FNDE Institutional Ownership & Shareholders
SCHWAB FNDMNTL EM MRK EQ ETF (FNDE) is currently held by 503 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $7.51B based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Charles Schwab Investment Management Inc is currently the largest disclosed institutional shareholder of FNDE tracked by InsiderSet, reporting ownership valued at approximately $4.92B 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 $5.03B, representing an estimated gain of +2.24% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 82% of the total disclosed FNDE value among the investors covered in this analysis. Major shareholders include Charles Schwab Investment Management Inc, Fmr Llc, Morgan Stanley, and several other long-term asset managers with concentrated positions in SCHWAB FNDMNTL EM MRK EQ ETF (FNDE).
This page ranks the largest institutional FNDE 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
503
Total Reported Value
$7.51B
Largest Holder
Charles Schwab Investment Management Inc
Largest Position
$4.92B
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
64
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Charles Schwab Investment Management Inc | 0.65% | 124,010,383 | $4,920,731,997 | $5,031,101,238 | +$110,369,241 | +2.24% | |
| Fmr Llc | 0.03% | 14,722,704 | $584,196,893 | $597,300,101 | +$13,103,208 | +2.24% | |
| Morgan Stanley | 0.01% | 4,036,172 | $160,155,367 | $163,747,498 | +$3,592,131 | +2.24% | |
| Bank Of America Corp | 0.01% | 2,922,545 | $115,966,594 | $118,567,651 | +$2,601,057 | +2.24% | |
| Victory Capital Management Inc | 0.05% | 2,226,548 | $88,349,425 | $90,331,052 | +$1,981,627 | +2.24% | |
| Bogart Wealth, Llc | 2.57% | 1,885,735 | $74,825,953 | $76,504,269 | +$1,678,316 | +2.24% | |
| Envestnet Asset Management Inc | 0.01% | 1,397,794 | $55,464,454 | $56,708,503 | +$1,244,049 | +2.24% | |
| Foster & Motley Inc | 2.26% | 1,235,419 | $49,021,000 | $50,120,949 | +$1,099,949 | +2.24% | |
| Wells Fargo & Company/Mn | 0.01% | 1,130,210 | $44,846,714 | $45,852,620 | +$1,005,906 | +2.24% | |
| Osaic Holdings, Inc. | 0.05% | 1,074,017 | $42,623,980 | $43,572,870 | +$948,890 | +2.23% | |
| Unison Advisors Llc | 2.77% | 940,701 | $39,387,141 | $38,164,240 | -$1,222,901 | -3.10% | |
| Raymond James Financial Inc | 0.01% | 970,820 | $38,522,106 | $39,386,167 | +$864,061 | +2.24% | |
| Arlington Financial Advisors, Llc | 4.22% | 801,793 | $33,571,073 | $32,528,742 | -$1,042,331 | -3.10% | |
| Lpl Financial Llc | 0.01% | 824,767 | $32,726,764 | $33,460,797 | +$734,033 | +2.24% | |
| Morningstar Investment Management Llc | 1.71% | 723,788 | $27,692,129 | $29,364,079 | +$1,671,950 | +6.04% | |
| Ubs Group Ag | 0.00% | 667,904 | $26,502,431 | $27,096,865 | +$594,434 | +2.24% | |
| Johnson Bixby & Associates, Llc | 2.81% | 614,918 | $25,746,618 | $24,947,223 | -$799,395 | -3.10% | |
| Resonant Capital Advisors, Llc | 1.18% | 587,121 | $24,582,758 | $23,819,499 | -$763,259 | -3.10% | |
| Seven Springs Wealth Group, Llc | 5.21% | 601,701 | $23,875,507 | $24,411,010 | +$535,503 | +2.24% | |
| Savant Capital, Llc | 0.07% | 585,581 | $23,529,990 | $23,757,021 | +$227,031 | +0.96% | |
| Alphacore Capital Llc | 0.43% | 591,619 | $23,475,429 | $24,001,983 | +$526,554 | +2.24% | |
| Kelman-Lazarov, Inc. | 2.96% | 569,914 | $22,614,168 | $23,121,411 | +$507,243 | +2.24% | |
| Aspiriant, Llc | 0.55% | 535,076 | $22,403,653 | $21,708,033 | -$695,620 | -3.10% | |
| Almanack Investment Partners, Llc. | 2.84% | 561,157 | $22,266,710 | $22,766,139 | +$499,429 | +2.24% | |
| Elgethun Capital Management | 3.07% | 556,068 | $22,064,760 | $22,559,679 | +$494,919 | +2.24% | |
| Cva Family Office, Llc | 1.90% | 529,141 | $20,996,312 | $21,467,250 | +$470,938 | +2.24% | |
| Financial Consulate, Inc | 2.22% | 476,682 | $19,958,660 | $19,338,989 | -$619,671 | -3.10% | |
| Bleakley Financial Group, Llc | 0.25% | 490,739 | $19,472,528 | $19,909,281 | +$436,753 | +2.24% | |
| Principal Securities, Inc. | 0.23% | 490,430 | $19,460,276 | $19,896,745 | +$436,469 | +2.24% | |
| Hhm Wealth Advisors, Llc | 1.92% | 480,918 | $19,082,825 | $19,510,843 | +$428,018 | +2.24% | |
| Kathmere Capital Management, Llc | 0.89% | 439,146 | $18,387,034 | $17,816,153 | -$570,881 | -3.10% | |
| Concurrent Investment Advisors, Llc | 0.12% | 415,247 | $17,386,379 | $16,846,571 | -$539,808 | -3.10% | |
| Stifel Financial Corp | 0.01% | 428,941 | $17,020,417 | $17,402,136 | +$381,719 | +2.24% | |
| Nicholas Hoffman & Company, Llc. | 0.34% | 384,728 | $16,108,546 | $15,608,415 | -$500,131 | -3.10% | |
| Prairiewood Capital, Llc | 4.01% | 379,024 | $15,869,717 | $15,377,004 | -$492,713 | -3.10% | |
| Moller Wealth Partners | 2.86% | 372,354 | $15,590,448 | $15,106,402 | -$484,046 | -3.10% | |
| Cabot Wealth Management Inc | 1.45% | 359,305 | $14,257,238 | $14,577,004 | +$319,766 | +2.24% | |
| Tandem Financial, Llc | 4.52% | 354,450 | $14,064,583 | $14,380,037 | +$315,454 | +2.24% | |
| Goldman Sachs Group Inc | 0.00% | 346,249 | $13,739,160 | $14,047,322 | +$308,162 | +2.24% | |
| Droms Strauss Advisors Inc | 3.02% | 334,817 | $13,285,533 | $13,583,526 | +$297,993 | +2.24% | |
| Cetera Investment Advisers | 0.01% | 329,890 | $13,090,020 | $13,383,637 | +$293,617 | +2.24% | |
| Lfa - Lugano Financial Advisors Sa | 7.84% | 328,425 | $13,031,547 | $13,324,202 | +$292,655 | +2.25% | |
| Balanced Wealth Group Llc | 3.95% | 314,528 | $12,480,488 | $12,760,401 | +$279,913 | +2.24% | |
| Cowa, Llc | 3.03% | 296,744 | $12,424,692 | $12,038,904 | -$385,788 | -3.11% | |
| Assetmark, Inc | 0.02% | 291,935 | $12,223,319 | $11,843,803 | -$379,516 | -3.10% | |
| Chilton Capital Management Llc | 0.37% | 279,823 | $11,716,190 | $11,352,419 | -$363,771 | -3.10% | |
| Exencial Wealth Advisors, Llc | 0.32% | 273,070 | $10,447,649 | $11,078,450 | +$630,801 | +6.04% | |
| Summit Financial, Llc | 0.11% | 261,976 | $10,395,213 | $10,628,366 | +$233,153 | +2.24% | |
| Mariner, Llc | 0.01% | 250,689 | $9,947,315 | $10,170,453 | +$223,138 | +2.24% | |
| Ifg Advisory, Llc | 0.35% | 249,733 | $9,909,409 | $10,131,668 | +$222,259 | +2.24% |
Frequently asked questions about FNDE
Who are the largest institutional holders of FNDE?
The largest institutional holders of FNDE reported in the latest SEC Form 13F filings include Charles Schwab Investment Management Inc, Fmr Llc, Morgan Stanley, Bank Of America Corp, and Victory Capital Management Inc. InsiderSet ranks institutional holders by their latest reported FNDE position.
What is FNDE institutional ownership?
This page tracks FNDE positions reported by institutional investment managers through SEC Form 13F. SCHWAB FNDMNTL EM MRK EQ ETF (FNDE) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own FNDE?
InsiderSet currently tracks 503 institutional managers reporting FNDE 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 FNDE shareholders.
How much FNDE stock do institutions own?
Institutional investment managers disclosed approximately $7.51B in FNDE holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was FNDE institutional ownership last updated?
The latest FNDE 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 FNDE 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 FNDE position after the reporting date.
Are institutions buying or selling FNDE?
Institutional buying and selling can be analyzed by comparing FNDE positions across consecutive 13F reporting periods. InsiderSet's FNDE Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View FNDE ownership changes.
How has FNDE institutional ownership changed over time?
InsiderSet tracks FNDE institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.