FNDX Institutional Ownership
Who owns FNDX and what the big funds did with it last quarter, from every SEC 13F filing. 841 funds reported holding FNDX at Jun 30, 2026.
- ▲420 buying vs 263 selling
- ▼Shares held by funds -4.0%
- ▲Funds holding +52
- ▼Superinvestors: 0 added, 2 cut
- ●Put/call not meaningful
What the filings show, not a forecast. Positions can be up to 45 days old and leave out short sales.
Funds holding and ownership
8 quartersQuarter over quarter
all 13F filers| Q2 2026 | This quarter | Q1 2026 | Change |
|---|---|---|---|
| Funds holding | 841 | 789 | +6.6% |
| In funds' top 10 | 90 | 88 | +2.3% |
| 13F shares | 656M | 683M | −4.0% |
| Held by funds | – | – | – |
| New positions | 99 | 83 | +19.3% |
| Increased | 321 | 323 | −0.6% |
| Reduced | 220 | 200 | +10.0% |
| Sold out | 43 | 43 | 0.0% |
| Calls (shares) | 0 | 0 | – |
| Puts (shares) | 0 | 0 | – |
| Put/call ratio | – | – | – |
Buyers vs sellers
adding or new vs cutting or sold outSuperinvestors in FNDX
All superinvestors →
Who owns FNDX
share of fund held shares- Index and passive funds57.8%
- Active managers and hedge funds34.0%
- Banks and brokers8.0%
- Pensions, insurers and other0.2%
The top 10 holders own 72.5% of all FNDX shares that funds reported. Groups are our own grouping of filers by name.
Filed so far for Q3 2026
603 funds changed their position- Systelligence, LLCTrimmed−453K sh
- Private Advisor Group, LLCAdded+2M sh
- LPL Financial LLCAdded+1.7M sh
- Cambridge Investment Research Advisors, Inc.Trimmed−1.6M sh
- Captrust Financial AdvisorsAdded+1.6M sh
🔒 Free account: see all 20.
Top holders
Q2 2026| # | Fund | Of company | Shares | Value | Change |
|---|---|---|---|---|---|
| 1 | Charles Schwab Investment Management Inc | – | 375M | $11.7B | −44.5M |
| 2 | Captrust Financial Advisors | – | 28.8M | $897M | +1.4M |
| 3 | Keybank National Association/oh | – | 15.3M | $475M | +2.8M |
| 4 | McAdam, LLC | – | 10.9M | $340M | +1.6M |
| 5 | Boulay Financial Advisors, LLC | – | 9.7M | $303M | +176K |
| 6 | Ameriprise Financial Inc | – | 8.5M | $265M | +372K |
| 7 | Signature Estate & Investment Advisors LLC | – | 7.5M | $232M | −952K |
| 8 | Envestnet Asset Management Inc | – | 7M | $219M | +417K |
| 9 | Steele Capital Management, Inc. | – | 6.4M | $200M | +123K |
| 10 | LPL Financial LLC | – | 6.3M | $195M | +435K |
- Keybank National Association/oh+2.8M sh+$87.5M
- Cambridge Investment Research Advisors, Inc.+2.4M sh+$74.1M
- McAdam, LLC+1.6M sh+$48.6M
- BlueStem Wealth Partners, LLC+1.5M sh+$48M
- Captrust Financial Advisors+1.4M sh+$42M
- DAVENPORT & Co LLC+854K sh+$26.6M
- Eagle Strategies LLC+767K sh+$23.8M
- Arax Advisory Partners+759K sh+$23.6M
- Charles Schwab Investment Management Inc−44.5M sh−$1.4B
- Private Advisor Group, LLC−1.9M sh−$59.5M
- Old National Bancorp /in/−1.1M sh−$34.8M
- Signature Estate & Investment Advisors LLC−952K sh−$29.6M
- Corient Private Wealth LP−610K sh−$19M
- Northwest Bancshares, Inc.−532K sh−$16.6M
- Merit Financial Group, LLC−318K sh−$9.9M
- Arq Wealth Advisors, LLC−192K sh−$6.1M
FNDX institutional ownership FAQ
Who owns the most FNDX stock?
In Q2 2026 13F filings the largest holder of FNDX was Charles Schwab Investment Management Inc, followed by Captrust Financial Advisors and Keybank National Association/oh. Index fund managers are usually the biggest holders of large companies.
What percentage of FNDX is owned by institutions?
841 funds reported holding 656M FNDX shares at Jun 30, 2026.
Are hedge funds buying FNDX?
In Q2 2026, 420 funds bought FNDX (99 of them new positions) and 263 sold (43 sold out completely). Among well known investors, 0 added and 2 cut. Our fund sentiment for FNDX is neutral.
What is FNDX's institutional put/call ratio?
Too few option positions were reported for a meaningful ratio.
How current is this FNDX ownership data?
13F filings show holdings at the end of each quarter and are due within 45 days, so positions can be up to six weeks old when they appear. We add each new filing within minutes, and the "filed so far" list shows funds that have already reported the next quarter.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Fund sentiment summarises what 13F filings show and is not a forecast. Holdings come from SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.