Ticker: RSMC CUSIP: 45259A803 Class: ROCKEFELLER US S
Note: Option positions (PUT/CALL) are excluded.
| Institution | Shares | Value ($000) |
|---|---|---|
| Rockefeller Capital Management L.P. | 20,694,300 | $522,531 |
| StoneX Group Inc. | 927,718 | $23,427 |
| GC Wealth Management RIA, LLC | 154,865 | $3,910 |
| JPMORGAN CHASE & CO | 125,724 | $3,175 |
| Quantinno Capital Management LP | 120,724 | $3,048 |
| BRIGHTON JONES LLC | 120,663 | $3,047 |
| FRANKLIN RESOURCES INC | 76,730 | $1,937 |
| ENVESTNET ASSET MANAGEMENT INC | 68,015 | $1,717 |
| LPL Financial LLC | 55,436 | $1,400 |
| HighTower Advisors, LLC | 38,600 | $975 |
| Haverford Trust Co | 32,210 | $813 |
| Marble Harbor Investment Counsel, LLC | 26,039 | $657 |
| FineMark National Bank & Trust | 21,462 | $542 |
| Bank of New York Mellon Corp | 17,647 | $446 |
| Clearstead Advisors, LLC | 10,870 | $274 |
| Cresset Asset Management, LLC | 9,250 | $234 |
| UBS Group AG | 34 | $1 |
| Total (17 institutions) | 22,500,287 | $568,134 |