Who owns 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-Q2 13F filings (latest filed 2026-08-26). 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
The tracked-fund tape on FNDA is one-sided between 2026-Q1 and 2026-Q2: 119 added or opened and 35 trimmed or exited — on balance accumulating.
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 0.7% of its own reported 13F book, while the median holder sizes it at 0.5% of theirs — a 0.2pp 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 2026-Q1 and 2026-Q2, across 462 tracked filers holding FNDA, 227 increased or opened the position and 198 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 2026-Q1 and 2026-Q2 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 7
- Boulay Financial Advisors, LLC$102M
- Concurrent Investment Advisors, LLC$2M
- True North Advisors, LLC$893K
- Nuveen, LLC$744K
- RMG Wealth Management LLC$690K
- Providence First Trust Co$680K
Full exits 16
- FOSTER & MOTLEY INC$15M
- Opes Wealth Management LLC$10M
- EXENCIAL WEALTH ADVISORS, LLC$7M
- HighTower Advisors, LLC$5M
- Brightwater Advisory LLC$4M
- CITADEL ADVISORS LLC$2M
Largest adds
- Savant Capital, LLC$18M
- OSAIC HOLDINGS, INC.$17M
- WADDELL & ASSOCIATES, LLC$17M
- Steele Capital Management, Inc.$14M
- Prairiewood Capital, LLC$13M
- EP Wealth Advisors, LLC$12M
Largest trims
- CHARLES SCHWAB INVESTMENT MANAGEMENT INC$590M
- Clearstead Advisors, LLC$46M
- HORAN Wealth, LLC$8M
- Private Advisor Group, LLC$5M
- NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$5M
- McAdam, LLC$4M
Institutional holders
One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC trimmed | 137,214,468 | $5.2B | 76.3% | 2026-Q2 |
| WADDELL & ASSOCIATES, LLC added | 2,896,380 | $110M | 1.6% | 2026-Q2 |
| Boulay Financial Advisors, LLC new | 2,689,045 | $102M | 1.5% | 2026-Q2 |
| Steele Capital Management, Inc. added | 2,176,267 | $83M | 1.2% | 2026-Q2 |
| Prairiewood Capital, LLC added | 2,088,254 | $79M | 1.2% | 2026-Q2 |
| Clearstead Advisors, LLC trimmed | 1,971,498 | $75M | 1.1% | 2026-Q2 |
| UBS Group AG added | 1,495,260 | $57M | 0.8% | 2026-Q2 |
| VANTAGEPOINT INVESTMENT ADVISERS LLC | 1,444,411 | $55M | 0.8% | 2026-Q2 |
| MOLLER WEALTH PARTNERS trimmed | 1,229,114 | $47M | 0.7% | 2026-Q2 |
| Riverpoint Wealth Management Holdings, LLC added | 1,174,381 | $45M | 0.7% | 2026-Q2 |
| MORGAN STANLEY added | 1,132,677 | $43M | 0.6% | 2026-Q2 |
| Solitude Financial Services added | 1,046,847 | $40M | 0.6% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ added | 961,088 | $37M | 0.5% | 2026-Q2 |
| Ironwood Investment Counsel, LLC trimmed | 907,290 | $35M | 0.5% | 2026-Q2 |
| First Pacific Financial added | 885,996 | $34M | 0.5% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC trimmed | 803,306 | $31M | 0.4% | 2026-Q2 |
| AlphaCore Capital LLC trimmed | 800,230 | $30M | 0.4% | 2026-Q2 |
| Resonant Capital Advisors, LLC trimmed | 763,063 | $29M | 0.4% | 2026-Q2 |
| Savant Capital, LLC added | 732,553 | $26M | 0.4% | 2026-Q2 |
| Gemmer Asset Management LLC added | 656,112 | $25M | 0.4% | 2026-Q2 |
| Trilogy Capital Inc. added | 622,642 | $24M | 0.3% | 2026-Q2 |
| Wealth Forward, LLC added | 603,841 | $23M | 0.3% | 2026-Q2 |
| Seven Springs Wealth Group, LLC added | 598,617 | $23M | 0.3% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 558,855 | $21M | 0.3% | 2026-Q2 |
| Mariner, LLC added | 551,284 | $21M | 0.3% | 2026-Q2 |
| Cerity Partners LLC trimmed | 524,112 | $20M | 0.3% | 2026-Q2 |
| Creative Planning added | 485,593 | $18M | 0.3% | 2026-Q2 |
| MAI Capital Management added | 457,746 | $17M | 0.3% | 2026-Q2 |
| Bell Investment Advisors, Inc trimmed | 442,641 | $17M | 0.2% | 2026-Q2 |
| Charles Schwab Trust Co added | 431,168 | $16M | 0.2% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC added | 424,289 | $16M | 0.2% | 2026-Q2 |
| COLLECTIVE FAMILY OFFICE LLC added | 390,724 | $15M | 0.2% | 2026-Q2 |
| Shore Point Advisors, LLC added | 386,724 | $9M | 0.1% | 2026-Q2 |
| LPL Financial LLC trimmed | 367,791 | $14M | 0.2% | 2026-Q2 |
| Goldstone Financial Group, LLC trimmed | 359,618 | $14M | 0.2% | 2026-Q2 |
| EP Wealth Advisors, LLC added | 356,163 | $14M | 0.2% | 2026-Q2 |
| Grey Ledge Advisors, LLC added | 332,827 | $13M | 0.2% | 2026-Q2 |
| Sound Stewardship, LLC added | 321,406 | $12M | 0.2% | 2026-Q2 |
| Johnson Bixby & Associates, LLC added | 307,499 | $12M | 0.2% | 2026-Q2 |
| Waverly Advisors, LLC added | 298,409 | $11M | 0.2% | 2026-Q2 |
| HORAN Wealth, LLC trimmed | 289,037 | $11M | 0.2% | 2026-Q2 |
| Arlington Financial Advisors, LLC trimmed | 281,940 | $11M | 0.2% | 2026-Q2 |
| GREAT VALLEY ADVISOR GROUP, INC. trimmed | 277,675 | $11M | 0.2% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO trimmed | 270,185 | $10M | 0.2% | 2026-Q2 |
| Accredited Investors Inc. trimmed | 266,452 | $10M | 0.1% | 2026-Q2 |
| Cetera Investment Advisers added | 238,430 | $9M | 0.1% | 2026-Q2 |
| Wealthspire Retirement, LLC trimmed | 220,136 | $8M | 0.1% | 2026-Q2 |
| Focus Partners Wealth added | 215,745 | $8M | 0.1% | 2026-Q2 |
| Pasadena Private Wealth, LLC added | 212,362 | $8M | 0.1% | 2026-Q2 |
| Your Advocates Ltd., LLP trimmed | 207,650 | $8M | 0.1% | 2026-Q2 |
| AQR CAPITAL MANAGEMENT LLC added | 200,581 | $8M | 0.1% | 2026-Q2 |
| RESTON WEALTH MANAGEMENT LLC added | 195,627 | $7M | 0.1% | 2026-Q2 |
| Marble Wealth, LLC trimmed | 185,554 | $7M | 0.1% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 180,275 | $7M | 0.1% | 2026-Q2 |
| Cresset Asset Management, LLC added | 176,941 | $7M | 0.1% | 2026-Q2 |
| CABOT WEALTH MANAGEMENT INC added | 175,158 | $7M | 0.1% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 173,342 | $7M | 0.1% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 169,974 | $6M | 0.1% | 2026-Q2 |
| MERCER GLOBAL ADVISORS INC /ADV added | 166,945 | $6M | 0.1% | 2026-Q2 |
| Kathmere Capital Management, LLC trimmed | 155,475 | $6M | 0.1% | 2026-Q2 |
| FMR LLC added | 151,447 | $6M | 0.1% | 2026-Q2 |
| Northland Capital Management LLC added | 144,466 | $5M | 0.1% | 2026-Q2 |
| Founders Capital Management added | 140,492 | $5M | 0.1% | 2026-Q2 |
| Roof Eidam Maycock Peralta, LLC trimmed | 139,396 | $5M | 0.1% | 2026-Q2 |
| Capital Advantage, Inc. added | 138,467 | $5M | 0.1% | 2026-Q2 |
| KRM WEALTH MANAGEMENT L.L.C. added | 134,251 | $5M | 0.1% | 2026-Q2 |
| INTEGRITY ALLIANCE, LLC. added | 131,940 | $5M | 0.1% | 2026-Q2 |
| Quantinno Capital Management LP trimmed | 127,354 | $5M | 0.1% | 2026-Q2 |
| Manske Wealth Management trimmed | 125,370 | $5M | 0.1% | 2026-Q2 |
| Texas Yale Capital Corp. | 122,200 | $5M | 0.1% | 2026-Q2 |
| Womack Financial LLC trimmed | 120,674 | $5M | 0.1% | 2026-Q2 |
| Waterfront Wealth Inc. added | 120,560 | $5M | 0.1% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 113,211 | $4M | 0.1% | 2026-Q2 |
| Traub Capital Management LLC added | 106,753 | $4M | 0.1% | 2026-Q2 |
| Sowell Financial Services LLC trimmed | 104,966 | $4M | 0.1% | 2026-Q2 |
| Verum Partners LLC trimmed | 99,237 | $4M | 0.1% | 2026-Q2 |
| CAPTRUST FINANCIAL ADVISORS trimmed | 97,454 | $4M | 0.1% | 2026-Q2 |
| 10Elms LLP added | 96,609 | $4M | 0.1% | 2026-Q2 |
| IFP Advisors, Inc added | 95,067 | $4M | 0.1% | 2026-Q2 |
| MATHER GROUP, LLC. added | 93,623 | $4M | 0.1% | 2026-Q2 |
| HHM Wealth Advisors, LLC added | 93,414 | $4M | 0.1% | 2026-Q2 |
| Corient Private Wealth LP trimmed | 90,162 | $3M | 0.1% | 2026-Q2 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added | 89,617 | $3M | 0.0% | 2026-Q2 |
| Asset Allocation Strategies LLC added | 87,059 | $3M | 0.0% | 2026-Q2 |
| Breakwater Capital Group added | 86,975 | $3M | 0.0% | 2026-Q2 |
| Lido Advisors, LLC added | 84,899 | $3M | 0.0% | 2026-Q2 |
| Farther Finance Advisors, LLC added | 83,154 | $3M | 0.0% | 2026-Q2 |
| Focus Partners Advisor Solutions, LLC trimmed | 82,702 | $3M | 0.0% | 2026-Q2 |
| Winter & Associates, Inc. trimmed | 81,709 | $3M | 0.0% | 2026-Q2 |
| Apollon Wealth Management, LLC added | 81,681 | $3M | 0.0% | 2026-Q2 |
| CUTLER INVESTMENT COUNSEL LLC added | 81,394 | $3M | 0.0% | 2026-Q2 |
| Argos Wealth Advisors, LLC added | 80,417 | $3M | 0.0% | 2026-Q2 |
| QRG CAPITAL MANAGEMENT, INC. trimmed | 79,561 | $3M | 0.0% | 2026-Q2 |
| Yoder Wealth Management, Inc. trimmed | 76,504 | $3M | 0.0% | 2026-Q2 |
| Alpha Omega Wealth Management LLC added | 69,670 | $3M | 0.0% | 2026-Q2 |
| MERIDIAN INVESTMENT COUNSEL INC. trimmed | 69,487 | $3M | 0.0% | 2026-Q2 |
| EQ WEALTH ADVISORS, LLC trimmed | 69,451 | $3M | 0.0% | 2026-Q2 |
| SIGNAL TREE FINANCIAL PARTNERS LLC added | 68,812 | $3M | 0.0% | 2026-Q2 |
| Kelman-Lazarov, Inc. trimmed | 67,948 | $3M | 0.0% | 2026-Q2 |
| Sanctuary Advisors, LLC added | 67,824 | $3M | 0.0% | 2026-Q2 |
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.