There is a long list of 480 institutional holders of FNDX 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 FNDX by largest to smallest position reported in the institutional investor's latest 13F filing. In the institutional-holders-of-FNDX table below, the initial column indicates the name of each top institutional holder of FNDX, with a link to that fund's top holdings. The next columns indicate the amount of FNDX stock held by each of the institutional holders of FNDX, followed by the FNDX 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.	125,516,788	$7,774,510	12/31/2023
FNDX	125,516,788	$7,774,510	12/31/2023
Captrust Financial Advisors	2,814,068	$174,303	12/31/2023
FNDX	2,814,068	$174,303	12/31/2023
McAdam LLC	2,584,983	$174,202	03/31/2024
FNDX	2,584,983	$174,202	03/31/2024
Signature Estate & Investment Advisors LLC	2,717,254	$168,306	12/31/2023
FNDX	2,717,254	$168,306	12/31/2023
Northwest Bancshares Inc.	2,084,640	$140,484	03/31/2024
FNDX	2,084,640	$140,484	03/31/2024
Steele Capital Management Inc.	1,972,119	$132,901	03/31/2024
FNDX	1,972,119	$132,901	03/31/2024
Glassman Wealth Services	1,480,915	$99,799	03/31/2024
FNDX	1,480,915	$99,799	03/31/2024
Callan Capital LLC	1,183,649	$79,766	03/31/2024
FNDX	1,183,649	$79,766	03/31/2024
Envestnet Asset Management Inc.	1,152,840	$71,407	12/31/2023
FNDX	1,152,840	$71,407	12/31/2023
Morgan Stanley	990,696	$61,364	12/31/2023
FNDX	990,696	$61,364	12/31/2023
Ameriprise Financial Inc.	965,478	$59,820	12/31/2023
FNDX	965,478	$59,820	12/31/2023
Bank of America Corp DE	939,666	$58,203	12/31/2023
FNDX	939,666	$58,203	12/31/2023
Charles Schwab Trust Co	851,197	$57,362	03/31/2024
FNDX	851,197	$57,362	03/31/2024
Lee Financial Co	815,642	$50,521	12/31/2023
FNDX	815,642	$50,521	12/31/2023
Gemmer Asset Management LLC	736,946	$49,663	03/31/2024
FNDX	736,946	$49,663	03/31/2024
Kelman Lazarov Inc.	793,466	$49,147	12/31/2023
FNDX	793,466	$49,147	12/31/2023
Kavar Capital Partners Group LLC	784,248	$48,576	12/31/2023
FNDX	784,248	$48,576	12/31/2023
Clark Capital Management Group Inc.	750,964	$46,515	12/31/2023
FNDX	750,964	$46,515	12/31/2023
Private Advisor Group LLC	682,384	$45,986	03/31/2024
FNDX	682,384	$45,986	03/31/2024
Ashford Advisors LLC	664,835	$44,803	03/31/2024
FNDX	664,835	$44,803	03/31/2024
Bell Investment Advisors Inc	722,640	$44,760	12/31/2023
FNDX	722,640	$44,760	12/31/2023
Alps Advisors Inc.	707,830	$43,843	12/31/2023
FNDX	707,830	$43,843	12/31/2023
Tanglewood Wealth Management Inc.	660,992	$40,942	12/31/2023
FNDX	660,992	$40,942	12/31/2023
Reston Wealth Management LLC	636,011	$39,395	12/31/2023
FNDX	636,011	$39,395	12/31/2023
Cambridge Investment Research Advisors Inc.	583,235	$39,304	03/31/2024
FNDX	583,235	$39,304	03/31/2024
Advisor Group Holdings Inc.	621,579	$38,508	12/31/2023
FNDX	621,579	$38,508	12/31/2023
Koesten Hirschmann & Crabtree INC.	595,641	$36,894	12/31/2023
FNDX	595,641	$36,894	12/31/2023
HighTower Advisors LLC	482,455	$32,522	03/31/2024
FNDX	482,455	$32,522	03/31/2024
UBS Group AG	502,751	$31,140	12/31/2023
FNDX	502,751	$31,140	12/31/2023
Cetera Advisor Networks LLC	492,432	$30,501	12/31/2023
FNDX	492,432	$30,501	12/31/2023
Leonard Rickey Investment Advisors P.L.L.C.	442,401	$29,813	03/31/2024
FNDX	442,401	$29,813	03/31/2024
Prairiewood Capital LLC	407,099	$27,434	03/31/2024
FNDX	407,099	$27,434	03/31/2024
Commonwealth Equity Services LLC	391,146	$26,359	03/31/2024
FNDX	391,146	$26,359	03/31/2024
Creative Planning	420,767	$26,062	12/31/2023
FNDX	420,767	$26,062	12/31/2023
Oxford Financial Group Ltd.	420,705	$26,058	12/31/2023
FNDX	420,705	$26,058	12/31/2023
Lincoln National Corp	380,451	$25,639	03/31/2024
FNDX	380,451	$25,639	03/31/2024
Resonant Capital Advisors LLC	375,657	$25,316	03/31/2024
FNDX	375,657	$25,316	03/31/2024
LPL Financial LLC	406,176	$25,159	12/31/2023
FNDX	406,176	$25,159	12/31/2023
Cahill Financial Advisors Inc.	383,493	$23,754	12/31/2023
FNDX	383,493	$23,754	12/31/2023
Planned Solutions Inc.	343,112	$23,122	03/31/2024
FNDX	343,112	$23,122	03/31/2024
CI Private Wealth LLC	321,148	$19,892	12/31/2023
FNDX	321,148	$19,892	12/31/2023
Solitude Financial Services	291,219	$19,625	03/31/2024
FNDX	291,219	$19,625	03/31/2024
Financial Strategies Group Inc.	281,063	$18,730	03/31/2024
FNDX	281,063	$18,730	03/31/2024
Washington Trust Advisors Inc.	296,589	$18,371	12/31/2023
FNDX	296,589	$18,371	12/31/2023
Kestra Advisory Services LLC	292,670	$18,128	12/31/2023
FNDX	292,670	$18,128	12/31/2023
Moller Financial Services	264,567	$17,829	03/31/2024
FNDX	264,567	$17,829	03/31/2024
Bartlett & Co. LLC	273,566	$16,991	12/31/2023
FNDX	273,566	$16,991	12/31/2023
Bartlett & CO. Wealth Management LLC	273,566	$16,991	12/31/2023
FNDX	273,566	$16,991	12/31/2023
Haverford Trust Co.	248,503	$16,747	03/31/2024
FNDX	248,503	$16,747	03/31/2024
Cabot Wealth Management Inc.	242,710	$16,356	03/31/2024
FNDX	242,710	$16,356	03/31/2024

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

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