Who Owns FNDX?
Schwab Fundamental U.S. Large Company Index ETF — Institutional Ownership & 13F Holdings
$29.55
+0.04 (+0.15%)
Market Cap
$24.5B
Shares Outstanding
804,301,095
Institutional Holders
620
Total Inst. Value
$3.6B
% of Float Held
—
QoQ Holder Change
+306
Institutional data as of Q1 2025
New Positions
185
Closed Positions
56
Increased
222
Decreased
126
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | McAdam, LLC | $190.9M | 8,085,589 |
| 2 | AMERIPRISE FINANCIAL INC | $183.3M | 7,764,205 |
| 3 | SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | $175.1M | 7,417,222 |
| 4 | Boulay Financial Advisors, LLCNew | $140.1M | 6,271,529 |
| 5 | Northwest Bancshares, Inc. | $137.9M | 5,842,415 |
| 6 | MORGAN STANLEY | $107.5M | 4,555,055 |
| 7 | QUADRANT CAPITAL GROUP LLC | $103.6M | 4,386,474 |
| 8 | Callan Capital, LLC | $88.7M | 3,755,197 |
| 9 | BANK OF AMERICA CORP /DE/ | $71.2M | 3,015,063 |
| 10 | Cetera Investment Advisers | $66.9M | 2,834,341 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| AMERIPRISE FINANCIAL INC | +1.9M | $183.3M |
| Boulay Financial Advisors, LLCNew | +6.3M | $140.1M |
| MORGAN STANLEY | +468K | $107.5M |
| QUADRANT CAPITAL GROUP LLC | +4.3M | $103.6M |
| Callan Capital, LLC | +34K | $88.7M |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | -3.0M | $175.1M |
| McAdam, LLC | -1.0M | $190.9M |
| BlueStem Wealth Partners, LLC | -672K | $37.4M |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | -573K | $18.1M |
| Quadcap Wealth Management, LLC | -485K | $8.7M |
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Frequently Asked Questions
How many institutional investors hold FNDX?
As of Q1 2025, 620 institutional investors report holding FNDX (Schwab Fundamental U.S. Large Company Index ETF) in their 13F filings.
Which hedge fund owns the most FNDX?
The largest institutional holder of FNDX is McAdam, LLC with $190.9M in shares.
Are institutions buying or selling FNDX?
This quarter, 185 institutions opened new positions in FNDX and 56 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.