SCHWAB FUNDAMENTAL BROAD MKT

$FNDB
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Institutional coverage

168 13F filers hold $FNDB.

13F holders
168
Insider buys · 90d
0
Congress · 90d
0

Smart Money · top-200 alpha cohort

1 holders · Q1 2026

Fewer than 3 top-performer holders hold this ticker — not enough signal for a Smart-Money commentary this week. The institutional holders table below shows the full picture.

01
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
0.00% held
α +27.5pts

Smart Money shows holdings from our Top-Performer cohort — the 200 highest-alpha manager_13f funds in our universe. Position weight (current quarter) and QoQ delta versus prior quarter. α is the manager's annual alpha vs benchmark.

Institutional holders

Top 10 of 168 · Source: 13F-HR
01
Main Street Financial Solutions, LLC
3.33% of portfolio
1,489,530 sh
02
AlphaCore Capital LLC
0.78% of portfolio
1,305,773 sh
03
Arjuna Capital
0.79% of portfolio
1,229,297 sh
04
Alliance Wealth Management Group
3.52% of portfolio
1,039,540 sh
05
Opes Wealth Management LLC
3.20% of portfolio
737,649 sh
06
Private Harbour Investment Management & Counsel, LLC
0.02% of portfolio
654,061 sh
07
LJI Wealth Management, LLC
7.98% of portfolio
640,437 sh
08
Jaffetilchin Investment Partners, LLC
0.03% of portfolio
487,438 sh
09
Gray Wealth Management Inc.
2.85% of portfolio
469,410 sh
10
Loomis Sayles & Co. L P
—
360,250 sh
See all 168 13F holders · Pro →

Insider activity · last 90 days

No insider activity

No Form 4 filings on record for $FNDB in the recent window.

Congress trades · last 90 days

No Congress trades

No STOCK Act filings reference $FNDB in the recent window.

Source data: SEC EDGAR · 13F-HR · Form 4 · U.S. House Clerk PTR (disclosures-clerk.house.gov) · Senate eFD (senate.gov) · Last refreshed 10:08 UTC.