Who owns FNDA (FNDA)
Which tracked institutional funds hold FNDA, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See FNDA company fundamentals →
Ownership as of the 2026-Q1 13F filings. 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
69 tracked funds added or opened FNDA while 39 trimmed or exited it between 2025-Q4 and 2026-Q1 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
FNDA’s largest tracked holder by dollar value, CHARLES SCHWAB INVESTMENT MANAGEMENT INC, sizes it at 0.9% of its own reported 13F book, while the median holder sizes it at 0.6% of theirs — a 0.3pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in FNDA divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2025-Q4 and 2026-Q1, across 467 tracked filers holding FNDA, 213 increased or opened the position and 179 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in FNDA between the 2025-Q4 and 2026-Q1 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 9
- Krilogy Financial LLC$2M
- CITADEL ADVISORS LLC$2M
- Dickmeyer Boyce Financial Management, Inc.$2M
- CIBC Bancorp USA Inc.$820K
- Y-Intercept (Hong Kong) Ltd$775K
- GatePass Capital, LLC$652K
Full exits 12
- Clarius Group, LLC$60M
- MARSHALL WACE, LLP$2M
- Main Street Financial Solutions, LLC$2M
- True North Advisors, LLC$1M
- SageView Advisory Group, LLC$1M
- CIBC Private Wealth Group LLC$810K
Largest adds
- CHARLES SCHWAB INVESTMENT MANAGEMENT INC$159M
- Clearstead Advisors, LLC$121M
- NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$14M
- HORAN Wealth, LLC$10M
- GOLDMAN SACHS GROUP INC$5M
- WADDELL & ASSOCIATES, LLC$5M
Largest trims
- OSAIC HOLDINGS, INC.$17M
- Shore Point Advisors, LLC$8M
- Bell Investment Advisors, Inc$6M
- Foundations Investment Advisors, LLC$5M
- Resonant Capital Advisors, LLC$4M
- MORGAN STANLEY$4M
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC trimmed | 179,241,792 | $5.8B | 79.7% | 2026-Q1 |
| Clearstead Advisors, LLC added | 3,742,921 | $121M | 1.7% | 2026-Q1 |
| WADDELL & ASSOCIATES, LLC added | 2,887,094 | $94M | 1.3% | 2026-Q1 |
| Steele Capital Management, Inc. added | 2,107,699 | $68M | 0.9% | 2026-Q1 |
| Prairiewood Capital, LLC added | 2,053,795 | $67M | 0.9% | 2026-Q1 |
| UBS Group AG added | 1,478,275 | $48M | 0.7% | 2026-Q1 |
| VANTAGEPOINT INVESTMENT ADVISERS LLC trimmed | 1,444,411 | $47M | 0.6% | 2026-Q1 |
| MOLLER WEALTH PARTNERS added | 1,266,030 | $41M | 0.6% | 2026-Q1 |
| Riverpoint Wealth Management Holdings, LLC added | 1,157,772 | $38M | 0.5% | 2026-Q1 |
| MORGAN STANLEY trimmed | 1,129,600 | $37M | 0.5% | 2026-Q1 |
| Solitude Financial Services added | 1,029,893 | $36M | 0.5% | 2026-Q1 |
| Ironwood Investment Counsel, LLC trimmed | 940,337 | $30M | 0.4% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC trimmed | 918,127 | $30M | 0.4% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 900,070 | $29M | 0.4% | 2026-Q1 |
| First Pacific Financial trimmed | 879,957 | $29M | 0.4% | 2026-Q1 |
| AlphaCore Capital LLC trimmed | 818,424 | $27M | 0.4% | 2026-Q1 |
| Resonant Capital Advisors, LLC trimmed | 771,733 | $25M | 0.3% | 2026-Q1 |
| Gemmer Asset Management LLC added | 646,904 | $21M | 0.3% | 2026-Q1 |
| Trilogy Capital Inc. trimmed | 620,689 | $20M | 0.3% | 2026-Q1 |
| Wealth Forward, LLC added | 592,207 | $19M | 0.3% | 2026-Q1 |
| HORAN Wealth, LLC added | 577,082 | $19M | 0.3% | 2026-Q1 |
| Seven Springs Wealth Group, LLC added | 571,702 | $19M | 0.3% | 2026-Q1 |
| Cerity Partners LLC added | 542,589 | $18M | 0.2% | 2026-Q1 |
| Mariner, LLC trimmed | 513,981 | $17M | 0.2% | 2026-Q1 |
| FOSTER & MOTLEY INC trimmed | 471,947 | $15M | 0.2% | 2026-Q1 |
| LPL Financial LLC added | 470,342 | $15M | 0.2% | 2026-Q1 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 459,662 | $15M | 0.2% | 2026-Q1 |
| Bell Investment Advisors, Inc trimmed | 447,402 | $15M | 0.2% | 2026-Q1 |
| Goldstone Financial Group, LLC trimmed | 442,767 | $14M | 0.2% | 2026-Q1 |
| Creative Planning added | 439,362 | $14M | 0.2% | 2026-Q1 |
| MAI Capital Management added | 431,797 | $14M | 0.2% | 2026-Q1 |
| Charles Schwab Trust Co added | 424,509 | $14M | 0.2% | 2026-Q1 |
| COLLECTIVE FAMILY OFFICE LLC added | 374,608 | $12M | 0.2% | 2026-Q1 |
| Grey Ledge Advisors, LLC trimmed | 328,713 | $11M | 0.1% | 2026-Q1 |
| Sound Stewardship, LLC added | 313,018 | $10M | 0.1% | 2026-Q1 |
| Opes Wealth Management LLC trimmed | 304,740 | $10M | 0.1% | 2026-Q1 |
| Johnson Bixby & Associates, LLC added | 298,854 | $10M | 0.1% | 2026-Q1 |
| Waverly Advisors, LLC added | 290,785 | $9M | 0.1% | 2026-Q1 |
| Arlington Financial Advisors, LLC trimmed | 284,663 | $9M | 0.1% | 2026-Q1 |
| Accredited Investors Inc. trimmed | 283,533 | $9M | 0.1% | 2026-Q1 |
| GREAT VALLEY ADVISOR GROUP, INC. added | 283,295 | $9M | 0.1% | 2026-Q1 |
| Savant Capital, LLC trimmed | 266,101 | $9M | 0.1% | 2026-Q1 |
| Shore Point Advisors, LLC trimmed | 358,560 | $7M | 0.1% | 2026-Q1 |
| Wealthspire Retirement, LLC trimmed | 221,692 | $7M | 0.1% | 2026-Q1 |
| Cetera Investment Advisers added | 220,032 | $7M | 0.1% | 2026-Q1 |
| Pasadena Private Wealth, LLC trimmed | 211,419 | $7M | 0.1% | 2026-Q1 |
| Your Advocates Ltd., LLP added | 210,457 | $7M | 0.1% | 2026-Q1 |
| EXENCIAL WEALTH ADVISORS, LLC trimmed | 204,729 | $7M | 0.1% | 2026-Q1 |
| Focus Partners Wealth added | 199,652 | $7M | 0.1% | 2026-Q1 |
| RESTON WEALTH MANAGEMENT LLC added | 191,074 | $6M | 0.1% | 2026-Q1 |
| Marble Wealth, LLC trimmed | 186,353 | $6M | 0.1% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC added | 183,468 | $6M | 0.1% | 2026-Q1 |
| McAdam, LLC trimmed | 183,022 | $6M | 0.1% | 2026-Q1 |
| CABOT WEALTH MANAGEMENT INC added | 174,536 | $6M | 0.1% | 2026-Q1 |
| Private Advisor Group, LLC added | 171,605 | $6M | 0.1% | 2026-Q1 |
| Focus Partners Advisor Solutions, LLC trimmed | 170,044 | $6M | 0.1% | 2026-Q1 |
| Winter & Associates, Inc. trimmed | 161,515 | $5M | 0.1% | 2026-Q1 |
| Kathmere Capital Management, LLC trimmed | 161,759 | $5M | 0.1% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 159,219 | $5M | 0.1% | 2026-Q1 |
| HighTower Advisors, LLC trimmed | 155,149 | $5M | 0.1% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 151,821 | $5M | 0.1% | 2026-Q1 |
| MERCER GLOBAL ADVISORS INC /ADV added | 150,823 | $5M | 0.1% | 2026-Q1 |
| JPMORGAN CHASE & CO added | 149,033 | $5M | 0.1% | 2026-Q1 |
| AQR CAPITAL MANAGEMENT LLC added | 144,438 | $5M | 0.1% | 2026-Q1 |
| FMR LLC added | 142,823 | $5M | 0.1% | 2026-Q1 |
| ROYAL BANK OF CANADA added | 141,749 | $5M | 0.1% | 2026-Q1 |
| Northland Capital Management LLC trimmed | 141,447 | $5M | 0.1% | 2026-Q1 |
| Roof Eidam Maycock Peralta, LLC trimmed | 139,479 | $5M | 0.1% | 2026-Q1 |
| Founders Capital Management added | 139,010 | $5M | 0.1% | 2026-Q1 |
| Brightwater Advisory LLC trimmed | 132,878 | $4M | 0.1% | 2026-Q1 |
| Capital Advantage, Inc. added | 131,739 | $4M | 0.1% | 2026-Q1 |
| Cresset Asset Management, LLC trimmed | 130,035 | $4M | 0.1% | 2026-Q1 |
| Quantinno Capital Management LP added | 129,807 | $4M | 0.1% | 2026-Q1 |
| INTEGRITY ALLIANCE, LLC. added | 129,344 | $4M | 0.1% | 2026-Q1 |
| Manske Wealth Management trimmed | 127,565 | $4M | 0.1% | 2026-Q1 |
| Hilltop Partners LLC trimmed | 122,841 | $4M | 0.1% | 2026-Q1 |
| Texas Yale Capital Corp. | 122,200 | $4M | 0.1% | 2026-Q1 |
| KRM WEALTH MANAGEMENT L.L.C. added | 121,416 | $4M | 0.1% | 2026-Q1 |
| Womack Financial LLC added | 121,290 | $4M | 0.1% | 2026-Q1 |
| OSAIC HOLDINGS, INC. trimmed | 117,114 | $4M | 0.1% | 2026-Q1 |
| Waterfront Wealth Inc. added | 113,071 | $4M | 0.1% | 2026-Q1 |
| Sowell Financial Services LLC trimmed | 107,308 | $3M | 0.0% | 2026-Q1 |
| Traub Capital Management LLC added | 105,388 | $3M | 0.0% | 2026-Q1 |
| Verum Partners LLC trimmed | 103,188 | $3M | 0.0% | 2026-Q1 |
| CAPTRUST FINANCIAL ADVISORS trimmed | 102,098 | $3M | 0.0% | 2026-Q1 |
| Corient Private Wealth LLC trimmed | 99,061 | $3M | 0.0% | 2026-Q1 |
| MATHER GROUP, LLC. | 93,489 | $3M | 0.0% | 2026-Q1 |
| HHM Wealth Advisors, LLC trimmed | 93,365 | $3M | 0.0% | 2026-Q1 |
| Addison Advisors LLC trimmed | 88,639 | $3M | 0.0% | 2026-Q1 |
| Asset Allocation Strategies LLC added | 86,235 | $3M | 0.0% | 2026-Q1 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed | 84,423 | $3M | 0.0% | 2026-Q1 |
| Breakwater Capital Group added | 81,891 | $3M | 0.0% | 2026-Q1 |
| Clarius Group, LLC trimmed | 1,889,725 | $60M | 0.8% | 2025-Q4 stale |
| Callan Capital, LLC added | 830,053 | $23M | 0.3% | 2025-Q1 stale |
| ALPS ADVISORS INC added | 619,058 | $17M | 0.2% | 2025-Q1 stale |
| WELLINGTON MANAGEMENT GROUP LLP new | 486,307 | $15M | 0.2% | 2025-Q3 stale |
| Horan Capital Advisors, LLC. added | 261,153 | $7M | 0.1% | 2025-Q1 stale |
| FORTE CAPITAL LLC /ADV trimmed | 248,496 | $7M | 0.1% | 2025-Q2 stale |
| Sebold Capital Management, Inc. added | 162,144 | $5M | 0.1% | 2025-Q2 stale |
| PrairieView Partners, LLC added | 100,341 | $3M | 0.0% | 2025-Q2 stale |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.