Who owns RGEF?
Rockefeller Global Equity ETF · Rockefeller
17 institutions reported holding RGEF, worth $743.4M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of RGEF
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Rockefeller Capital Management L.P. | New York, NY | $666.2M | 19,040,950 | −316,367 shares |
| Fiduciary Trust Co | Boston, MA | $30.4M | 870,095 | −16,000 shares |
| Keybank National Association | Brooklyn, OH | $27.4M | 782,175 | −119,200 shares |
| JPMorgan Chase & Co | New York, NY | $4.1M | 120,117 | +27,175 shares |
| Wells Fargo & Company | San Francisco, CA | $3.3M | 95,580 | New position |
| Franklin Resources Inc. | San Mateo, CA | $2.2M | 63,846 | −3,846 shares |
| Brown Advisory Inc. | Baltimore, MD | $2.1M | 61,231 | −9,504 shares |
| Commonwealth Equity Services, LLC | Waltham, MA | $1.5M | 42,709 | No change |
| Flow Traders U.S. LLC | New York, NY | $1.4M | 40,899 | +22,242 shares |
| GTS Securities LLC | New York, NY | $1.2M | 35,539 | New position |
From SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
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Frequently asked questions
Who owns RGEF?
17 institutional managers reported holding RGEF in Form 13F filings for June 30, 2026, worth $743.4M in total. The largest reported position was held by Rockefeller Capital Management L.P., at $666.2M.
Did institutions buy or sell RGEF last quarter?
Reported 13F value rose 12.5% from March 31, 2026, which includes price moves as well as buying and selling. 4 firms reported a new position and 2 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is RGEF ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.