Rockefeller Opport Muni ETFRMOPETF

13F holders, Q2 2026 (June 30)
30holders +3
7new positions
4sold out
2famous investors
$25.54avg. 13F price*

At the end of Q2 2026, 30 institutions reported holding Rockefeller Opport Muni ETF (RMOP) in their 13F filings, up 3 from Q1 2026. 7 opened new positions and 4 sold out. The largest holders were Rockefeller Capital Management L.P. ($279.6M), Envestnet Asset Management Inc. ($92.1M) and SouthState Bank Corp ($36.0M). 2 famous investors held it, including Joel Greenblatt (0.0% of Gotham Asset Management's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).

Company
Rockefeller Opport Muni ETF
Filed as
TIDAL TRUST III (Q2 2026)
CUSIP
45259A878
Latest filing quarter
Q2 2026

History

Number of 13F holders

0102030 Q3 2024: 5Q3 2024Q4 2024: 8Q4 2024Q1 2025: 8Q1 2025Q2 2025: 15Q2 2025Q3 2025: 15Q3 2025Q4 2025: 23Q4 2025Q1 2026: 27Q1 2026Q2 2026: 30Q2 2026

Total Exit/New Position Q1 2026 → Q2 2026

InstitutionsTotal Value
New Positions7$12.6M
Exits4$650K

All 13F filers, Q1 2026 → Q2 2026: 3,175,536 shares bought and 81,470 shares sold, net +3,094,066 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 30 holders

Rockefeller Capital Management L.P. 0.43% Add +18.5% 10,951,077 $279.6M
Envestnet Asset Management Inc. 0.02% Add +10.9% 3,608,529 $92.1M
SouthState Bank Corp 1.50% Add +34.6% 1,409,240 $36.0M
Manning & Napier Advisors LLC 0.25% Reduce -4.8% 755,341 $19.3M
LPL Financial LLC 0.00% Add +14.3% 439,279 $11.2M
Gotham Asset Management 0.02% New 400,000 $10.2M
Geneos Wealth Management Inc. 0.12% Add +2.1% 225,761 $5.8M
Jane Street Group, LLC 0.00% Add +32.8% 217,124 $5.5M
Raymond James Financial Inc. 0.00% Add +27.7% 161,706 $4.1M
HighTower Advisors, LLC 0.00% Add +75.3% 154,628 $3.9M
Royal Bank of Canada 0.00% Reduce -10.7% 136,267 $3.5M
Old Mission Capital LLC 0.05% New 81,609 $2.1M
Johnson & White Wealth Management, LLC 0.70% Add +5.6% 73,136 $1.9M
LVW Advisors, LLC 0.09% Add +9.1% 41,817 $1.1M
Balboa Wealth Partners 0.13% No change 38,176 $975K
Stifel Financial Corp. 0.00% Add +7.3% 35,376 $903K
Goldman Sachs Group Inc. 0.00% Add +278.4% 31,708 $810K
Triumph Capital Management 0.08% Add +13.1% 17,270 $441K
Citadel Advisors 0.00% Add +65.7% 16,344 $417K
Steward Partners Investment Advisory, LLC 0.00% Add +3.5% 15,009 $383K
Diversify Advisory Services, LLC 0.00% Reduce -6.0% 9,942 $250K
Diversify Wealth Management, LLC 0.00% Reduce -6.0% 9,942 $250K
Financial Management Network Inc. 0.04% New 9,673 $246K
NewEdge Advisors, LLC 0.00% New 2,979 $76K
Fifth Third Bancorp 0.00% No change 2,000 $51K
Lodestone Wealth Management LLC 0.01% Add +1.3% 793 $20K
Clearstead Advisors, LLC 0.00% No change 591 $15K
Osaic Holdings, Inc. 0.00% New 300 $8K
PNC Financial Services Group, Inc. 0.00% New 217 $6K
Morgan Stanley 0.00% New 166 $4K

"% of holder's portfolio" is RMOP's weight in each manager's 13F, not the share of Rockefeller Opport Muni ETF the manager owns.