Rockefeller Opport Muni ETFRMOPETF

13F holders, Q4 2025 (December 31)
23holders +8
8new positions
0sold out
$25.03avg. 13F price*

At the end of Q4 2025, 23 institutions reported holding Rockefeller Opport Muni ETF (RMOP) in their 13F filings, up 8 from Q3 2025. 8 opened new positions and 0 sold out. The largest holders were Rockefeller Capital Management L.P. ($180.0M), Envestnet Asset Management Inc. ($69.6M) and SouthState Bank Corp ($21.6M).

Company
Rockefeller Opport Muni ETF
Filed as
TIDAL TRUST III (Q4 2025)
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 Q3 2025 → Q4 2025

InstitutionsTotal Value
New Positions8$4.9M
Exits0$0

All 13F filers, Q3 2025 → Q4 2025: 5,313,852 shares bought and 48,781 shares sold, net +5,265,071 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 23 holders

Rockefeller Capital Management L.P. 0.32% Add +110.5% 7,190,036 $180.0M
Envestnet Asset Management Inc. 0.02% Add +20.1% 2,782,581 $69.6M
SouthState Bank Corp 0.97% Add +146.4% 864,500 $21.6M
Manning & Napier Advisors LLC 0.27% Reduce -3.3% 820,908 $20.5M
LPL Financial LLC 0.00% Add +30.7% 289,231 $7.2M
Geneos Wealth Management Inc. 0.14% Add +105.0% 232,991 $5.8M
Jane Street Group, LLC 0.00% Add +379.3% 146,897 $3.7M
Stifel Financial Corp. 0.00% Add +437.5% 74,170 $1.9M
HighTower Advisors, LLC 0.00% New 68,967 $1.7M
Goldman Sachs Group Inc. 0.00% Reduce -28.8% 43,848 $1.1M
LVW Advisors, LLC 0.09% New 36,353 $910K
Balboa Wealth Partners 0.13% New 31,685 $793K
Johnson & White Wealth Management, LLC 0.28% New 25,701 $643K
Cresset Asset Management, LLC 0.00% New 20,161 $505K
Steward Partners Investment Advisory, LLC 0.00% Reduce -9.6% 12,796 $320K
Brown Brothers Harriman & Co. 0.00% New 12,133 $304K
Diversify Advisory Services, LLC 0.01% No change 10,889 $274K
Comerica Bank 0.00% No change 2,000 $50K
Physician Wealth Advisors, Inc. 0.00% No change 1,257 $31K
Lodestone Wealth Management LLC 0.01% New 774 $19K
Clearstead Advisors, LLC 0.00% No change 591 $15K
UBS Group AG 0.00% Reduce -92.5% 104 $3K
Adirondack Trust Co. 0.00% New 96 $2K

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