On this page, we present all of the funds holding FNDA from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding FNDA, with a link to that fund's top holdings. The next columns indicate the amount of FNDA stock held by each of the funds holding FNDA, followed by the FNDA position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 355 funds holding FNDA within the last two filing periods in our coverage universe of 13F filers, with the largest position size having been reported by Charles Schwab Investment Advisory Inc.. For more details on the positions held by Charles Schwab Investment Advisory Inc. (or by any of the other funds holding FNDA), click the fund name in the "Holder" column of the funds-holding-FNDA table below.
Holder | Amount | Position Size ($ in 1000's) | As of |
---|---|---|---|
Charles Schwab Investment Advisory Inc. | 93,544,825 | $5,177,706 | 12/31/2023 |
FNDA | 93,544,825 | $5,177,706 | 12/31/2023 |
Waddell & Associates LLC | 1,250,165 | $69,202 | 12/31/2023 |
FNDA | 1,250,165 | $69,202 | 12/31/2023 |
Clarius Group LLC | 1,065,882 | $60,787 | 03/31/2024 |
FNDA | 1,065,882 | $60,787 | 03/31/2024 |
Steele Capital Management Inc. | 942,090 | $53,727 | 03/31/2024 |
FNDA | 942,090 | $53,727 | 03/31/2024 |
Morgan Stanley | 887,350 | $49,115 | 12/31/2023 |
FNDA | 887,350 | $49,115 | 12/31/2023 |
Ameriprise Financial Inc. | 796,465 | $44,108 | 12/31/2023 |
FNDA | 796,465 | $44,108 | 12/31/2023 |
Trilogy Capital Inc. | 601,059 | $34,278 | 03/31/2024 |
FNDA | 601,059 | $34,278 | 03/31/2024 |
Moller Financial Services | 527,457 | $30,081 | 03/31/2024 |
FNDA | 527,457 | $30,081 | 03/31/2024 |
Prairiewood Capital LLC | 543,207 | $30,067 | 12/31/2023 |
FNDA | 543,207 | $30,067 | 12/31/2023 |
Solitude Financial Services | 513,429 | $29,281 | 03/31/2024 |
FNDA | 513,429 | $29,281 | 03/31/2024 |
Riverpoint Wealth Management Holdings LLC | 516,118 | $28,567 | 12/31/2023 |
FNDA | 516,118 | $28,567 | 12/31/2023 |
First Pacific Financial | 405,280 | $23,113 | 03/31/2024 |
FNDA | 405,280 | $23,113 | 03/31/2024 |
UBS Group AG | 392,324 | $21,715 | 12/31/2023 |
FNDA | 392,324 | $21,715 | 12/31/2023 |
Resonant Capital Advisors LLC | 380,206 | $21,044 | 12/31/2023 |
FNDA | 380,206 | $21,044 | 12/31/2023 |
Bell Investment Advisors Inc | 370,348 | $20,499 | 12/31/2023 |
FNDA | 370,348 | $20,499 | 12/31/2023 |
JJJ Advisors Inc. | 340,858 | $19,439 | 03/31/2024 |
FNDA | 340,858 | $19,439 | 03/31/2024 |
Callan Capital LLC | 348,223 | $19,274 | 12/31/2023 |
FNDA | 348,223 | $19,274 | 12/31/2023 |
Kathmere Capital Management LLC | 302,909 | $17,275 | 03/31/2024 |
FNDA | 302,909 | $17,275 | 03/31/2024 |
Lincoln National Corp | 307,925 | $17,044 | 12/31/2023 |
FNDA | 307,925 | $17,044 | 12/31/2023 |
Wealth Forward LLC | 289,122 | $16,003 | 12/31/2023 |
FNDA | 289,122 | $16,003 | 12/31/2023 |
Gemmer Asset Management LLC | 264,819 | $15,103 | 03/31/2024 |
FNDA | 264,819 | $15,103 | 03/31/2024 |
Pasadena Private Wealth LLC | 262,418 | $14,966 | 03/31/2024 |
FNDA | 262,418 | $14,966 | 03/31/2024 |
Foster & Motley Inc. | 248,414 | $14,167 | 03/31/2024 |
FNDA | 248,414 | $14,167 | 03/31/2024 |
Accredited Investors Inc. | 242,779 | $13,438 | 12/31/2023 |
FNDA | 242,779 | $13,438 | 12/31/2023 |
Hilltop Partners LLC | 224,023 | $12,400 | 12/31/2023 |
FNDA | 224,023 | $12,400 | 12/31/2023 |
Ironwood Investment Counsel LLC | 196,854 | $10,896 | 12/31/2023 |
FNDA | 196,854 | $10,896 | 12/31/2023 |
Bank of America Corp DE | 196,291 | $10,865 | 12/31/2023 |
FNDA | 196,291 | $10,865 | 12/31/2023 |
Charles Schwab Trust Co | 168,533 | $9,611 | 03/31/2024 |
FNDA | 168,533 | $9,611 | 03/31/2024 |
Johnson Bixby & Associates LLC | 166,072 | $9,471 | 03/31/2024 |
FNDA | 166,072 | $9,471 | 03/31/2024 |
McAdam LLC | 165,221 | $9,423 | 03/31/2024 |
FNDA | 165,221 | $9,423 | 03/31/2024 |
Sailer Financial LLC | 168,236 | $9,312 | 12/31/2023 |
FNDA | 168,236 | $9,312 | 12/31/2023 |
Savant Capital LLC | 157,473 | $8,716 | 12/31/2023 |
FNDA | 157,473 | $8,716 | 12/31/2023 |
Arlington Financial Advisors LLC | 152,704 | $8,709 | 03/31/2024 |
FNDA | 152,704 | $8,709 | 03/31/2024 |
Collective Family Office LLC | 147,963 | $8,438 | 03/31/2024 |
FNDA | 147,963 | $8,438 | 03/31/2024 |
Shore Point Advisors LLC | 152,081 | $8,418 | 12/31/2023 |
FNDA | 152,081 | $8,418 | 12/31/2023 |
Sound Stewardship LLC | 127,524 | $7,058 | 12/31/2023 |
FNDA | 127,524 | $7,058 | 12/31/2023 |
Mariner LLC | 126,249 | $6,988 | 12/31/2023 |
FNDA | 126,249 | $6,988 | 12/31/2023 |
Cerity Partners LLC | 125,811 | $6,963 | 12/31/2023 |
FNDA | 125,811 | $6,963 | 12/31/2023 |
Exencial Wealth Advisors LLC | 118,234 | $6,544 | 12/31/2023 |
FNDA | 118,234 | $6,544 | 12/31/2023 |
Horan Capital Advisors LLC. | 115,051 | $6,368 | 12/31/2023 |
FNDA | 115,051 | $6,368 | 12/31/2023 |
Creative Planning | 114,841 | $6,356 | 12/31/2023 |
FNDA | 114,841 | $6,356 | 12/31/2023 |
Commonwealth Equity Services LLC | 114,587 | $6,342 | 12/31/2023 |
FNDA | 114,587 | $6,342 | 12/31/2023 |
Opes Wealth Management LLC | 112,717 | $6,239 | 12/31/2023 |
FNDA | 112,717 | $6,239 | 12/31/2023 |
Rainsberger Wealth Advisors Inc. | 108,870 | $6,026 | 12/31/2023 |
FNDA | 108,870 | $6,026 | 12/31/2023 |
Verum Partners LLC | 103,381 | $5,896 | 03/31/2024 |
FNDA | 103,381 | $5,896 | 03/31/2024 |
Wealth Enhancement Advisory Services LLC | 102,636 | $5,853 | 03/31/2024 |
FNDA | 102,636 | $5,853 | 03/31/2024 |
Cresset Asset Management LLC | 105,711 | $5,851 | 12/31/2023 |
FNDA | 105,711 | $5,851 | 12/31/2023 |
Private Advisor Group LLC | 104,859 | $5,804 | 12/31/2023 |
FNDA | 104,859 | $5,804 | 12/31/2023 |
LPL Financial LLC | 97,127 | $5,376 | 12/31/2023 |
FNDA | 97,127 | $5,376 | 12/31/2023 |
Dechtman Wealth Management LLC | 93,522 | $5,334 | 03/31/2024 |
FNDA | 93,522 | $5,334 | 03/31/2024 |
Raub Brock Capital Management LP | 90,565 | $5,165 | 03/31/2024 |
FNDA | 90,565 | $5,165 | 03/31/2024 |
Your Advocates Ltd. LLP | 92,369 | $5,113 | 12/31/2023 |
FNDA | 92,369 | $5,113 | 12/31/2023 |
Forte Capital LLC ADV | 91,672 | $5,074 | 12/31/2023 |
FNDA | 91,672 | $5,074 | 12/31/2023 |
HighTower Advisors LLC | 84,241 | $4,669 | 12/31/2023 |
FNDA | 84,241 | $4,669 | 12/31/2023 |
Cabot Wealth Management Inc. | 82,112 | $4,545 | 12/31/2023 |
FNDA | 82,112 | $4,545 | 12/31/2023 |
Austin Wealth Management LLC | 80,216 | $4,401 | 12/31/2023 |
FNDA | 80,216 | $4,401 | 12/31/2023 |
Northwestern Mutual Wealth Management Co. | 78,308 | $4,334 | 12/31/2023 |
FNDA | 78,308 | $4,334 | 12/31/2023 |
Stifel Financial Corp | 78,101 | $4,323 | 12/31/2023 |
FNDA | 78,101 | $4,323 | 12/31/2023 |
Royal Bank of Canada | 76,539 | $4,237 | 12/31/2023 |
FNDA | 76,539 | $4,237 | 12/31/2023 |
Sebold Capital Management Inc. | 71,397 | $4,072 | 03/31/2024 |
FNDA | 71,397 | $4,072 | 03/31/2024 |
GSB Wealth Management LLC | 71,830 | $3,976 | 12/31/2023 |
FNDA | 71,830 | $3,976 | 12/31/2023 |
Two Sigma Investments LP | 66,400 | $3,675 | 12/31/2023 |
FNDA | 66,400 | $3,675 | 12/31/2023 |
Texas Yale Capital Corp. | 61,100 | $3,382 | 12/31/2023 |
FNDA | 61,100 | $3,382 | 12/31/2023 |
Roof Eidam & Maycock ADV | 60,440 | $3,345 | 12/31/2023 |
FNDA | 60,440 | $3,345 | 12/31/2023 |
National Asset Management Inc. | 56,871 | $3,148 | 12/31/2023 |
FNDA | 56,871 | $3,148 | 12/31/2023 |
ProVise Management Group LLC | 55,095 | $3,050 | 12/31/2023 |
FNDA | 55,095 | $3,050 | 12/31/2023 |
Susquehanna International Group LLP | 52,764 | $2,920 | 12/31/2023 |
FNDA | 52,764 | $2,920 | 12/31/2023 |
Orion Portfolio Solutions LLC | 53,230 | $2,883 | 12/31/2023 |
FNDA | 53,230 | $2,883 | 12/31/2023 |
Sowell Financial Services LLC | 51,872 | $2,871 | 12/31/2023 |
FNDA | 51,872 | $2,871 | 12/31/2023 |
PrairieView Partners LLC | 49,076 | $2,716 | 12/31/2023 |
FNDA | 49,076 | $2,716 | 12/31/2023 |
Addison Advisors LLC | 48,581 | $2,689 | 12/31/2023 |
FNDA | 48,581 | $2,689 | 12/31/2023 |
Northland Capital Management LLC | 46,534 | $2,654 | 03/31/2024 |
FNDA | 46,534 | $2,654 | 03/31/2024 |
Mather Group LLC. | 46,935 | $2,598 | 03/31/2024 |
FNDA | 46,935 | $2,598 | 03/31/2024 |
Captrust Financial Advisors | 44,600 | $2,469 | 12/31/2023 |
FNDA | 44,600 | $2,469 | 12/31/2023 |
Mercer Global Advisors Inc. ADV | 43,400 | $2,402 | 12/31/2023 |
FNDA | 43,400 | $2,402 | 12/31/2023 |
HHM Wealth Advisors LLC | 43,123 | $2,387 | 12/31/2023 |
FNDA | 43,123 | $2,387 | 12/31/2023 |
SageView Advisory Group LLC | 40,849 | $2,225 | 12/31/2023 |
FNDA | 40,849 | $2,225 | 12/31/2023 |
Yoder Wealth Management Inc. | 38,881 | $2,217 | 03/31/2024 |
FNDA | 38,881 | $2,217 | 03/31/2024 |
Apollon Wealth Management LLC | 36,111 | $1,999 | 12/31/2023 |
FNDA | 36,111 | $1,999 | 12/31/2023 |
JPMorgan Chase & Co. | 36,067 | $1,996 | 12/31/2023 |
FNDA | 36,067 | $1,996 | 12/31/2023 |
Buckingham Strategic Partners | 35,806 | $1,982 | 12/31/2023 |
FNDA | 35,806 | $1,982 | 12/31/2023 |
Betterment LLC | 35,052 | $1,940 | 12/31/2023 |
FNDA | 35,052 | $1,940 | 12/31/2023 |
Cambridge Investment Research Advisors Inc. | 33,910 | $1,934 | 03/31/2024 |
FNDA | 33,910 | $1,934 | 03/31/2024 |
Raymond James Financial Services Advisors Inc. | 32,339 | $1,844 | 03/31/2024 |
FNDA | 32,339 | $1,844 | 03/31/2024 |
Baird Financial Group Inc. | 33,074 | $1,831 | 12/31/2023 |
FNDA | 33,074 | $1,831 | 12/31/2023 |
Kelman Lazarov Inc. | 32,252 | $1,785 | 12/31/2023 |
FNDA | 32,252 | $1,785 | 12/31/2023 |
Thrivent Financial for Lutherans | 31,553 | $1,747 | 12/31/2023 |
FNDA | 31,553 | $1,747 | 12/31/2023 |
Buckingham Strategic Wealth LLC | 30,946 | $1,713 | 12/31/2023 |
FNDA | 30,946 | $1,713 | 12/31/2023 |
Lakewood Asset Management LLC | 29,999 | $1,711 | 03/31/2024 |
FNDA | 29,999 | $1,711 | 03/31/2024 |
Waterfront Wealth Inc. | 30,192 | $1,671 | 12/31/2023 |
FNDA | 30,192 | $1,671 | 12/31/2023 |
Envestnet Asset Management Inc. | 28,658 | $1,586 | 12/31/2023 |
FNDA | 28,658 | $1,586 | 12/31/2023 |
Cutler Investment Counsel LLC | 28,543 | $1,580 | 12/31/2023 |
FNDA | 28,543 | $1,580 | 12/31/2023 |
Reston Wealth Management LLC | 28,089 | $1,555 | 12/31/2023 |
FNDA | 28,089 | $1,555 | 12/31/2023 |
Vicus Capital | 27,070 | $1,544 | 03/31/2024 |
FNDA | 27,070 | $1,544 | 03/31/2024 |
Asset Dedication LLC | 26,748 | $1,524 | 03/31/2024 |
FNDA | 26,748 | $1,524 | 03/31/2024 |
Horizon Investment Services LLC | 27,476 | $1,521 | 12/31/2023 |
FNDA | 27,476 | $1,521 | 12/31/2023 |
Cambridge Advisors Inc. | 25,347 | $1,446 | 03/31/2024 |
FNDA | 25,347 | $1,446 | 03/31/2024 |
Leavell Investment Management Inc. | 25,282 | $1,442 | 03/31/2024 |
FNDA | 25,282 | $1,442 | 03/31/2024 |
Alpha Omega Wealth Management LLC | 24,724 | $1,410 | 03/31/2024 |
FNDA | 24,724 | $1,410 | 03/31/2024 |
AE Wealth Management LLC | 25,405 | $1,376 | 12/31/2023 |
FNDA | 25,405 | $1,376 | 12/31/2023 |
Kaizen Financial Strategies | 24,653 | $1,365 | 12/31/2023 |
FNDA | 24,653 | $1,365 | 12/31/2023 |
True North Advisors LLC | 23,603 | $1,346 | 03/31/2024 |
FNDA | 23,603 | $1,346 | 03/31/2024 |
Cetera Advisors LLC | 24,071 | $1,332 | 12/31/2023 |
FNDA | 24,071 | $1,332 | 12/31/2023 |
Signature Estate & Investment Advisors LLC | 23,512 | $1,301 | 12/31/2023 |
FNDA | 23,512 | $1,301 | 12/31/2023 |
Advisor Group Holdings Inc. | 23,122 | $1,280 | 12/31/2023 |
FNDA | 23,122 | $1,280 | 12/31/2023 |
Redhawk Wealth Advisors Inc. | 22,997 | $1,273 | 12/31/2023 |
FNDA | 22,997 | $1,273 | 12/31/2023 |
Sequoia Financial Advisors LLC | 21,990 | $1,217 | 12/31/2023 |
FNDA | 21,990 | $1,217 | 12/31/2023 |
Austin Private Wealth LLC | 21,510 | $1,202 | 03/31/2024 |
FNDA | 21,510 | $1,202 | 03/31/2024 |
WMS Partners LLC | 20,967 | $1,161 | 12/31/2023 |
FNDA | 20,967 | $1,161 | 12/31/2023 |
Main Street Financial Solutions LLC | 19,563 | $1,116 | 03/31/2024 |
FNDA | 19,563 | $1,116 | 03/31/2024 |
CI Private Wealth LLC | 19,838 | $1,098 | 12/31/2023 |
FNDA | 19,838 | $1,098 | 12/31/2023 |
Garrett Investment Advisors LLC | 18,773 | $1,071 | 03/31/2024 |
FNDA | 18,773 | $1,071 | 03/31/2024 |
Empirical Financial Services LLC d.b.a. Empirical Wealth Management | 19,230 | $1,064 | 12/31/2023 |
FNDA | 19,230 | $1,064 | 12/31/2023 |
Howard Financial Services LTD. | 18,124 | $1,034 | 03/31/2024 |
FNDA | 18,124 | $1,034 | 03/31/2024 |
FMR LLC | 18,583 | $1,029 | 12/31/2023 |
FNDA | 18,583 | $1,029 | 12/31/2023 |
Brookstone Capital Management | 17,918 | $1,022 | 03/31/2024 |
FNDA | 17,918 | $1,022 | 03/31/2024 |
Atria Investments LLC | 18,159 | $1,005 | 12/31/2023 |
FNDA | 18,159 | $1,005 | 12/31/2023 |
New Millennium Group LLC | 17,855 | $988 | 12/31/2023 |
FNDA | 17,855 | $988 | 12/31/2023 |
Washington Trust Advisors Inc. | 17,653 | $977 | 12/31/2023 |
FNDA | 17,653 | $977 | 12/31/2023 |
Cedar Point Capital Partners LLC | 17,548 | $971 | 12/31/2023 |
FNDA | 17,548 | $971 | 12/31/2023 |
Journey Advisory Group LLC | 17,291 | $957 | 12/31/2023 |
FNDA | 17,291 | $957 | 12/31/2023 |
Kestra Advisory Services LLC | 17,192 | $952 | 12/31/2023 |
FNDA | 17,192 | $952 | 12/31/2023 |
DDD Partners LLC | 16,336 | $904 | 12/31/2023 |
FNDA | 16,336 | $904 | 12/31/2023 |
Axxcess Wealth Management LLC | 16,098 | $891 | 12/31/2023 |
FNDA | 16,098 | $891 | 12/31/2023 |
Red Mountain Financial LLC | 16,078 | $890 | 12/31/2023 |
FNDA | 16,078 | $890 | 12/31/2023 |
Thoroughbred Financial Services LLC | 15,958 | $883 | 12/31/2023 |
FNDA | 15,958 | $883 | 12/31/2023 |
CVA Family Office LLC | 15,178 | $866 | 03/31/2024 |
FNDA | 15,178 | $866 | 03/31/2024 |
Townsend Asset Management Corp NC ADV | 15,110 | $836 | 12/31/2023 |
FNDA | 15,110 | $836 | 12/31/2023 |
Cahill Financial Advisors Inc. | 14,613 | $809 | 12/31/2023 |
FNDA | 14,613 | $809 | 12/31/2023 |
RFG Advisory LLC | 14,079 | $803 | 03/31/2024 |
FNDA | 14,079 | $803 | 03/31/2024 |
Farther Finance Advisors LLC | 14,475 | $801 | 12/31/2023 |
FNDA | 14,475 | $801 | 12/31/2023 |
Lbmc Investment Advisors LLC | 13,326 | $760 | 03/31/2024 |
FNDA | 13,326 | $760 | 03/31/2024 |
Dorsey & Whitney Trust CO LLC | 13,731 | $760 | 12/31/2023 |
FNDA | 13,731 | $760 | 12/31/2023 |
Nalls Sherbakoff Group LLC | 12,827 | $710 | 12/31/2023 |
FNDA | 12,827 | $710 | 12/31/2023 |
Jackson Creek Investment Advisors LLC | 12,220 | $676 | 12/31/2023 |
FNDA | 12,220 | $676 | 12/31/2023 |
Pennsylvania Capital Management Inc. ADV | 11,968 | $662 | 12/31/2023 |
FNDA | 11,968 | $662 | 12/31/2023 |
SILVER OAK SECURITIES Inc | 11,619 | $643 | 12/31/2023 |
FNDA | 11,619 | $643 | 12/31/2023 |
IFP Advisors Inc | 11,582 | $641 | 12/31/2023 |
FNDA | 11,582 | $641 | 12/31/2023 |
Focus Financial Network Inc. ADV | 11,557 | $640 | 12/31/2023 |
FNDA | 11,557 | $640 | 12/31/2023 |
AdvisorNet Financial Inc | 11,145 | $636 | 03/31/2024 |
FNDA | 11,145 | $636 | 03/31/2024 |
Tandem Capital Management Corp ADV | 11,225 | $621 | 12/31/2023 |
FNDA | 11,225 | $621 | 12/31/2023 |
Aspire Wealth Management Corp | 11,132 | $616 | 12/31/2023 |
FNDA | 11,132 | $616 | 12/31/2023 |
EP Wealth Advisors LLC | 11,111 | $615 | 12/31/2023 |
FNDA | 11,111 | $615 | 12/31/2023 |
Wade G W & Inc. | 11,092 | $614 | 12/31/2023 |
FNDA | 11,092 | $614 | 12/31/2023 |
Beacon Pointe Advisors LLC | 11,082 | $613 | 12/31/2023 |
FNDA | 11,082 | $613 | 12/31/2023 |
Appleton Partners Inc. MA | 10,620 | $606 | 03/31/2024 |
FNDA | 10,620 | $606 | 03/31/2024 |
Clarity Capital Advisors LLC | 10,630 | $606 | 03/31/2024 |
FNDA | 10,630 | $606 | 03/31/2024 |
Clay Northam Wealth Management LLC | 10,240 | $584 | 03/31/2024 |
FNDA | 10,240 | $584 | 03/31/2024 |
Evergreen Capital Management LLC | 10,422 | $577 | 12/31/2023 |
FNDA | 10,422 | $577 | 12/31/2023 |
Horan Securities Inc. | 10,204 | $565 | 12/31/2023 |
FNDA | 10,204 | $565 | 12/31/2023 |
Wealthfront Advisers LLC | 9,779 | $558 | 03/31/2024 |
FNDA | 9,779 | $558 | 03/31/2024 |
Focus Financial Network Inc. | 10,195 | $540 | 03/31/2024 |
FNDA | 10,195 | $540 | 03/31/2024 |
Paragon Capital Management Ltd | 9,381 | $535 | 03/31/2024 |
FNDA | 9,381 | $535 | 03/31/2024 |
OneAscent Wealth Management LLC | 9,381 | $535 | 03/31/2024 |
FNDA | 9,381 | $535 | 03/31/2024 |
Continuum Advisory LLC | 9,188 | $509 | 12/31/2023 |
FNDA | 9,188 | $509 | 12/31/2023 |
Werba Rubin Papier Wealth Management | 9,082 | $503 | 12/31/2023 |
FNDA | 9,082 | $503 | 12/31/2023 |
Wade Financial Advisory Inc | 9,049 | $501 | 12/31/2023 |
FNDA | 9,049 | $501 | 12/31/2023 |
Capital Investment Advisory Services LLC | 8,670 | $494 | 03/31/2024 |
FNDA | 8,670 | $494 | 03/31/2024 |
Colony Group LLC | 8,905 | $493 | 12/31/2023 |
FNDA | 8,905 | $493 | 12/31/2023 |
Opus Capital Group LLC | 8,674 | $480 | 12/31/2023 |
FNDA | 8,674 | $480 | 12/31/2023 |
CIBC Private Wealth Group LLC | 8,641 | $478 | 12/31/2023 |
FNDA | 8,641 | $478 | 12/31/2023 |
Dynamic Advisor Solutions LLC | 8,330 | $475 | 03/31/2024 |
FNDA | 8,330 | $475 | 03/31/2024 |
Cidel Asset Management Inc. | 8,576 | $475 | 12/31/2023 |
FNDA | 8,576 | $475 | 12/31/2023 |
Guardian Financial Partners LLC | 8,488 | $470 | 12/31/2023 |
FNDA | 8,488 | $470 | 12/31/2023 |
Mutual Advisors LLC | 8,419 | $466 | 12/31/2023 |
FNDA | 8,419 | $466 | 12/31/2023 |
Financial Synergies Wealth Advisors Inc. | 8,106 | $462 | 03/31/2024 |
FNDA | 8,106 | $462 | 03/31/2024 |
MML Investors Services LLC | 8,270 | $458 | 12/31/2023 |
FNDA | 8,270 | $458 | 12/31/2023 |
Larson Financial Group LLC | 8,079 | $447 | 12/31/2023 |
FNDA | 8,079 | $447 | 12/31/2023 |
Clearstead Advisors LLC | 8,059 | $446 | 12/31/2023 |
FNDA | 8,059 | $446 | 12/31/2023 |
Renaissance Technologies LLC | 8,000 | $443 | 12/31/2023 |
FNDA | 8,000 | $443 | 12/31/2023 |
Chicago Partners Investment Group LLC | 7,814 | $427 | 03/31/2024 |
FNDA | 7,814 | $427 | 03/31/2024 |
Red Door Wealth Management LLC | 7,462 | $426 | 03/31/2024 |
FNDA | 7,462 | $426 | 03/31/2024 |
Modera Wealth Management LLC | 7,546 | $418 | 12/31/2023 |
FNDA | 7,546 | $418 | 12/31/2023 |
BKA Wealth Consulting Inc. | 7,254 | $414 | 03/31/2024 |
FNDA | 7,254 | $414 | 03/31/2024 |
Raymond James & Associates | 7,215 | $411 | 03/31/2024 |
FNDA | 7,215 | $411 | 03/31/2024 |
Tempus Wealth Planning LLC | 7,187 | $410 | 03/31/2024 |
FNDA | 7,187 | $410 | 03/31/2024 |
Custom Index Systems LLC | 7,380 | $408 | 12/31/2023 |
FNDA | 7,380 | $408 | 12/31/2023 |
AlTi Global Inc. | 7,357 | $407 | 12/31/2023 |
FNDA | 7,357 | $407 | 12/31/2023 |
Mengis Capital Management Inc. | 7,242 | $401 | 12/31/2023 |
FNDA | 7,242 | $401 | 12/31/2023 |
Paradigm Financial Partners LLC | 7,101 | $393 | 12/31/2023 |
FNDA | 7,101 | $393 | 12/31/2023 |
Emfo LLC | 6,977 | $386 | 12/31/2023 |
FNDA | 6,977 | $386 | 12/31/2023 |
Northern Trust Corp | 6,916 | $383 | 12/31/2023 |
FNDA | 6,916 | $383 | 12/31/2023 |
Avantax Advisory Services Inc. | 6,901 | $382 | 12/31/2023 |
FNDA | 6,901 | $382 | 12/31/2023 |
Cetera Investment Advisers | 6,774 | $375 | 12/31/2023 |
FNDA | 6,774 | $375 | 12/31/2023 |
Perigon Wealth Management LLC | 6,615 | $366 | 12/31/2023 |
FNDA | 6,615 | $366 | 12/31/2023 |
Valmark Advisers Inc. | 6,577 | $364 | 12/31/2023 |
FNDA | 6,577 | $364 | 12/31/2023 |
CWM LLC | 6,373 | $363 | 03/31/2024 |
FNDA | 6,373 | $363 | 03/31/2024 |
Warner Financial Inc. | 6,348 | $362 | 03/31/2024 |
FNDA | 6,348 | $362 | 03/31/2024 |
RHS Financial LLC | 6,319 | $360 | 03/31/2024 |
FNDA | 6,319 | $360 | 03/31/2024 |
Bank of Montreal Can | 6,392 | $359 | 12/31/2023 |
FNDA | 6,392 | $359 | 12/31/2023 |
PFG Advisors | 6,493 | $359 | 12/31/2023 |
FNDA | 6,493 | $359 | 12/31/2023 |
Lodestar Private Asset Management LLC | 6,253 | $357 | 03/31/2024 |
FNDA | 6,253 | $357 | 03/31/2024 |
RMB Capital Management LLC | 6,409 | $355 | 12/31/2023 |
FNDA | 6,409 | $355 | 12/31/2023 |
Comerica Bank | 6,262 | $347 | 12/31/2023 |
FNDA | 6,262 | $347 | 12/31/2023 |
BCS Wealth Management | 6,008 | $343 | 03/31/2024 |
FNDA | 6,008 | $343 | 03/31/2024 |
Auxano Advisors LLC | 6,196 | $343 | 12/31/2023 |
FNDA | 6,196 | $343 | 12/31/2023 |
Bruce G. Allen Investments LLC | 5,976 | $341 | 03/31/2024 |
FNDA | 5,976 | $341 | 03/31/2024 |
U.S. Capital Wealth Advisors LLC | 6,168 | $341 | 12/31/2023 |
FNDA | 6,168 | $341 | 12/31/2023 |
Wedmont Private Capital | 6,036 | $340 | 03/31/2024 |
FNDA | 6,036 | $340 | 03/31/2024 |
JMG Financial Group Ltd. | 6,083 | $337 | 12/31/2023 |
FNDA | 6,083 | $337 | 12/31/2023 |
Brighton Jones LLC | 6,035 | $334 | 12/31/2023 |
FNDA | 6,035 | $334 | 12/31/2023 |
Vista Wealth Management Group LLC | 5,981 | $331 | 12/31/2023 |
FNDA | 5,981 | $331 | 12/31/2023 |
Empower Advisory Group LLC | 5,906 | $327 | 12/31/2023 |
FNDA | 5,906 | $327 | 12/31/2023 |
SeaCrest Wealth Management LLC | 5,588 | $319 | 03/31/2024 |
FNDA | 5,588 | $319 | 03/31/2024 |
TCG Advisory Services LLC | 5,668 | $314 | 12/31/2023 |
FNDA | 5,668 | $314 | 12/31/2023 |
Foster Victor Wealth Advisors LLC | 5,763 | $312 | 12/31/2023 |
FNDA | 5,763 | $312 | 12/31/2023 |
Builder Investment Group Inc. ADV | 5,596 | $310 | 12/31/2023 |
FNDA | 5,596 | $310 | 12/31/2023 |
J. L. Bainbridge & Co. Inc. | 5,311 | $294 | 12/31/2023 |
FNDA | 5,311 | $294 | 12/31/2023 |
IHT Wealth Management LLC | 5,020 | $278 | 12/31/2023 |
FNDA | 5,020 | $278 | 12/31/2023 |
Patriot Investment Management Inc. | 4,780 | $273 | 03/31/2024 |
FNDA | 4,780 | $273 | 03/31/2024 |
Johnson Investment Counsel Inc. | 4,679 | $259 | 12/31/2023 |
FNDA | 4,679 | $259 | 12/31/2023 |
Smith Salley & Associates | 4,673 | $259 | 12/31/2023 |
FNDA | 4,673 | $259 | 12/31/2023 |
Sprinkle Financial Consultants LLC | 4,505 | $257 | 03/31/2024 |
FNDA | 4,505 | $257 | 03/31/2024 |
Cherry Tree Wealth Management LLC | 4,638 | $257 | 12/31/2023 |
FNDA | 4,638 | $257 | 12/31/2023 |
Ehrlich Financial Group | 4,491 | $256 | 03/31/2024 |
FNDA | 4,491 | $256 | 03/31/2024 |
HB Wealth Management LLC | 4,613 | $255 | 12/31/2023 |
FNDA | 4,613 | $255 | 12/31/2023 |
Paragon Capital Management LLC | 4,566 | $253 | 12/31/2023 |
FNDA | 4,566 | $253 | 12/31/2023 |
Morris Financial Concepts Inc. | 4,427 | $252 | 03/31/2024 |
FNDA | 4,427 | $252 | 03/31/2024 |
Tower Research Capital LLC TRC | 4,470 | $247 | 12/31/2023 |
FNDA | 4,470 | $247 | 12/31/2023 |
Exchange Capital Management Inc. | 4,306 | $246 | 03/31/2024 |
FNDA | 4,306 | $246 | 03/31/2024 |
MBE Wealth Management LLC | 4,305 | $246 | 03/31/2024 |
FNDA | 4,305 | $246 | 03/31/2024 |
Signaturefd LLC | 4,441 | $246 | 12/31/2023 |
FNDA | 4,441 | $246 | 12/31/2023 |
Main Street Research LLC | 4,378 | $242 | 12/31/2023 |
FNDA | 4,378 | $242 | 12/31/2023 |
Prospera Financial Services Inc | 4,380 | $242 | 12/31/2023 |
FNDA | 4,380 | $242 | 12/31/2023 |
National Wealth Management Group LLC | 4,368 | $242 | 12/31/2023 |
FNDA | 4,368 | $242 | 12/31/2023 |
Lafayette Investments Inc. | 4,240 | $235 | 12/31/2023 |
FNDA | 4,240 | $235 | 12/31/2023 |
O Shaughnessy Asset Management LLC | 4,118 | $228 | 12/31/2023 |
FNDA | 4,118 | $228 | 12/31/2023 |
Williams Jones Wealth Management LLC. | 4,122 | $228 | 12/31/2023 |
FNDA | 4,122 | $228 | 12/31/2023 |
Gratus Capital LLC | 3,969 | $220 | 12/31/2023 |
FNDA | 3,969 | $220 | 12/31/2023 |
Prudential Financial Inc. | 3,964 | $219 | 12/31/2023 |
FNDA | 3,964 | $219 | 12/31/2023 |
Regal Investment Advisors LLC | 3,962 | $219 | 12/31/2023 |
FNDA | 3,962 | $219 | 12/31/2023 |
Cobblestone Capital Advisors LLC NY | 3,868 | $214 | 12/31/2023 |
FNDA | 3,868 | $214 | 12/31/2023 |
Integrated Advisors Network LLC | 3,860 | $214 | 12/31/2023 |
FNDA | 3,860 | $214 | 12/31/2023 |
MAI Capital Management | 3,819 | $211 | 12/31/2023 |
FNDA | 3,819 | $211 | 12/31/2023 |
Walkner Condon Financial Advisors LLC | 3,680 | $210 | 03/31/2024 |
FNDA | 3,680 | $210 | 03/31/2024 |
Prime Capital Investment Advisors LLC | 3,791 | $210 | 12/31/2023 |
FNDA | 3,791 | $210 | 12/31/2023 |
BOS Asset Management LLC | 3,758 | $208 | 12/31/2023 |
FNDA | 3,758 | $208 | 12/31/2023 |
The PNC Financial Services Group Inc. | 3,671 | $203 | 12/31/2023 |
FNDA | 3,671 | $203 | 12/31/2023 |
Park Avenue Securities LLC | 3,532 | $201 | 03/31/2024 |
FNDA | 3,532 | $201 | 03/31/2024 |
Global Retirement Partners LLC | 3,525 | $201 | 03/31/2024 |
FNDA | 3,525 | $201 | 03/31/2024 |
Simplicity Wealth LLC | 3,524 | $201 | 03/31/2024 |
FNDA | 3,524 | $201 | 03/31/2024 |
Parallel Advisors LLC | 3,537 | $196 | 12/31/2023 |
FNDA | 3,537 | $196 | 12/31/2023 |
Wells Fargo & Company MN | 3,500 | $194 | 12/31/2023 |
FNDA | 3,500 | $194 | 12/31/2023 |
Red Tortoise LLC | 3,338 | $190 | 03/31/2024 |
FNDA | 3,338 | $190 | 03/31/2024 |
Blair William & Co. IL | 3,151 | $174 | 12/31/2023 |
FNDA | 3,151 | $174 | 12/31/2023 |
Howe & Rusling Inc. | 2,915 | $161 | 12/31/2023 |
FNDA | 2,915 | $161 | 12/31/2023 |
MCF Advisors LLC | 2,756 | $157 | 03/31/2024 |
FNDA | 2,756 | $157 | 03/31/2024 |
Advisory Services Network LLC | 2,819 | $156 | 12/31/2023 |
FNDA | 2,819 | $156 | 12/31/2023 |
Planned Solutions Inc. | 2,645 | $146 | 12/31/2023 |
FNDA | 2,645 | $146 | 12/31/2023 |
US Bancorp DE | 2,510 | $139 | 12/31/2023 |
FNDA | 2,510 | $139 | 12/31/2023 |
Allworth Financial LP | 2,349 | $134 | 03/31/2024 |
FNDA | 2,349 | $134 | 03/31/2024 |
Jackson Hole Capital Partners LLC | 2,418 | $134 | 12/31/2023 |
FNDA | 2,418 | $134 | 12/31/2023 |
Smithfield Trust Co. | 2,369 | $130 | 12/31/2023 |
FNDA | 2,369 | $130 | 12/31/2023 |
TD Capital Management LLC | 2,312 | $128 | 12/31/2023 |
FNDA | 2,312 | $128 | 12/31/2023 |
Valley National Advisers Inc. | 2,165 | $123 | 03/31/2024 |
FNDA | 2,165 | $123 | 03/31/2024 |
DHJJ Financial Advisors Ltd. | 2,025 | $115 | 03/31/2024 |
FNDA | 2,025 | $115 | 03/31/2024 |
Plante Moran Financial Advisors LLC | 1,954 | $108 | 12/31/2023 |
FNDA | 1,954 | $108 | 12/31/2023 |
Ronald Blue Trust Inc. | 1,778 | $98 | 12/31/2023 |
FNDA | 1,778 | $98 | 12/31/2023 |
AlphaCore Capital LLC | 1,739 | $96 | 12/31/2023 |
FNDA | 1,739 | $96 | 12/31/2023 |
Front Row Advisors LLC | 1,740 | $96 | 12/31/2023 |
FNDA | 1,740 | $96 | 12/31/2023 |
Retirement Group LLC | 1,590 | $88 | 12/31/2023 |
FNDA | 1,590 | $88 | 12/31/2023 |
Arlington Trust Co LLC | 1,465 | $84 | 03/31/2024 |
FNDA | 1,465 | $84 | 03/31/2024 |
FSA Wealth Management LLC | 1,232 | $68 | 12/31/2023 |
FNDA | 1,232 | $68 | 12/31/2023 |
Simplex Trading LLC | 1,192 | $67 | 03/31/2024 |
FNDA | 1,192 | $67 | 03/31/2024 |
Northwest Capital Management Inc | 1,115 | $64 | 03/31/2024 |
FNDA | 1,115 | $64 | 03/31/2024 |
Sandy Spring Bank | 1,096 | $61 | 12/31/2023 |
FNDA | 1,096 | $61 | 12/31/2023 |
Elevate Wealth Advisory Inc. | 1,066 | $59 | 12/31/2023 |
FNDA | 1,066 | $59 | 12/31/2023 |
GoalVest Advisory LLC | 962 | $55 | 03/31/2024 |
FNDA | 962 | $55 | 03/31/2024 |
Aptus Capital Advisors LLC | 991 | $55 | 12/31/2023 |
FNDA | 991 | $55 | 12/31/2023 |
UMB Bank N A MO | 950 | $53 | 12/31/2023 |
FNDA | 950 | $53 | 12/31/2023 |
FinTrust Capital Advisors LLC | 955 | $53 | 12/31/2023 |
FNDA | 955 | $53 | 12/31/2023 |
Chilton Capital Management LLC | 904 | $50 | 12/31/2023 |
FNDA | 904 | $50 | 12/31/2023 |
Caitlin John LLC | 903 | $50 | 12/31/2023 |
FNDA | 903 | $50 | 12/31/2023 |
Geneos Wealth Management Inc. | 879 | $49 | 12/31/2023 |
FNDA | 879 | $49 | 12/31/2023 |
Glass Jacobson Investment Advisors llc | 892 | $49 | 12/31/2023 |
FNDA | 892 | $49 | 12/31/2023 |
Spire Wealth Management | 846 | $48 | 03/31/2024 |
FNDA | 846 | $48 | 03/31/2024 |
Financial Advisory Service Inc. | 848 | $47 | 12/31/2023 |
FNDA | 848 | $47 | 12/31/2023 |
Team Financial Group LLC | 788 | $44 | 12/31/2023 |
FNDA | 788 | $44 | 12/31/2023 |
Pacific Capital Wealth Advisors Inc. | 775 | $43 | 12/31/2023 |
FNDA | 775 | $43 | 12/31/2023 |
Creative Financial Designs Inc. ADV | 764 | $42 | 12/31/2023 |
FNDA | 764 | $42 | 12/31/2023 |
McClarren Financial Advisors Inc. | 753 | $42 | 12/31/2023 |
FNDA | 753 | $42 | 12/31/2023 |
Luken Investment Analytics LLC | 668 | $38 | 03/31/2024 |
FNDA | 668 | $38 | 03/31/2024 |
Fifth Third Bancorp | 652 | $37 | 03/31/2024 |
FNDA | 652 | $37 | 03/31/2024 |
Signature Resources Capital Management LLC | 616 | $34 | 03/31/2024 |
FNDA | 616 | $34 | 03/31/2024 |
Woodmont Investment Counsel LLC | 558 | $32 | 03/31/2024 |
FNDA | 558 | $32 | 03/31/2024 |
Steward Partners Investment Advisory LLC | 574 | $32 | 12/31/2023 |
FNDA | 574 | $32 | 12/31/2023 |
Cassady Schiller Wealth Management LLC | 572 | $32 | 12/31/2023 |
FNDA | 572 | $32 | 12/31/2023 |
Financial Perspectives Inc | 544 | $31 | 03/31/2024 |
FNDA | 544 | $31 | 03/31/2024 |
Salem Investment Counselors Inc. | 520 | $30 | 03/31/2024 |
FNDA | 520 | $30 | 03/31/2024 |
Harbour Investments Inc. | 539 | $30 | 12/31/2023 |
FNDA | 539 | $30 | 12/31/2023 |
Citigroup Inc. | 536 | $30 | 12/31/2023 |
FNDA | 536 | $30 | 12/31/2023 |
Principal Securities Inc. | 503 | $28 | 12/31/2023 |
FNDA | 503 | $28 | 12/31/2023 |
Bartlett & Co. LLC | 486 | $27 | 12/31/2023 |
FNDA | 486 | $27 | 12/31/2023 |
Bartlett & CO. Wealth Management LLC | 486 | $27 | 12/31/2023 |
FNDA | 486 | $27 | 12/31/2023 |
Johnson Financial Group Inc. | 457 | $25 | 12/31/2023 |
FNDA | 457 | $25 | 12/31/2023 |
American Capital Advisory LLC | 433 | $24 | 12/31/2023 |
FNDA | 433 | $24 | 12/31/2023 |
Hamilton Point Investment Advisors LLC | 420 | $23 | 12/31/2023 |
FNDA | 420 | $23 | 12/31/2023 |
McIlrath & Eck LLC | 357 | $20 | 12/31/2023 |
FNDA | 357 | $20 | 12/31/2023 |
Investors Research Corp | 356 | $20 | 12/31/2023 |
FNDA | 356 | $20 | 12/31/2023 |
Aspect Partners LLC | 346 | $19 | 12/31/2023 |
FNDA | 346 | $19 | 12/31/2023 |
Global Wealth Strategies & Associates | 322 | $18 | 03/31/2024 |
FNDA | 322 | $18 | 03/31/2024 |
Bradley & Co. Private Wealth Management LLC | 320 | $18 | 12/31/2023 |
FNDA | 320 | $18 | 12/31/2023 |
SJS Investment Consulting Inc. | 291 | $17 | 03/31/2024 |
FNDA | 291 | $17 | 03/31/2024 |
GWM Advisors LLC | 288 | $16 | 12/31/2023 |
FNDA | 288 | $16 | 12/31/2023 |
National Bank of Canada FI | 280 | $14 | 12/31/2023 |
FNDA | 280 | $14 | 12/31/2023 |
EverSource Wealth Advisors LLC | 244 | $14 | 12/31/2023 |
FNDA | 244 | $14 | 12/31/2023 |
Bellevue Asset Management LLC | 255 | $14 | 12/31/2023 |
FNDA | 255 | $14 | 12/31/2023 |
Guardian Wealth Advisors LLC NC | 241 | $13 | 12/31/2023 |
FNDA | 241 | $13 | 12/31/2023 |
Adirondack Trust Co. | 205 | $12 | 03/31/2024 |
FNDA | 205 | $12 | 03/31/2024 |
Atlas Capital Advisors LLC | 212 | $12 | 03/31/2024 |
FNDA | 212 | $12 | 03/31/2024 |
Gradient Investments LLC | 217 | $12 | 03/31/2024 |
FNDA | 217 | $12 | 03/31/2024 |
Benjamin F. Edwards & Company Inc. | 216 | $12 | 12/31/2023 |
FNDA | 216 | $12 | 12/31/2023 |
WealthCollab LLC | 219 | $12 | 12/31/2023 |
FNDA | 219 | $12 | 12/31/2023 |
Glassman Wealth Services | 205 | $11 | 12/31/2023 |
FNDA | 205 | $11 | 12/31/2023 |
Kiely Wealth Advisory Group Inc. | 194 | $11 | 12/31/2023 |
FNDA | 194 | $11 | 12/31/2023 |
WASHINGTON TRUST Co | 180 | $10 | 03/31/2024 |
FNDA | 180 | $10 | 03/31/2024 |
Bfsg LLC | 183 | $10 | 03/31/2024 |
FNDA | 183 | $10 | 03/31/2024 |
Salomon & Ludwin LLC | 182 | $10 | 12/31/2023 |
FNDA | 182 | $10 | 12/31/2023 |
Sound Income Strategies LLC | 155 | $9 | 03/31/2024 |
FNDA | 155 | $9 | 03/31/2024 |
Bessemer Group Inc. | 168 | $9 | 12/31/2023 |
FNDA | 168 | $9 | 12/31/2023 |
Studio Investment Management LLC | 155 | $9 | 12/31/2023 |
FNDA | 155 | $9 | 12/31/2023 |
Key Financial Inc | 140 | $8 | 12/31/2023 |
FNDA | 140 | $8 | 12/31/2023 |
Lowe Wealth Advisors LLC | 131 | $7 | 03/31/2024 |
FNDA | 131 | $7 | 03/31/2024 |
SRS Capital Advisors Inc. | 122 | $7 | 12/31/2023 |
FNDA | 122 | $7 | 12/31/2023 |
Archer Investment Corp | 124 | $7 | 12/31/2023 |
FNDA | 124 | $7 | 12/31/2023 |
Life Planning Partners Inc | 121 | $7 | 12/31/2023 |
FNDA | 121 | $7 | 12/31/2023 |
Hollencrest Capital Management | 111 | $6 | 12/31/2023 |
FNDA | 111 | $6 | 12/31/2023 |
Moisand Fitzgerald Tamayo LLC | 92 | $5 | 03/31/2024 |
FNDA | 92 | $5 | 03/31/2024 |
JNBA Financial Advisors | 94 | $5 | 12/31/2023 |
FNDA | 94 | $5 | 12/31/2023 |
Capital Analysts LLC | 87 | $5 | 12/31/2023 |
FNDA | 87 | $5 | 12/31/2023 |
Element Wealth LLC | 95 | $5 | 12/31/2023 |
FNDA | 95 | $5 | 12/31/2023 |
Delta Asset Management LLC TN | 81 | $4 | 12/31/2023 |
FNDA | 81 | $4 | 12/31/2023 |
Wiser Advisor Group LLC | 75 | $4 | 12/31/2023 |
FNDA | 75 | $4 | 12/31/2023 |
SOA Wealth Advisors LLC. | 55 | $3 | 03/31/2024 |
FNDA | 55 | $3 | 03/31/2024 |
ZRC Wealth Management LLC | 47 | $3 | 03/31/2024 |
FNDA | 47 | $3 | 03/31/2024 |
First Horizon Advisors Inc. | 53 | $3 | 12/31/2023 |
FNDA | 53 | $3 | 12/31/2023 |
Mark Sheptoff Financial Planning LLC | 52 | $3 | 12/31/2023 |
FNDA | 52 | $3 | 12/31/2023 |
Kozak & Associates Inc. | 48 | $3 | 12/31/2023 |
FNDA | 48 | $3 | 12/31/2023 |
M&R Capital Management Inc. | 42 | $2 | 03/31/2024 |
FNDA | 42 | $2 | 03/31/2024 |
Financial Management Professionals Inc. | 43 | $2 | 03/31/2024 |
FNDA | 43 | $2 | 03/31/2024 |
Heritage Wealth Advisors | 34 | $2 | 12/31/2023 |
FNDA | 34 | $2 | 12/31/2023 |
Anchor Investment Management LLC | 40 | $2 | 12/31/2023 |
FNDA | 40 | $2 | 12/31/2023 |
First Command Advisory Services Inc. | 37 | $2 | 12/31/2023 |
FNDA | 37 | $2 | 12/31/2023 |
Avion Wealth | 28 | $2 | 12/31/2023 |
FNDA | 28 | $2 | 12/31/2023 |
Householder Group Estate & Retirement Specialist LLC | 44 | $2 | 12/31/2023 |
FNDA | 44 | $2 | 12/31/2023 |
Atlantic Edge Private Wealth Management LLC | 44 | $2 | 12/31/2023 |
FNDA | 44 | $2 | 12/31/2023 |
Wagner Wealth Management LLC | 19 | $1 | 03/31/2024 |
FNDA | 19 | $1 | 03/31/2024 |
Byrne Asset Management LLC | 15 | $1 | 03/31/2024 |
FNDA | 15 | $1 | 03/31/2024 |
Qube Research & Technologies Ltd | 14 | $1 | 12/31/2023 |
FNDA | 14 | $1 | 12/31/2023 |
GPS Wealth Strategies Group LLC | 16 | $1 | 12/31/2023 |
FNDA | 16 | $1 | 12/31/2023 |
Smartleaf Asset Management LLC | 12 | $1 | 12/31/2023 |
FNDA | 12 | $1 | 12/31/2023 |
Abich Financial Wealth Management LLC | 24 | $1 | 12/31/2023 |
FNDA | 24 | $1 | 12/31/2023 |
Creative Capital Management Investments LLC | 3 | $0 | 03/31/2024 |
FNDA | 3 | $0 | 03/31/2024 |
Proequities Inc. | 0 | $0 | 12/31/2023 |
FNDA | 0 | $0 | 12/31/2023 |
Transamerica Financial Advisors Inc. | 1 | $0 | 12/31/2023 |
FNDA | 1 | $0 | 12/31/2023 |
Able Wealth Management LLC | 3 | $0 | 12/31/2023 |
FNDA | 3 | $0 | 12/31/2023 |
See Summary: Institutional Holders of FNDA
See Details: Top 10 Hedge Funds Holding FNDA
Also See: FNDA Holdings Changes
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