HoldingsChannel.com
Funds Holding FNDX
HolderAmountPosition Size
($ in 1000's)
 As of
Charles Schwab Investment Advisory Inc.116,125,757$3,638,220 03/31/2020
     FNDX116,125,757$3,638,220 03/31/2020
McAdam LLC1,238,510$38,803 03/31/2020
     FNDX1,238,510$38,803 03/31/2020
Glassman Wealth Services1,128,362$35,352 03/31/2020
     FNDX1,128,362$35,352 03/31/2020
Quadrant Capital Group LLC919,808$28,815 03/31/2020
     FNDX919,808$28,815 03/31/2020
Ameriprise Financial Inc.767,829$28,730 03/31/2020
     FNDX767,829$28,730 03/31/2020
Kelman Lazarov Inc.839,318$26,296 03/31/2020
     FNDX839,318$26,296 03/31/2020
Cobblestone Capital Advisors LLC NY822,364$25,765 03/31/2020
     FNDX822,364$25,765 03/31/2020
Oxford Financial Group Ltd.701,131$21,966 03/31/2020
     FNDX701,131$21,966 03/31/2020
Victory Capital Management Inc.650,652$20,385 03/31/2020
     FNDX650,652$20,385 03/31/2020
Tiedemann Advisors LLC611,376$19,154 03/31/2020
     FNDX611,376$19,154 03/31/2020
Arlington Financial Advisors LLC580,498$18,187 03/31/2020
     FNDX580,498$18,187 03/31/2020
Regentatlantic Capital LLC459,766$14,404 03/31/2020
     FNDX459,766$14,404 03/31/2020
Lincoln National Corp440,815$13,811 03/31/2020
     FNDX440,815$13,811 03/31/2020
Droms Strauss Advisors Inc. MO ADV384,631$12,052 03/31/2020
     FNDX384,631$12,052 03/31/2020
Bank of America Corp DE379,345$11,885 03/31/2020
     FNDX379,345$11,885 03/31/2020
Morgan Stanley324,356$10,162 03/31/2020
     FNDX324,356$10,162 03/31/2020
Resonant Capital Advisors LLC277,049$8,680 03/31/2020
     FNDX277,049$8,680 03/31/2020
Cambridge Investment Research Advisors Inc.272,029$8,523 03/31/2020
     FNDX272,029$8,523 03/31/2020
Moller Financial Services235,639$7,383 03/31/2020
     FNDX235,639$7,383 03/31/2020
Gratus Capital LLC224,625$7,037 03/31/2020
     FNDX224,625$7,037 03/31/2020
Your Advocates Ltd. LLP216,672$6,788 03/31/2020
     FNDX216,672$6,788 03/31/2020
Callan Capital LLC214,161$6,710 03/31/2020
     FNDX214,161$6,710 03/31/2020
Firestone Capital Management212,521$6,658 03/31/2020
     FNDX212,521$6,658 03/31/2020
Cabot Wealth Management Inc.191,019$5,985 03/31/2020
     FNDX191,019$5,985 03/31/2020
ESL Trust Services LLC186,765$5,952 03/31/2020
     FNDX186,765$5,952 03/31/2020
Covington Capital Management185,516$5,812 03/31/2020
     FNDX185,516$5,812 03/31/2020
First National Corp MA ADV36,002$5,571 03/31/2020
     FNDX36,002$5,571 03/31/2020
UBS Group AG177,333$5,556 03/31/2020
     FNDX177,333$5,556 03/31/2020
Consolidated Planning Corp169,700$5,317 03/31/2020
     FNDX169,700$5,317 03/31/2020
White Pine Investment CO151,170$4,736 03/31/2020
     FNDX151,170$4,736 03/31/2020
Reston Wealth Management LLC133,915$4,196 03/31/2020
     FNDX133,915$4,196 03/31/2020
Charles Schwab Trust Co129,999$4,073 03/31/2020
     FNDX129,999$4,073 03/31/2020
Financial Architects Inc116,353$3,645 03/31/2020
     FNDX116,353$3,645 03/31/2020
Bartlett & Co. LLC114,045$3,573 03/31/2020
     FNDX114,045$3,573 03/31/2020
Goldman Sachs Group Inc.111,686$3,499 03/31/2020
     FNDX111,686$3,499 03/31/2020
Carroll Financial Associates Inc.95,563$2,994 03/31/2020
     FNDX95,563$2,994 03/31/2020
Opes Wealth Management LLC92,792$2,907 03/31/2020
     FNDX92,792$2,907 03/31/2020
Leonard Rickey Investment Advisors P.L.L.C.91,881$2,879 03/31/2020
     FNDX91,881$2,879 03/31/2020
Burt Wealth Advisors90,389$2,832 03/31/2020
     FNDX90,389$2,832 03/31/2020
Gemmer Asset Management LLC88,564$2,775 03/31/2020
     FNDX88,564$2,775 03/31/2020
MML Investors Services LLC86,858$2,721 03/31/2020
     FNDX86,858$2,721 03/31/2020
Advisor Group Holdings Inc.1,480,415$2,523 03/31/2020
     FNDX1,480,415$2,523 03/31/2020
Valley National Advisers Inc.79,796$2,500 03/31/2020
     FNDX79,796$2,500 03/31/2020
FCA Corp TX76,504$2,397 03/31/2020
     FNDX76,504$2,397 03/31/2020
Envestnet Asset Management Inc.72,500$2,271 03/31/2020
     FNDX72,500$2,271 03/31/2020
Commonwealth Equity Services LLC71,707$2,246 03/31/2020
     FNDX71,707$2,246 03/31/2020
HighTower Advisors LLC71,591$2,244 03/31/2020
     FNDX71,591$2,244 03/31/2020
Comerica Bank63,888$2,173 03/31/2020
     FNDX63,888$2,173 03/31/2020
Madison Asset Management LLC67,246$2,107 03/31/2020
     FNDX67,246$2,107 03/31/2020
EPIQ Capital Group LLC66,220$2,075 03/31/2020
     FNDX66,220$2,075 03/31/2020
Shakespeare Wealth Management Inc.65,449$2,051 03/31/2020
     FNDX65,449$2,051 03/31/2020
Foster & Motley Inc.63,452$1,988 03/31/2020
     FNDX63,452$1,988 03/31/2020
Vista Wealth Management Group LLC55,347$1,734 03/31/2020
     FNDX55,347$1,734 03/31/2020
Colony Group LLC54,319$1,702 03/31/2020
     FNDX54,319$1,702 03/31/2020
Bellevue Asset Management LLC47,280$1,638 03/31/2020
     FNDX47,280$1,638 03/31/2020
Valeo Financial Advisors LLC45,606$1,557 03/31/2020
     FNDX45,606$1,557 03/31/2020
Clearshares LLC49,538$1,552 03/31/2020
     FNDX49,538$1,552 03/31/2020
Kavar Capital Partners LLC49,065$1,537 03/31/2020
     FNDX49,065$1,537 03/31/2020
Wealth Enhancement Advisory Services LLC41,935$1,463 03/31/2020
     FNDX41,935$1,463 03/31/2020
Creative Planning45,145$1,414 03/31/2020
     FNDX45,145$1,414 03/31/2020
Cedar Wealth Management LLC42,602$1,335 03/31/2020
     FNDX42,602$1,335 03/31/2020
JJJ Advisors Inc.40,653$1,274 03/31/2020
     FNDX40,653$1,274 03/31/2020
CVA Family Office LLC40,372$1,265 03/31/2020
     FNDX40,372$1,265 03/31/2020
Royal Bank of Canada39,241$1,228 03/31/2020
     FNDX39,241$1,228 03/31/2020
Whitener Capital Management Inc.36,801$1,153 03/31/2020
     FNDX36,801$1,153 03/31/2020
Financial Advisory Service Inc.35,263$1,105 03/31/2020
     FNDX35,263$1,105 03/31/2020
LPL Financial LLC34,569$1,083 03/31/2020
     FNDX34,569$1,083 03/31/2020
AdvisorNet Financial Inc29,656$929 03/31/2020
     FNDX29,656$929 03/31/2020
Cahill Financial Advisors Inc.29,578$927 03/31/2020
     FNDX29,578$927 03/31/2020
PFG Advisors27,154$918 03/31/2020
     FNDX27,154$918 03/31/2020
Ironwood Investment Counsel LLC28,271$885 03/31/2020
     FNDX28,271$885 03/31/2020
InterOcean Capital LLC28,174$883 03/31/2020
     FNDX28,174$883 03/31/2020
Raymond James & Associates27,737$869 03/31/2020
     FNDX27,737$869 03/31/2020
Covenant Multifamily Offices LLC27,541$863 03/31/2020
     FNDX27,541$863 03/31/2020
BKD Wealth Advisors LLC26,009$815 03/31/2020
     FNDX26,009$815 03/31/2020
Cambridge Advisors Inc.25,644$803 03/31/2020
     FNDX25,644$803 03/31/2020
Mariner LLC24,219$759 03/31/2020
     FNDX24,219$759 03/31/2020
Parkside Investments LLC21,800$682 03/31/2020
     FNDX21,800$682 03/31/2020
Madison Wealth Management21,485$673 03/31/2020
     FNDX21,485$673 03/31/2020
Novare Capital Management LLC21,176$663 03/31/2020
     FNDX21,176$663 03/31/2020
Foster Victor Wealth Advisors LLC18,937$622 03/31/2020
     FNDX18,937$622 03/31/2020
RHS Financial LLC18,876$591 03/31/2020
     FNDX18,876$591 03/31/2020
361 Capital LLC18,055$566 03/31/2020
     FNDX18,055$566 03/31/2020
Lbmc Investment Advisors LLC17,859$560 03/31/2020
     FNDX17,859$560 03/31/2020
SignalPoint Asset Management LLC14,693$460 03/31/2020
     FNDX14,693$460 03/31/2020
Jane Street Group LLC14,654$459 03/31/2020
     FNDX14,654$459 03/31/2020
Savant Capital LLC14,427$452 03/31/2020
     FNDX14,427$452 03/31/2020
Huber Financial Advisors LLC14,427$452 03/31/2020
     FNDX14,427$452 03/31/2020
SOL Capital Management CO14,000$439 03/31/2020
     FNDX14,000$439 03/31/2020
Asset Planning Services Ltd.13,778$432 03/31/2020
     FNDX13,778$432 03/31/2020
Destination Wealth Management13,696$429 03/31/2020
     FNDX13,696$429 03/31/2020
United Capital Financial Advisers LLC13,559$425 03/31/2020
     FNDX13,559$425 03/31/2020
Balasa Dinverno & Foltz LLC12,284$385 03/31/2020
     FNDX12,284$385 03/31/2020
Truist Financial Corp12,150$381 03/31/2020
     FNDX12,150$381 03/31/2020
Mercer Global Advisors Inc. ADV12,098$379 03/31/2020
     FNDX12,098$379 03/31/2020
BCS Wealth Management11,491$360 03/31/2020
     FNDX11,491$360 03/31/2020
Altium Wealth Management LLC11,328$355 03/31/2020
     FNDX11,328$355 03/31/2020
Resources Investment Advisors LLC.9,457$296 03/31/2020
     FNDX9,457$296 03/31/2020
Cedar Brook Financial Partners LLC9,028$283 03/31/2020
     FNDX9,028$283 03/31/2020
Berkshire Money Management Inc.8,894$279 03/31/2020
     FNDX8,894$279 03/31/2020
Mengis Capital Management Inc.8,765$274 03/31/2020
     FNDX8,765$274 03/31/2020
Foresight Wealth Management LLC8,449$265 03/31/2020
     FNDX8,449$265 03/31/2020
Mutual Advisors LLC8,363$262 03/31/2020
     FNDX8,363$262 03/31/2020
R. W. Roge & Company Inc.8,260$259 03/31/2020
     FNDX8,260$259 03/31/2020
Southern Wealth Management LLP8,129$255 03/31/2020
     FNDX8,129$255 03/31/2020
Parallel Advisors LLC8,052$252 03/31/2020
     FNDX8,052$252 03/31/2020
Marino Stram & Associates LLC8,004$251 03/31/2020
     FNDX8,004$251 03/31/2020
Deutsche Bank AG7,980$250 03/31/2020
     FNDX7,980$250 03/31/2020
Wade Financial Advisory Inc7,959$249 03/31/2020
     FNDX7,959$249 03/31/2020
Lido Advisors LLC7,643$239 03/31/2020
     FNDX7,643$239 03/31/2020
Laurel Wealth Advisors Inc.7,618$239 03/31/2020
     FNDX7,618$239 03/31/2020
Empirical Financial Services LLC d.b.a. Empirical Wealth Management7,503$235 03/31/2020
     FNDX7,503$235 03/31/2020
Wellspring Financial Advisors LLC7,424$233 03/31/2020
     FNDX7,424$233 03/31/2020
Schwab Charitable Fund7,421$232 03/31/2020
     FNDX7,421$232 03/31/2020
Evanson Asset Management LLC7,385$231 03/31/2020
     FNDX7,385$231 03/31/2020
Camelot Portfolios LLC7,226$226 03/31/2020
     FNDX7,226$226 03/31/2020
Carolinas Wealth Consulting LLC7,115$223 03/31/2020
     FNDX7,115$223 03/31/2020
PNC Financial Services Group Inc.6,158$193 03/31/2020
     FNDX6,158$193 03/31/2020
Baker Ellis Asset Management LLC5,800$182 03/31/2020
     FNDX5,800$182 03/31/2020
Wells Fargo & Company MN5,355$168 03/31/2020
     FNDX5,355$168 03/31/2020
Howe & Rusling Inc.4,696$147 03/31/2020
     FNDX4,696$147 03/31/2020
FMR LLC4,613$144 03/31/2020
     FNDX4,613$144 03/31/2020
Townsend Asset Management Corp NC ADV4,609$144 03/31/2020
     FNDX4,609$144 03/31/2020
NEXT Financial Group Inc4,439$139 03/31/2020
     FNDX4,439$139 03/31/2020
Glenmede Trust Co. NA2,981$127 03/31/2020
     FNDX2,981$127 03/31/2020
Litman Gregory Asset Management LLC3,865$121 03/31/2020
     FNDX3,865$121 03/31/2020
Bessemer Group Inc.3,679$115 03/31/2020
     FNDX3,679$115 03/31/2020
San Francisco Sentry Investment Group CA3,515$110 03/31/2020
     FNDX3,515$110 03/31/2020
Next Capital Management LLC3,491$109 03/31/2020
     FNDX3,491$109 03/31/2020
Ameritas Investment Partners Inc.3,247$101 03/31/2020
     FNDX3,247$101 03/31/2020
Rockefeller Capital Management L.P.2,917$91 03/31/2020
     FNDX2,917$91 03/31/2020
Northwestern Mutual Wealth Management Co.2,331$73 03/31/2020
     FNDX2,331$73 03/31/2020
Front Row Advisors LLC1,921$68 03/31/2020
     FNDX1,921$68 03/31/2020
Aptus Capital Advisors LLC2,153$67 03/31/2020
     FNDX2,153$67 03/31/2020
US Bancorp DE1,889$59 03/31/2020
     FNDX1,889$59 03/31/2020
Blair William & Co. IL1,482$46 03/31/2020
     FNDX1,482$46 03/31/2020
CWM LLC1,401$44 03/31/2020
     FNDX1,401$44 03/31/2020
Spectrum Management Group LLC1,388$43 03/31/2020
     FNDX1,388$43 03/31/2020
Baystate Wealth Management LLC1,322$41 03/31/2020
     FNDX1,322$41 03/31/2020
JPMorgan Chase & Co.1,170$37 03/31/2020
     FNDX1,170$37 03/31/2020
Atlas Capital Advisors LLC1,109$35 03/31/2020
     FNDX1,109$35 03/31/2020
Harbor Investment Advisory LLC1,000$31 03/31/2020
     FNDX1,000$31 03/31/2020
JNBA Financial Advisors1,001$31 03/31/2020
     FNDX1,001$31 03/31/2020
McIlrath & Eck LLC977$31 03/31/2020
     FNDX977$31 03/31/2020
Red Door Wealth Management LLC990$31 03/31/2020
     FNDX990$31 03/31/2020
Center for Financial Planning Inc.926$29 03/31/2020
     FNDX926$29 03/31/2020
Simon Quick Advisors LLC800$25 03/31/2020
     FNDX800$25 03/31/2020
Advisory Services Network LLC747$23 03/31/2020
     FNDX747$23 03/31/2020
Joseph P. Lucia & Associates LLC725$23 03/31/2020
     FNDX725$23 03/31/2020
Advisory Alpha LLC644$22 03/31/2020
     FNDX644$22 03/31/2020
Bedel Financial Consulting Inc.700$22 03/31/2020
     FNDX700$22 03/31/2020
Asset Dedication LLC631$20 03/31/2020
     FNDX631$20 03/31/2020
BlackRock Inc.606$19 03/31/2020
     FNDX606$19 03/31/2020
IFP Advisors Inc560$18 03/31/2020
     FNDX560$18 03/31/2020
Global Retirement Partners LLC567$18 03/31/2020
     FNDX567$18 03/31/2020
MUFG Americas Holdings Corp529$17 03/31/2020
     FNDX529$17 03/31/2020
Wealthcare Advisory Partners LLC538$17 03/31/2020
     FNDX538$17 03/31/2020
John W. Brooker & Co. CPAs521$16 03/31/2020
     FNDX521$16 03/31/2020
Filbrandt Wealth Management LLC479$15 03/31/2020
     FNDX479$15 03/31/2020
Certified Advisory Corp415$13 03/31/2020
     FNDX415$13 03/31/2020
Steward Partners Investment Advisory LLC398$12 03/31/2020
     FNDX398$12 03/31/2020
Tortoise Investment Management LLC334$10 03/31/2020
     FNDX334$10 03/31/2020
MCF Advisors LLC309$10 03/31/2020
     FNDX309$10 03/31/2020
Clearstead Advisors LLC302$9 03/31/2020
     FNDX302$9 03/31/2020
Capital Advisors Ltd. LLC255$8 03/31/2020
     FNDX255$8 03/31/2020
Shine Investment Advisory Services Inc.210$7 03/31/2020
     FNDX210$7 03/31/2020
SRS Capital Advisors Inc.215$7 03/31/2020
     FNDX215$7 03/31/2020
Sonora Investment Management LLC182$6 03/31/2020
     FNDX182$6 03/31/2020
Gradient Investments LLC203$6 03/31/2020
     FNDX203$6 03/31/2020
Bogart Wealth LLC195$6 03/31/2020
     FNDX195$6 03/31/2020
Claraphi Advisory Network LLC200$6 03/31/2020
     FNDX200$6 03/31/2020
Citigroup Inc.116$4 03/31/2020
     FNDX116$4 03/31/2020
Blume Capital Management Inc.151$4 03/31/2020
     FNDX151$4 03/31/2020
Orion Portfolio Solutions LLC124$4 03/31/2020
     FNDX124$4 03/31/2020
Financial Management Professionals Inc.86$3 03/31/2020
     FNDX86$3 03/31/2020
Capital Asset Advisory Services LLC80$3 03/31/2020
     FNDX80$3 03/31/2020
Fifth Third Bancorp34$1 03/31/2020
     FNDX34$1 03/31/2020
Allworth Financial LP32$1 03/31/2020
     FNDX32$1 03/31/2020
Lenox Wealth Advisors LLC16$1 03/31/2020
     FNDX16$1 03/31/2020
TCI Wealth Advisors Inc.21$1 03/31/2020
     FNDX21$1 03/31/2020
Private Ocean LLC55$1 03/31/2020
     FNDX55$1 03/31/2020
Brand Asset Management Group Inc.42$1 03/31/2020
     FNDX42$1 03/31/2020
Tsfg LLC45$1 03/31/2020
     FNDX45$1 03/31/2020
Proequities Inc.0$0 03/31/2020
     FNDX0$0 03/31/2020

See Summary: Institutional Holders of FNDX
See Details: Top 10 Hedge Funds Holding FNDX
Also See: FNDX Holdings Changes

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