— Know what they know.
Not Investment Advice

FBOT Institutional Ownership

Fidelity Disruptive Automation ETF
1W: +1.6% 1M: +2.8% 3M: -0.4% YTD: +17.5% 1Y: +20.9% 3Y: +82.2%
$39.62
+0.69 (+1.78%)
 
Weekly Expected Move ±2.5%
$38 $39 $40 $41 $42
ETF NASDAQ · AUM $225.2M

Institutional Ownership — FBOT

40
Institutional Holders
+1 vs prior quarter
0.0%
Ownership
+0.00pp
63M
Total Invested
6
New Positions
12
Increased
9
Reduced
3
Closed
0.00
Put/Call Ratio

Ownership Trends

Top Institutional Holders (44 total)

# Holder Shares Value Change Change % Holding Period Filing
1 FMR LLC 575,281 $23M -21,089 -3.5% 13Q SEC ↗
2 NATIONAL BANK OF CANADA /FI 567,097 $22M +19,727 +3.6% 5Q SEC ↗
3 JANE STREET GROUP, LLC 81,483 $3M +73,356 +902.6% 6Q SEC ↗
4 FSM Wealth Advisors, LLC 48,088 $2M -2,059 -4.1% 5Q SEC ↗
5 AE Wealth Management LLC 41,682 $2M +4,069 +10.8% 7Q SEC ↗
6 ENVESTNET ASSET MANAGEMENT INC 36,479 $1M -1,610 -4.2% 6Q SEC ↗
7 LPL Financial LLC 36,333 $1M -1,165 -3.1% 4Q SEC ↗
8 TRUIST FINANCIAL CORP 34,199 $1M -1,572 -4.4% 6Q SEC ↗
9 FLOW TRADERS U.S. LLC 32,585 $1M +24,443 +300.2% 5Q SEC ↗
10 SteelPeak Wealth, LLC 25,000 $991K — +0.0% 2Q SEC ↗
11 OSAIC HOLDINGS, INC. 21,423 $849K +17,783 +488.5% 13Q SEC ↗
12 Cetera Investment Advisers 18,562 $736K +835 +4.7% 3Q SEC ↗
13 POM Investment Strategies, LLC 17,081 $677K +9,024 +112.0% 5Q SEC ↗
14 Farther Finance Advisors, LLC 13,617 $540K — +0.0% 12Q SEC ↗
15 COMMONWEALTH EQUITY SERVICES, LLC 11,793 $467K +718 +6.5% 10Q SEC ↗
16 Kingdom Financial Group LLC. 11,693 $463K +11,197 +2257.5% 2Q SEC ↗
17 Kovack Advisors, Inc. 8,400 $333K — +0.0% 11Q SEC ↗
18 MORGAN STANLEY 4,522 $179K — +0.0% 13Q SEC ↗
19 FIDUCIARY FINANCIAL ADVISORS NEW 1,785 $71K — +0.0% 1Q SEC ↗
20 Raleigh Capital Management Inc. 1,148 $45K — +0.0% 3Q SEC ↗
21 Key Capital Management, INC 1,002 $40K +157 +18.6% 3Q SEC ↗
22 EPG Wealth Management LLC 847 $34K — +0.0% 11Q SEC ↗
23 MERCER GLOBAL ADVISORS INC /ADV NEW 786 $31K — +0.0% 1Q SEC ↗
24 North Star Investment Management Corp. NEW 750 $30K — +0.0% 1Q SEC ↗
25 Montgomery Financial Services LLC NEW 583 $23K — +0.0% 1Q SEC ↗
26 Cape Investment Advisory, Inc. NEW 523 $21K — +0.0% 1Q SEC ↗
27 TOUNJIAN ADVISORY PARTNERS, LLC NEW 502 $20K — +0.0% 1Q SEC ↗
28 Rockefeller Capital Management L.P. 386 $15K — +0.0% 4Q SEC ↗
29 ROYAL BANK OF CANADA 290 $11K +69 +31.2% 2Q SEC ↗
30 BANK OF MONTREAL /CAN 250 $10K — +0.0% 10Q SEC ↗
31 Sunbelt Securities, Inc. 246 $10K +96 +64.0% 3Q SEC ↗
32 Steward Partners Investment Advisory, 235 $9K — +0.0% 5Q SEC ↗
33 Federation des caisses Desjardins du Q 226 $9K — +0.0% 4Q SEC ↗
34 Networth Advisors, LLC 209 $8K — +0.0% 3Q SEC ↗
35 Allworth Financial LP 197 $8K -212 -51.8% 6Q SEC ↗
36 Strategic Advocates LLC 76 $3K +2 +2.7% 2Q SEC ↗
37 HARBOUR INVESTMENTS, INC. 4 $0K — +0.0% 2Q SEC ↗
38 Lloyd Advisory Services, LLC. 0 $0K -496 -100.0% 1Q SEC ↗
39 Glass Jacobson Investment Advisors llc 0 $0K -780 -100.0% 1Q SEC ↗
40 BANK OF AMERICA CORP /DE 0 $0K -373 -100.0% 1Q SEC ↗
41 Elyxium Wealth, LLC 0 $0K -278 -100.0% 1Q SEC ↗
42 GTS SECURITIES LLC 0 $0K -59,391 -100.0% 1Q SEC ↗
43 JPMORGAN CHASE & CO 0 $0K — — 4Q SEC ↗
44 Advisory Services Network, LLC 0 $0K -1,136 -100.0% 1Q SEC ↗
Biggest Increases (13)
HolderAddedChange %Total Shares
JANE STREET GROUP, LLC +73,356 +902.6% 81,483
FLOW TRADERS U.S. LLC +24,443 +300.2% 32,585
NATIONAL BANK OF CANADA /FI +19,727 +3.6% 567,097
OSAIC HOLDINGS, INC. +17,783 +488.5% 21,423
Kingdom Financial Group LLC. +11,197 +2257.5% 11,693
POM Investment Strategies, LLC +9,024 +112.0% 17,081
AE Wealth Management LLC +4,069 +10.8% 41,682
Cetera Investment Advisers +835 +4.7% 18,562
COMMONWEALTH EQUITY SERVICES, LLC +718 +6.5% 11,793
Key Capital Management, INC +157 +18.6% 1,002
Sunbelt Securities, Inc. +96 +64.0% 246
ROYAL BANK OF CANADA +69 +31.2% 290
Strategic Advocates LLC +2 +2.7% 76
Biggest Decreases (6)
HolderReducedChange %Total Shares
FMR LLC -21,089 -3.5% 575,281
FSM Wealth Advisors, LLC -2,059 -4.1% 48,088
ENVESTNET ASSET MANAGEMENT INC -1,610 -4.2% 36,479
TRUIST FINANCIAL CORP -1,572 -4.4% 34,199
LPL Financial LLC -1,165 -3.1% 36,333
Allworth Financial LP -212 -51.8% 197

Sign in to InsiderStreet

You'll also get our free weekly newsletter with
smart money signals, market insights, and alpha ideas.
Unsubscribe anytime.

For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms