FNDE

Schwab FNDMNTL Em MRK Eq ETFETF
UnclassifiedUSCUSIP 808524730◍ Confluence graph
Tracked 13F Holders
460
-73 QoQ
13F Value (tracked)
$7.1B
13F Moves · latest Q
30 added
16 trimmed
Recent Filings
0

Who owns FNDE?

460 tracked 13F filers

460 tracked 13F filers disclose a position in FNDE as of the latest SEC 13F filings, a combined $7.1B 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
$4.7B
124.0M
+0.9%
Added · +1.1M sh
Q1 2026
2FMR LLC
$591.6M
15.5M
−6.7%
Reduced · −1.1M sh
Q1 2026
3MORGAN STANLEY
$144.5M
3.8M
−7.4%
Reduced · −304K sh
Q1 2026
4BANK OF AMERICA CORP /DE/
$107.1M
2.8M
+30%
Added · +642K sh
Q1 2026
5VICTORY CAPITAL MANAGEMENT INC
$85.2M
2.2M
+10%
Added · +204K sh
Q1 2026
6Bogart Wealth, LLC
$71.1M
1.9M
+0.2%
Added · +3K sh
Q1 2026
7ENVESTNET ASSET MANAGEMENT INC
$54.4M
1.4M
+5.0%
Added · +68K sh
Q1 2026
8WELLS FARGO & COMPANY/MN
$44.7M
1.2M
−2.2%
Reduced · −26K sh
Q1 2026
9NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
$39.1M
1.0M
+52%
Added · +352K sh
Q1 2026
10Unison Advisors LLC
$38.6M
972K
−0.1%
Reduced · −780 sh
Q2 2026
11Morningstar Investment Management LLC
$27.7M
724K
Held
Q2 2026
12RAYMOND JAMES FINANCIAL INC
$27.6M
721K
+16%
Added · +100K sh
Q1 2026
13OSAIC HOLDINGS, INC.
$25.5M
666K
−39%
Reduced · −420K sh
Q1 2026
14UBS Group AG
$24.9M
650K
+15%
Added · +86K sh
Q1 2026
15Seven Springs Wealth Group, LLC
$23.9M
602K
+6.8%
Added · +38K sh
Q2 2026
16Johnson Bixby & Associates, LLC
$23.7M
597K
+4.2%
Added · +24K sh
Q2 2026
17AlphaCore Capital LLC
$23.5M
592K
−0.3%
Reduced · −2K sh
Q2 2026
18Savant Capital, LLC
$23.5M
586K
+255%
Added · +421K sh
Q2 2026
19Resonant Capital Advisors, LLC
$22.6M
570K
+2.4%
Added · +13K sh
Q2 2026
20Kelman-Lazarov, Inc.
$22.6M
570K
−4.2%
Reduced · −25K sh
Q2 2026
21Almanack Investment Partners, LLC.
$22.3M
561K
−21%
Reduced · −151K sh
Q2 2026
22Elgethun Capital Management
$22.1M
556K
+3.0%
Added · +16K sh
Q2 2026
23ASPIRIANT, LLC
$21.4M
539K
−1.1%
Reduced · −6K sh
Q2 2026
24LPL Financial LLC
$20.6M
538K
+19%
Added · +86K sh
Q1 2026
25HighTower Advisors, LLC
$19.5M
511K
+40%
Added · +147K 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 FNDE being bought or sold by institutions?

Last quarter, 0 funds opened a new position in FNDE and 30 added to an existing one, while 16 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)
0
funds
Added
30
funds
Reduced
16
funds
Exited
0
funds

Funds that own FNDE also own

CompanyCo-held byCombined value
APPLE INCAAPL260 funds$77.3B
MICROSOFT CORPMSFT260 funds$65.2B
NVIDIA CORPNVDA258 funds$91.5B
ALPHABET INC-CL AGOOGL255 funds$41.0B
AMAZON.COM INCAMZN254 funds$47.5B
META PLATFORMS INC-CLASS AMETA250 funds$23.3B
ALPHABET INC-CL CGOOG249 funds$27.7B
JPMORGAN CHASE & COJPM248 funds$18.2B
TESLA INCTSLA248 funds$17.1B
BROADCOM INCAVGO247 funds$35.2B
BERKSHIRE HATHAWAY INC-CL BBRK/B247 funds$11.5B
VANGUARD S&P 500 ETFVOO246 funds$13.1B

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

Institutional ownership over time

350 funds+124 since Q3 2024
0212423Q3 2024Q1 2025Q3 2025Q1 2026Q2 2026
funds holding aggregate valuelatest $927.2M

Recent filings

0 shown

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

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Connected entities for FNDE

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Ask your agent what changed in FNDE

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