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Institutional Holders of FNDA

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.

HolderAmountPosition Size
($ in 1000's)
 As of
Charles Schwab Investment Advisory Inc.93,544,825$5,177,706 12/31/2023
     FNDA93,544,825$5,177,706 12/31/2023
Waddell & Associates LLC1,250,165$69,202 12/31/2023
     FNDA1,250,165$69,202 12/31/2023
Clarius Group LLC1,065,882$60,787 03/31/2024
     FNDA1,065,882$60,787 03/31/2024
Steele Capital Management Inc.942,090$53,727 03/31/2024
     FNDA942,090$53,727 03/31/2024
Morgan Stanley887,350$49,115 12/31/2023
     FNDA887,350$49,115 12/31/2023
Ameriprise Financial Inc.796,465$44,108 12/31/2023
     FNDA796,465$44,108 12/31/2023
Prairiewood Capital LLC605,186$34,514 03/31/2024
     FNDA605,186$34,514 03/31/2024
Trilogy Capital Inc.601,059$34,278 03/31/2024
     FNDA601,059$34,278 03/31/2024
Moller Financial Services527,457$30,081 03/31/2024
     FNDA527,457$30,081 03/31/2024
Solitude Financial Services513,429$29,281 03/31/2024
     FNDA513,429$29,281 03/31/2024
Riverpoint Wealth Management Holdings LLC516,118$28,567 12/31/2023
     FNDA516,118$28,567 12/31/2023
First Pacific Financial405,280$23,113 03/31/2024
     FNDA405,280$23,113 03/31/2024
UBS Group AG392,324$21,715 12/31/2023
     FNDA392,324$21,715 12/31/2023
Resonant Capital Advisors LLC380,206$21,044 12/31/2023
     FNDA380,206$21,044 12/31/2023
Bell Investment Advisors Inc370,348$20,499 12/31/2023
     FNDA370,348$20,499 12/31/2023
JJJ Advisors Inc.340,858$19,439 03/31/2024
     FNDA340,858$19,439 03/31/2024
Callan Capital LLC348,223$19,274 12/31/2023
     FNDA348,223$19,274 12/31/2023
Kathmere Capital Management LLC302,909$17,275 03/31/2024
     FNDA302,909$17,275 03/31/2024
Lincoln National Corp307,925$17,044 12/31/2023
     FNDA307,925$17,044 12/31/2023
Wealth Forward LLC289,122$16,003 12/31/2023
     FNDA289,122$16,003 12/31/2023
Gemmer Asset Management LLC264,819$15,103 03/31/2024
     FNDA264,819$15,103 03/31/2024
Pasadena Private Wealth LLC262,418$14,966 03/31/2024
     FNDA262,418$14,966 03/31/2024
Foster & Motley Inc.248,414$14,167 03/31/2024
     FNDA248,414$14,167 03/31/2024
Accredited Investors Inc.242,779$13,438 12/31/2023
     FNDA242,779$13,438 12/31/2023
Hilltop Partners LLC224,023$12,400 12/31/2023
     FNDA224,023$12,400 12/31/2023
Ironwood Investment Counsel LLC196,854$10,896 12/31/2023
     FNDA196,854$10,896 12/31/2023
Bank of America Corp DE196,291$10,865 12/31/2023
     FNDA196,291$10,865 12/31/2023
Charles Schwab Trust Co168,533$9,611 03/31/2024
     FNDA168,533$9,611 03/31/2024
Johnson Bixby & Associates LLC166,072$9,471 03/31/2024
     FNDA166,072$9,471 03/31/2024
McAdam LLC165,221$9,423 03/31/2024
     FNDA165,221$9,423 03/31/2024
Sailer Financial LLC168,236$9,312 12/31/2023
     FNDA168,236$9,312 12/31/2023
Savant Capital LLC157,473$8,716 12/31/2023
     FNDA157,473$8,716 12/31/2023
Arlington Financial Advisors LLC152,704$8,709 03/31/2024
     FNDA152,704$8,709 03/31/2024
Collective Family Office LLC147,963$8,438 03/31/2024
     FNDA147,963$8,438 03/31/2024
Shore Point Advisors LLC152,081$8,418 12/31/2023
     FNDA152,081$8,418 12/31/2023
Sound Stewardship LLC127,524$7,058 12/31/2023
     FNDA127,524$7,058 12/31/2023
Mariner LLC126,249$6,988 12/31/2023
     FNDA126,249$6,988 12/31/2023
Cerity Partners LLC125,811$6,963 12/31/2023
     FNDA125,811$6,963 12/31/2023
Exencial Wealth Advisors LLC118,234$6,544 12/31/2023
     FNDA118,234$6,544 12/31/2023
Horan Capital Advisors LLC.115,051$6,368 12/31/2023
     FNDA115,051$6,368 12/31/2023
Creative Planning114,841$6,356 12/31/2023
     FNDA114,841$6,356 12/31/2023
Commonwealth Equity Services LLC114,587$6,342 12/31/2023
     FNDA114,587$6,342 12/31/2023
Opes Wealth Management LLC112,717$6,239 12/31/2023
     FNDA112,717$6,239 12/31/2023
Rainsberger Wealth Advisors Inc.108,870$6,026 12/31/2023
     FNDA108,870$6,026 12/31/2023
Verum Partners LLC103,381$5,896 03/31/2024
     FNDA103,381$5,896 03/31/2024
Wealth Enhancement Advisory Services LLC102,636$5,853 03/31/2024
     FNDA102,636$5,853 03/31/2024
Cresset Asset Management LLC105,711$5,851 12/31/2023
     FNDA105,711$5,851 12/31/2023
Private Advisor Group LLC104,859$5,804 12/31/2023
     FNDA104,859$5,804 12/31/2023
LPL Financial LLC97,127$5,376 12/31/2023
     FNDA97,127$5,376 12/31/2023
Dechtman Wealth Management LLC93,522$5,334 03/31/2024
     FNDA93,522$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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