEC Form 13F filings across 17 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
As of the 2026-06-30 reporting period, 17 institutions disclosed 21.2M shares of Rockefeller Global Equity ETF worth $743.4M — about 88.8% of shares outstanding; the largest disclosed holder is Rockefeller Capital Management L.P.. Source: SEC Form 13F filings, parsed by EvidInvest.
17
13F holders
$743.4M
value, 2026 filers
88.8%
of shares outstanding (21.2M sh)
4
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of RGEF's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | Rockefeller Capital Management L.P. | 19.0M | $666.2M | 1.0% | 79.5% | -1.6% |
| 2 | Fiduciary Trust Co | 870,095 | $30.4M | 0.3% | 3.6% | -1.8% |
| 3 | KEYBANK NATIONAL ASSOCIATION/OH | 782,175 | $27.4M | 0.1% | 3.3% | -13.2% |
| 4 | JPMORGAN CHASE & CO | 120,117 | $4.1M | 0.0% | 0.5% | +29.2% |
| 5 | WELLS FARGO & COMPANY/MNNEW | 95,580 | $3.3M | 0.0% | 0.4% | new |
| 6 | FRANKLIN RESOURCES INC | 63,846 | $2.2M | 0.0% | 0.3% | -5.7% |
| 7 | BROWN ADVISORY INC | 61,231 | $2.1M | 0.0% | 0.3% | -13.4% |
| 8 | COMMONWEALTH EQUITY SERVICES, LLC | 42,709 | $1.5M | 0.0% | 0.2% | 0.0% |
| 9 | FLOW TRADERS U.S. LLC | 40,899 | $1.4M | 0.1% | 0.2% | +119.2% |
| 10 | GTS SECURITIES LLCNEW | 35,539 | $1.2M | 0.0% | 0.1% | new |
| 11 | COMMERCE BANK | 30,000 | $1.0M | 0.0% | 0.1% | 0.0% |
| 12 | ENVESTNET ASSET MANAGEMENT INCNEW | 22,549 | $788,990 | 0.0% | 0.1% | new |
| 13 | MORGAN STANLEY | 21,438 | $750,116 | 0.0% | 0.1% | +10.4% |
| 14 | Choate Investment Advisors | 8,001 | $279,955 | 0.0% | 0% | -19.9% |
| 15 | CITADEL ADVISORS LLC | 6,944 | $242,971 | 0.0% | 0% | -88.6% |
| 16 | SUSQUEHANNA INTERNATIONAL GROUP, LLPNEW | 6,251 | $218,722 | 0.0% | 0% | new |
| 17 | UBS Group AG | 481 | $16,830 | 0.0% | 0% | +6.4% |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.