16 institutions reported holding $9.5M of FIDELITY DISRUPTIVE AUTOMATION ETF (FBOT) in SEC 13F filings for 2026-06-30. Largest institutional holders: FSM Wealth Advisors, LLC ($1.9M), AE Wealth Management LLC ($1.7M), ENVESTNET ASSET MANAGEMENT INC ($1.4M), TRUIST FINANCIAL CORP ($1.4M), SteelPeak Wealth, LLC ($989,953). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | FSM Wealth Advisors, LLC | $1.9M | 48,088 | Trimmed |
| 2 | AE Wealth Management LLC | $1.7M | 41,682 | Added |
| 3 | ENVESTNET ASSET MANAGEMENT INC | $1.4M | 36,479 | Trimmed |
| 4 | TRUIST FINANCIAL CORP | $1.4M | 34,199 | Trimmed |
| 5 | SteelPeak Wealth, LLC | $989,953 | 25,000 | Hold |
| 6 | POM Investment Strategies, LLC | $676,388 | 17,081 | Added |
| 7 | Farther Finance Advisors, LLC | $539,222 | 13,617 | Hold |
| 8 | COMMONWEALTH EQUITY SERVICES, LLC | $466,980 | 11,793 | Added |
| 9 | Kovack Advisors, Inc. | $331,560 | 8,400 | Hold |
| 10 | Raleigh Capital Management Inc. | $45,471 | 1,148 | Hold |
| 11 | Key Capital Management, INC | $39,677 | 1,002 | Added |
| 12 | EPG Wealth Management LLC | $33,521 | 847 | Hold |
| 13 | North Star Investment Management Corp. | $29,699 | 750 | New |
| 14 | Cape Investment Advisory, Inc. | $20,710 | 523 | New |
| 15 | Networth Advisors, LLC | $8,276 | 209 | Hold |
| 16 | Glass Jacobson Investment Advisors llc | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30