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FNDF Institutional Ownership

Schwab Fundamental International Large Company Index ETF
1W: -1.9% 1M: -3.1% 3M: +0.6% YTD: +17.3% 1Y: +28.1% 3Y: +87.3% 5Y: +91.7%
$53.84
+0.51 (+0.96%)
 
Weekly Expected Move ±1.8%
$52 $53 $54 $55 $56
ETF AMEX · AUM $23.8B

Institutional Ownership — FNDF

920
Institutional Holders
+52 vs prior quarter
0.0%
Ownership
+0.00pp
24B
Total Invested
107
New Positions
385
Increased
283
Reduced
40
Closed
0.00
Put/Call Ratio

Ownership Trends

Top Institutional Holders (961 total)

# Holder Shares Value Change Change % Holding Period Filing
1 Sixth Street Partners Management Compa NEW 141,104,114 7.6B — +0.0% 1Q SEC ↗
2 CHARLES SCHWAB INVESTMENT MANAGEMENT I 141,104,114 7.6B -1,927,261 -1.3% 10Q SEC ↗
3 WEALTH ENHANCEMENT ADVISORY SERVICES, 16,409,142 $883M +1,816,215 +12.4% 31Q SEC ↗
4 REGIONS FINANCIAL CORP 9,930,317 $535M +684,966 +7.4% 15Q SEC ↗
5 BANK OF AMERICA CORP /DE 8,674,147 $467M +344,291 +4.1% 15Q SEC ↗
6 MORGAN STANLEY 7,264,805 $391M +385,270 +5.6% 42Q SEC ↗
7 NORTHWESTERN MUTUAL WEALTH MANAGEMENT 6,322,811 $340M +202,654 +3.3% 41Q SEC ↗
8 WELLS FARGO & COMPANY/MN 5,808,291 $313M -109,485 -1.9% 41Q SEC ↗
9 CAPTRUST FINANCIAL ADVISORS 4,210,160 $227M +166,246 +4.1% 25Q SEC ↗
10 AMERIPRISE FINANCIAL INC 3,179,304 $171M +62,791 +2.0% 16Q SEC ↗
11 Mountain Capital Investment Advisors I 2,921,147 $157M +12,257 +0.4% 4Q SEC ↗
12 VICTORY CAPITAL MANAGEMENT INC 2,914,968 $157M — +0.0% 29Q SEC ↗
13 LPL Financial LLC 2,878,360 $155M +203,713 +7.6% 39Q SEC ↗
14 Auto-Owners Insurance Co 2,703,000 $146M -937,000 -25.7% 15Q SEC ↗
15 Boulay Financial Advisors, LLC 2,647,681 $143M -77,518 -2.8% 3Q SEC ↗
16 FOSTER & MOTLEY INC 2,540,904 $137M +97,955 +4.0% 35Q SEC ↗
17 ENVESTNET ASSET MANAGEMENT INC 2,496,264 $134M -87,461 -3.4% 32Q SEC ↗
18 Corient Private Wealth LP 1,852,977 $100M -244,142 -11.6% 15Q SEC ↗
19 UBS Group AG 1,718,340 $93M +135,239 +8.5% 46Q SEC ↗
20 Cetera Investment Advisers 1,680,462 $90M +36,890 +2.2% 29Q SEC ↗
21 StoneX Group Inc. 1,590,033 $86M +78,978 +5.2% 9Q SEC ↗
22 Savant Capital, LLC 1,490,561 $80M +1,015,826 +214.0% 21Q SEC ↗
23 HighTower Advisors, LLC 1,481,192 $80M +99,690 +7.2% 42Q SEC ↗
24 AlphaCore Capital LLC 1,433,644 $77M -58,896 -3.9% 16Q SEC ↗
25 CVA Family Office, LLC 1,388,139 $75M +37,012 +2.7% 27Q SEC ↗
26 OSAIC HOLDINGS, INC. 1,328,711 $72M +366,574 +38.1% 26Q SEC ↗
27 ALPS ADVISORS INC 1,308,474 $70M +130,685 +11.1% 26Q SEC ↗
28 FMR LLC 1,225,873 $66M -503,564 -29.1% 31Q SEC ↗
29 RAYMOND JAMES FINANCIAL INC 1,199,965 $65M +84,188 +7.5% 7Q SEC ↗
30 Nadler Financial Group, Inc. 1,169,805 $63M +29,614 +2.6% 20Q SEC ↗
31 Strata Wealth Advisors, LLC 1,155,134 $62M -25,765 -2.2% 12Q SEC ↗
32 Trust Co 1,115,088 $60M -23,637 -2.1% 25Q SEC ↗
33 Capital Advantage, Inc. 1,100,538 $59M -5,046 -0.5% 15Q SEC ↗
34 CANANDAIGUA NATIONAL CORP NEW 1,073,617 $58M — +0.0% 1Q SEC ↗
35 Capital Advisors Wealth Management, LL 1,070,071 $58M +18,406 +1.8% 14Q SEC ↗
36 Hardy Reed LLC 1,048,812 $56M -17,937 -1.7% 17Q SEC ↗
37 Orion Porfolio Solutions, LLC 1,029,944 $55M -41,069 -3.8% 42Q SEC ↗
38 Charles Schwab Trust Co 1,021,787 $55M -7,802 -0.8% 28Q SEC ↗
39 Verde Capital Management 1,015,065 $55M +22,811 +2.3% 17Q SEC ↗
40 CANANDAIGUA NATIONAL BANK & TRUST CO NEW 1,014,722 $55M — +0.0% 1Q SEC ↗
41 Mariner, LLC 1,006,537 $54M +60,675 +6.4% 29Q SEC ↗
42 JANE STREET GROUP, LLC 1,000,000 $54M +975,565 +3992.5% 7Q SEC ↗
43 Focus Partners Wealth 936,764 $50M +24,110 +2.6% 11Q SEC ↗
44 Johnson Bixby & Associates, LLC 892,902 $48M +17,258 +2.0% 21Q SEC ↗
45 MFA WEALTH ADVISORS, LLC 864,797 $47M -38,136 -4.2% 22Q SEC ↗
46 Barry Investment Advisors, LLC 824,655 $44M +25,257 +3.2% 35Q SEC ↗
47 Focus Financial Network, Inc. 821,704 $44M +45,304 +5.8% 10Q SEC ↗
48 EP Wealth Advisors, LLC 820,057 $44M +707,377 +627.8% 3Q SEC ↗
49 CWM, LLC 813,465 $44M +31,216 +4.0% 18Q SEC ↗
50 Pallas Capital Advisors LLC 809,830 $44M +40,205 +5.2% 12Q SEC ↗

Recent Activity

New Positions (20)
Sold Out (20)
Biggest Increases (20)
HolderAddedChange %Total Shares
WEALTH ENHANCEMENT ADVISORY SERVICE +1,816,215 +12.4% 16,409,142
Savant Capital, LLC +1,015,826 +214.0% 1,490,561
JANE STREET GROUP, LLC +975,565 +3992.5% 1,000,000
EP Wealth Advisors, LLC +707,377 +627.8% 820,057
REGIONS FINANCIAL CORP +684,966 +7.4% 9,930,317
Arax Advisory Partners +476,812 +3988.7% 488,766
MORGAN STANLEY +385,270 +5.6% 7,264,805
OSAIC HOLDINGS, INC. +366,574 +38.1% 1,328,711
BANK OF AMERICA CORP /DE +344,291 +4.1% 8,674,147
Mosley Wealth Management +316,670 +1835.8% 333,920
KEYBANK NATIONAL ASSOCIATION/OH +313,322 +1805.0% 330,681
LPL Financial LLC +203,713 +7.6% 2,878,360
NORTHWESTERN MUTUAL WEALTH MANAGEME +202,654 +3.3% 6,322,811
Cerity Partners LLC +192,952 +49.4% 583,345
CAPTRUST FINANCIAL ADVISORS +166,246 +4.1% 4,210,160
Vise Technologies, Inc. +150,319 +33.2% 602,570
UBS Group AG +135,239 +8.5% 1,718,340
ALPS ADVISORS INC +130,685 +11.1% 1,308,474
Maia Wealth LLC +128,526 +23.8% 667,648
January Capital Advisors LLC +125,023 +335.7% 162,267
Biggest Decreases (20)
HolderReducedChange %Total Shares
CHARLES SCHWAB INVESTMENT MANAGEMEN -1,927,261 -1.3% 141,104,114
Private Advisor Group, LLC -1,009,534 -97.0% 30,918
Auto-Owners Insurance Co -937,000 -25.7% 2,703,000
FMR LLC -503,564 -29.1% 1,225,873
Corient Private Wealth LP -244,142 -11.6% 1,852,977
Keudell/Morrison Wealth Management -186,493 -42.7% 250,158
WELLS FARGO & COMPANY/MN -109,485 -1.9% 5,808,291
Thrivent Financial for Lutherans -87,613 -21.8% 314,269
ENVESTNET ASSET MANAGEMENT INC -87,461 -3.4% 2,496,264
Boulay Financial Advisors, LLC -77,518 -2.8% 2,647,681
JPMORGAN CHASE & CO -63,083 -8.2% 704,804
AlphaCore Capital LLC -58,896 -3.9% 1,433,644
Equitable Holdings, Inc. -53,971 -33.7% 105,990
ROYAL BANK OF CANADA -46,784 -6.5% 677,623
Orion Porfolio Solutions, LLC -41,069 -3.8% 1,029,944
ASSETMARK, INC -40,271 -19.8% 163,362
Clarkston Capital Partners, LLC -39,313 -83.7% 7,664
MFA WEALTH ADVISORS, LLC -38,136 -4.2% 864,797
PRINCIPAL SECURITIES, INC. -35,654 -15.6% 193,524
Y-Intercept (Hong Kong) Ltd -33,924 -85.4% 5,804

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms