Rockefeller Capital Management
FBOT icon

Rockefeller Capital Management’s Fidelity Disruptive Automation ETF FBOT Stock Holding History

Rockefeller Capital Management’s Portfolio FBOT Stock Details FBOT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$12.8K Hold
386
– – ﹤0.01% 3888
2025
Q4 		$12.9K Hold
386
– – ﹤0.01% 3693
2025
Q3 		$12.6K Buy
+386
New +$12.2K ﹤0.01% 3557

Other funds holding FBOT

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return
FWA
FSM Wealth Advisors Cleveland, Ohio $939M AUM 22.84% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
SW
SteelPeak Wealth Woodland Hills, California $3.86B AUM 48.92% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

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

Rockefeller Capital Management held its Fidelity Disruptive Automation ETF (FBOT) position steady in Q1 2026 at 386 shares worth $12.8K. The position accounts for ﹤0.01% of the portfolio, ranked #3888.

Rockefeller Capital Management first reported a position in FBOT in Q3 2025 and has held it in 3 quarters since. The position peaked at $12.9K in Q4 2025. 34 funds tracked by Wall St. Rank hold FBOT as of Q1 2026.

  • Rockefeller Capital Management held 386 shares of Fidelity Disruptive Automation ETF worth $12.8K as of Q1 2026.
  • Rockefeller Capital Management left its Fidelity Disruptive Automation ETF share count unchanged in Q1 2026.
  • Fidelity Disruptive Automation ETF made up ﹤0.01% of Rockefeller Capital Management's portfolio in Q1 2026, its #3888 holding.
  • Rockefeller Capital Management first reported a position in Fidelity Disruptive Automation ETF in Q3 2025 and has held it in 3 quarters since.
  • Rockefeller Capital Management's Fidelity Disruptive Automation ETF position peaked at $12.9K in Q4 2025.
  • 34 funds tracked by Wall St. Rank held Fidelity Disruptive Automation ETF as of Q1 2026.

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