RMOP Institutional Ownership
Rockefeller Opportunistic Municipal Bond ETF
1W: -0.8%
1M: -4.8%
3M: -8.2%
YTD: -5.5%
1Y: -5.2%
$23.48
-0.04 (-0.17%)
Weekly Expected Move ±1.2%
$23
$23
$23
$24
$24
Overview
Chart
Holdings
Changes
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Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
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Institutional Ownership — RMOP
34
Institutional Holders
+6 vs prior quarter
0.0%
Ownership
+0.00pp
481M
Total Invested
7
New Positions
16
Increased
8
Reduced
4
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (35 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | Rockefeller Capital Management L.P. | 10,951,077 | $257M | +1,706,546 | +18.5% | 8Q | SEC ↗ |
| 2 | ENVESTNET ASSET MANAGEMENT INC | 3,608,529 | $85M | +355,205 | +10.9% | 8Q | SEC ↗ |
| 3 | SouthState Bank Corp | 1,409,240 | $33M | +362,235 | +34.6% | 8Q | SEC ↗ |
| 4 | MANNING & NAPIER ADVISORS LLC | 755,341 | $18M | -37,745 | -4.8% | 5Q | SEC ↗ |
| 5 | LPL Financial LLC | 439,279 | $10M | +54,827 | +14.3% | 5Q | SEC ↗ |
| 6 | Gotham Asset Management, LLC NEW | 400,000 | $9M | — | +0.0% | 1Q | SEC ↗ |
| 7 | Geneos Wealth Management Inc. | 225,761 | $5M | +4,597 | +2.1% | 4Q | SEC ↗ |
| 8 | JANE STREET GROUP, LLC | 217,124 | $5M | +53,573 | +32.8% | 8Q | SEC ↗ |
| 9 | RAYMOND JAMES FINANCIAL INC | 161,706 | $4M | +35,107 | +27.7% | 2Q | SEC ↗ |
| 10 | HighTower Advisors, LLC | 154,628 | $4M | +66,415 | +75.3% | 3Q | SEC ↗ |
| 11 | ROYAL BANK OF CANADA | 136,267 | $3M | -16,313 | -10.7% | 2Q | SEC ↗ |
| 12 | OLD MISSION CAPITAL LLC NEW | 81,609 | $2M | — | +0.0% | 1Q | SEC ↗ |
| 13 | Johnson & White Wealth Management, LLC | 73,136 | $2M | +3,892 | +5.6% | 3Q | SEC ↗ |
| 14 | LVW Advisors, LLC | 41,817 | $982K | +3,478 | +9.1% | 3Q | SEC ↗ |
| 15 | Balboa Wealth Partners | 38,176 | $896K | — | +0.0% | 3Q | SEC ↗ |
| 16 | STIFEL FINANCIAL CORP | 35,376 | $831K | +2,396 | +7.3% | 4Q | SEC ↗ |
| 17 | GOLDMAN SACHS GROUP INC | 31,708 | $745K | +23,329 | +278.4% | 5Q | SEC ↗ |
| 18 | Triumph Capital Management | 17,270 | $405K | +2,000 | +13.1% | 2Q | SEC ↗ |
| 19 | CITADEL ADVISORS LLC | 16,344 | $384K | +6,478 | +65.7% | 2Q | SEC ↗ |
| 20 | Steward Partners Investment Advisory, | 15,009 | $352K | +504 | +3.5% | 7Q | SEC ↗ |
| 21 | DIVERSIFY WEALTH MANAGEMENT, LLC | 9,942 | $233K | -630 | -6.0% | 2Q | SEC ↗ |
| 22 | Diversify Advisory Services, LLC | 9,942 | $233K | -630 | -6.0% | 6Q | SEC ↗ |
| 23 | FINANCIAL MANAGEMENT NETWORK INC NEW | 9,673 | $227K | — | +0.0% | 1Q | SEC ↗ |
| 24 | NewEdge Advisors, LLC NEW | 2,979 | $70K | — | +0.0% | 1Q | SEC ↗ |
| 25 | FIFTH THIRD BANCORP | 2,000 | $47K | — | +0.0% | 2Q | SEC ↗ |
| 26 | Lodestone Wealth Management LLC | 793 | $19K | +10 | +1.3% | 3Q | SEC ↗ |
| 27 | Clearstead Advisors, LLC | 591 | $14K | — | +0.0% | 5Q | SEC ↗ |
| 28 | OSAIC HOLDINGS, INC. NEW | 300 | $7K | — | +0.0% | 1Q | SEC ↗ |
| 29 | PNC Financial Services Group, Inc. NEW | 217 | $5K | — | +0.0% | 1Q | SEC ↗ |
| 30 | MORGAN STANLEY NEW | 166 | $4K | — | +0.0% | 1Q | SEC ↗ |
| 31 | Cresset Asset Management, LLC | 0 | $0K | -23,845 | -100.0% | 2Q | SEC ↗ |
| 32 | UBS Group AG | 0 | $0K | -1,000 | -100.0% | 3Q | SEC ↗ |
| 33 | Physician Wealth Advisors, Inc. | 0 | $0K | -1,257 | -100.0% | 4Q | SEC ↗ |
| 34 | ADIRONDACK TRUST CO | 0 | $0K | -96 | -100.0% | 1Q | SEC ↗ |
| 35 | BROWN BROTHERS HARRIMAN & CO | 0 | $0K | -50 | -100.0% | 2Q | SEC ↗ |
Recent Activity
New Positions (7)
| Holder | Shares | Value |
|---|---|---|
| Gotham Asset Management, LLC | 400,000 | $9M |
| OLD MISSION CAPITAL LLC | 81,609 | $2M |
| FINANCIAL MANAGEMENT NETWORK INC | 9,673 | $227K |
| NewEdge Advisors, LLC | 2,979 | $70K |
| OSAIC HOLDINGS, INC. | 300 | $7K |
| PNC Financial Services Group, Inc. | 217 | $5K |
| MORGAN STANLEY | 166 | $4K |
Sold Out (5)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Cresset Asset Management, LLC | 23,845 | $560K |
| Physician Wealth Advisors, Inc. | 1,257 | $30K |
| UBS Group AG | 1,000 | $23K |
| ADIRONDACK TRUST CO | 96 | $2K |
| BROWN BROTHERS HARRIMAN & CO | 50 | $1K |
Biggest Increases (16)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| Rockefeller Capital Management L.P. | +1,706,546 | +18.5% | 10,951,077 |
| SouthState Bank Corp | +362,235 | +34.6% | 1,409,240 |
| ENVESTNET ASSET MANAGEMENT INC | +355,205 | +10.9% | 3,608,529 |
| HighTower Advisors, LLC | +66,415 | +75.3% | 154,628 |
| LPL Financial LLC | +54,827 | +14.3% | 439,279 |
| JANE STREET GROUP, LLC | +53,573 | +32.8% | 217,124 |
| RAYMOND JAMES FINANCIAL INC | +35,107 | +27.7% | 161,706 |
| GOLDMAN SACHS GROUP INC | +23,329 | +278.4% | 31,708 |
| CITADEL ADVISORS LLC | +6,478 | +65.7% | 16,344 |
| Geneos Wealth Management Inc. | +4,597 | +2.1% | 225,761 |
| Johnson & White Wealth Management, | +3,892 | +5.6% | 73,136 |
| LVW Advisors, LLC | +3,478 | +9.1% | 41,817 |
| STIFEL FINANCIAL CORP | +2,396 | +7.3% | 35,376 |
| Triumph Capital Management | +2,000 | +13.1% | 17,270 |
| Steward Partners Investment Advisor | +504 | +3.5% | 15,009 |
| Lodestone Wealth Management LLC | +10 | +1.3% | 793 |
Biggest Decreases (4)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| MANNING & NAPIER ADVISORS LLC | -37,745 | -4.8% | 755,341 |
| ROYAL BANK OF CANADA | -16,313 | -10.7% | 136,267 |
| Diversify Advisory Services, LLC | -630 | -6.0% | 9,942 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | -630 | -6.0% | 9,942 |