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
Q3 		$15K Hold
386
– – ﹤0.01% 4001
2026
Q2 		$15.3K Hold
386
– – ﹤0.01% 3834
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 $2.32T AUM 44.66% 1-Year Est. Return
Flow Traders U.S.
Flow Traders U.S. New York $4.12B AUM 34.04% 1-Year Est. Return
FSM Wealth Advisors
FSM Wealth Advisors Cleveland, Ohio $972M AUM 15.31% 1-Year Est. Return
AE Wealth Management
AE Wealth Management Topeka, Kansas $23.2B AUM 20.52% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Advisors Capital Management
Advisors Capital Management Ridgewood, New Jersey $9.8B AUM 19.58% 1-Year Est. Return
Kingdom Financial Group
Kingdom Financial Group Peoria, Arizona $399M AUM 14.48% 1-Year Est. Return
PIS
POM Investment Strategies Raleigh, North Carolina $124M AUM 9.91% 1-Year Est. Return
SteelPeak Wealth
SteelPeak Wealth Woodland Hills, California $4.07B AUM 38.25% 1-Year Est. Return

Rockefeller Capital Management's FBOT Position: Q3 2026 in Review

Rockefeller Capital Management held its Fidelity Disruptive Automation ETF (FBOT) position steady in Q3 2026 at 386 shares worth $15K. The position accounts for ﹤0.01% of the portfolio, ranked #4001.

Rockefeller Capital Management first reported a position in FBOT in Q3 2025 and has held it in 5 quarters since. The position peaked at $15.3K in Q2 2026. 34 funds tracked by Wall St. Rank hold FBOT as of Q3 2026.

  • Rockefeller Capital Management held 386 shares of Fidelity Disruptive Automation ETF worth $15K as of Q3 2026.
  • Rockefeller Capital Management left its Fidelity Disruptive Automation ETF share count unchanged in Q3 2026.
  • Fidelity Disruptive Automation ETF made up ﹤0.01% of Rockefeller Capital Management's portfolio in Q3 2026, its #4001 holding.
  • Rockefeller Capital Management first reported a position in Fidelity Disruptive Automation ETF in Q3 2025 and has held it in 5 quarters since.
  • Rockefeller Capital Management's Fidelity Disruptive Automation ETF position peaked at $15.3K in Q2 2026.
  • 34 funds tracked by Wall St. Rank held Fidelity Disruptive Automation ETF as of Q3 2026.

Based on Rockefeller Capital Management's 13F filing for Q3 2026, filed 13 Nov 2026.