SCHWAB FNDMNTL US BRD MR ETF FNDB
$30.62
+0.4% 52w: $22.96 – $30.62
Latest 13F among current holders filed 32 days ago (Jun 3, 2026)
Price — last 12 months
research preview data22.9626.7930.62
Jun 20, 2025 Jul 2, 2026
Institutional holders
170
+9 QoQ
13F value
$332.2M
+6.4% QoQ
Smart-money holders
4
signal tier ≥ 2
New smart buyers
0
Q1 2026
Institutional value by quarter
Number of holders
Who owns FNDB?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| AlphaCore Capital LLC | Wealth advisor | 1.2M | $33.4M | 0.8% | -5.9% |
| FINANCIAL CONSULATE, INC | Wealth advisor | 1.0M | $28.3M | 3.5% | +2.0% |
| Opes Wealth Management LLC | Wealth advisor | 744.8K | $20.3M | 3.5% | +1.0% |
| HighTower Advisors, LLC | Diversified mechanical | 654.1K | $17.8M | 0.0% | -7.1% |
| Sound Stewardship, LLC | Wealth advisor | 640.4K | $17.4M | 8.0% | +0.9% |
| Cambridge Investment Research Advisors, Inc. | Wealth advisor | 487.4K | $13.3M | 0.0% | -32.6% |
| MORGAN STANLEY | Bank broker | 439.6K | $12.0M | 0.0% | +10.1% |
| BANK OF AMERICA CORP /DE/ | Bank broker | 434.8K | $11.8M | 0.0% | -0.5% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 301.0K | $8.2M | 0.0% | +6.1% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 277.8K | $7.6M | 0.0% | +11.9% |
| Brightwater Advisory LLC | Wealth advisor | 272.8K | $7.4M | 4.9% | -2.6% |
| Family Capital Management, Inc. | Wealth advisor | 234.7K | $6.4M | 2.8% | +153.3% |
| Mariner, LLC | Diversified mechanical | 201.0K | $5.5M | 0.0% | +82.1% |
| Leonard Rickey Investment Advisors P.L.L.C. | Wealth advisor | 175.3K | $4.8M | 0.8% | -0.6% |
| MML INVESTORS SERVICES, LLC | Wealth advisor | 171.6K | $4.7M | 0.0% | +7.3% |
| Clearstead Advisors, LLC | Wealth advisor | 168.9K | $4.6M | 0.0% | New |
| Rossby Financial, LCC | Wealth advisor | 168.1K | $4.6M | 1.0% | New |
| JONES FINANCIAL COMPANIES LLLP | Wealth advisor | 139.3K | $3.7M | 0.0% | +40.2% |
| Mezzasalma Advisors, LLC ★2 | Fundamental diversified | 144.1K | $3.7M | 0.9% | -3.8% |
| Guardian Financial Partners, LLC | Wealth advisor | 134.5K | $3.7M | 1.5% | -5.6% |
| Essential Partners LLC | Diversified mechanical | 127.0K | $3.5M | 1.2% | +0.1% |
| Aspiring Ventures, LLC ★2 | Fundamental diversified | 119.3K | $3.2M | 1.1% | -0.4% |
| UBS Group AG | Bank broker | 116.1K | $3.2M | 0.0% | +3.4% |
| CVA Family Office, LLC | Wealth advisor | 110.4K | $3.0M | 0.3% | -11.2% |
| JAMES INVESTMENT RESEARCH, INC. | Other | 109.9K | $3.0M | 0.3% | +13.6% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Market maker | 104.7K | $2.8M | 0.0% | New |
| LPL Financial LLC | Bank broker | 104.5K | $2.8M | 0.0% | +0.7% |
| Kaizen Financial Strategies | Wealth advisor | 94.0K | $2.7M | 1.1% | +14.8% |
| Centurion Wealth Management LLC | Wealth advisor | 94.3K | $2.6M | 0.6% | +7.1% |
| Resonant Capital Advisors, LLC | Wealth advisor | 93.7K | $2.5M | 0.1% | -1.5% |
| HHM Wealth Advisors, LLC | Wealth advisor | 90.5K | $2.5M | 0.3% | -3.1% |
| AMERIPRISE FINANCIAL INC | Bank broker | 87.5K | $2.4M | 0.0% | +0.3% |
| Red Door Wealth Management, LLC | Other | 86.7K | $2.4M | 0.2% | Held |
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 83.8K | $2.3M | 0.0% | -0.3% |
| MAI Capital Management | Wealth advisor | 82.8K | $2.3M | 0.0% | -6.7% |
| Wealthspire Advisors, LLC | Wealth advisor | 79.3K | $2.2M | 0.0% | +0.7% |
| OSAIC HOLDINGS, INC. | Wealth advisor | 78.0K | $2.1M | 0.0% | -40.3% |
| Foster Group, Inc. | Wealth advisor | 75.1K | $2.0M | 0.1% | +11.4% |
| Yoder Wealth Management, Inc. | Wealth advisor | 72.6K | $2.0M | 0.9% | -0.1% |
| TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV | Other | 69.0K | $1.9M | 0.7% | +0.7% |
| Nicholas Hoffman & Company, LLC. | Wealth advisor | 66.3K | $1.8M | 0.0% | -1.4% |
| FOUNDERS FINANCIAL SECURITIES LLC | Wealth advisor | 63.9K | $1.8M | 0.1% | +7.3% |
| SeaCrest Wealth Management, LLC | Other | 59.2K | $1.6M | 0.2% | +10.2% |
| Cetera Investment Advisers | Wealth advisor | 53.5K | $1.5M | 0.0% | +17.4% |
| Creative Planning | Wealth advisor | 53.4K | $1.5M | 0.0% | +14.8% |
| Corient Private Wealth LLC | Diversified mechanical | 57.7K | $1.4M | 0.0% | -50.8% |
| Valmark Advisers, Inc. | Wealth advisor | 52.2K | $1.4M | 0.0% | +30.1% |
| CAPTRUST FINANCIAL ADVISORS | Wealth advisor | 51.6K | $1.4M | 0.0% | -9.2% |
| BROWN BROTHERS HARRIMAN & CO | Diversified mechanical | 51.2K | $1.4M | 0.0% | Held |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | Wealth advisor | 50.9K | $1.4M | 0.0% | +11.8% |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.