FNDB Institutional Ownership & Shareholders
SCHWAB FNDMNTL US BRD MR ETF (FNDB) is currently held by 176 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $386.81M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Alphacore Capital Llc is currently the largest disclosed institutional shareholder of FNDB tracked by InsiderSet, reporting ownership valued at approximately $36.63M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $38.21M, representing an estimated gain of +4.33% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 48% of the total disclosed FNDB value among the investors covered in this analysis. Major shareholders include Alphacore Capital Llc, Financial Consulate, Inc, Ep Wealth Advisors, Llc, and several other long-term asset managers with concentrated positions in SCHWAB FNDMNTL US BRD MR ETF (FNDB).
This page ranks the largest institutional FNDB shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
176
Total Reported Value
$386.81M
Largest Holder
Alphacore Capital Llc
Largest Position
$36.63M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
46
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Alphacore Capital Llc | 0.67% | 1,202,429 | $36,625,998 | $38,213,194 | +$1,587,196 | +4.33% | |
| Financial Consulate, Inc | 3.66% | 1,074,915 | $32,903,151 | $34,160,799 | +$1,257,648 | +3.82% | |
| Ep Wealth Advisors, Llc | 0.09% | 739,826 | $22,535,105 | $23,511,670 | +$976,565 | +4.33% | |
| Opes Wealth Management Llc | 3.46% | 744,765 | $20,257,604 | $23,668,632 | +$3,411,028 | +16.84% | |
| Sound Stewardship, Llc | 8.23% | 661,748 | $20,256,096 | $21,030,351 | +$774,255 | +3.82% | |
| Bank Of America Corp | 0.00% | 477,418 | $14,542,152 | $15,172,344 | +$630,192 | +4.33% | |
| Morgan Stanley | 0.00% | 434,811 | $13,244,373 | $13,818,294 | +$573,921 | +4.33% | |
| Raymond James Financial Inc | 0.00% | 305,564 | $9,307,474 | $9,710,824 | +$403,350 | +4.33% | |
| Envestnet Asset Management Inc | 0.00% | 296,599 | $9,034,409 | $9,425,916 | +$391,507 | +4.33% | |
| Sigma Planning Corp | 0.22% | 274,441 | $8,400,632 | $8,721,735 | +$321,103 | +3.82% | |
| Brightwater Advisory Llc | 5.07% | 263,213 | $8,017,480 | $8,364,909 | +$347,429 | +4.33% | |
| Kaizen Financial Strategies | 2.95% | 244,801 | $7,493,359 | $7,779,776 | +$286,417 | +3.82% | |
| Family Capital Management, Inc. | 2.83% | 239,818 | $7,304,856 | $7,621,416 | +$316,560 | +4.33% | |
| Mml Investors Services, Llc | 0.01% | 217,288 | $6,618,585 | $6,905,413 | +$286,828 | +4.33% | |
| Mariner, Llc | 0.01% | 209,903 | $6,393,648 | $6,670,717 | +$277,069 | +4.33% | |
| Osaic Holdings, Inc. | 0.01% | 194,869 | $5,935,790 | $6,192,937 | +$257,147 | +4.33% | |
| Jones Financial Companies Lllp | 0.00% | 182,667 | $5,547,597 | $5,805,157 | +$257,560 | +4.64% | |
| Leonard Rickey Investment Advisors P.L.L.C. | 0.83% | 174,293 | $5,335,122 | $5,539,032 | +$203,910 | +3.82% | |
| Rossby Financial, Lcc | 0.93% | 166,973 | $5,085,996 | $5,306,402 | +$220,406 | +4.33% | |
| Northwest Financial Advisors | 0.60% | 146,222 | $4,475,856 | $4,646,935 | +$171,079 | +3.82% | |
| Essential Partners Llc | 1.92% | 137,808 | $4,218,307 | $4,379,538 | +$161,231 | +3.82% | |
| Mezzasalma Advisors, Llc | 0.83% | 141,445 | $4,072,227 | $4,495,122 | +$422,895 | +10.38% | |
| James Investment Research, Inc. | 0.43% | 130,709 | $4,000,989 | $4,153,932 | +$152,943 | +3.82% | |
| Guardian Financial Partners, Llc | 1.50% | 126,188 | $3,843,675 | $4,010,255 | +$166,580 | +4.33% | |
| Resonant Capital Advisors, Llc | 0.17% | 116,773 | $3,574,406 | $3,711,046 | +$136,640 | +3.82% | |
| Aspiring Ventures, Llc | 0.94% | 117,083 | $3,566,348 | $3,720,898 | +$154,550 | +4.33% | |
| Ubs Group Ag | 0.00% | 111,614 | $3,399,762 | $3,547,093 | +$147,331 | +4.33% | |
| Cva Family Office, Llc | 0.29% | 106,892 | $3,255,924 | $3,397,028 | +$141,104 | +4.33% | |
| Lpl Financial Llc | 0.00% | 104,739 | $3,190,348 | $3,328,605 | +$138,257 | +4.33% | |
| Carnegie Investment Counsel | 0.06% | 103,359 | $3,163,819 | $3,284,749 | +$120,930 | +3.82% | |
| Centurion Wealth Management Llc | 0.70% | 94,784 | $2,901,329 | $3,012,236 | +$110,907 | +3.82% | |
| Santori & Peters, Inc. | 0.78% | 94,538 | $2,893,808 | $3,004,418 | +$110,610 | +3.82% | |
| Ameriprise Financial Inc | 0.00% | 91,395 | $2,783,896 | $2,904,533 | +$120,637 | +4.33% | |
| Hhm Wealth Advisors, Llc | 0.27% | 88,708 | $2,702,046 | $2,819,140 | +$117,094 | +4.33% | |
| Red Door Wealth Management, Llc | 0.24% | 86,729 | $2,641,768 | $2,756,248 | +$114,480 | +4.33% | |
| Mai Capital Management | 0.01% | 81,440 | $2,480,674 | $2,588,163 | +$107,489 | +4.33% | |
| Clearstead Advisors, Llc | 0.02% | 80,830 | $2,462,090 | $2,568,777 | +$106,687 | +4.33% | |
| Wealthspire Advisors, Llc | 0.01% | 79,329 | $2,416,362 | $2,521,076 | +$104,714 | +4.33% | |
| Commonwealth Equity Services, Llc | 0.00% | 76,246 | $2,322,450 | $2,423,098 | +$100,648 | +4.33% | |
| Foster Group, Inc. | 0.06% | 75,624 | $2,314,836 | $2,403,331 | +$88,495 | +3.82% | |
| Yoder Wealth Management, Inc. | 0.84% | 72,592 | $2,222,041 | $2,306,974 | +$84,933 | +3.82% | |
| Townsend Asset Management Corp | 0.67% | 69,097 | $2,115,075 | $2,195,903 | +$80,828 | +3.82% | |
| Nicholas Hoffman & Company, Llc. | 0.04% | 67,561 | $2,068,038 | $2,147,089 | +$79,051 | +3.82% | |
| Valmark Advisers, Inc. | 0.02% | 67,630 | $2,060,002 | $2,149,281 | +$89,279 | +4.33% | |
| Quantinno Capital Management Lp | 0.00% | 66,851 | $2,036,288 | $2,124,525 | +$88,237 | +4.33% | |
| Founders Financial Securities Llc | 0.09% | 62,197 | $1,903,850 | $1,976,621 | +$72,771 | +3.82% | |
| Seacrest Wealth Management, Llc | 0.21% | 61,681 | $1,888,064 | $1,960,222 | +$72,158 | +3.82% | |
| Cetera Investment Advisers | 0.00% | 54,938 | $1,673,400 | $1,745,930 | +$72,530 | +4.33% | |
| Wealth Enhancement Advisory Services, Llc | 0.00% | 53,564 | $1,670,126 | $1,702,264 | +$32,138 | +1.92% | |
| Bip Wealth, Llc | 0.04% | 51,733 | $1,583,560 | $1,644,075 | +$60,515 | +3.82% |
Frequently asked questions about FNDB
Who are the largest institutional holders of FNDB?
The largest institutional holders of FNDB reported in the latest SEC Form 13F filings include Alphacore Capital Llc, Financial Consulate, Inc, Ep Wealth Advisors, Llc, Opes Wealth Management Llc, and Sound Stewardship, Llc. InsiderSet ranks institutional holders by their latest reported FNDB position.
What is FNDB institutional ownership?
This page tracks FNDB positions reported by institutional investment managers through SEC Form 13F. SCHWAB FNDMNTL US BRD MR ETF (FNDB) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own FNDB?
InsiderSet currently tracks 176 institutional managers reporting FNDB holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of FNDB shareholders.
How much FNDB stock do institutions own?
Institutional investment managers disclosed approximately $386.81M in FNDB holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was FNDB institutional ownership last updated?
The latest FNDB institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional FNDB holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its FNDB position after the reporting date.
Are institutions buying or selling FNDB?
Institutional buying and selling can be analyzed by comparing FNDB positions across consecutive 13F reporting periods. InsiderSet's FNDB Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View FNDB ownership changes.
How has FNDB institutional ownership changed over time?
InsiderSet tracks FNDB institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.