FNDE Institutional Ownership
Schwab Fundamental Emerging Markets Large Company Index ETF
1W: -0.5%
1M: -1.7%
3M: +4.5%
YTD: +13.8%
1Y: +19.6%
3Y: +82.5%
5Y: +63.7%
$41.91
+0.25 (+0.60%)
Weekly Expected Move ±1.6%
$41
$41
$42
$43
$43
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — FNDE
535
Institutional Holders
+29 vs prior quarter
0.0%
Ownership
+0.00pp
12B
Total Invested
59
New Positions
206
Increased
172
Reduced
32
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (558 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | Sixth Street Partners Management Compa NEW | 124,010,383 | 5.2B | — | +0.0% | 1Q | SEC ↗ |
| 2 | CHARLES SCHWAB INVESTMENT MANAGEMENT I | 124,010,383 | 5.2B | -9,021 | -0.0% | 15Q | SEC ↗ |
| 3 | FMR LLC | 14,722,704 | $617M | -739,111 | -4.8% | 30Q | SEC ↗ |
| 4 | MORGAN STANLEY | 4,036,172 | $169M | +260,590 | +6.9% | 41Q | SEC ↗ |
| 5 | BANK OF AMERICA CORP /DE | 2,922,545 | $122M | +123,242 | +4.4% | 15Q | SEC ↗ |
| 6 | VICTORY CAPITAL MANAGEMENT INC | 2,226,548 | $93M | — | +0.0% | 29Q | SEC ↗ |
| 7 | Bogart Wealth, LLC | 1,885,735 | $79M | +28,467 | +1.5% | 9Q | SEC ↗ |
| 8 | ENVESTNET ASSET MANAGEMENT INC | 1,397,794 | $59M | -23,414 | -1.6% | 32Q | SEC ↗ |
| 9 | FOSTER & MOTLEY INC | 1,235,419 | $52M | -6,381 | -0.5% | 48Q | SEC ↗ |
| 10 | WELLS FARGO & COMPANY/MN | 1,130,210 | $47M | -38,354 | -3.3% | 41Q | SEC ↗ |
| 11 | OSAIC HOLDINGS, INC. | 1,074,017 | $45M | +407,830 | +61.2% | 26Q | SEC ↗ |
| 12 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT | 1,033,833 | $43M | +11,515 | +1.1% | 40Q | SEC ↗ |
| 13 | Unison Advisors LLC | 971,847 | $41M | -780 | -0.1% | 25Q | SEC ↗ |
| 14 | RAYMOND JAMES FINANCIAL INC | 970,820 | $41M | +250,085 | +34.7% | 7Q | SEC ↗ |
| 15 | LPL Financial LLC | 824,767 | $35M | +286,379 | +53.2% | 39Q | SEC ↗ |
| 16 | Morningstar Investment Management LLC | 723,788 | $30M | — | +0.0% | 31Q | SEC ↗ |
| 17 | UBS Group AG | 667,904 | $28M | +17,472 | +2.7% | 41Q | SEC ↗ |
| 18 | Seven Springs Wealth Group, LLC | 601,701 | $25M | +38,167 | +6.8% | 22Q | SEC ↗ |
| 19 | Johnson Bixby & Associates, LLC | 597,009 | $25M | +23,956 | +4.2% | 17Q | SEC ↗ |
| 20 | AlphaCore Capital LLC | 591,619 | $25M | -1,713 | -0.3% | 17Q | SEC ↗ |
| 21 | Savant Capital, LLC | 585,581 | $25M | +420,766 | +255.3% | 26Q | SEC ↗ |
| 22 | Resonant Capital Advisors, LLC | 570,078 | $24M | +13,093 | +2.4% | 27Q | SEC ↗ |
| 23 | Kelman-Lazarov, Inc. | 569,914 | $24M | -24,845 | -4.2% | 28Q | SEC ↗ |
| 24 | Almanack Investment Partners, LLC. | 561,157 | $24M | -150,862 | -21.2% | 22Q | SEC ↗ |
| 25 | Elgethun Capital Management | 556,068 | $23M | +16,295 | +3.0% | 33Q | SEC ↗ |
| 26 | HighTower Advisors, LLC | 540,639 | $23M | +29,787 | +5.8% | 23Q | SEC ↗ |
| 27 | ASPIRIANT, LLC | 539,037 | $23M | -5,856 | -1.1% | 26Q | SEC ↗ |
| 28 | CVA Family Office, LLC | 529,141 | $22M | +19,574 | +3.8% | 26Q | SEC ↗ |
| 29 | Bleakley Financial Group, LLC | 490,739 | $21M | +51,024 | +11.6% | 3Q | SEC ↗ |
| 30 | PRINCIPAL SECURITIES, INC. | 490,430 | $21M | -23,477 | -4.6% | 11Q | SEC ↗ |
| 31 | HHM Wealth Advisors, LLC | 480,918 | $20M | +47,789 | +11.0% | 31Q | SEC ↗ |
| 32 | FINANCIAL CONSULATE, INC | 473,791 | $20M | +20,108 | +4.4% | 3Q | SEC ↗ |
| 33 | Cornerstone Planning Group LLC | 432,725 | $18M | +16,463 | +4.0% | 6Q | SEC ↗ |
| 34 | STIFEL FINANCIAL CORP | 428,941 | $18M | +37,036 | +9.5% | 14Q | SEC ↗ |
| 35 | Charles Schwab Trust Co | 409,608 | $17M | -1,812 | -0.4% | 28Q | SEC ↗ |
| 36 | Kathmere Capital Management, LLC | 393,575 | $16M | +14,205 | +3.7% | 24Q | SEC ↗ |
| 37 | Concurrent Investment Advisors, LLC | 390,468 | $16M | +22,964 | +6.2% | 11Q | SEC ↗ |
| 38 | Cambridge Investment Research Advisors | 384,389 | $16M | -21,513 | -5.3% | 38Q | SEC ↗ |
| 39 | MOLLER WEALTH PARTNERS | 370,133 | $16M | +2,802 | +0.8% | 30Q | SEC ↗ |
| 40 | Prairiewood Capital, LLC | 365,480 | $15M | +11,746 | +3.3% | 23Q | SEC ↗ |
| 41 | Nicholas Hoffman & Company, LLC. | 360,874 | $15M | +15,695 | +4.5% | 12Q | SEC ↗ |
| 42 | CABOT WEALTH MANAGEMENT INC | 359,305 | $15M | +10,960 | +3.1% | 45Q | SEC ↗ |
| 43 | Tandem Financial, LLC | 354,450 | $15M | +25,708 | +7.8% | 2Q | SEC ↗ |
| 44 | GOLDMAN SACHS GROUP INC NEW | 346,249 | $15M | — | +0.0% | 1Q | SEC ↗ |
| 45 | COWA, LLC | 337,812 | $14M | +14,902 | +4.6% | 17Q | SEC ↗ |
| 46 | DROMS STRAUSS ADVISORS INC /MO/ /ADV | 334,817 | $14M | -15,120 | -4.3% | 3Q | SEC ↗ |
| 47 | CHILTON CAPITAL MANAGEMENT LLC | 332,698 | $14M | -225 | -0.1% | 26Q | SEC ↗ |
| 48 | Cetera Investment Advisers | 329,890 | $14M | +70,680 | +27.3% | 14Q | SEC ↗ |
| 49 | LFA - Lugano Financial Advisors SA | 328,425 | $14M | -6,135 | -1.8% | 4Q | SEC ↗ |
| 50 | BALANCED WEALTH GROUP LLC | 314,528 | $13M | +5,910 | +1.9% | 3Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| Sixth Street Partners Management Co | 124,010,383 | 5.2B |
| GOLDMAN SACHS GROUP INC | 346,249 | $15M |
| IFG Advisory, LLC | 249,733 | $10M |
| Integrated Wealth Concepts LLC | 128,998 | $5M |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | 105,493 | $4M |
| BIP Wealth, LLC | 66,493 | $3M |
| Verde Capital Management | 60,198 | $3M |
| Diversify Advisory Services, LLC | 26,894 | $1M |
| Madison Wealth Partners, Inc | 26,860 | $1M |
| Professional Financial Management, | 14,582 | $611K |
| SteelPeak Wealth, LLC | 13,257 | $556K |
| Global Retirement Partners, LLC | 13,096 | $549K |
| TIAA-CREF INDIVIDUAL & INSTITUTIONA | 12,687 | $532K |
| Financial Engines Advisors L.L.C. | 9,752 | $409K |
| Nuveen, LLC | 9,444 | $396K |
| BXM Wealth LLC | 8,881 | $372K |
| EQUITABLE TRUST CO | 8,337 | $349K |
| Ameritas Advisory Services, LLC | 7,447 | $312K |
| Facet Wealth, Inc. | 7,047 | $295K |
| AMERIPRISE FINANCIAL INC | 6,607 | $277K |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Alternative Investment Advisors, LL | 156,726 | $7M |
| PLANWISER FINANCIAL, LLC | 151,800 | $6M |
| OLD MISSION CAPITAL LLC | 111,544 | $5M |
| Nearwater Capital Markets, Ltd | 66,900 | $3M |
| Sonoma Allocations LLC | 48,788 | $2M |
| RENAISSANCE TECHNOLOGIES LLC | 46,400 | $2M |
| Clarity Retirement & Wealth, LLC | 25,457 | $1M |
| SUMMITRY LLC | 21,606 | $906K |
| GTS SECURITIES LLC | 16,232 | $680K |
| Quadrature Capital Ltd | 10,435 | $437K |
| Financial Freedom, LLC | 8,763 | $367K |
| TBH Global Asset Management, LLC | 7,501 | $314K |
| Squarepoint Ops LLC | 7,330 | $307K |
| Regal Investment Advisors LLC | 7,001 | $293K |
| Envestnet Portfolio Solutions, Inc. | 6,762 | $283K |
| NorthRock Partners, LLC | 6,448 | $270K |
| Equita Financial Network, Inc. | 5,718 | $240K |
| FERGUSON WELLMAN CAPITAL MANAGEMENT | 5,567 | $233K |
| AssuredPartners Investment Advisors | 5,314 | $223K |
| Vermillion Wealth Management, Inc. | 2,772 | $116K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| Savant Capital, LLC | +420,766 | +255.3% | 585,581 |
| OSAIC HOLDINGS, INC. | +407,830 | +61.2% | 1,074,017 |
| LPL Financial LLC | +286,379 | +53.2% | 824,767 |
| MORGAN STANLEY | +260,590 | +6.9% | 4,036,172 |
| RAYMOND JAMES FINANCIAL INC | +250,085 | +34.7% | 970,820 |
| ASSETMARK, INC | +222,420 | +318.8% | 292,193 |
| Kozak & Associates, Inc. | +208,704 | +63629.3% | 209,032 |
| January Capital Advisors LLC | +188,063 | +778.5% | 212,219 |
| Summit Financial, LLC | +134,570 | +105.6% | 261,976 |
| KEYBANK NATIONAL ASSOCIATION/OH | +132,644 | +1550.3% | 141,200 |
| BANK OF AMERICA CORP /DE | +123,242 | +4.4% | 2,922,545 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | +91,454 | +9739.5% | 92,393 |
| Cetera Investment Advisers | +70,680 | +27.3% | 329,890 |
| Mariner, LLC | +55,219 | +28.2% | 250,689 |
| Bleakley Financial Group, LLC | +51,024 | +11.6% | 490,739 |
| HHM Wealth Advisors, LLC | +47,789 | +11.0% | 480,918 |
| JONES FINANCIAL COMPANIES LLLP | +47,045 | +47.3% | 146,509 |
| Pekin Hardy Strauss, Inc. | +44,446 | +69.5% | 108,353 |
| Seven Springs Wealth Group, LLC | +38,167 | +6.8% | 601,701 |
| STIFEL FINANCIAL CORP | +37,036 | +9.5% | 428,941 |