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Institutional Ownership · SEC Form 13F

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.

467
Institutional holders
226,706,844
Shares held (tracked funds)

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).

FundSharesReported value% of valueQuarter
CHARLES SCHWAB INVESTMENT MANAGEMENT INC trimmed179,241,792$5.8B79.7%2026-Q1
Clearstead Advisors, LLC added3,742,921$121M1.7%2026-Q1
WADDELL & ASSOCIATES, LLC added2,887,094$94M1.3%2026-Q1
Steele Capital Management, Inc. added2,107,699$68M0.9%2026-Q1
Prairiewood Capital, LLC added2,053,795$67M0.9%2026-Q1
UBS Group AG added1,478,275$48M0.7%2026-Q1
VANTAGEPOINT INVESTMENT ADVISERS LLC trimmed1,444,411$47M0.6%2026-Q1
MOLLER WEALTH PARTNERS added1,266,030$41M0.6%2026-Q1
Riverpoint Wealth Management Holdings, LLC added1,157,772$38M0.5%2026-Q1
MORGAN STANLEY trimmed1,129,600$37M0.5%2026-Q1
Solitude Financial Services added1,029,893$36M0.5%2026-Q1
Ironwood Investment Counsel, LLC trimmed940,337$30M0.4%2026-Q1
AMERIPRISE FINANCIAL INC trimmed918,127$30M0.4%2026-Q1
BANK OF AMERICA CORP /DE/ added900,070$29M0.4%2026-Q1
First Pacific Financial trimmed879,957$29M0.4%2026-Q1
AlphaCore Capital LLC trimmed818,424$27M0.4%2026-Q1
Resonant Capital Advisors, LLC trimmed771,733$25M0.3%2026-Q1
Gemmer Asset Management LLC added646,904$21M0.3%2026-Q1
Trilogy Capital Inc. trimmed620,689$20M0.3%2026-Q1
Wealth Forward, LLC added592,207$19M0.3%2026-Q1
HORAN Wealth, LLC added577,082$19M0.3%2026-Q1
Seven Springs Wealth Group, LLC added571,702$19M0.3%2026-Q1
Cerity Partners LLC added542,589$18M0.2%2026-Q1
Mariner, LLC trimmed513,981$17M0.2%2026-Q1
FOSTER & MOTLEY INC trimmed471,947$15M0.2%2026-Q1
LPL Financial LLC added470,342$15M0.2%2026-Q1
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added459,662$15M0.2%2026-Q1
Bell Investment Advisors, Inc trimmed447,402$15M0.2%2026-Q1
Goldstone Financial Group, LLC trimmed442,767$14M0.2%2026-Q1
Creative Planning added439,362$14M0.2%2026-Q1
MAI Capital Management added431,797$14M0.2%2026-Q1
Charles Schwab Trust Co added424,509$14M0.2%2026-Q1
COLLECTIVE FAMILY OFFICE LLC added374,608$12M0.2%2026-Q1
Grey Ledge Advisors, LLC trimmed328,713$11M0.1%2026-Q1
Sound Stewardship, LLC added313,018$10M0.1%2026-Q1
Opes Wealth Management LLC trimmed304,740$10M0.1%2026-Q1
Johnson Bixby & Associates, LLC added298,854$10M0.1%2026-Q1
Waverly Advisors, LLC added290,785$9M0.1%2026-Q1
Arlington Financial Advisors, LLC trimmed284,663$9M0.1%2026-Q1
Accredited Investors Inc. trimmed283,533$9M0.1%2026-Q1
GREAT VALLEY ADVISOR GROUP, INC. added283,295$9M0.1%2026-Q1
Savant Capital, LLC trimmed266,101$9M0.1%2026-Q1
Shore Point Advisors, LLC trimmed358,560$7M0.1%2026-Q1
Wealthspire Retirement, LLC trimmed221,692$7M0.1%2026-Q1
Cetera Investment Advisers added220,032$7M0.1%2026-Q1
Pasadena Private Wealth, LLC trimmed211,419$7M0.1%2026-Q1
Your Advocates Ltd., LLP added210,457$7M0.1%2026-Q1
EXENCIAL WEALTH ADVISORS, LLC trimmed204,729$7M0.1%2026-Q1
Focus Partners Wealth added199,652$7M0.1%2026-Q1
RESTON WEALTH MANAGEMENT LLC added191,074$6M0.1%2026-Q1
Marble Wealth, LLC trimmed186,353$6M0.1%2026-Q1
GOLDMAN SACHS GROUP INC added183,468$6M0.1%2026-Q1
McAdam, LLC trimmed183,022$6M0.1%2026-Q1
CABOT WEALTH MANAGEMENT INC added174,536$6M0.1%2026-Q1
Private Advisor Group, LLC added171,605$6M0.1%2026-Q1
Focus Partners Advisor Solutions, LLC trimmed170,044$6M0.1%2026-Q1
Winter & Associates, Inc. trimmed161,515$5M0.1%2026-Q1
Kathmere Capital Management, LLC trimmed161,759$5M0.1%2026-Q1
RAYMOND JAMES FINANCIAL INC added159,219$5M0.1%2026-Q1
HighTower Advisors, LLC trimmed155,149$5M0.1%2026-Q1
COMMONWEALTH EQUITY SERVICES, LLC trimmed151,821$5M0.1%2026-Q1
MERCER GLOBAL ADVISORS INC /ADV added150,823$5M0.1%2026-Q1
JPMORGAN CHASE & CO added149,033$5M0.1%2026-Q1
AQR CAPITAL MANAGEMENT LLC added144,438$5M0.1%2026-Q1
FMR LLC added142,823$5M0.1%2026-Q1
ROYAL BANK OF CANADA added141,749$5M0.1%2026-Q1
Northland Capital Management LLC trimmed141,447$5M0.1%2026-Q1
Roof Eidam Maycock Peralta, LLC trimmed139,479$5M0.1%2026-Q1
Founders Capital Management added139,010$5M0.1%2026-Q1
Brightwater Advisory LLC trimmed132,878$4M0.1%2026-Q1
Capital Advantage, Inc. added131,739$4M0.1%2026-Q1
Cresset Asset Management, LLC trimmed130,035$4M0.1%2026-Q1
Quantinno Capital Management LP added129,807$4M0.1%2026-Q1
INTEGRITY ALLIANCE, LLC. added129,344$4M0.1%2026-Q1
Manske Wealth Management trimmed127,565$4M0.1%2026-Q1
Hilltop Partners LLC trimmed122,841$4M0.1%2026-Q1
Texas Yale Capital Corp.122,200$4M0.1%2026-Q1
KRM WEALTH MANAGEMENT L.L.C. added121,416$4M0.1%2026-Q1
Womack Financial LLC added121,290$4M0.1%2026-Q1
OSAIC HOLDINGS, INC. trimmed117,114$4M0.1%2026-Q1
Waterfront Wealth Inc. added113,071$4M0.1%2026-Q1
Sowell Financial Services LLC trimmed107,308$3M0.0%2026-Q1
Traub Capital Management LLC added105,388$3M0.0%2026-Q1
Verum Partners LLC trimmed103,188$3M0.0%2026-Q1
CAPTRUST FINANCIAL ADVISORS trimmed102,098$3M0.0%2026-Q1
Corient Private Wealth LLC trimmed99,061$3M0.0%2026-Q1
MATHER GROUP, LLC.93,489$3M0.0%2026-Q1
HHM Wealth Advisors, LLC trimmed93,365$3M0.0%2026-Q1
Addison Advisors LLC trimmed88,639$3M0.0%2026-Q1
Asset Allocation Strategies LLC added86,235$3M0.0%2026-Q1
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed84,423$3M0.0%2026-Q1
Breakwater Capital Group added81,891$3M0.0%2026-Q1
Clarius Group, LLC trimmed1,889,725$60M0.8%2025-Q4 stale
Callan Capital, LLC added830,053$23M0.3%2025-Q1 stale
ALPS ADVISORS INC added619,058$17M0.2%2025-Q1 stale
WELLINGTON MANAGEMENT GROUP LLP new486,307$15M0.2%2025-Q3 stale
Horan Capital Advisors, LLC. added261,153$7M0.1%2025-Q1 stale
FORTE CAPITAL LLC /ADV trimmed248,496$7M0.1%2025-Q2 stale
Sebold Capital Management, Inc. added162,144$5M0.1%2025-Q2 stale
PrairieView Partners, LLC added100,341$3M0.0%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.

HoldersTotal shares

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.

Learn how to read institutional ownership