FNDA

Schwab FNDMNTL US SM Co ETFETF
UnclassifiedUSCUSIP 808524763◍ Confluence graph
Tracked 13F Holders
454
-87 QoQ
13F Value (tracked)
$7.5B
13F Moves · latest Q
26 added
21 trimmed
Recent Filings
0

Who owns FNDA?

454 tracked 13F filers

454 tracked 13F filers disclose a position in FNDA as of the latest SEC 13F filings, a combined $7.5B in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

#FundPosition valueSharesLast moveAs ofHistory
1CHARLES SCHWAB INVESTMENT MANAGEMENT INC
$5.8B
179.2M
−0.1%
Reduced · −194K sh
Q1 2026
2WADDELL & ASSOCIATES, LLC
$110.2M
2.9M
+0.3%
Added · +9K sh
Q2 2026
3Boulay Financial Advisors, LLC
$102.3M
2.7M
New
+2.7M sh
Q2 2026
4Steele Capital Management, Inc.
$68.4M
2.1M
+3.0%
Added · +61K sh
Q1 2026
5Prairiewood Capital, LLC
$79.5M
2.1M
+1.7%
Added · +34K sh
Q2 2026
6Clearstead Advisors, LLC
$75.0M
2.0M
−47%
Reduced · −1.8M sh
Q2 2026
7UBS Group AG
$47.9M
1.5M
+3.5%
Added · +49K sh
Q1 2026
8VANTAGEPOINT INVESTMENT ADVISERS LLC
$46.8M
1.4M
−7.8%
Reduced · −122K sh
Q1 2026
9MOLLER WEALTH PARTNERS
$46.8M
1.2M
−2.9%
Reduced · −37K sh
Q2 2026
10Riverpoint Wealth Management Holdings, LLC
$44.7M
1.2M
+1.4%
Added · +17K sh
Q2 2026
11MORGAN STANLEY
$36.6M
1.1M
−12%
Reduced · −154K sh
Q1 2026
12Solitude Financial Services
$39.8M
1.0M
+1.6%
Added · +17K sh
Q2 2026
13AMERIPRISE FINANCIAL INC
$30.3M
918K
−4.5%
Reduced · −43K sh
Q1 2026
14Ironwood Investment Counsel, LLC
$34.5M
907K
−3.5%
Reduced · −33K sh
Q2 2026
15BANK OF AMERICA CORP /DE/
$29.2M
900K
+1.4%
Added · +13K sh
Q1 2026
16First Pacific Financial
$33.7M
886K
+0.7%
Added · +6K sh
Q2 2026
17AlphaCore Capital LLC
$30.5M
800K
−2.2%
Reduced · −18K sh
Q2 2026
18Resonant Capital Advisors, LLC
$29.0M
763K
−1.1%
Reduced · −9K sh
Q2 2026
19Savant Capital, LLC
$26.4M
733K
+175%
Added · +466K sh
Q2 2026
20Gemmer Asset Management LLC
$25.0M
656K
+1.4%
Added · +9K sh
Q2 2026
21Trilogy Capital Inc.
$23.7M
623K
+0.3%
Added · +2K sh
Q2 2026
22Wealth Forward, LLC
$23.0M
604K
+2.0%
Added · +12K sh
Q2 2026
23Seven Springs Wealth Group, LLC
$22.8M
599K
+4.7%
Added · +27K sh
Q2 2026
24HORAN Wealth, LLC
$22.0M
578K
+0.2%
Added · +992 sh
Q2 2026
25Cerity Partners LLC
$17.6M
543K
+3.8%
Added · +20K sh
Q1 2026

Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

Is FNDA being bought or sold by institutions?

Last quarter, 1 fund opened a new position in FNDA and 25 added to an existing one, while 21 reduced and 0 exited entirely — based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).

Opened (NEW)
1
funds
Added
25
funds
Reduced
21
funds
Exited
0
funds

Funds that own FNDA also own

CompanyCo-held byCombined value
APPLE INCAAPL266 funds$91.7B
MICROSOFT CORPMSFT263 funds$78.8B
NVIDIA CORPNVDA259 funds$109.7B
AMAZON.COM INCAMZN258 funds$56.9B
ALPHABET INC-CL AGOOGL255 funds$53.8B
JPMORGAN CHASE & COJPM253 funds$26.4B
ALPHABET INC-CL CGOOG251 funds$30.9B
BERKSHIRE HATHAWAY INC-CL BBRK/B250 funds$13.6B
ISHARES CORE S&P 500 ETFIVV248 funds$21.7B
VANGUARD S&P 500 ETFVOO246 funds$15.4B
BROADCOM INCAVGO245 funds$40.2B
SS SPDR S&P 500 ETF TRUST-USSPY244 funds$11.2B

Ranked by how many of FNDA's institutional holders also hold each name, a cross-fund conviction signal.

Institutional ownership over time

342 funds+65 since Q3 2024
0215429Q3 2024Q1 2025Q3 2025Q1 2026Q2 2026
funds holding aggregate valuelatest $1.2B

Recent filings

0 shown

No filings captured for this ticker in the live stream yet.

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Ask your agent what changed in FNDA

This ETF page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.

Copy-paste
curl -H "Authorization: Bearer YOUR_API_KEY" \
  "https://arkolith.com/api/v1/stocks/FNDA/capital-change-brief"
Ask your agent
Use Arkolith's capital_change_brief for FNDA.
Tell me what changed, whether insider activity
corroborates it, and cite the SEC evidence.

13F holdings + quarter-over-quarter ownership changes + end-of-day price history + the live filing stream, joined for FNDA. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.