FNDX Institutional Ownership & Shareholders
SCHWAB FNDMNTL US LRG CO ETF (FNDX) is currently held by 834 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $20.31B 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 FNDX tracked by InsiderSet, reporting ownership valued at approximately $11.66B 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 $12.27B, representing an estimated gain of +5.18% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 73% of the total disclosed FNDX value among the investors covered in this analysis. Major shareholders include Charles Schwab Investment Management Inc, Captrust Financial Advisors, Keybank National Association/Oh, and several other long-term asset managers with concentrated positions in SCHWAB FNDMNTL US LRG CO ETF (FNDX).
This page ranks the largest institutional FNDX 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
834
Total Reported Value
$20.31B
Largest Holder
Charles Schwab Investment Management Inc
Largest Position
$11.66B
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
28
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 | 1.55% | 374,969,727 | $11,661,558,510 | $12,265,259,770 | +$603,701,260 | +5.18% | |
| Captrust Financial Advisors | 1.37% | 28,845,768 | $897,103,432 | $943,545,071 | +$46,441,639 | +5.18% | |
| Keybank National Association/Oh | 1.56% | 15,268,868 | $474,862,064 | $499,444,672 | +$24,582,608 | +5.18% | |
| Mcadam, Llc | 13.16% | 11,114,635 | $349,777,577 | $363,559,711 | +$13,782,134 | +3.94% | |
| Boulay Financial Advisors, Llc | 28.06% | 9,744,092 | $303,041,255 | $318,729,249 | +$15,687,994 | +5.18% | |
| Ameriprise Financial Inc | 0.05% | 8,536,435 | $265,491,545 | $279,226,789 | +$13,735,244 | +5.17% | |
| Signature Estate & Investment Advisors Llc | 4.44% | 8,002,111 | $251,826,433 | $261,749,051 | +$9,922,618 | +3.94% | |
| Envestnet Asset Management Inc | 0.05% | 7,039,245 | $218,920,535 | $230,253,704 | +$11,333,169 | +5.18% | |
| Steele Capital Management, Inc. | 7.35% | 6,423,407 | $199,767,972 | $210,109,643 | +$10,341,671 | +5.18% | |
| Lpl Financial Llc | 0.04% | 6,260,653 | $194,706,287 | $204,785,960 | +$10,079,673 | +5.18% | |
| Morgan Stanley | 0.01% | 5,908,781 | $183,763,130 | $193,276,227 | +$9,513,097 | +5.18% | |
| Glassman Wealth Services | 17.17% | 4,609,229 | $143,347,007 | $150,767,881 | +$7,420,874 | +5.18% | |
| Cetera Investment Advisers | 0.12% | 4,116,304 | $128,017,065 | $134,644,304 | +$6,627,239 | +5.18% | |
| Charles Schwab Trust Co | 6.49% | 3,574,246 | $112,481,533 | $116,913,587 | +$4,432,054 | +3.94% | |
| Northwest Bancshares, Inc. | 19.27% | 3,442,130 | $107,050,243 | $112,592,072 | +$5,541,829 | +5.18% | |
| Bank Of America Corp | 0.01% | 3,386,660 | $105,325,120 | $110,777,649 | +$5,452,529 | +5.18% | |
| Bank Of New York Mellon Corp | 0.02% | 3,196,711 | $99,417,721 | $104,564,417 | +$5,146,696 | +5.18% | |
| Alphacore Capital Llc | 1.67% | 2,922,172 | $90,879,553 | $95,584,246 | +$4,704,693 | +5.18% | |
| Quadrant Capital Group Llc | 2.34% | 2,671,587 | $86,452,555 | $87,387,611 | +$935,056 | +1.08% | |
| Gemmer Asset Management Llc | 5.50% | 2,676,976 | $84,244,427 | $87,563,885 | +$3,319,458 | +3.94% | |
| Clark Capital Management Group, Inc. | 0.46% | 2,684,676 | $83,493,429 | $87,815,752 | +$4,322,323 | +5.18% | |
| Davenport & Co Llc | 0.40% | 2,483,015 | $78,140,486 | $81,219,421 | +$3,078,935 | +3.94% | |
| Reston Wealth Management Llc | 20.09% | 2,355,179 | $74,117,494 | $77,037,905 | +$2,920,411 | +3.94% | |
| Bluestem Wealth Partners, Llc | 7.31% | 2,361,445 | $73,440,940 | $77,242,866 | +$3,801,926 | +5.18% | |
| Kelman-Lazarov, Inc. | 9.58% | 2,350,202 | $73,091,292 | $76,875,107 | +$3,783,815 | +5.18% | |
| Bell Investment Advisors, Inc | 10.29% | 2,236,608 | $70,386,062 | $73,159,448 | +$2,773,386 | +3.94% | |
| Lee Financial Co | 8.64% | 2,198,333 | $69,181,555 | $71,907,472 | +$2,725,917 | +3.94% | |
| True North Advisors, Llc | 5.04% | 2,163,768 | $68,093,771 | $70,776,851 | +$2,683,080 | +3.94% | |
| Ubs Group Ag | 0.01% | 2,064,745 | $64,213,570 | $67,537,809 | +$3,324,239 | +5.18% | |
| Osaic Holdings, Inc. | 0.07% | 2,046,010 | $63,637,629 | $66,924,987 | +$3,287,358 | +5.17% | |
| Prairiewood Capital, Llc | 16.05% | 2,018,681 | $63,527,905 | $66,031,056 | +$2,503,151 | +3.94% | |
| Eagle Strategies Llc | 5.66% | 1,855,004 | $58,376,960 | $60,677,181 | +$2,300,221 | +3.94% | |
| Ashford Advisors, Llc | 11.73% | 1,828,254 | $56,858,700 | $59,802,188 | +$2,943,488 | +5.18% | |
| Cornerstone Planning Group Llc | 6.95% | 1,745,248 | $56,127,164 | $57,087,062 | +$959,898 | +1.71% | |
| Tanglewood Wealth Management, Inc. | 4.54% | 1,738,525 | $54,711,371 | $56,867,153 | +$2,155,782 | +3.94% | |
| Koesten, Hirschmann & Crabtree, Inc. | 21.87% | 1,663,473 | $52,349,481 | $54,412,202 | +$2,062,721 | +3.94% | |
| Kavar Capital Partners Group, Llc | 6.33% | 1,650,796 | $51,339,755 | $53,997,537 | +$2,657,782 | +5.18% | |
| Leonard Rickey Investment Advisors P.L.L.C. | 7.53% | 1,540,238 | $48,471,296 | $50,381,185 | +$1,909,889 | +3.94% | |
| Ttp Investments, Inc. | 18.89% | 1,512,077 | $47,585,068 | $49,460,039 | +$1,874,971 | +3.94% | |
| Focus Partners Wealth | 0.05% | 1,464,987 | $45,561,131 | $47,919,725 | +$2,358,594 | +5.18% | |
| Resonant Capital Advisors, Llc | 2.10% | 1,392,485 | $43,821,517 | $45,548,184 | +$1,726,667 | +3.94% | |
| Urban Financial Advisory Corp | 10.36% | 1,208,406 | $37,581,434 | $39,526,960 | +$1,945,526 | +5.18% | |
| Ptm Wealth Management, Llc | 15.33% | 1,126,671 | $36,053,464 | $36,853,408 | +$799,944 | +2.22% | |
| Commonwealth Equity Services, Llc | 0.05% | 1,152,222 | $35,834,105 | $37,689,182 | +$1,855,077 | +5.18% | |
| Belpointe Asset Management Llc | 1.17% | 1,148,343 | $35,713,494 | $37,562,300 | +$1,848,806 | +5.18% | |
| Fortis Capital Advisors, Llc | 4.02% | 1,148,343 | $35,713,494 | $37,562,300 | +$1,848,806 | +5.18% | |
| Great Valley Advisor Group, Inc. | 0.55% | 1,119,658 | $34,821,109 | $36,624,013 | +$1,802,904 | +5.18% | |
| Wealthspire Retirement, Llc | 1.89% | 1,110,024 | $34,521,760 | $36,308,885 | +$1,787,125 | +5.18% | |
| Mariner, Llc | 0.04% | 1,092,003 | $33,961,294 | $35,719,418 | +$1,758,124 | +5.18% | |
| Richardson Capital Management Llc | 13.55% | 1,050,606 | $33,062,579 | $34,365,322 | +$1,302,743 | +3.94% |
Frequently asked questions about FNDX
Who are the largest institutional holders of FNDX?
The largest institutional holders of FNDX reported in the latest SEC Form 13F filings include Charles Schwab Investment Management Inc, Captrust Financial Advisors, Keybank National Association/Oh, Mcadam, Llc, and Boulay Financial Advisors, Llc. InsiderSet ranks institutional holders by their latest reported FNDX position.
What is FNDX institutional ownership?
This page tracks FNDX positions reported by institutional investment managers through SEC Form 13F. SCHWAB FNDMNTL US LRG CO ETF (FNDX) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own FNDX?
InsiderSet currently tracks 834 institutional managers reporting FNDX 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 FNDX shareholders.
How much FNDX stock do institutions own?
Institutional investment managers disclosed approximately $20.31B in FNDX holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was FNDX institutional ownership last updated?
The latest FNDX 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 FNDX 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 FNDX position after the reporting date.
Are institutions buying or selling FNDX?
Institutional buying and selling can be analyzed by comparing FNDX positions across consecutive 13F reporting periods. InsiderSet's FNDX Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View FNDX ownership changes.
How has FNDX institutional ownership changed over time?
InsiderSet tracks FNDX institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.