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Rockefeller

1Y record
4–1
Made money
80%
Money made
$161M
Typical return
+0.9%

Rockefeller’s Total Funds

1Y
5 funds · 80% made money
International 1$780M · 38%
US stocks 1$736M · 36%
Bonds & cash 3$530M · 26%
Rockefeller ETFs · past-year returns · as of Nov 4, 2026 · one tile per fund, grouped by category, largest first
@TheETFTracker·theetftracker.com

Rockefeller’s Total Holdings

Today
$2.0Bin 5 funds · 3 categories
CategoryFundsAssets ▼Share
International1$780M38%
US stocks1$736M36%
Bonds & cash3$530M26%
Rockefeller ETFs · current holdings · as of Nov 4, 2026
@TheETFTracker·theetftracker.com

Rockefeller’s Share of the ETF Market

Today
0%of all US ETF AUM is in Rockefeller funds
$2.0B of $16.40T · 5 of 5,803
Rockefeller’s AUMEveryone elseNo Rockefeller funds · 6 bucketsTile size = the bucket’s total AUM
Rockefeller ETFs · current AUM · as of Nov 4, 2026 · tile size = the bucket’s total AUM
@TheETFTracker·theetftracker.com

Top 10 Rockefeller ETFs

Today
$2.0B · 100% of $2.0B
1RGEFGlobal Equity$780M
2RSMCU.S. Small-Mid Cap$736M
3RMOPOpportunistic Municipal Bond$480M
4RMNYNew York Municipal Bond$31.8M
5RMCACalifornia Municipal Bond$17.5M
Rockefeller ETFs · 5 of 5 by assets · as of Nov 4, 2026
@TheETFTracker·theetftracker.com

Rockefeller’s Best ETFs

1Y
+13.3%RGEF, the Global Equity fund, led all 5
1RGEFGlobal Equity+13.3%
2RSMCU.S. Small-Mid Cap+9.7%
3RMOPOpportunistic Municipal Bond+0.9%
4RMNYNew York Municipal Bond+0.1%
5RMCACalifornia Municipal Bond0.0%
Rockefeller ETFs · past-year returns · as of Nov 4, 2026
@TheETFTracker·theetftracker.com

Rockefeller’s 1-Year Record

1Y
4–1made money · lost
of 5 with a full year
80% made moneyAll ETFs 74%
Typical returnMiddle fund
Rockefeller+0.9%
All ETFs+6.9%
Best fundRGEF +13.3%
Worst fundRMCA 0.0%
Money made for investors$161M · 92nd of 413 issuers
Rockefeller ETFs · past-year returns · as of Nov 4, 2026
@TheETFTracker·theetftracker.com

Rockefeller vs iShares

1Y
Rockefeller5 funds · 61st by money made
vs
iSharesBlackRock · 482 funds
$161MMoney made$381B
$2.0BAssets$4.63T
$13.9MFees earned$7.5B
80%Win %80%
+0.9%Typical return+8.8%
$0.68Fee per $100$0.16
5Funds482
0Launches 202621
3–0iShares wins
Rockefeller and iShares ETFs · past-year results · as of Nov 4, 2026 · each pair scaled to its larger value
@TheETFTracker·theetftracker.com

Rockefeller’s ETF Launches

2026
0in 20260in 12 months
JFMAMJJASON

No launches yet in 2026.

End-of-day Nov 4, 2026
@TheETFTracker·theetftracker.com