There is a long list of 353 institutional holders of FNDA within the last two holding periods in our database of 13F filers, so we've sorted through to present to you just the top 50 institutional holders of FNDA by largest to smallest position reported in the institutional investor's latest 13F filing. In the institutional-holders-of-FNDA table below, the initial column indicates the name of each top institutional holder of FNDA, with a link to that fund's top holdings. The next columns indicate the amount of FNDA stock held by each of the institutional holders of FNDA, followed by the FNDA position size held by the institution, and finally the date of the quarterly 13F filing period the holdings data represents for that institution.
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 |
Prairiewood Capital LLC | 605,186 | $34,514 | 03/31/2024 |
FNDA | 605,186 | $34,514 | 03/31/2024 |
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 |
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 |
See All: Funds Holding FNDA
See Details: Top 10 Hedge Funds Holding FNDA
Also See: FNDA Holdings Changes
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