SCHWAB FUNDAMENTAL

$FNDF
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Smart money positioned

8 of the Top-200 alpha managers hold $FNDF as of the latest 13F snapshot.

13F holders
782
Insider buys · 90d
0
Congress · 90d
0

Smart Money · top-200 alpha cohort

8 holders · Q1 2026

$FNDF is held by 8 managers from the Top-Performer cohort as of Q1 2026. Position weights range from 0.00% to 0.16%, with an average of 0.05% of portfolio. Largest holder: Principal Securities, Inc. at 0.16%. A weekly Smart-Money commentary for this ticker has not been generated yet this batch — the table below shows the full cohort positioning.

01
Principal Securities, Inc.
0.16% held
α +21.3pts
02
Walkner Condon Financial Advisors LLC
0.10% NEW
α +23.7pts
03
Condor Capital Management
0.03% held
α +23.6pts
04
GM Advisory Group, LLC
0.02% held
α +16.5pts
05
RFG Advisory, LLC
0.01% held
α +16.2pts

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 782 · Source: 13F-HR
01
Strs Ohio
1.07% of portfolio
143,031,375 sh
02
Banyan Capital Management, Inc.
0.02% of portfolio
27,445,928 sh
03
Ironwood Financial, llc
1.47% of portfolio
14,592,927 sh
04
Smithbridge Asset Management INC
2.94% of portfolio
9,245,351 sh
05
Madison Investment Advisors, LLC
0.35% of portfolio
8,087,828 sh
06
State Farm Mutual Automobile Insurance Co.
0.05% of portfolio
6,576,066 sh
07
1834 Investment Advisors Co.
0.18% of portfolio
6,120,157 sh
08
Promus Capital, LLC
15.30% of portfolio
5,450,398 sh
09
Blue Investment Partners LLC
3.66% of portfolio
4,894,000 sh
10
TB Capital Gestao de Recursos Ltda.
—
3,456,502 sh
See all 782 13F holders · Pro →

Insider activity · last 90 days

No insider activity

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

Congress trades · last 90 days

No Congress trades

No STOCK Act filings reference $FNDF 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 07:13 UTC.