Rockefeller Capital Management
FBY icon

Rockefeller Capital Management’s YieldMax META Option Income Strategy ETF FBY Stock Holding History

Rockefeller Capital Management’s Portfolio FBY Stock Details FBY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$75.7K Hold
7,500
– – ﹤0.01% 3030
2025
Q4 		$94.6K Buy
+7,500
New +$102K ﹤0.01% 2754

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MCA
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Jane Street
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Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
VWA
Visionary Wealth Advisors O'fallon, Illinois $2.26B AUM 19.48% 1-Year Est. Return
CI
Cavalier Investments Alpharetta, Georgia $3.7B AUM 51.42% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
ZI
ZEGA Investments Palm Beach Gardens, Florida $890M AUM 17.33% 1-Year Est. Return
Simplex Trading
Simplex Trading Chicago, Illinois $149B AUM 62.07% 1-Year Est. Return

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

Rockefeller Capital Management held its YieldMax META Option Income Strategy ETF (FBY) position steady in Q1 2026 at 7,500 shares worth $75.7K. The position accounts for ﹤0.01% of the portfolio, ranked #3030.

Rockefeller Capital Management first reported a position in FBY in Q4 2025 and has held it in 2 quarters since. The position peaked at $94.6K in Q4 2025. 21 funds tracked by Wall St. Rank hold FBY as of Q1 2026.

  • Rockefeller Capital Management held 7,500 shares of YieldMax META Option Income Strategy ETF worth $75.7K as of Q1 2026.
  • Rockefeller Capital Management left its YieldMax META Option Income Strategy ETF share count unchanged in Q1 2026.
  • YieldMax META Option Income Strategy ETF made up ﹤0.01% of Rockefeller Capital Management's portfolio in Q1 2026, its #3030 holding.
  • Rockefeller Capital Management first reported a position in YieldMax META Option Income Strategy ETF in Q4 2025 and has held it in 2 quarters since.
  • Rockefeller Capital Management's YieldMax META Option Income Strategy ETF position peaked at $94.6K in Q4 2025.
  • 21 funds tracked by Wall St. Rank held YieldMax META Option Income Strategy ETF as of Q1 2026.

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