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Institutional Holders of FNDF

There is a long list of 490 institutional holders of FNDF 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 FNDF by largest to smallest position reported in the institutional investor's latest 13F filing. In the institutional-holders-of-FNDF table below, the initial column indicates the name of each top institutional holder of FNDF, with a link to that fund's top holdings. The next columns indicate the amount of FNDF stock held by each of the institutional holders of FNDF, followed by the FNDF 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.130,702,287$4,408,588 12/31/2023
     FNDF130,702,287$4,408,588 12/31/2023
Wealth Enhancement Advisory Services LLC14,995,515$533,990 03/31/2024
     FNDF14,995,515$533,990 03/31/2024
Regions Financial Corp10,236,575$364,524 03/31/2024
     FNDF10,236,575$364,524 03/31/2024
Jane Street Group LLC10,652,718$359,316 12/31/2023
     FNDF10,652,718$359,316 12/31/2023
Auto Owners Insurance Co8,353,000$281,710 12/31/2023
     FNDF8,353,000$281,710 12/31/2023
Wells Fargo & Company MN6,568,555$221,557 12/31/2023
     FNDF6,568,555$221,557 12/31/2023
Victory Capital Management Inc.5,785,140$195,133 12/31/2023
     FNDF5,785,140$195,133 12/31/2023
Morgan Stanley5,701,964$192,327 12/31/2023
     FNDF5,701,964$192,327 12/31/2023
Bank of America Corp DE4,816,942$162,475 12/31/2023
     FNDF4,816,942$162,475 12/31/2023
Sequoia Financial Advisors LLC4,098,942$138,257 12/31/2023
     FNDF4,098,942$138,257 12/31/2023
Northwestern Mutual Wealth Management Co.3,987,477$134,498 12/31/2023
     FNDF3,987,477$134,498 12/31/2023
Ameriprise Financial Inc.3,646,896$122,735 12/31/2023
     FNDF3,646,896$122,735 12/31/2023
CI Private Wealth LLC3,574,166$120,557 12/31/2023
     FNDF3,574,166$120,557 12/31/2023
Foster & Motley Inc.2,331,775$83,035 03/31/2024
     FNDF2,331,775$83,035 03/31/2024
Callan Capital LLC1,949,400$65,753 12/31/2023
     FNDF1,949,400$65,753 12/31/2023
Alps Advisors Inc.1,911,525$64,476 12/31/2023
     FNDF1,911,525$64,476 12/31/2023
Orion Portfolio Solutions LLC1,698,035$57,241 12/31/2023
     FNDF1,698,035$57,241 12/31/2023
UBS Group AG1,400,844$47,250 12/31/2023
     FNDF1,400,844$47,250 12/31/2023
Strata Wealth Advisors LLC1,298,667$46,246 03/31/2024
     FNDF1,298,667$46,246 03/31/2024
JNBA Financial Advisors1,269,181$42,809 12/31/2023
     FNDF1,269,181$42,809 12/31/2023
Trust Co1,118,554$39,832 03/31/2024
     FNDF1,118,554$39,832 03/31/2024
LPL Financial LLC1,018,450$34,352 12/31/2023
     FNDF1,018,450$34,352 12/31/2023
McMahon Financial Advisors LLC923,063$32,870 03/31/2024
     FNDF923,063$32,870 03/31/2024
Capital Advisors Wealth Management LLC843,644$30,042 03/31/2024
     FNDF843,644$30,042 03/31/2024
Tradition Wealth Management LLC890,343$30,031 12/31/2023
     FNDF890,343$30,031 12/31/2023
Arlington Financial Advisors LLC834,990$29,734 03/31/2024
     FNDF834,990$29,734 03/31/2024
Unison Advisors LLC833,409$29,678 03/31/2024
     FNDF833,409$29,678 03/31/2024
OLD Mission Capital LLC876,234$29,555 12/31/2023
     FNDF876,234$29,555 12/31/2023
Exencial Wealth Advisors LLC866,958$29,242 12/31/2023
     FNDF866,958$29,242 12/31/2023
Charles Schwab Trust Co816,449$29,074 03/31/2024
     FNDF816,449$29,074 03/31/2024
CVA Family Office LLC792,968$28,238 03/31/2024
     FNDF792,968$28,238 03/31/2024
Cambridge Investment Research Advisors Inc.778,071$27,707 03/31/2024
     FNDF778,071$27,707 03/31/2024
Envestnet Asset Management Inc.820,040$27,660 12/31/2023
     FNDF820,040$27,660 12/31/2023
Commonwealth Equity Services LLC814,259$27,465 12/31/2023
     FNDF814,259$27,465 12/31/2023
Capital Advantage Inc.811,305$27,365 12/31/2023
     FNDF811,305$27,365 12/31/2023
Barry Investment Advisors LLC710,123$25,287 03/31/2024
     FNDF710,123$25,287 03/31/2024
HighTower Advisors LLC738,403$24,893 12/31/2023
     FNDF738,403$24,893 12/31/2023
Leavell Investment Management Inc.662,625$23,596 03/31/2024
     FNDF662,625$23,596 03/31/2024
Verde Capital Management659,258$23,476 03/31/2024
     FNDF659,258$23,476 03/31/2024
Private Advisor Group LLC667,588$22,518 12/31/2023
     FNDF667,588$22,518 12/31/2023
Opes Wealth Management LLC628,150$21,188 12/31/2023
     FNDF628,150$21,188 12/31/2023
Cetera Investment Advisers625,533$21,099 12/31/2023
     FNDF625,533$21,099 12/31/2023
Bell Investment Advisors Inc597,356$20,149 12/31/2023
     FNDF597,356$20,149 12/31/2023
Johnson Bixby & Associates LLC555,169$19,770 03/31/2024
     FNDF555,169$19,770 03/31/2024
Solitude Financial Services547,215$19,486 03/31/2024
     FNDF547,215$19,486 03/31/2024
WESCAP Management Group Inc.568,216$19,166 12/31/2023
     FNDF568,216$19,166 12/31/2023
Cabot Wealth Management Inc.548,102$18,487 12/31/2023
     FNDF548,102$18,487 12/31/2023
Opus Capital Group LLC544,132$18,354 12/31/2023
     FNDF544,132$18,354 12/31/2023
Mariner LLC525,816$17,736 12/31/2023
     FNDF525,816$17,736 12/31/2023
Nadler Financial Group Inc.509,009$17,169 12/31/2023
     FNDF509,009$17,169 12/31/2023

See All: Funds Holding FNDF
See Details: Top 10 Hedge Funds Holding FNDF
Also See: FNDF Holdings Changes

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