Rockefeller Opport Muni ETFRMOPETF
13F holders, Q1 2026 (March 31)27holders +4
6new positions
1sold out
1famous investor
$24.87avg. 13F price*
At the end of Q1 2026, 27 institutions reported holding Rockefeller Opport Muni ETF (RMOP) in their 13F filings, up 4 from Q4 2025. 6 opened new positions and 1 sold out. The largest holders were Rockefeller Capital Management L.P. ($229.9M), Envestnet Asset Management Inc. ($80.9M) and SouthState Bank Corp ($26.0M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Rockefeller Opport Muni ETF
- Filed as
- TIDAL TRUST III (Q1 2026)
- CUSIP
- 45259A878
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 6 | $7.9M |
| Exits | 1 | $2K |
All 13F filers, Q4 2025 → Q1 2026: 3,214,069 shares bought and 128,804 shares sold, net +3,085,265 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 27 holders
| Rockefeller Capital Management L.P. | 0.41% | Add +28.6% | 9,244,531 | $229.9M |
| Envestnet Asset Management Inc. | 0.02% | Add +16.9% | 3,253,324 | $80.9M |
| SouthState Bank Corp | 1.22% | Add +21.1% | 1,047,005 | $26.0M |
| Manning & Napier Advisors LLC | 0.28% | Reduce -3.4% | 793,086 | $19.7M |
| LPL Financial LLC | 0.00% | Add +32.9% | 384,452 | $9.6M |
| Geneos Wealth Management Inc. | 0.13% | Reduce -5.1% | 221,164 | $5.5M |
| Jane Street Group, LLC | 0.00% | Add +11.3% | 163,551 | $4.1M |
| Royal Bank of Canada | 0.00% | New | 152,580 | $3.8M |
| Raymond James Financial Inc. | 0.00% | New | 126,599 | $3.1M |
| HighTower Advisors, LLC | 0.00% | Add +27.9% | 88,213 | $2.2M |
| Johnson & White Wealth Management, LLC | 0.73% | Add +169.4% | 69,244 | $1.7M |
| LVW Advisors, LLC | 0.09% | Add +5.5% | 38,339 | $953K |
| Balboa Wealth Partners | 0.16% | Add +20.5% | 38,176 | $949K |
| Stifel Financial Corp. | 0.00% | Reduce -55.5% | 32,980 | $820K |
| Cresset Asset Management, LLC | 0.00% | Add +18.3% | 23,845 | $593K |
| Triumph Capital Management | 0.08% | New | 15,270 | $380K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +13.4% | 14,505 | $361K |
| Diversify Advisory Services, LLC | 0.04% | Reduce -2.9% | 10,572 | $265K |
| Diversify Wealth Management, LLC | 0.00% | New | 10,572 | $265K |
| Citadel Advisors | 0.00% | New | 9,866 | $245K |
| Goldman Sachs Group Inc. | 0.00% | Reduce -80.9% | 8,379 | $208K |
| Fifth Third Bancorp | 0.00% | New | 2,000 | $50K |
| Physician Wealth Advisors, Inc. | 0.00% | No change | 1,257 | $31K |
| UBS Group AG | 0.00% | Add +861.5% | 1,000 | $25K |
| Lodestone Wealth Management LLC | 0.01% | Add +1.2% | 783 | $19K |
| Clearstead Advisors, LLC | 0.00% | No change | 591 | $15K |
| Brown Brothers Harriman & Co. | 0.00% | Reduce -99.6% | 50 | $1K |
"% of holder's portfolio" is RMOP's weight in each manager's 13F, not the share of Rockefeller Opport Muni ETF the manager owns.