Rockefeller Capital Management
OMFL icon

Rockefeller Capital Management’s Invesco Russell 1000 Dynamic Multifactor ETF OMFL Stock Holding History

Rockefeller Capital Management’s Portfolio OMFL Stock Details OMFL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$293K Buy
4,870
+2,075
+74% +$129K ﹤0.01% 2271
2025
Q4 		$171K Buy
2,795
+1
+0% +$60 ﹤0.01% 2454
2025
Q3 		$168K Buy
+2,794
New +$164K ﹤0.01% 2317

Other funds holding OMFL

Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
BL
Balentine LLC Atlanta, Georgia $2.48B AUM 17.44% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
IAA
Independent Advisor Alliance Charlotte, North Carolina $9.32B AUM 33.19% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
HSA
HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 1-Year Est. Return

Rockefeller Capital Management's OMFL Position: Q1 2026 in Review

Rockefeller Capital Management increased its Invesco Russell 1000 Dynamic Multifactor ETF (OMFL) stake by 74% in Q1 2026, buying an estimated $129K and bringing the position to 4,870 shares worth $293K. The position accounts for ﹤0.01% of the portfolio, ranked #2271.

Rockefeller Capital Management first reported a position in OMFL in Q3 2025 and has held it in 3 quarters since. 262 funds tracked by Wall St. Rank hold OMFL as of Q1 2026.

  • Rockefeller Capital Management held 4,870 shares of Invesco Russell 1000 Dynamic Multifactor ETF worth $293K as of Q1 2026.
  • Rockefeller Capital Management bought 2,075 Invesco Russell 1000 Dynamic Multifactor ETF shares in Q1 2026, an estimated $129K.
  • Invesco Russell 1000 Dynamic Multifactor ETF made up ﹤0.01% of Rockefeller Capital Management's portfolio in Q1 2026, its #2271 holding.
  • Rockefeller Capital Management first reported a position in Invesco Russell 1000 Dynamic Multifactor ETF in Q3 2025 and has held it in 3 quarters since.
  • 262 funds tracked by Wall St. Rank held Invesco Russell 1000 Dynamic Multifactor ETF as of Q1 2026.

Based on Rockefeller Capital Management's 13F filing for Q1 2026, filed 14 May 2026.