FNDB

Schwab FNDMNTL US BRD MR ETFETF
UnclassifiedUSCUSIP 808524789◍ Confluence graph
Tracked 13F Holders
161
-53 QoQ
13F Value (tracked)
$352.4M
13F Moves · latest Q
25 added
14 trimmed
Recent Filings
0

Who owns FNDB?

161 tracked 13F filers

161 tracked 13F filers disclose a position in FNDB as of the latest SEC 13F filings, a combined $352.4M 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
1AlphaCore Capital LLC
$36.6M
1.2M
−2.2%
Reduced · −27K sh
Q2 2026
2FINANCIAL CONSULATE, INC
$32.8M
1.1M
+3.7%
Added · +39K sh
Q2 2026
3EP Wealth Advisors, LLC
$22.5M
740K
63×
Added · +728K sh
Q2 2026
4HighTower Advisors, LLC
$17.8M
654K
−7.1%
Reduced · −50K sh
Q1 2026
5Sound Stewardship, LLC
$19.8M
650K
+1.4%
Added · +9K sh
Q2 2026
6MORGAN STANLEY
$12.0M
440K
+10%
Added · +40K sh
Q1 2026
7BANK OF AMERICA CORP /DE/
$11.8M
435K
−0.5%
Reduced · −2K sh
Q1 2026
8RAYMOND JAMES FINANCIAL INC
$8.2M
301K
+6.1%
Added · +17K sh
Q1 2026
9Brightwater Advisory LLC
$6.8M
296K
Held
Q2 2025
10ENVESTNET ASSET MANAGEMENT INC
$7.6M
278K
+12%
Added · +29K sh
Q1 2026
11Sigma Planning Corp
$8.1M
265K
New
+265K sh
Q2 2026
12Family Capital Management, Inc.
$7.3M
240K
+2.2%
Added · +5K sh
Q2 2026
13MML INVESTORS SERVICES, LLC
$6.6M
217K
+27%
Added · +46K sh
Q2 2026
14Mariner, LLC
$5.5M
201K
+82%
Added · +91K sh
Q1 2026
15Kaizen Financial Strategies
$6.1M
199K
+112%
Added · +105K sh
Q2 2026
16Leonard Rickey Investment Advisors P.L.L.C.
$5.3M
175K
−0.2%
Reduced · −283 sh
Q2 2026
17Rossby Financial, LCC
$5.1M
167K
−0.7%
Reduced · −1K sh
Q2 2026
18Mezzasalma Advisors, LLC
$4.2M
146K
+1.1%
Added · +2K sh
Q2 2026
19JONES FINANCIAL COMPANIES LLLP
$3.7M
139K
+40%
Added · +40K sh
Q1 2026
20Essential Partners LLC
$4.1M
136K
+7.3%
Added · +9K sh
Q2 2026
21JAMES INVESTMENT RESEARCH, INC.
$3.9M
129K
+17%
Added · +19K sh
Q2 2026
22CVA Family Office, LLC
$3.0M
127K
−1.8%
Reduced · −2K sh
Q2 2025
23Guardian Financial Partners, LLC
$3.8M
126K
−6.2%
Reduced · −8K sh
Q2 2026
24Aspiring Ventures, LLC
$3.6M
117K
−1.9%
Reduced · −2K sh
Q2 2026
25Resonant Capital Advisors, LLC
$3.6M
117K
+25%
Added · +23K sh
Q2 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 FNDB being bought or sold by institutions?

Last quarter, 4 funds opened a new position in FNDB and 21 added to an existing one, while 14 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)
4
funds
Added
21
funds
Reduced
14
funds
Exited
0
funds

Funds that own FNDB also own

CompanyCo-held byCombined value
MICROSOFT CORPMSFT83 funds$36.1B
APPLE INCAAPL82 funds$43.4B
NVIDIA CORPNVDA80 funds$53.6B
ALPHABET INC-CL AGOOGL80 funds$20.2B
JPMORGAN CHASE & COJPM80 funds$8.4B
AMAZON.COM INCAMZN79 funds$23.5B
VANGUARD S&P 500 ETFVOO79 funds$6.6B
BROADCOM INCAVGO78 funds$17.9B
TESLA INCTSLA78 funds$10.6B
VANGUARD TOTAL STOCK MKT ETFVTI78 funds$3.7B
ISHARES CORE S&P 500 ETFIVV77 funds$7.7B
SS SPDR S&P 500 ETF TRUST-USSPY77 funds$3.5B

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

Institutional ownership over time

102 funds-2 since Q3 2024
078155Q3 2024Q1 2025Q3 2025Q1 2026Q2 2026
funds holding aggregate valuelatest $234.1M

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 FNDB

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/FNDB/capital-change-brief"
Ask your agent
Use Arkolith's capital_change_brief for FNDB.
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 FNDB. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.