Who owns FNDB?
Schwab Fundamental U.S. Broad Market ETF · Schwab
172 institutions reported holding FNDB, worth $407.7M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of FNDB
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Cambridge Investment Research Advisors, Inc. | Fairfield, IA | $37.3M | 1,223,462 | +736,024 shares |
| AlphaCore Capital LLC | La Jolla, CA | $36.6M | 1,202,429 | −26,868 shares |
| Financial Consulate, Inc. | Hunt Valley, MD | $32.8M | 1,078,457 | +38,917 shares |
| EP Wealth Advisors, LLC | Torrance, CA | $22.5M | 739,826 | +728,005 shares |
| Sound Stewardship, LLC | Overland Park, KS | $19.8M | 649,548 | +9,111 shares |
| HighTower Advisors, LLC | Chicago, IL | $16.7M | 548,150 | −105,911 shares |
| Bank of America Corp. | Charlotte, NC | $14.5M | 477,418 | +42,608 shares |
| Morgan Stanley | New York, NY | $13.2M | 434,811 | −4,747 shares |
| Raymond James Financial Inc. | St. Petersburg, FL | $9.3M | 305,564 | +4,562 shares |
| Envestnet Asset Management Inc. | Berwyn, PA | $9.0M | 296,599 | +18,829 shares |
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
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Frequently asked questions
Who owns FNDB?
172 institutional managers reported holding FNDB in Form 13F filings for June 30, 2026, worth $407.7M in total. The largest reported position was held by Cambridge Investment Research Advisors, Inc., at $37.3M.
Did institutions buy or sell FNDB last quarter?
Reported 13F value rose 31.8% from March 31, 2026, which includes price moves as well as buying and selling. 21 firms reported a new position and 13 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is FNDB ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.