FNDF Institutional Ownership & Shareholders
SCHWAB FNDMN INTL LRG CO ETF (FNDF) is currently held by 895 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $16.56B 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 FNDF tracked by InsiderSet, reporting ownership valued at approximately $7.44B 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 $7.61B, representing an estimated gain of +2.20% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 65% of the total disclosed FNDF value among the investors covered in this analysis. Major shareholders include Charles Schwab Investment Management Inc, Wealth Enhancement Advisory Services, Llc, Regions Financial Corp, and several other long-term asset managers with concentrated positions in SCHWAB FNDMN INTL LRG CO ETF (FNDF).
This page ranks the largest institutional FNDF 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
895
Total Reported Value
$16.56B
Largest Holder
Charles Schwab Investment Management Inc
Largest Position
$7.44B
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
40
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 | 0.99% | 141,104,114 | $7,444,653,055 | $7,608,333,827 | +$163,680,772 | +2.20% | |
| Wealth Enhancement Advisory Services, Llc | 1.37% | 17,513,402 | $921,301,552 | $944,322,636 | +$23,021,084 | +2.50% | |
| Regions Financial Corp | 3.13% | 9,930,317 | $523,923,525 | $535,442,693 | +$11,519,168 | +2.20% | |
| Bank Of America Corp | 0.03% | 8,674,147 | $457,648,010 | $467,710,006 | +$10,061,996 | +2.20% | |
| Morgan Stanley | 0.02% | 7,264,805 | $383,291,160 | $391,718,286 | +$8,427,126 | +2.20% | |
| Wells Fargo & Company/Mn | 0.05% | 5,808,291 | $306,445,412 | $313,183,051 | +$6,737,639 | +2.20% | |
| Captrust Financial Advisors | 0.34% | 4,210,160 | $222,127,968 | $227,011,827 | +$4,883,859 | +2.20% | |
| Ameriprise Financial Inc | 0.03% | 3,179,304 | $168,739,231 | $171,428,072 | +$2,688,841 | +1.59% | |
| Mountain Capital Investment Advisors Inc. | 21.95% | 2,921,147 | $154,119,695 | $157,508,246 | +$3,388,551 | +2.20% | |
| Victory Capital Management Inc | 0.09% | 2,914,968 | $153,793,712 | $157,175,075 | +$3,381,363 | +2.20% | |
| Lpl Financial Llc | 0.03% | 2,878,360 | $151,862,261 | $155,201,171 | +$3,338,910 | +2.20% | |
| Auto-Owners Insurance Co | 4.54% | 2,703,000 | $145,340,310 | $145,745,760 | +$405,450 | +0.28% | |
| Boulay Financial Advisors, Llc | 12.93% | 2,647,681 | $139,691,635 | $142,762,960 | +$3,071,325 | +2.20% | |
| Foster & Motley Inc | 6.17% | 2,540,904 | $134,058,000 | $137,005,544 | +$2,947,544 | +2.20% | |
| Envestnet Asset Management Inc | 0.03% | 2,496,264 | $131,702,888 | $134,598,555 | +$2,895,667 | +2.20% | |
| Corient Private Wealth Llc | 0.14% | 1,852,977 | $97,763,139 | $99,912,520 | +$2,149,381 | +2.20% | |
| Ubs Group Ag | 0.01% | 1,718,340 | $90,659,619 | $92,652,893 | +$1,993,274 | +2.20% | |
| Cetera Investment Advisers | 0.08% | 1,680,462 | $88,661,228 | $90,610,511 | +$1,949,283 | +2.20% | |
| Savant Capital, Llc | 0.23% | 1,490,561 | $77,866,077 | $80,371,049 | +$2,504,972 | +3.22% | |
| Stonex Group Inc. | 2.80% | 1,431,622 | $76,949,707 | $77,193,058 | +$243,351 | +0.32% | |
| Alphacore Capital Llc | 1.39% | 1,433,644 | $75,639,063 | $77,302,084 | +$1,663,021 | +2.20% | |
| Cva Family Office, Llc | 6.63% | 1,388,139 | $73,238,191 | $74,848,455 | +$1,610,264 | +2.20% | |
| Alps Advisors Inc | 0.33% | 1,319,689 | $70,933,284 | $71,157,631 | +$224,347 | +0.32% | |
| Osaic Holdings, Inc. | 0.08% | 1,328,711 | $70,115,727 | $71,644,097 | +$1,528,370 | +2.18% | |
| Fmr Llc | 0.00% | 1,225,873 | $64,677,068 | $66,099,072 | +$1,422,004 | +2.20% | |
| Raymond James Financial Inc | 0.02% | 1,199,965 | $63,310,174 | $64,702,113 | +$1,391,939 | +2.20% | |
| Strata Wealth Advisors, Llc | 14.76% | 1,170,858 | $62,933,595 | $63,132,663 | +$199,068 | +0.32% | |
| Nadler Financial Group, Inc. | 5.21% | 1,158,619 | $62,275,786 | $62,472,736 | +$196,950 | +0.32% | |
| Capital Advisors Wealth Management, Llc | 6.74% | 1,112,649 | $59,804,901 | $59,994,034 | +$189,133 | +0.32% | |
| Trust Co | 5.12% | 1,095,535 | $58,885,013 | $59,071,247 | +$186,234 | +0.32% | |
| Capital Advantage, Inc. | 7.03% | 1,090,489 | $58,613,803 | $58,799,167 | +$185,364 | +0.32% | |
| Verde Capital Management | 9.74% | 1,038,127 | $55,799,330 | $55,975,808 | +$176,478 | +0.32% | |
| Hardy Reed Llc | 3.55% | 1,048,812 | $55,335,322 | $56,551,943 | +$1,216,621 | +2.20% | |
| Orion Porfolio Solutions, Llc | 0.42% | 1,029,944 | $54,339,847 | $55,534,580 | +$1,194,733 | +2.20% | |
| Mariner, Llc | 0.06% | 1,006,537 | $53,104,876 | $54,272,475 | +$1,167,599 | +2.20% | |
| Jane Street Group, Llc | 0.03% | 1,000,000 | $52,760,000 | $53,920,000 | +$1,160,000 | +2.20% | |
| Canandaigua National Corp | 4.70% | 1,073,617 | $52,532,080 | $57,889,429 | +$5,357,349 | +10.20% | |
| Focus Partners Wealth | 0.05% | 936,764 | $49,423,446 | $50,510,315 | +$1,086,869 | +2.20% | |
| Johnson Bixby & Associates, Llc | 5.24% | 892,469 | $47,970,187 | $48,121,928 | +$151,741 | +0.32% | |
| Barry Investment Advisors, Llc | 8.94% | 870,697 | $46,799,974 | $46,947,982 | +$148,008 | +0.32% | |
| Mfa Wealth Advisors, Llc | 7.82% | 856,749 | $46,050,284 | $46,195,906 | +$145,622 | +0.32% | |
| Charles Schwab Trust Co | 2.65% | 854,227 | $45,914,701 | $46,059,920 | +$145,219 | +0.32% | |
| Focus Financial Network, Inc. | 1.38% | 848,099 | $45,585,335 | $45,729,498 | +$144,163 | +0.32% | |
| Maia Wealth Llc | 6.12% | 823,061 | $44,239,504 | $44,379,449 | +$139,945 | +0.32% | |
| Ep Wealth Advisors, Llc | 0.17% | 820,057 | $43,266,197 | $44,217,473 | +$951,276 | +2.20% | |
| Pallas Capital Advisors Llc | 1.31% | 809,830 | $42,726,655 | $43,666,034 | +$939,379 | +2.20% | |
| Unison Advisors Llc | 2.92% | 773,804 | $41,591,979 | $41,723,512 | +$131,533 | +0.32% | |
| Dynamic Advisor Solutions Llc | 1.17% | 767,776 | $41,267,958 | $41,398,482 | +$130,524 | +0.32% | |
| Arlington Financial Advisors, Llc | 5.11% | 756,685 | $40,671,801 | $40,800,455 | +$128,654 | +0.32% | |
| Leavell Investment Management, Inc. | 1.47% | 763,756 | $40,295,754 | $41,181,724 | +$885,970 | +2.20% |
Frequently asked questions about FNDF
Who are the largest institutional holders of FNDF?
The largest institutional holders of FNDF reported in the latest SEC Form 13F filings include Charles Schwab Investment Management Inc, Wealth Enhancement Advisory Services, Llc, Regions Financial Corp, Bank Of America Corp, and Morgan Stanley. InsiderSet ranks institutional holders by their latest reported FNDF position.
What is FNDF institutional ownership?
This page tracks FNDF positions reported by institutional investment managers through SEC Form 13F. SCHWAB FNDMN INTL LRG CO ETF (FNDF) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own FNDF?
InsiderSet currently tracks 895 institutional managers reporting FNDF 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 FNDF shareholders.
How much FNDF stock do institutions own?
Institutional investment managers disclosed approximately $16.56B in FNDF holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was FNDF institutional ownership last updated?
The latest FNDF 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 FNDF 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 FNDF position after the reporting date.
Are institutions buying or selling FNDF?
Institutional buying and selling can be analyzed by comparing FNDF positions across consecutive 13F reporting periods. InsiderSet's FNDF Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View FNDF ownership changes.
How has FNDF institutional ownership changed over time?
InsiderSet tracks FNDF institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.