770 tracked 13F filers disclose a position in FNDX as of the latest SEC 13F filings, a combined $18.5B 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.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $11.7B | 419.4M | ▲+1.4% Added · +6.0M sh | Q1 2026 | |
| 2 | KEYBANK NATIONAL ASSOCIATION/OH | $346.9M | 12.5M | ▲+50% Added · +4.2M sh | Q1 2026 | |
| 3 | McAdam, LLC | $340.0M | 10.9M | ▲+17% Added · +1.6M sh | Q2 2026 | |
| 4 | Boulay Financial Advisors, LLC | $303.0M | 9.7M | ▲+1.8% Added · +176K sh | Q2 2026 | |
| 5 | AMERIPRISE FINANCIAL INC | $227.4M | 8.2M | ▼−3.8% Reduced · −324K sh | Q1 2026 | |
| 6 | SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | $232.4M | 7.5M | ▼−11% Reduced · −952K sh | Q2 2026 | |
| 7 | ENVESTNET ASSET MANAGEMENT INC | $184.4M | 6.6M | ▲+28% Added · +1.5M sh | Q1 2026 | |
| 8 | Steele Capital Management, Inc. | $175.5M | 6.3M | ▲+3.1% Added · +187K sh | Q1 2026 | |
| 9 | LPL Financial LLC | $162.2M | 5.8M | ▲+13% Added · +674K sh | Q1 2026 | |
| 10 | MORGAN STANLEY | $151.4M | 5.4M | ▲+4.1% Added · +214K sh | Q1 2026 | |
| 11 | Glassman Wealth Services | $143.3M | 4.6M | ▼−1.3% Reduced · −63K sh | Q2 2026 | |
| 12 | Cetera Investment Advisers | $108.4M | 3.9M | ▲+2.9% Added · +109K sh | Q1 2026 | |
| 13 | Charles Schwab Trust Co | $112.2M | 3.6M | ▲+12% Added · +388K sh | Q2 2026 | |
| 14 | BANK OF AMERICA CORP /DE/ | $87.6M | 3.1M | ▲+0.4% Added · +13K sh | Q1 2026 | |
| 15 | AlphaCore Capital LLC | $90.9M | 2.9M | ▼−4.2% Reduced · −128K sh | Q2 2026 | |
| 16 | QUADRANT CAPITAL GROUP LLC | $75.3M | 2.7M | ▼−14% Reduced · −438K sh | Q1 2026 | |
| 17 | Gemmer Asset Management LLC | $83.6M | 2.7M | ▲+0.2% Added · +5K sh | Q2 2026 | |
| 18 | Clark Capital Management Group, Inc. | $83.5M | 2.7M | ▲+7.6% Added · +190K sh | Q2 2026 | |
| 19 | Bank of New York Mellon Corp | $73.2M | 2.6M | ▲+4.0% Added · +101K sh | Q1 2026 | |
| 20 | RESTON WEALTH MANAGEMENT LLC | $73.6M | 2.4M | ▲+1.6% Added · +36K sh | Q2 2026 | |
| 21 | BlueStem Wealth Partners, LLC | $73.4M | 2.4M | ▲+188% Added · +1.5M sh | Q2 2026 | |
| 22 | Kelman-Lazarov, Inc. | $73.1M | 2.4M | ▼−0.9% Reduced · −21K sh | Q2 2026 | |
| 23 | Bell Investment Advisors, Inc | $68.5M | 2.2M | ▲+1.1% Added · +24K sh | Q2 2026 | |
| 24 | Lee Financial Co | $67.7M | 2.2M | ▼−0.3% Reduced · −7K sh | Q2 2026 | |
| 25 | Creative Planning | $60.4M | 2.2M | ▲+2.2% Added · +47K 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.
Last quarter, 0 funds opened a new position in FNDX and 32 added to an existing one, while 19 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).
| Company | Co-held by | Combined value |
|---|---|---|
| APPLE INCAAPL | 472 funds | $88.9B |
| MICROSOFT CORPMSFT | 469 funds | $73.0B |
| AMAZON.COM INCAMZN | 463 funds | $53.1B |
| NVIDIA CORPNVDA | 461 funds | $100.8B |
| ALPHABET INC-CL AGOOGL | 455 funds | $45.6B |
| VANGUARD S&P 500 ETFVOO | 446 funds | $20.8B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 444 funds | $15.4B |
| ALPHABET INC-CL CGOOG | 442 funds | $33.4B |
| ISHARES CORE S&P 500 ETFIVV | 440 funds | $38.3B |
| JPMORGAN CHASE & COJPM | 440 funds | $22.5B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 440 funds | $21.5B |
| VANGUARD TOTAL STOCK MKT ETFVTI | 434 funds | $13.5B |
Ranked by how many of FNDX's institutional holders also hold each name, a cross-fund conviction signal.
No filings captured for this ticker in the live stream yet.
Connected entities for FNDX
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.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/FNDX/capital-change-brief"
Use Arkolith's capital_change_brief for FNDX. 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 FNDX. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.