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.
Holder | Amount | Position Size ($ in 1000's) | As of |
---|---|---|---|
Charles Schwab Investment Advisory Inc. | 130,702,287 | $4,408,588 | 12/31/2023 |
FNDF | 130,702,287 | $4,408,588 | 12/31/2023 |
Wealth Enhancement Advisory Services LLC | 14,995,515 | $533,990 | 03/31/2024 |
FNDF | 14,995,515 | $533,990 | 03/31/2024 |
Regions Financial Corp | 10,236,575 | $364,524 | 03/31/2024 |
FNDF | 10,236,575 | $364,524 | 03/31/2024 |
Jane Street Group LLC | 10,652,718 | $359,316 | 12/31/2023 |
FNDF | 10,652,718 | $359,316 | 12/31/2023 |
Auto Owners Insurance Co | 8,353,000 | $281,710 | 12/31/2023 |
FNDF | 8,353,000 | $281,710 | 12/31/2023 |
Wells Fargo & Company MN | 6,568,555 | $221,557 | 12/31/2023 |
FNDF | 6,568,555 | $221,557 | 12/31/2023 |
Victory Capital Management Inc. | 5,785,140 | $195,133 | 12/31/2023 |
FNDF | 5,785,140 | $195,133 | 12/31/2023 |
Morgan Stanley | 5,701,964 | $192,327 | 12/31/2023 |
FNDF | 5,701,964 | $192,327 | 12/31/2023 |
Bank of America Corp DE | 4,816,942 | $162,475 | 12/31/2023 |
FNDF | 4,816,942 | $162,475 | 12/31/2023 |
Sequoia Financial Advisors LLC | 4,098,942 | $138,257 | 12/31/2023 |
FNDF | 4,098,942 | $138,257 | 12/31/2023 |
Northwestern Mutual Wealth Management Co. | 3,987,477 | $134,498 | 12/31/2023 |
FNDF | 3,987,477 | $134,498 | 12/31/2023 |
Ameriprise Financial Inc. | 3,646,896 | $122,735 | 12/31/2023 |
FNDF | 3,646,896 | $122,735 | 12/31/2023 |
CI Private Wealth LLC | 3,574,166 | $120,557 | 12/31/2023 |
FNDF | 3,574,166 | $120,557 | 12/31/2023 |
Foster & Motley Inc. | 2,331,775 | $83,035 | 03/31/2024 |
FNDF | 2,331,775 | $83,035 | 03/31/2024 |
Callan Capital LLC | 1,949,400 | $65,753 | 12/31/2023 |
FNDF | 1,949,400 | $65,753 | 12/31/2023 |
Alps Advisors Inc. | 1,911,525 | $64,476 | 12/31/2023 |
FNDF | 1,911,525 | $64,476 | 12/31/2023 |
Orion Portfolio Solutions LLC | 1,698,035 | $57,241 | 12/31/2023 |
FNDF | 1,698,035 | $57,241 | 12/31/2023 |
UBS Group AG | 1,400,844 | $47,250 | 12/31/2023 |
FNDF | 1,400,844 | $47,250 | 12/31/2023 |
Strata Wealth Advisors LLC | 1,298,667 | $46,246 | 03/31/2024 |
FNDF | 1,298,667 | $46,246 | 03/31/2024 |
JNBA Financial Advisors | 1,269,181 | $42,809 | 12/31/2023 |
FNDF | 1,269,181 | $42,809 | 12/31/2023 |
Trust Co | 1,118,554 | $39,832 | 03/31/2024 |
FNDF | 1,118,554 | $39,832 | 03/31/2024 |
LPL Financial LLC | 1,018,450 | $34,352 | 12/31/2023 |
FNDF | 1,018,450 | $34,352 | 12/31/2023 |
McMahon Financial Advisors LLC | 923,063 | $32,870 | 03/31/2024 |
FNDF | 923,063 | $32,870 | 03/31/2024 |
Capital Advisors Wealth Management LLC | 843,644 | $30,042 | 03/31/2024 |
FNDF | 843,644 | $30,042 | 03/31/2024 |
Tradition Wealth Management LLC | 890,343 | $30,031 | 12/31/2023 |
FNDF | 890,343 | $30,031 | 12/31/2023 |
Arlington Financial Advisors LLC | 834,990 | $29,734 | 03/31/2024 |
FNDF | 834,990 | $29,734 | 03/31/2024 |
Unison Advisors LLC | 833,409 | $29,678 | 03/31/2024 |
FNDF | 833,409 | $29,678 | 03/31/2024 |
OLD Mission Capital LLC | 876,234 | $29,555 | 12/31/2023 |
FNDF | 876,234 | $29,555 | 12/31/2023 |
Exencial Wealth Advisors LLC | 866,958 | $29,242 | 12/31/2023 |
FNDF | 866,958 | $29,242 | 12/31/2023 |
Charles Schwab Trust Co | 816,449 | $29,074 | 03/31/2024 |
FNDF | 816,449 | $29,074 | 03/31/2024 |
CVA Family Office LLC | 792,968 | $28,238 | 03/31/2024 |
FNDF | 792,968 | $28,238 | 03/31/2024 |
Cambridge Investment Research Advisors Inc. | 778,071 | $27,707 | 03/31/2024 |
FNDF | 778,071 | $27,707 | 03/31/2024 |
Envestnet Asset Management Inc. | 820,040 | $27,660 | 12/31/2023 |
FNDF | 820,040 | $27,660 | 12/31/2023 |
Commonwealth Equity Services LLC | 814,259 | $27,465 | 12/31/2023 |
FNDF | 814,259 | $27,465 | 12/31/2023 |
Capital Advantage Inc. | 811,305 | $27,365 | 12/31/2023 |
FNDF | 811,305 | $27,365 | 12/31/2023 |
Barry Investment Advisors LLC | 710,123 | $25,287 | 03/31/2024 |
FNDF | 710,123 | $25,287 | 03/31/2024 |
HighTower Advisors LLC | 738,403 | $24,893 | 12/31/2023 |
FNDF | 738,403 | $24,893 | 12/31/2023 |
Leavell Investment Management Inc. | 662,625 | $23,596 | 03/31/2024 |
FNDF | 662,625 | $23,596 | 03/31/2024 |
Verde Capital Management | 659,258 | $23,476 | 03/31/2024 |
FNDF | 659,258 | $23,476 | 03/31/2024 |
Private Advisor Group LLC | 667,588 | $22,518 | 12/31/2023 |
FNDF | 667,588 | $22,518 | 12/31/2023 |
Opes Wealth Management LLC | 628,150 | $21,188 | 12/31/2023 |
FNDF | 628,150 | $21,188 | 12/31/2023 |
Cetera Investment Advisers | 625,533 | $21,099 | 12/31/2023 |
FNDF | 625,533 | $21,099 | 12/31/2023 |
Bell Investment Advisors Inc | 597,356 | $20,149 | 12/31/2023 |
FNDF | 597,356 | $20,149 | 12/31/2023 |
Johnson Bixby & Associates LLC | 555,169 | $19,770 | 03/31/2024 |
FNDF | 555,169 | $19,770 | 03/31/2024 |
Solitude Financial Services | 547,215 | $19,486 | 03/31/2024 |
FNDF | 547,215 | $19,486 | 03/31/2024 |
WESCAP Management Group Inc. | 568,216 | $19,166 | 12/31/2023 |
FNDF | 568,216 | $19,166 | 12/31/2023 |
Cabot Wealth Management Inc. | 548,102 | $18,487 | 12/31/2023 |
FNDF | 548,102 | $18,487 | 12/31/2023 |
Opus Capital Group LLC | 544,132 | $18,354 | 12/31/2023 |
FNDF | 544,132 | $18,354 | 12/31/2023 |
Mariner LLC | 525,816 | $17,736 | 12/31/2023 |
FNDF | 525,816 | $17,736 | 12/31/2023 |
Nadler Financial Group Inc. | 509,009 | $17,169 | 12/31/2023 |
FNDF | 509,009 | $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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