Who Owns FNDA?
Schwab Fundamental U.S. Small Company Index ETF — Institutional Ownership & 13F Holdings
$35.33
-0.23 (-0.65%)
Market Cap
$9.9B
Shares Outstanding
260,190,531
Institutional Holders
413
Total Inst. Value
$1.1B
% of Float Held
—
QoQ Holder Change
+172
Institutional data as of Q1 2025
New Positions
112
Closed Positions
52
Increased
146
Decreased
88
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | WADDELL & ASSOCIATES, LLC | $72.2M | 2,636,391 |
| 2 | UBS Group AG | $52.0M | 1,898,372 |
| 3 | Clarius Group, LLC | $51.6M | 1,882,471 |
| 4 | Prairiewood Capital, LLCNew | $43.0M | 1,568,178 |
| 5 | MORGAN STANLEY | $36.0M | 1,313,997 |
| 6 | Ironwood Investment Counsel, LLC | $34.1M | 1,245,013 |
| 7 | OSAIC HOLDINGS, INC. | $32.4M | 1,183,766 |
| 8 | AMERIPRISE FINANCIAL INC | $32.1M | 1,171,289 |
| 9 | MOLLER WEALTH PARTNERSNew | $30.5M | 1,114,261 |
| 10 | Riverpoint Wealth Management Holdings, LLC | $29.3M | 1,068,884 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| WADDELL & ASSOCIATES, LLC | +40K | $72.2M |
| UBS Group AG | +68K | $52.0M |
| Prairiewood Capital, LLCNew | +1.6M | $43.0M |
| Ironwood Investment Counsel, LLC | +260K | $34.1M |
| OSAIC HOLDINGS, INC. | +464K | $32.4M |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| AMERIPRISE FINANCIAL INC | -568K | $32.1M |
| Trilogy Capital Inc. | -523K | $21.2M |
| Johnson Bixby & Associates, LLC | -123K | $6.8M |
| Clarius Group, LLC | -111K | $51.6M |
| Solitude Financial Services | -107K | $26.6M |
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Frequently Asked Questions
How many institutional investors hold FNDA?
As of Q1 2025, 413 institutional investors report holding FNDA (Schwab Fundamental U.S. Small Company Index ETF) in their 13F filings.
Which hedge fund owns the most FNDA?
The largest institutional holder of FNDA is WADDELL & ASSOCIATES, LLC with $72.2M in shares.
Are institutions buying or selling FNDA?
This quarter, 112 institutions opened new positions in FNDA and 52 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.