How many institutions own FNDF stock?

A company's 13F filings with the Securities and Exchange Commission (SEC) provides investors with comprehensive information about institutional ownership in a listed company, a sign of strength in terms of how many institutions have confidence in that company. The number of institutional investors who currently own FNDF shares is N/A, representing N/A of the company's common stock.

Who are the major shareholders selling Schwab Fundamental International Large Company Index ETF stock?

MFA WEALTH ADVISORS, LLC, in the last quarter, reduced its stake in FNDF by -4.22% restricting it's holding to 864.8 thousand shares of worth nearly $45.63M. ALPHACORE CAPITAL LLC also lessened -3.95% of the FNDF shares from its portfolio, reducing its holding to 1.43 million shares of worth $75.64M. RESONANT CAPITAL ADVISORS, LLC also shunned FNDF shares holding by -1.33% last quarter which brought its holding to 631.81 thousand shares worth $33.33M.

Investors who are buying FNDF stock?

As per its latest 13F filing, AMERIPRISE FINANCIAL INC increased its stake in FNDF by 2.01% in the last quarter. The institutional holder raised its holding to 3.18 million shares having worth more than $168.74M. GENEOS WEALTH MANAGEMENT INC. also added 4.92% more shares of FNDF to its portfolio, raising its holding to 654.33 thousand shares of worth $34.52M. BELL INVESTMENT ADVISORS, INC also increased its FNDF shares holding by 1.86% which brought its holding to 656.32 thousand shares worth $34.63M.

FNDF's major insiders: who are they?

The insider with the most stakes in FNDF is N/A , N/A at the company. Additionally, FNDF stock is highly held by N/A N/A and N/A N/A among others.

Did an insider recently sell FNDF stock?

Company executives, directors, and other insiders own N/A percent of Schwab Fundamental International Large Company Index ETF's stock. Within the last six months, there have been 0 transaction(s) in which FNDF insiders have sold stock, totaling 0 shares. Insiders that have sold shares include .

Which insider recently purchased FNDF stock?

There have been 0 transaction(s) during the past 6-months in which Schwab Fundamental International Large Company Index ETF insiders have bought stock, totalling 0 shares

How much of FNDF does insiders own?

Around 0 Schwab Fundamental International Large Company Index ETF shares are held by insiders, which represents about N/A of FNDF stock.

Who is the insider with the largest stake?

FNDF N/A, N/A holds the largest portfolio of the company's shares. FNDF shares owned by N/A total nearly -.

Which institution holds the most shares in FNDF?

MFA WEALTH ADVISORS, LLC is the largest institutional owner in FNDF which holds 864.8 thousand shares worth $45.63M or 0.2% of the total FNDF shares outstanding followed by ALPHACORE CAPITAL LLC with ownership of 1.43 million shares representing 0.32% of the FNDF ownership. AMERIPRISE FINANCIAL INC is the third largest stakeholder with 3.18 million shares or 0.72% of the ownership worth more than $168.74M.

Is Schwab Fundamental International Large Company Index ETF stock optionable?

Stock options give the owner the ability but not the obligation to buy or sell a security at a predetermined price and date. Stock options can be classified into two types: puts and calls. A put is a bet on falling stock, and a call is a bet on rising stock. As far as the FNDF is concerned, it is a stock which is optionable.

Is there a short position on FNDF's shares?

Number of FNDF shares short is null. Shares short is a market sentiment in which investors have sold their shares short in a given stock but have not yet covered them or closed them out.

About how many outstanding FNDF shares are there?

As of today, null shares of FNDF are outstanding.

Is there many float in FNDF stock?

Float represents the number of tradeable shares in a specific stock. By subtracting restricted and closely-held shares from a firm's total outstanding shares, we can calculate its floating stock. The term "closely-held shares" refers to shares held by employees, major shareholders, and company insiders. At present, FNDF has null shares in float.

FNDF short ratio: what is it?

Short ratio is calculated by dividing the number of short shares, short interest or bets that shareholders will sell short from the average daily volume. A higher ratio indicates longer times needed to repurchase borrowed shares (sold). The short ratio for FNDF is null.

Schwab Fundamental International Large Index ETF (FNDF) insider trading activity: Get Latest News Today

Stock Outstanding Shares

Making an investment decision in the stock market involves a certain amount of risk, so it's important to thoroughly review a company's stock before making any decisions. Stock float, number of short positions and outstanding shares are among the many factors an investor should take into account.

ShortableYes

OptionableYes

Short Percent Of Outstanding SharesN/A

Short Percent Of FloatN/A

Shares OutstandingN/A

Shares FloatN/A

Shares ShortN/A

Short RatioN/A

N/A

Short % of Float

N/A

Short % of Shares Outstanding

Institutional Ownership

About N/A of shares are held by financial institutions. MFA WEALTH ADVISORS, LLC is the top corporate investor, holding 864.8K shares valued at $45.63M. A 0.2% stake in Schwab Fundamental International Large Company Index ETF is owned by the company. ALPHACORE CAPITAL LLC owns 1.43M shares valued at $75.64M, which translates its holding of 0.32% of the stake in the company.

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Jun 30, 2026	MFA WEALTH ADVISORS, LLC	0.2%	864.8K	45.63M	-38.14K	-4.22%
Jun 30, 2026	ALPHACORE CAPITAL LLC	0.32%	1.43M	75.64M	-58.9K	-3.95%
Jun 30, 2026	AMERIPRISE FINANCIAL INC	0.72%	3.18M	168.74M	62.79K	+2.01%
Jun 30, 2026	RESONANT CAPITAL ADVISORS, LLC	0.14%	631.81K	33.33M	-8.52K	-1.33%
Jun 30, 2026	WESCAP MANAGEMENT GROUP, INC.	0.14%	641.81K	33.86M	-11.69K	-1.79%
Jun 30, 2026	GENEOS WEALTH MANAGEMENT INC.	0.14%	654.33K	34.52M	30.66K	+4.92%
Jun 30, 2026	BELL INVESTMENT ADVISORS, INC	0.14%	656.32K	34.63M	11.96K	+1.86%
Jun 30, 2026	MAIA WEALTH LLC	0.14%	667.65K	35.23M	128.53K	+23.84%
Jun 30, 2026	JPMORGAN CHASE & CO	0.15%	704.8K	37.07M	-63.08K	-8.22%
Jun 30, 2026	ARLINGTON FINANCIAL ADVISORS, LLC	0.16%	756.69K	39.92M	-3.18K	-0.42%
Jun 30, 2026	DYNAMIC ADVISOR SOLUTIONS LLC	0.16%	759.48K	40.07M	34.36K	+4.74%
Jun 30, 2026	LEAVELL INVESTMENT MANAGEMENT, INC.	0.16%	763.76K	40.3M	29.66K	+4.04%
Jun 30, 2026	UNISON ADVISORS LLC	0.18%	784.7K	41.4M	-3.54K	-0.45%
Jun 30, 2026	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.18%	805.46K	42.5M	32.41K	+4.19%
Jun 30, 2026	PALLAS CAPITAL ADVISORS LLC	0.18%	809.83K	42.73M	40.21K	+5.22%
Jun 30, 2026	EP WEALTH ADVISORS, LLC	0.19%	820.06K	43.27M	707.38K	+627.78%
Jun 30, 2026	CANANDAIGUA NATIONAL BANK & TRUST CO	0.23%	1.01M	53.54M	1.01M	+100.00%
Jun 30, 2026	VERDE CAPITAL MANAGEMENT	0.23%	1.02M	53.55M	22.81K	+2.30%
Jun 30, 2026	CHARLES SCHWAB TRUST CO	0.23%	1.02M	53.91M	-7.8K	-0.76%
Jun 30, 2026	HARDY REED LLC	0.24%	1.05M	55.34M	-17.94K	-1.68%
Jun 30, 2026	CAPITAL ADVISORS WEALTH MANAGEMENT, LLC	0.24%	1.07M	56.46M	18.41K	+1.75%
Jun 30, 2026	CAPITAL ADVANTAGE, INC.	0.25%	1.1M	58.06M	-5.05K	-0.46%
Jun 30, 2026	TRUST CO	0.25%	1.12M	58.83M	-23.64K	-2.08%
Jun 30, 2026	STRATA WEALTH ADVISORS, LLC	0.26%	1.16M	60.94M	-25.77K	-2.18%
Jun 30, 2026	NADLER FINANCIAL GROUP, INC.	0.26%	1.17M	61.72M	29.61K	+2.60%
Jun 30, 2026	FMR LLC	0.28%	1.23M	64.68M	-503.56K	-29.12%
Jun 30, 2026	ALPS ADVISORS INC	0.3%	1.31M	69.04M	130.69K	+11.10%
Jun 30, 2026	SAVANT CAPITAL, LLC	0.34%	1.49M	77.87M	1.02M	+213.98%
Jun 30, 2026	STONEX GROUP INC.	0.36%	1.59M	83.89M	78.98K	+5.23%
Jun 30, 2026	UBS GROUP AG	0.39%	1.72M	90.66M	135.24K	+8.54%
Jun 30, 2026	CI PRIVATE WEALTH, LLC	0.42%	1.85M	97.76M	-244.14K	-11.64%
Jun 30, 2026	ENVESTNET ASSET MANAGEMENT INC	0.56%	2.5M	131.7M	-87.46K	-3.39%
Jun 30, 2026	FOSTER & MOTLEY INC	0.58%	2.54M	134.06M	97.96K	+4.01%
Jun 30, 2026	BOULAY FINANCIAL ADVISORS, LLC	0.6%	2.65M	139.69M	-77.52K	-2.84%
Jun 30, 2026	AUTO-OWNERS INSURANCE CO	0.61%	2.7M	142.58M	-937K	-25.74%
Jun 30, 2026	LPL FINANCIAL LLC	0.65%	2.88M	151.86M	203.71K	+7.62%
Jun 30, 2026	VICTORY CAPITAL MANAGEMENT INC	0.66%	2.91M	153.79M	0	0
Jun 30, 2026	MCIA INC	0.66%	2.92M	154.12M	12.26K	+0.42%
Jun 30, 2026	CAPTRUST FINANCIAL ADVISORS	0.95%	4.21M	222.13M	166.25K	+4.11%
Jun 30, 2026	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	1.43%	6.32M	333.59M	202.65K	+3.31%
Jun 30, 2026	MORGAN STANLEY	1.64%	7.26M	383.29M	385.27K	+5.60%
Jun 30, 2026	REGIONS FINANCIAL CORP	2.25%	9.93M	523.92M	684.97K	+7.41%
Jun 30, 2026	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	3.71%	16.41M	858.58M	1.82M	+12.45%
Jun 30, 2026	CVA FAMILY OFFICE, LLC	0.31%	1.39M	73.24M	37.01K	+2.74%
Jun 30, 2026	ADVISOR GROUP HOLDINGS, INC.	0.3%	1.33M	70.12M	366.57K	+38.10%
Jun 30, 2026	RAYMOND JAMES FINANCIAL INC	0.27%	1.2M	63.31M	84.19K	+7.55%
Jun 30, 2026	WELLS FARGO & COMPANY/MN	1.31%	5.81M	306.45M	-109.49K	-1.85%
Jun 30, 2026	BANK OF AMERICA CORP /DE/	1.96%	8.67M	457.65M	344.29K	+4.13%
Jun 30, 2026	SIXTH STREET PARTNERS MANAGEMENT COMPANY, L.P.	31.93%	141.1M	7.44B	141.1M	+100.00%
Jun 30, 2026	BRINKER CAPITAL INVESTMENTS, LLC	0.23%	1.03M	54.34M	-41.07K	-3.83%
Jun 30, 2026	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	31.93%	141.1M	7.44B	-1.93M	-1.35%
Jun 30, 2026	COLONY GROUP, LLC	0.21%	936.76K	49.42M	24.11K	+2.64%
Jun 30, 2026	MARINER, LLC	0.23%	1.01M	53.1M	60.68K	+6.41%
Jun 30, 2026	HIGHTOWER ADVISORS, LLC	0.34%	1.48M	78.15M	99.69K	+7.22%
Jun 30, 2026	CETERA INVESTMENT ADVISERS	0.38%	1.68M	88.66M	36.89K	+2.24%
Jun 30, 2026	JANE STREET GROUP, LLC	0.23%	1M	52.76M	975.57K	+3,992.49%
Jun 30, 2026	BARRY INVESTMENT ADVISORS, LLC	0.19%	824.66K	43.51M	25.26K	+3.16%
Jun 30, 2026	JOHNSON BIXBY & ASSOCIATES, LLC	0.2%	892.9K	47.11M	17.26K	+1.97%
Jun 30, 2026	FOCUS FINANCIAL NETWORK, INC.	0.19%	821.7K	43.35M	45.3K	+5.84%
Mar 31, 2026	JPMORGAN CHASE & CO	0.17%	767.89K	36.5M	135.26K	+21.38%
Mar 31, 2026	BANK OF AMERICA CORP /DE/	1.84%	8.33M	407.58M	229.73K	+2.84%
Mar 31, 2026	CAPTRUST FINANCIAL ADVISORS	0.89%	4.04M	197.84M	644.59K	+18.96%
Mar 31, 2026	HIGHTOWER ADVISORS, LLC	0.3%	1.38M	67.6M	133.11K	+10.66%
Mar 31, 2026	ALPHACORE CAPITAL LLC	0.33%	1.49M	73.03M	-109.51K	-6.84%
Mar 31, 2026	FOSTER & MOTLEY INC	0.54%	2.44M	119.53M	-48.61K	-1.95%
Mar 31, 2026	ENVESTNET ASSET MANAGEMENT INC	0.57%	2.58M	126.42M	382.05K	+17.35%
Mar 31, 2026	LPL FINANCIAL LLC	0.59%	2.67M	130.87M	192.96K	+7.78%
Mar 31, 2026	TRUST CO	0.25%	1.14M	55.72M	-10.77K	-0.94%
Mar 31, 2026	NADLER FINANCIAL GROUP, INC.	0.25%	1.14M	55.79M	72.05K	+6.75%
Mar 31, 2026	PRIVATE ADVISOR GROUP, LLC	0.23%	1.04M	50.91M	10.11K	+0.98%
Mar 31, 2026	CAPITAL ADVISORS WEALTH MANAGEMENT, LLC	0.23%	1.05M	51.46M	-21.24K	-1.98%
Mar 31, 2026	HARDY REED LLC	0.24%	1.07M	52.2M	3.32K	+0.31%
Mar 31, 2026	BRINKER CAPITAL INVESTMENTS, LLC	0.24%	1.07M	52.4M	-183.39K	-14.62%
Mar 31, 2026	CANANDAIGUA NATIONAL CORP	0.24%	1.07M	52.53M	1.07M	+100.00%
Mar 31, 2026	CAPITAL ADVANTAGE, INC.	0.24%	1.11M	54.1M	1.63K	+0.15%
Mar 31, 2026	RAYMOND JAMES FINANCIAL INC	0.25%	1.12M	54.6M	193.24K	+20.95%
Mar 31, 2026	VICTORY CAPITAL MANAGEMENT INC	0.64%	2.91M	142.63M	-327.72K	-10.11%
Mar 31, 2026	AMERIPRISE FINANCIAL INC	0.75%	3.12M	152.48M	519.98K	+20.03%
Mar 31, 2026	ARLINGTON FINANCIAL ADVISORS, LLC	0.17%	759.87K	37.18M	-48.62K	-6.01%
Mar 31, 2026	PALLAS CAPITAL ADVISORS LLC	0.17%	769.63K	37.66M	-84.47K	-9.89%
Mar 31, 2026	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.17%	773.05K	37.83M	-50.25K	-6.10%
Mar 31, 2026	FOCUS FINANCIAL NETWORK, INC.	0.17%	776.4K	37.99M	119.26K	+18.15%
Mar 31, 2026	BOULAY FINANCIAL ADVISORS, LLC	0.6%	2.73M	133.34M	263.89K	+10.72%
Mar 31, 2026	MCIA INC	0.64%	2.91M	148.24M	264.32K	+9.99%
Mar 31, 2026	UNISON ADVISORS LLC	0.17%	788.24K	38.57M	6.73K	+0.86%
Mar 31, 2026	BARRY INVESTMENT ADVISORS, LLC	0.18%	799.4K	39.11M	5.66K	+0.71%
Mar 31, 2026	CWM, LLC	0.18%	813.47K	39.8M	31.22K	+3.99%
Mar 31, 2026	JOHNSON BIXBY & ASSOCIATES, LLC	0.19%	875.64K	42.85M	24.27K	+2.85%
Mar 31, 2026	MFA WEALTH ADVISORS, LLC	0.2%	902.93K	44.18M	6K	+0.67%
Mar 31, 2026	COLONY GROUP, LLC	0.2%	912.65K	44.67M	391.53K	+75.13%
Mar 31, 2026	MARINER, LLC	0.21%	945.86K	46.28M	43.28K	+4.79%
Mar 31, 2026	ADVISOR GROUP HOLDINGS, INC.	0.21%	962.14K	47.09M	-375.77K	-28.09%
Mar 31, 2026	VERDE CAPITAL MANAGEMENT	0.22%	992.25K	48.55M	11.24K	+1.15%
Mar 31, 2026	CHARLES SCHWAB TRUST CO	0.23%	1.03M	50.38M	-15.98K	-1.53%
Mar 31, 2026	AUTO-OWNERS INSURANCE CO	0.8%	3.64M	174.74M	0	0
Mar 31, 2026	WELLS FARGO & COMPANY/MN	1.31%	5.92M	289.56M	-65.7K	-1.10%
Mar 31, 2026	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	1.35%	6.12M	299.46M	87.16K	+1.44%
Mar 31, 2026	MORGAN STANLEY	1.52%	6.88M	336.62M	-1.77M	-20.47%
Mar 31, 2026	REGIONS FINANCIAL CORP	2.04%	9.25M	452.38M	84.37K	+0.92%
Mar 31, 2026	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	3.22%	14.59M	707.69M	-3.87M	-20.94%
Mar 31, 2026	STONEX GROUP INC.	0.33%	1.51M	73.94M	166.77K	+12.41%
Mar 31, 2026	UBS GROUP AG	0.35%	1.58M	77.46M	169.11K	+11.96%
Mar 31, 2026	CETERA INVESTMENT ADVISERS	0.36%	1.64M	80.42M	59K	+3.72%
Mar 31, 2026	FMR LLC	0.38%	1.73M	84.62M	-119.45K	-6.46%
Mar 31, 2026	CI PRIVATE WEALTH, LLC	0.46%	2.1M	102.61M	1.88M	+876.24%
Mar 31, 2026	LEAVELL INVESTMENT MANAGEMENT, INC.	0.18%	734.1K	35.92M	32.33K	+4.61%
Mar 31, 2026	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	31.54%	143.03M	7B	-3.45M	-2.36%
Mar 31, 2026	ALPS ADVISORS INC	0.26%	1.18M	57.63M	46.57K	+4.12%
Mar 31, 2026	STRATA WEALTH ADVISORS, LLC	0.26%	1.18M	57.78M	-60.13K	-4.84%
Mar 31, 2026	CVA FAMILY OFFICE, LLC	0.3%	1.35M	66.11M	156.08K	+13.06%
Mar 31, 2026	SOLITUDE FINANCIAL SERVICES	0.14%	570.28K	29.35M	-6.02K	-1.04%
Mar 31, 2026	COMMONWEALTH EQUITY SERVICES, LLC	0.14%	576.51K	28.21M	9.61K	+1.70%
Mar 31, 2026	EXENCIAL WEALTH ADVISORS, LLC	0.14%	580.58K	28.41M	-30.16K	-4.94%
Mar 31, 2026	CREATIVE PLANNING	0.14%	583.73K	28.56M	89.42K	+18.09%
Mar 31, 2026	GENEOS WEALTH MANAGEMENT INC.	0.15%	623.67K	30.52M	-7.55K	-1.20%
Mar 31, 2026	RESONANT CAPITAL ADVISORS, LLC	0.15%	640.33K	31.33M	-106.37K	-14.25%
Mar 31, 2026	BELL INVESTMENT ADVISORS, INC	0.15%	644.36K	31.53M	-41K	-5.98%
Mar 31, 2026	WESCAP MANAGEMENT GROUP, INC.	0.16%	653.5K	31.98M	16.11K	+2.53%
Mar 31, 2026	OPES WEALTH MANAGEMENT LLC	0.17%	713.94K	34.93M	-553	-0.08%
Mar 31, 2026	DYNAMIC ADVISOR SOLUTIONS LLC	0.17%	725.12K	35.48M	11.63K	+1.63%
Dec 31, 2025	VICTORY CAPITAL MANAGEMENT INC	0.78%	3.24M	146.6M	0	0
Dec 31, 2025	NADLER FINANCIAL GROUP, INC.	0.25%	1.07M	48.29M	30.84K	+2.97%
Dec 31, 2025	BRINKER CAPITAL INVESTMENTS, LLC	0.3%	1.25M	56.71M	-49.87K	-3.82%
Dec 31, 2025	STRATA WEALTH ADVISORS, LLC	0.3%	1.24M	56.11M	-57.75K	-4.45%
Dec 31, 2025	HIGHTOWER ADVISORS, LLC	0.29%	1.25M	56.44M	226.47K	+22.16%
Dec 31, 2025	OPES WEALTH MANAGEMENT LLC	0.17%	714.49K	32.3M	11.83K	+1.68%
Dec 31, 2025	EXENCIAL WEALTH ADVISORS, LLC	0.14%	610.74K	27.61M	-8.51K	-1.37%
Dec 31, 2025	GENEOS WEALTH MANAGEMENT INC.	0.15%	631.22K	28.54M	-3.63K	-0.57%
Dec 31, 2025	JPMORGAN CHASE & CO	0.15%	632.63K	28.6M	183.95K	+41.00%
Dec 31, 2025	WESCAP MANAGEMENT GROUP, INC.	0.15%	637.4K	28.82M	-28.87K	-4.33%
Dec 31, 2025	ROYAL BANK OF CANADA	0.15%	639.62K	28.92M	75.65K	+13.41%
Dec 31, 2025	CAPITAL ADVISORS WEALTH MANAGEMENT, LLC	0.25%	1.07M	48.51M	69.53K	+6.93%
Dec 31, 2025	HARDY REED LLC	0.25%	1.06M	48.08M	24.76K	+2.38%
Dec 31, 2025	CAPITAL ADVANTAGE, INC.	0.26%	1.1M	49.91M	42.5K	+4.00%
Dec 31, 2025	TRUST CO	0.27%	1.15M	51.97M	-4.26K	-0.37%
Dec 31, 2025	ALPS ADVISORS INC	0.27%	1.13M	51.14M	-26.85K	-2.32%
Dec 31, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.32%	1.35M	60.83M	1.17M	+648.24%
Dec 31, 2025	CAPTRUST FINANCIAL ADVISORS	0.82%	3.4M	153.68M	236.95K	+7.49%
Dec 31, 2025	VERDE CAPITAL MANAGEMENT	0.23%	981.02K	44.35M	40.12K	+4.26%
Dec 31, 2025	CITADEL ADVISORS LLC	0.24%	1.01M	45.62M	993.38K	+6,353.57%
Dec 31, 2025	LEAVELL INVESTMENT MANAGEMENT, INC.	0.17%	701.77K	31.73M	15.58K	+2.27%
Dec 31, 2025	RESONANT CAPITAL ADVISORS, LLC	0.17%	746.7K	33.76M	55.44K	+8.02%
Dec 31, 2025	UNISON ADVISORS LLC	0.18%	781.51K	35.33M	19.41K	+2.55%
Dec 31, 2025	BARRY INVESTMENT ADVISORS, LLC	0.19%	793.74K	35.88M	-174	-0.02%
Dec 31, 2025	CWM, LLC	0.19%	782.25K	35.37M	365.46K	+87.69%
Dec 31, 2025	ARLINGTON FINANCIAL ADVISORS, LLC	0.19%	808.49K	36.55M	17.24K	+2.18%
Dec 31, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.19%	823.3K	37.22M	10.13K	+1.25%
Dec 31, 2025	JANE STREET GROUP, LLC	0.2%	820.16K	37.08M	-845.91K	-50.77%
Dec 31, 2025	JOHNSON BIXBY & ASSOCIATES, LLC	0.2%	851.37K	38.49M	34.98K	+4.28%
Dec 31, 2025	PALLAS CAPITAL ADVISORS LLC	0.2%	854.09K	38.61M	53.27K	+6.65%
Dec 31, 2025	MFA WEALTH ADVISORS, LLC	0.21%	896.93K	40.55M	5.97K	+0.67%
Dec 31, 2025	CHARLES SCHWAB TRUST CO	0.24%	1.05M	47.27M	13.2K	+1.28%
Dec 31, 2025	CANANDAIGUA NATIONAL BANK & TRUST CO	0.25%	1.06M	47.82M	6.42K	+0.61%
Dec 31, 2025	PRIVATE ADVISOR GROUP, LLC	0.25%	1.03M	46.58M	19.51K	+1.93%
Dec 31, 2025	CVA FAMILY OFFICE, LLC	0.28%	1.2M	54.03M	152.83K	+14.66%
Dec 31, 2025	UBS GROUP AG	0.34%	1.41M	63.93M	36.56K	+2.65%
Dec 31, 2025	ALPHACORE CAPITAL LLC	0.38%	1.6M	72.43M	-127.16K	-7.35%
Dec 31, 2025	FMR LLC	0.45%	1.85M	83.59M	-812.46K	-30.53%
Dec 31, 2025	ENVESTNET ASSET MANAGEMENT INC	0.53%	2.2M	99.54M	89.73K	+4.25%
Dec 31, 2025	AMERIPRISE FINANCIAL INC	0.63%	2.6M	117.37M	128.75K	+5.22%
Dec 31, 2025	FOCUS FINANCIAL NETWORK, INC.	0.15%	657.14K	29.71M	41.79K	+6.79%
Dec 31, 2025	DYNAMIC ADVISOR SOLUTIONS LLC	0.17%	713.5K	32.26M	26.37K	+3.84%
Dec 31, 2025	STONEX GROUP INC.	0.32%	1.34M	60.78M	613	+0.05%
Dec 31, 2025	REGIONS FINANCIAL CORP	2.15%	9.16M	414.17M	55.6K	+0.61%
Dec 31, 2025	AUTO-OWNERS INSURANCE CO	0.87%	3.64M	164.66M	937K	+34.67%
Dec 31, 2025	RAYMOND JAMES FINANCIAL INC	0.22%	922.53K	41.71M	136.22K	+17.32%
Dec 31, 2025	MARINER, LLC	0.22%	902.59K	40.81M	33.32K	+3.83%
Dec 31, 2025	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	35.44%	146.48M	6.62B	-670.89K	-0.46%
Dec 31, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	4.32%	18.46M	855.75M	632.56K	+3.55%
Dec 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.32%	1.34M	60.5M	-46.6K	-3.37%
Dec 31, 2025	CETERA INVESTMENT ADVISERS	0.38%	1.58M	71.64M	54.26K	+3.55%
Dec 31, 2025	BANK OF AMERICA CORP /DE/	1.95%	8.1M	366.21M	882.63K	+12.23%
Dec 31, 2025	PRAIRIEWOOD CAPITAL, LLC	0.13%	549.44K	24.84M	26.34K	+5.03%
Dec 31, 2025	MAI CAPITAL MANAGEMENT	0.13%	532.65K	24.08M	58.29K	+12.29%
Dec 31, 2025	SOLITUDE FINANCIAL SERVICES	0.14%	576.3K	26.05M	-13.98K	-2.37%
Dec 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.14%	566.9K	25.63M	-128.28K	-18.45%
Dec 31, 2025	FOSTER & MOTLEY INC	0.58%	2.49M	112.64M	-5.97K	-0.24%
Dec 31, 2025	BOULAY FINANCIAL ADVISORS, LLC	0.59%	2.46M	111.28M	2.46M	+100.00%
Dec 31, 2025	LPL FINANCIAL LLC	0.59%	2.48M	112.2M	198.79K	+8.71%
Dec 31, 2025	MCIA INC	0.62%	2.64M	127.44M	39.92K	+1.53%
Dec 31, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	1.44%	6.03M	272.75M	-7.81K	-0.13%
Dec 31, 2025	WELLS FARGO & COMPANY/MN	1.44%	5.98M	270.51M	68.39K	+1.16%
Dec 31, 2025	MORGAN STANLEY	2.08%	8.65M	391.1M	2.44M	+39.18%
Sep 30, 2025	OPUS CAPITAL GROUP, LLC	0.13%	533.91K	22.94M	-2.57K	-0.48%
Sep 30, 2025	BANK OF AMERICA CORP /DE/	1.75%	7.22M	310.06M	282.21K	+4.07%
Sep 30, 2025	ALPS ADVISORS INC	0.28%	1.16M	49.75M	-780	-0.07%
Sep 30, 2025	WESCAP MANAGEMENT GROUP, INC.	0.16%	666.26K	28.62M	2.21K	+0.33%
Sep 30, 2025	GENEOS WEALTH MANAGEMENT INC.	0.15%	634.85K	27.27M	-118	-0.02%
Sep 30, 2025	REGIONS FINANCIAL CORP	2.21%	9.11M	391.17M	-603.46K	-6.22%
Sep 30, 2025	CI PRIVATE WEALTH, LLC	0.57%	2.34M	100.56M	-261.14K	-10.04%
Sep 30, 2025	JANE STREET GROUP, LLC	0.4%	1.67M	71.57M	1.59M	+2,149.34%
Sep 30, 2025	CAPITAL ADVANTAGE, INC.	0.26%	1.06M	45.6M	12.24K	+1.17%
Sep 30, 2025	CANANDAIGUA NATIONAL BANK & TRUST CO	0.25%	1.05M	45.16M	4.44K	+0.42%
Sep 30, 2025	LEAVELL INVESTMENT MANAGEMENT, INC.	0.17%	686.19K	29.48M	4.49K	+0.66%
Sep 30, 2025	ENVESTNET ASSET MANAGEMENT INC	0.51%	2.11M	90.73M	4.01K	+0.19%
Sep 30, 2025	SOLITUDE FINANCIAL SERVICES	0.14%	590.29K	25.36M	36.24K	+6.54%
Sep 30, 2025	MCKINLEY CARTER WEALTH SERVICES, INC.	0.14%	571.7K	24.56M	-12.5K	-2.14%
Sep 30, 2025	PRAIRIEWOOD CAPITAL, LLC	0.13%	523.1K	22.47M	18.8K	+3.73%
Sep 30, 2025	KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT	0.12%	511.81K	21.99M	31.13K	+6.48%
Sep 30, 2025	CABOT WEALTH MANAGEMENT INC	0.12%	506.58K	21.76M	93	+0.02%
Sep 30, 2025	TRADITION WEALTH MANAGEMENT, LLC	0.12%	496.13K	21.31M	-14.07K	-2.76%
Sep 30, 2025	SAVANT CAPITAL, LLC	0.12%	493.71K	21.21M	99.87K	+25.36%
Sep 30, 2025	SEQUOIA FINANCIAL ADVISORS, LLC	0.12%	493.43K	21.2M	-8.97K	-1.79%
Sep 30, 2025	MAI CAPITAL MANAGEMENT	0.12%	474.36K	20.38M	68.82K	+16.97%
Sep 30, 2025	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	35.67%	147.15M	6.32B	490.28K	+0.33%
Sep 30, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	4.32%	17.83M	775.26M	904.52K	+5.35%
Sep 30, 2025	MORGAN STANLEY	1.51%	6.22M	267.02M	286.44K	+4.83%
Sep 30, 2025	AUTO-OWNERS INSURANCE CO	0.66%	2.7M	116.13M	-5.65M	-67.64%
Sep 30, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	1.46%	6.04M	259.51M	85.42K	+1.43%
Sep 30, 2025	WELLS FARGO & COMPANY/MN	1.43%	5.92M	254.11M	-137.5K	-2.27%
Sep 30, 2025	VICTORY CAPITAL MANAGEMENT INC	0.79%	3.24M	139.31M	-1.05M	-24.40%
Sep 30, 2025	CAPTRUST FINANCIAL ADVISORS	0.77%	3.16M	135.85M	551.3K	+21.11%
Sep 30, 2025	NADLER FINANCIAL GROUP, INC.	0.25%	1.04M	44.56M	182.14K	+21.30%
Sep 30, 2025	CHARLES SCHWAB TRUST CO	0.25%	1.03M	44.35M	61.5K	+6.33%
Sep 30, 2025	HIGHTOWER ADVISORS, LLC	0.25%	1.02M	43.9M	38.51K	+3.92%
Sep 30, 2025	UNISON ADVISORS LLC	0.18%	762.11K	32.74M	-14.62K	-1.88%
Sep 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.17%	695.18K	29.87M	-18.97K	-2.66%
Sep 30, 2025	DYNAMIC ADVISOR SOLUTIONS LLC	0.17%	687.13K	29.52M	-97.18K	-12.39%
Sep 30, 2025	CAPITAL ADVISORS WEALTH MANAGEMENT, LLC	0.24%	1M	43.1M	78.75K	+8.52%
Sep 30, 2025	MCIA INC	0.63%	2.6M	112.76M	2.6M	+100.00%
Sep 30, 2025	FOSTER & MOTLEY INC	0.61%	2.5M	107.29M	-25.42K	-1.01%
Sep 30, 2025	AMERIPRISE FINANCIAL INC	0.6%	2.47M	105.94M	-335.49K	-11.97%
Sep 30, 2025	LPL FINANCIAL LLC	0.55%	2.28M	98.07M	64.79K	+2.92%
Sep 30, 2025	FMR LLC	0.65%	2.66M	114.33M	-37.14K	-1.38%
Sep 30, 2025	ALPHACORE CAPITAL LLC	0.42%	1.73M	74.29M	18.62K	+1.09%
Sep 30, 2025	STRATA WEALTH ADVISORS, LLC	0.31%	1.3M	55.8M	-179.8K	-12.16%
Sep 30, 2025	VERDE CAPITAL MANAGEMENT	0.23%	940.89K	40.42M	88.98K	+10.45%
Sep 30, 2025	CETERA INVESTMENT ADVISERS	0.37%	1.53M	65.74M	131.81K	+9.42%
Sep 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.34%	1.38M	59.09M	339.75K	+32.52%
Sep 30, 2025	UBS GROUP AG	0.33%	1.38M	59.17M	-59.04K	-4.11%
Sep 30, 2025	STONEX GROUP INC.	0.33%	1.34M	57.72M	13.26K	+1.00%
Sep 30, 2025	BRINKER CAPITAL INVESTMENTS, LLC	0.32%	1.3M	56.03M	-45.92K	-3.40%
Sep 30, 2025	TRUST CO	0.28%	1.15M	49.57M	11.77K	+1.03%
Sep 30, 2025	CVA FAMILY OFFICE, LLC	0.25%	1.04M	44.77M	68.66K	+7.05%
Sep 30, 2025	HARDY REED LLC	0.25%	1.04M	44.62M	-7.96K	-0.76%
Sep 30, 2025	PRIVATE ADVISOR GROUP, LLC	0.25%	1.01M	43.43M	8.42K	+0.84%
Sep 30, 2025	EXENCIAL WEALTH ADVISORS, LLC	0.15%	619.25K	26.6M	-30.5K	-4.69%
Sep 30, 2025	FOCUS FINANCIAL NETWORK, INC.	0.15%	615.35K	26.44M	-14.98K	-2.38%
Sep 30, 2025	MFA WEALTH ADVISORS, LLC	0.22%	890.97K	38.28M	2.7K	+0.30%
Sep 30, 2025	MARINER, LLC	0.21%	869.26K	37.34M	20.08K	+2.36%
Sep 30, 2025	JOHNSON BIXBY & ASSOCIATES, LLC	0.2%	816.4K	35.07M	16.73K	+2.09%
Sep 30, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.2%	813.17K	34.93M	8.94K	+1.11%
Sep 30, 2025	PALLAS CAPITAL ADVISORS LLC	0.19%	800.82K	34.4M	31.96K	+4.16%
Sep 30, 2025	BARRY INVESTMENT ADVISORS, LLC	0.19%	793.91K	34.11M	9.38K	+1.20%
Sep 30, 2025	RESONANT CAPITAL ADVISORS, LLC	0.17%	691.26K	29.7M	6.73K	+0.98%
Sep 30, 2025	ARLINGTON FINANCIAL ADVISORS, LLC	0.19%	791.25K	33.99M	33.15K	+4.37%
Sep 30, 2025	RAYMOND JAMES FINANCIAL INC	0.19%	786.31K	33.78M	147.02K	+23.00%
Sep 30, 2025	OPES WEALTH MANAGEMENT LLC	0.17%	702.66K	30.19M	-10.48K	-1.47%
Jun 30, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.2%	804.23K	32.19M	-11.37K	-1.39%
Jun 30, 2025	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	37.26%	146.66M	5.87B	-2.36M	-1.58%
Jun 30, 2025	STONEX GROUP INC.	0.34%	1.33M	53.24M	18.8K	+1.43%
Jun 30, 2025	BRINKER CAPITAL INVESTMENTS, LLC	0.34%	1.35M	54.03M	-78.44K	-5.49%
Jun 30, 2025	UBS GROUP AG	0.37%	1.44M	57.49M	-30.82K	-2.10%
Jun 30, 2025	STRATA WEALTH ADVISORS, LLC	0.38%	1.48M	59.17M	24.32K	+1.67%
Jun 30, 2025	REGIONS FINANCIAL CORP	2.47%	9.71M	388.55M	-1.65M	-14.52%
Jun 30, 2025	CI PRIVATE WEALTH, LLC	0.66%	2.6M	104.13M	-266.78K	-9.30%
Jun 30, 2025	ARLINGTON FINANCIAL ADVISORS, LLC	0.19%	758.1K	30.34M	60.6K	+8.69%
Jun 30, 2025	DYNAMIC ADVISOR SOLUTIONS LLC	0.2%	784.31K	31.39M	40.49K	+5.44%
Jun 30, 2025	AUTO-OWNERS INSURANCE CO	2.12%	8.35M	333.83M	7.41M	+788.64%
Jun 30, 2025	WESCAP MANAGEMENT GROUP, INC.	0.17%	664.05K	26.58M	33.2K	+5.26%
Jun 30, 2025	OPES WEALTH MANAGEMENT LLC	0.18%	713.14K	28.54M	27.71K	+4.04%
Jun 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.18%	714.15K	28.58M	29.83K	+4.36%
Jun 30, 2025	PALLAS CAPITAL ADVISORS LLC	0.2%	768.86K	30.77M	574.12K	+294.82%
Jun 30, 2025	UNISON ADVISORS LLC	0.2%	776.73K	31.08M	-9.87K	-1.25%
Jun 30, 2025	BARRY INVESTMENT ADVISORS, LLC	0.2%	784.53K	31.4M	19.57K	+2.56%
Jun 30, 2025	MARINER, LLC	0.22%	849.19K	33.98M	-5.68K	-0.66%
Jun 30, 2025	VERDE CAPITAL MANAGEMENT	0.22%	851.91K	34.09M	36.61K	+4.49%
Jun 30, 2025	VESTMARK ADVISORY SOLUTIONS, INC.	0.22%	856.68K	34.28M	856.68K	+100.00%
Jun 30, 2025	CAPITAL ADVISORS WEALTH MANAGEMENT, LLC	0.23%	924.62K	37M	153.28K	+19.87%
Jun 30, 2025	HARDY REED LLC	0.27%	1.05M	41.89M	14K	+1.36%
Jun 30, 2025	ALPS ADVISORS INC	0.29%	1.16M	46.38M	-335.82K	-22.47%
Jun 30, 2025	CETERA INVESTMENT ADVISERS	0.36%	1.4M	55.97M	305.28K	+27.92%
Jun 30, 2025	1832 ASSET MANAGEMENT L.P.	0.36%	1.43M	57.35M	43.16K	+3.11%
Jun 30, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	4.3%	16.92M	685.33M	763.82K	+4.73%
Jun 30, 2025	PRAIRIEWOOD CAPITAL, LLC	0.13%	504.3K	20.18M	-3.41K	-0.67%
Jun 30, 2025	CABOT WEALTH MANAGEMENT INC	0.13%	506.49K	20.27M	103.18K	+25.58%
Jun 30, 2025	TRADITION WEALTH MANAGEMENT, LLC	0.13%	510.19K	20.42M	-17.96K	-3.40%
Jun 30, 2025	OPUS CAPITAL GROUP, LLC	0.14%	536.48K	21.47M	-16.15K	-2.92%
Jun 30, 2025	SOLITUDE FINANCIAL SERVICES	0.14%	554.05K	22.17M	-5.57K	-1.00%
Jun 30, 2025	MCKINLEY CARTER WEALTH SERVICES, INC.	0.15%	584.2K	23.38M	-27.34K	-4.47%
Jun 30, 2025	FOCUS FINANCIAL NETWORK, INC.	0.16%	630.32K	25.23M	27.68K	+4.59%
Jun 30, 2025	KEUDELL/MORRISON WEALTH MANAGEMENT	0.16%	631.96K	25.29M	6.85K	+1.10%
Jun 30, 2025	GENEOS WEALTH MANAGEMENT INC.	0.16%	634.97K	25.41M	175.39K	+38.16%
Jun 30, 2025	RAYMOND JAMES FINANCIAL INC	0.16%	639.29K	25.58M	51.56K	+8.77%
Jun 30, 2025	EXENCIAL WEALTH ADVISORS, LLC	0.17%	649.75K	26M	-31.15K	-4.57%
Jun 30, 2025	RESONANT CAPITAL ADVISORS, LLC	0.17%	684.53K	27.4M	14.55K	+2.17%
Jun 30, 2025	MORGAN STANLEY	1.51%	5.93M	237.29B	248.76K	+4.38%
Jun 30, 2025	MFA WEALTH ADVISORS, LLC	0.23%	888.26K	35.55M	-152.31K	-14.64%
Jun 30, 2025	ALPHACORE CAPITAL LLC	0.43%	1.71M	68.46M	1.7M	+28,780.43%
Jun 30, 2025	LEAVELL INVESTMENT MANAGEMENT, INC.	0.17%	681.71K	27.28M	4.62K	+0.68%
Jun 30, 2025	PRIVATE ADVISOR GROUP, LLC	0.25%	1M	40.12M	25.94K	+2.66%
Jun 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.27%	1.04M	41.75M	-410.83K	-28.22%
Jun 30, 2025	CANANDAIGUA NATIONAL BANK & TRUST CO	0.27%	1.05M	41.89M	88.12K	+9.19%
Jun 30, 2025	CAPITAL ADVANTAGE, INC.	0.27%	1.05M	41.99M	-305.04K	-22.52%
Jun 30, 2025	TRUST CO	0.29%	1.14M	45.7M	2K	+0.18%
Jun 30, 2025	ENVESTNET ASSET MANAGEMENT INC	0.54%	2.11M	84.36M	764.95K	+56.96%
Jun 30, 2025	LPL FINANCIAL LLC	0.56%	2.22M	88.77M	486.82K	+28.12%
Jun 30, 2025	FOSTER & MOTLEY INC	0.64%	2.52M	100.97M	-63.19K	-2.44%
Jun 30, 2025	CAPTRUST FINANCIAL ADVISORS	0.66%	2.61M	104.5M	1.99M	+320.39%
Jun 30, 2025	JOHNSON BIXBY & ASSOCIATES, LLC	0.2%	799.67K	32M	22.42K	+2.88%
Jun 30, 2025	NADLER FINANCIAL GROUP, INC.	0.22%	855.17K	34.22M	78.8K	+10.15%
Jun 30, 2025	CHARLES SCHWAB TRUST CO	0.25%	970.87K	38.85M	-33.78K	-3.36%
Jun 30, 2025	CVA FAMILY OFFICE, LLC	0.25%	973.55K	38.96M	84.98K	+9.56%
Jun 30, 2025	HIGHTOWER ADVISORS, LLC	0.25%	983.42K	39.36M	110.24K	+12.63%
Jun 30, 2025	FMR LLC	0.69%	2.7M	107.99M	2.56M	+1,798.71%
Jun 30, 2025	AMERIPRISE FINANCIAL INC	0.71%	2.8M	112.18M	-758.36K	-21.29%
Jun 30, 2025	VICTORY CAPITAL MANAGEMENT INC	1.09%	4.29M	171.65M	-1.5M	-25.86%
Jun 30, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	1.51%	5.96M	238.33M	1.06M	+21.58%
Jun 30, 2025	WELLS FARGO & COMPANY/MN	1.54%	6.05M	242.22M	53.15K	+0.89%
Jun 30, 2025	BANK OF AMERICA CORP /DE/	1.76%	6.94M	277.55M	457.42K	+7.06%
Jun 30, 2025	BELL INVESTMENT ADVISORS, INC	0.17%	685.49K	27.43M	19.25K	+2.89%
Mar 31, 2025	HIGHTOWER ADVISORS, LLC	0.22%	873.18K	31.56M	-25.26K	-2.81%
Mar 31, 2025	DYNAMIC ADVISOR SOLUTIONS LLC	0.19%	743.81K	26.88M	743.81K	+100.00%
Mar 31, 2025	STONEX GROUP INC.	0.33%	1.31M	47.4M	46.94K	+3.71%
Mar 31, 2025	WELLS FARGO & COMPANY/MN	1.51%	6M	216.82M	-122.64K	-2.00%
Mar 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.17%	684.32K	24.73M	15.8K	+2.36%
Mar 31, 2025	BARRY INVESTMENT ADVISORS, LLC	0.19%	764.96K	27.65M	4.23K	+0.56%
Mar 31, 2025	CAPITAL ADVISORS WEALTH MANAGEMENT, LLC	0.19%	771.34K	27.88M	189.79K	+32.63%
Mar 31, 2025	AUTO-OWNERS INSURANCE CO	0.24%	939.98K	34.92M	-8.35M	-89.88%
Mar 31, 2025	CVA FAMILY OFFICE, LLC	0.22%	888.57K	32.11M	115.36K	+14.92%
Mar 31, 2025	MARINER, LLC	0.22%	854.86K	30.89M	43.66K	+5.38%
Mar 31, 2025	CAPITAL ADVANTAGE, INC.	0.34%	1.35M	44.97M	0	0
Mar 31, 2025	ENVESTNET ASSET MANAGEMENT INC	0.34%	1.34M	48.54M	447.67K	+50.00%
Mar 31, 2025	VERDE CAPITAL MANAGEMENT	0.21%	815.3K	29.47M	20.68K	+2.60%
Mar 31, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	4.08%	16.16M	583.94M	-1.79M	-10.00%
Mar 31, 2025	HARDY REED LLC	0.26%	1.03M	37.32M	81.1K	+8.52%
Mar 31, 2025	MFA WEALTH ADVISORS, LLC	0.26%	1.04M	37.61M	20.44K	+2.00%
Mar 31, 2025	CETERA INVESTMENT ADVISERS	0.28%	1.09M	39.51M	215.17K	+24.50%
Mar 31, 2025	TRUST CO	0.29%	1.14M	41.2M	-77.39K	-6.36%
Mar 31, 2025	ARLINGTON FINANCIAL ADVISORS, LLC	0.18%	697.5K	25.21M	-129.73K	-15.68%
Mar 31, 2025	PRIVATE ADVISOR GROUP, LLC	0.25%	976.48K	35.29M	53.55K	+5.80%
Mar 31, 2025	CHARLES SCHWAB TRUST CO	0.25%	1M	36.31M	35.46K	+3.66%
Mar 31, 2025	ORION PORTFOLIO SOLUTIONS, LLC	0.36%	1.43M	51.63M	-72.71K	-4.84%
Mar 31, 2025	REGIONS FINANCIAL CORP	2.87%	11.36M	410.48M	167.31K	+1.50%
Mar 31, 2025	UBS GROUP AG	0.37%	1.47M	53.03M	69.14K	+4.95%
Mar 31, 2025	LEAVELL INVESTMENT MANAGEMENT, INC.	0.17%	677.09K	24.47M	16.84K	+2.55%
Mar 31, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.21%	815.6K	29.48M	-6.16K	-0.75%
Mar 31, 2025	STRATA WEALTH ADVISORS, LLC	0.37%	1.45M	52.56M	-15.44K	-1.05%
Mar 31, 2025	ALPS ADVISORS INC	0.38%	1.49M	54.02M	-86.7K	-5.48%
Mar 31, 2025	LPL FINANCIAL LLC	0.44%	1.73M	62.57M	166.94K	+10.67%
Mar 31, 2025	FOSTER & MOTLEY INC	0.65%	2.59M	93.46M	-6.09K	-0.23%
Mar 31, 2025	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	37.61%	149.02M	5.39B	994.5K	+0.67%
Mar 31, 2025	OPES WEALTH MANAGEMENT LLC	0.17%	685.44K	24.77M	9.32K	+1.38%
Mar 31, 2025	EXENCIAL WEALTH ADVISORS, LLC	0.17%	680.9K	24.61M	-18.47K	-2.64%
Mar 31, 2025	CALLAN CAPITAL, LLC	0.46%	1.83M	66.09M	-17.43K	-0.94%
Mar 31, 2025	JOHNSON BIXBY & ASSOCIATES, LLC	0.2%	777.25K	28.09M	144.22K	+22.78%
Mar 31, 2025	NADLER FINANCIAL GROUP, INC.	0.2%	776.37K	28.06M	41.85K	+5.70%
Mar 31, 2025	UNISON ADVISORS LLC	0.2%	786.6K	28.43M	-39.62K	-4.80%
Mar 31, 2025	CANANDAIGUA NATIONAL BANK & TRUST CO	0.24%	958.73K	34.65M	61.22K	+6.82%
Mar 31, 2025	AMERIPRISE FINANCIAL INC	0.9%	3.56M	128.72M	-474.64K	-11.76%
Mar 31, 2025	WESCAP MANAGEMENT GROUP, INC.	0.16%	630.85K	22.8M	-7.3K	-1.14%
Mar 31, 2025	VICTORY CAPITAL MANAGEMENT INC	1.46%	5.79M	209.07M	0	0
Mar 31, 2025	1832 ASSET MANAGEMENT L.P.	0.35%	1.39M	50.23M	-789.43K	-36.22%
Mar 31, 2025	CI PRIVATE WEALTH, LLC	0.72%	2.87M	103.67M	-259.49K	-8.30%
Mar 31, 2025	BANK OF AMERICA CORP /DE/	1.63%	6.48M	234.11M	606.72K	+10.33%
Mar 31, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	1.24%	4.9M	177.03M	307.28K	+6.69%
Mar 31, 2025	MORGAN STANLEY	1.43%	5.68M	205.29M	-566.59K	-9.07%
Mar 31, 2025	BRINKER CAPITAL INVESTMENTS, LLC	0.36%	1.43M	51.63M	-72.71K	-4.84%
Mar 31, 2025	BELL INVESTMENT ADVISORS, INC	0.17%	666.24K	24.08M	-4.94K	-0.74%
Mar 31, 2025	RESONANT CAPITAL ADVISORS, LLC	0.17%	669.99K	24.21M	146.74K	+28.04%
Mar 31, 2025	SEQUOIA FINANCIAL ADVISORS, LLC	0.17%	673.83K	24.35M	-776.26K	-53.53%
Mar 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.37%	1.46M	52.62M	409.41K	+39.13%
Mar 31, 2024	ARLINGTON FINANCIAL ADVISORS, LLC	0.24%	834.99K	29.73M	28.42K	+3.52%
Mar 31, 2024	CABOT WEALTH MANAGEMENT INC	0.16%	566.14K	20.16M	18.04K	+3.29%
Mar 31, 2024	STRATA WEALTH ADVISORS, LLC	0.37%	1.3M	46.25M	231.6K	+21.70%
Mar 31, 2024	UBS GROUP AG	0.38%	1.42M	50.59M	19.79K	+1.41%
Mar 31, 2024	SAGEVIEW ADVISORY GROUP, LLC	0.38%	1.35M	48.51M	1.12M	+487.16%
Mar 31, 2024	SEQUOIA FINANCIAL ADVISORS, LLC	0.39%	1.39M	49.53M	-2.71M	-66.07%
Mar 31, 2024	ORION PORTFOLIO SOLUTIONS, LLC	0.42%	1.48M	52.81M	-214.99K	-12.66%
Mar 31, 2024	ALPS ADVISORS INC	0.54%	1.9M	67.52M	-15.57K	-0.81%
Mar 31, 2024	CALLAN CAPITAL, LLC	0.55%	1.93M	68.78M	-17.94K	-0.92%
Mar 31, 2024	1832 ASSET MANAGEMENT L.P.	0.58%	2.04M	72.49M	2.04M	+100.00%
Mar 31, 2024	FOSTER & MOTLEY INC	0.66%	2.33M	83.04M	57.19K	+2.51%
Mar 31, 2024	AMERIPRISE FINANCIAL INC	0.89%	3.35M	119.36M	-294.97K	-8.09%
Mar 31, 2024	CI PRIVATE WEALTH, LLC	0.98%	3.48M	123.86M	-96.04K	-2.69%
Mar 31, 2024	BANK OF AMERICA CORP /DE/	1.42%	5.31M	189.01M	490.95K	+10.19%
Mar 31, 2024	VICTORY CAPITAL MANAGEMENT INC	1.54%	5.79M	206.01M	0	0
Mar 31, 2024	MORGAN STANLEY	1.59%	5.96M	212.12M	254.74K	+4.47%
Mar 31, 2024	SOLITUDE FINANCIAL SERVICES	0.15%	547.22K	19.49M	493.55K	+919.71%
Mar 31, 2024	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.16%	589.01K	20.97M	589.01K	+100.00%
Mar 31, 2024	JOHNSON BIXBY & ASSOCIATES, LLC	0.16%	555.17K	19.77M	17.94K	+3.34%
Mar 31, 2024	WESCAP MANAGEMENT GROUP, INC.	0.17%	598.14K	21.3M	29.92K	+5.27%
Mar 31, 2024	BELL INVESTMENT ADVISORS, INC	0.17%	613.59K	21.85M	16.24K	+2.72%
Mar 31, 2024	OPES WEALTH MANAGEMENT LLC	0.18%	623.61K	22.21M	-4.54K	-0.72%
Mar 31, 2024	VERDE CAPITAL MANAGEMENT	0.19%	659.26K	23.48M	22.97K	+3.61%
Mar 31, 2024	LEAVELL INVESTMENT MANAGEMENT, INC.	0.19%	662.63K	23.6M	-2.64K	-0.40%
Mar 31, 2024	MARINER, LLC	0.2%	693.26K	24.69M	167.45K	+31.85%
Mar 31, 2024	PRIVATE ADVISOR GROUP, LLC	0.2%	705.04K	25.11M	37.45K	+5.61%
Mar 31, 2024	BARRY INVESTMENT ADVISORS, LLC	0.2%	710.12K	25.29M	23.37K	+3.40%
Mar 31, 2024	CETERA INVESTMENT ADVISERS	0.2%	721.69K	25.7M	96.16K	+15.37%
Mar 31, 2024	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.21%	778.07K	27.71M	16.91K	+2.22%
Mar 31, 2024	ENVESTNET ASSET MANAGEMENT INC	0.21%	790.36K	28.14M	-29.68K	-3.62%
Mar 31, 2024	HIGHTOWER ADVISORS, LLC	0.21%	797.04K	28.38M	58.64K	+7.94%
Mar 31, 2024	CVA FAMILY OFFICE, LLC	0.22%	792.97K	28.24M	16.3K	+2.10%
Mar 31, 2024	CHARLES SCHWAB TRUST CO	0.23%	816.45K	29.07M	133K	+19.46%
Mar 31, 2024	UNISON ADVISORS LLC	0.24%	833.41K	29.68M	-27.58K	-3.20%
Mar 31, 2024	CAPITAL ADVISORS WEALTH MANAGEMENT, LLC	0.24%	843.64K	30.04M	13.53K	+1.63%
Mar 31, 2024	MFA WEALTH ADVISORS, LLC	0.26%	923.06K	32.87M	5.2K	+0.57%
Mar 31, 2024	JNBA FINANCIAL ADVISORS	0.27%	946.6K	33.71M	-322.58K	-25.42%
Mar 31, 2024	CAPITAL ADVANTAGE, INC.	0.27%	970.94K	34.91M	159.63K	+19.68%
Mar 31, 2024	LPL FINANCIAL LLC	0.3%	1.13M	40.27M	112.5K	+11.05%
Mar 31, 2024	TRUST CO	0.32%	1.12M	39.83M	32.78K	+3.02%
Mar 31, 2024	WELLS FARGO & COMPANY/MN	1.73%	6.49M	231.11M	-78.51K	-1.20%
Mar 31, 2024	AUTO-OWNERS INSURANCE CO	2.37%	8.35M	297.64M	0	0
Mar 31, 2024	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	4.25%	15M	533.99M	676.14K	+4.72%
Mar 31, 2024	CHARLES SCHWAB INVESTMENT ADVISORY, INC.	37.97%	134.09M	4.78B	3.39M	+2.60%
Mar 31, 2024	EXENCIAL WEALTH ADVISORS, LLC	0.24%	848.12K	30.2M	-18.84K	-2.17%
Mar 31, 2024	COMMONWEALTH EQUITY SERVICES, LLC	0.25%	871.75K	31.04M	871.75K	+100.00%
Mar 31, 2024	TRADITION WEALTH MANAGEMENT, LLC	0.26%	907.62K	32.32M	17.28K	+1.94%
Mar 31, 2024	JANE STREET GROUP, LLC	0.59%	2.2M	78.5M	-8.45M	-79.31%
Mar 31, 2024	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	1.1%	4.12M	146.76M	133.74K	+3.35%
Mar 31, 2024	REGIONS FINANCIAL CORP	2.9%	10.24M	364.52M	476.84K	+4.89%
Mar 31, 2024	LINCOLN NATIONAL CORP	0.12%	462.71K	16.48M	-8.61K	-1.83%
Mar 31, 2024	GENEOS WEALTH MANAGEMENT INC.	0.13%	469.55K	16.72M	26.48K	+5.98%
Mar 31, 2024	FOCUS FINANCIAL NETWORK, INC.	0.13%	486.63K	16.67M	486.63K	+100.00%
Mar 31, 2024	RESONANT CAPITAL ADVISORS, LLC	0.13%	500.72K	17.83M	7.63K	+1.55%
Mar 31, 2024	NADLER FINANCIAL GROUP, INC.	0.14%	534.44K	19.03M	25.43K	+5.00%
Mar 31, 2024	OPUS CAPITAL GROUP, LLC	0.15%	544.22K	19.38M	85	+0.02%
Dec 31, 2023	MORGAN STANLEY	1.61%	5.7M	192.33M	269.38K	+4.96%
Dec 31, 2023	TRUST CO	0.31%	1.09M	36.62M	13.85K	+1.29%
Dec 31, 2023	STRATA WEALTH ADVISORS, LLC	0.3%	1.07M	35.99M	42.03K	+4.10%
Dec 31, 2023	LPL FINANCIAL LLC	0.29%	1.02M	34.35M	-18.14K	-1.75%
Dec 31, 2023	MFA WEALTH ADVISORS, LLC	0.26%	917.86K	30.96M	17.07K	+1.90%
Dec 31, 2023	TRADITION WEALTH MANAGEMENT, LLC	0.25%	890.34K	30.03M	161.74K	+22.20%
Dec 31, 2023	OLD MISSION CAPITAL LLC	0.25%	876.23K	29.56M	749.21K	+589.80%
Dec 31, 2023	EXENCIAL WEALTH ADVISORS, LLC	0.25%	866.96K	29.24M	2.25K	+0.26%
Dec 31, 2023	UNISON ADVISORS LLC	0.24%	860.99K	29.04M	7.77K	+0.91%
Dec 31, 2023	CAPITAL ADVISORS WEALTH MANAGEMENT, LLC	0.23%	830.12K	28M	85.31K	+11.45%
Dec 31, 2023	ENVESTNET ASSET MANAGEMENT INC	0.23%	820.04K	27.66M	-10.41K	-1.25%
Dec 31, 2023	CAPITAL ADVANTAGE, INC.	0.23%	811.31K	27.37M	23.39K	+2.97%
Dec 31, 2023	ARLINGTON FINANCIAL ADVISORS, LLC	0.23%	806.57K	27.21M	28.77K	+3.70%
Dec 31, 2023	CVA FAMILY OFFICE, LLC	0.22%	776.67K	26.2M	-3.29K	-0.42%
Dec 31, 2023	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.22%	761.16K	25.67M	-68.73K	-8.28%
Dec 31, 2023	HIGHTOWER ADVISORS, LLC	0.21%	738.4K	24.89M	118.46K	+19.11%
Dec 31, 2023	BARRY INVESTMENT ADVISORS, LLC	0.19%	686.75K	23.16M	31.97K	+4.88%
Dec 31, 2023	CHARLES SCHWAB TRUST CO	0.19%	683.45K	23.05M	57.99K	+9.27%
Dec 31, 2023	PRIVATE ADVISOR GROUP, LLC	0.19%	667.59K	22.52M	14.93K	+2.29%
Dec 31, 2023	LEAVELL INVESTMENT MANAGEMENT, INC.	0.19%	665.27K	22.44M	-571	-0.09%
Dec 31, 2023	VERDE CAPITAL MANAGEMENT	0.18%	636.29K	21.46M	-21.24K	-3.23%
Dec 31, 2023	OPES WEALTH MANAGEMENT LLC	0.18%	628.15K	21.19M	-21.19K	-3.26%
Dec 31, 2023	CETERA INVESTMENT ADVISERS	0.18%	625.53K	21.1M	56.88K	+10.00%
Dec 31, 2023	BELL INVESTMENT ADVISORS, INC	0.17%	597.36K	20.15M	50.26K	+9.19%
Dec 31, 2023	WESCAP MANAGEMENT GROUP, INC.	0.16%	568.22K	19.17M	4.06K	+0.72%
Dec 31, 2023	CABOT WEALTH MANAGEMENT INC	0.16%	548.1K	18.49M	-3.86K	-0.70%
Dec 31, 2023	OPUS CAPITAL GROUP, LLC	0.15%	544.13K	18.35M	1.56K	+0.29%
Dec 31, 2023	JOHNSON BIXBY & ASSOCIATES, LLC	0.15%	537.23K	18.12M	14.81K	+2.83%
Dec 31, 2023	NADLER FINANCIAL GROUP, INC.	0.14%	509.01K	17.17M	59.94K	+13.35%
Dec 31, 2023	ROYAL BANK OF CANADA	0.14%	499.43K	16.85M	117.12K	+30.63%
Dec 31, 2023	RESONANT CAPITAL ADVISORS, LLC	0.14%	493.1K	16.63M	4.05K	+0.83%
Dec 31, 2023	CHARLES SCHWAB INVESTMENT ADVISORY, INC.	36.99%	130.7M	4.41B	1.16M	+0.90%
Dec 31, 2023	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	4.05%	14.32M	482.99M	1.04M	+7.83%
Dec 31, 2023	JANE STREET GROUP, LLC	3.01%	10.65M	359.32M	10.65M	+100.00%
Dec 31, 2023	REGIONS FINANCIAL CORP	2.76%	9.76M	329.2M	390.14K	+4.16%
Dec 31, 2023	AUTO-OWNERS INSURANCE CO	2.36%	8.35M	281.71M	0	0
Dec 31, 2023	JNBA FINANCIAL ADVISORS	0.36%	1.27M	42.81M	81.88K	+6.90%
Dec 31, 2023	WELLS FARGO & COMPANY/MN	1.86%	6.57M	221.56M	190.96K	+2.99%
Dec 31, 2023	VICTORY CAPITAL MANAGEMENT INC	1.64%	5.79M	195.13M	0	0
Dec 31, 2023	MARINER, LLC	0.15%	525.82K	17.74M	94.31K	+21.86%
Dec 31, 2023	UBS GROUP AG	0.4%	1.4M	47.25M	124.54K	+9.76%
Dec 31, 2023	ORION PORTFOLIO SOLUTIONS, LLC	0.48%	1.7M	57.24M	131.96K	+8.43%
Dec 31, 2023	ALPS ADVISORS INC	0.54%	1.91M	64.48M	25.6K	+1.36%
Dec 31, 2023	CALLAN CAPITAL, LLC	0.55%	1.95M	65.75M	36.43K	+1.90%
Dec 31, 2023	FOSTER & MOTLEY INC	0.64%	2.27M	76.72M	116.44K	+5.40%
Dec 31, 2023	CI PRIVATE WEALTH, LLC	1.01%	3.57M	120.56M	56.85K	+1.62%
Dec 31, 2023	AMERIPRISE FINANCIAL INC	1.03%	3.65M	122.73M	84.17K	+2.36%
Dec 31, 2023	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	1.13%	3.99M	134.5M	369.14K	+10.20%
Dec 31, 2023	SEQUOIA FINANCIAL ADVISORS, LLC	1.16%	4.1M	138.26M	88.77K	+2.21%
Dec 31, 2023	BANK OF AMERICA CORP /DE/	1.36%	4.82M	162.48M	27.95K	+0.58%

FNDF Stock Ownership Breakdown

Schwab Fundamental International Large Index ETF

Stock Outstanding Shares

Institutional Ownership

Frequently Asked Questions