Rockefeller Capital Management
FLQM icon

Rockefeller Capital Management’s Franklin US Mid Cap Multifactor Index ETF FLQM Stock Holding History

Rockefeller Capital Management’s Portfolio FLQM Stock Details FLQM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$964K Sell
16,653
-1,143
-6% -$64.8K ﹤0.01% 1722
2026
Q1 		$978K Sell
17,796
-1,305
-7% -$74.4K ﹤0.01% 1623
2025
Q4 		$1.07M Buy
19,101
+16,817
+736% +$944K ﹤0.01% 1531
2025
Q3 		$129K Buy
+2,284
New +$128K ﹤0.01% 2444
2023
Q1 		– Sell
-3
Closed – – 2643
2022
Q4 		$0 Hold
3
– – ﹤0.01% 3963
2022
Q3 		$0 Hold
3
– – ﹤0.01% 4026
2022
Q2 		$0 Hold
3
– – ﹤0.01% 4195
2022
Q1 		$0 Buy
+3
New +$134 ﹤0.01% 3930

Other funds holding FLQM

LPL Financial
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Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
LFG
Larson Financial Group St Louis, Missouri $3.81B AUM 32.31% 1-Year Est. Return
HG
Harbor Group Bedford, New Hampshire $851M AUM 15.46% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Rockefeller Capital Management's FLQM Position: Q2 2026 in Review

Rockefeller Capital Management reduced its Franklin US Mid Cap Multifactor Index ETF (FLQM) stake by 6.4% in Q2 2026, selling an estimated $64.8K and leaving 16,653 shares worth $964K. The position accounts for ﹤0.01% of the portfolio, ranked #1722.

Rockefeller Capital Management first reported a position in FLQM in Q1 2022 and has held it in 8 quarters since. The position peaked at $1.07M in Q4 2025. 166 funds tracked by Wall St. Rank hold FLQM as of Q2 2026.

  • Rockefeller Capital Management held 16,653 shares of Franklin US Mid Cap Multifactor Index ETF worth $964K as of Q2 2026.
  • Rockefeller Capital Management sold 1,143 Franklin US Mid Cap Multifactor Index ETF shares in Q2 2026, an estimated $64.8K.
  • Franklin US Mid Cap Multifactor Index ETF made up ﹤0.01% of Rockefeller Capital Management's portfolio in Q2 2026, its #1722 holding.
  • Rockefeller Capital Management first reported a position in Franklin US Mid Cap Multifactor Index ETF in Q1 2022 and has held it in 8 quarters since.
  • Rockefeller Capital Management's Franklin US Mid Cap Multifactor Index ETF position peaked at $1.07M in Q4 2025.
  • 166 funds tracked by Wall St. Rank held Franklin US Mid Cap Multifactor Index ETF as of Q2 2026.

Based on Rockefeller Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.