Who Owns SCHWAB FUNDAMENTAL EMERGIN (FNDE)? -- Institutional Holders (2026-06-30)
526 institutions reported holding $12.43B of SCHWAB FUNDAMENTAL EMERGIN (FNDE) in SEC 13F filings for 2026-06-30. Largest institutional holders: CHARLES SCHWAB INVESTMENT MANAGEMENT INC ($4.92B), Sixth Street Partners Management Company, L.P. ($4.92B), FMR LLC ($584.2M), MORGAN STANLEY ($160.2M), BANK OF AMERICA CORP /DE/ ($116.0M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $4.92B | 124.0M | Trimmed |
| 2 | Sixth Street Partners Management Company, L.P. | $4.92B | 124.0M | New |
| 3 | FMR LLC | $584.2M | 14.7M | Trimmed |
| 4 | MORGAN STANLEY | $160.2M | 4.0M | Added |
| 5 | BANK OF AMERICA CORP /DE/ | $116.0M | 2.9M | Added |
| 6 | VICTORY CAPITAL MANAGEMENT INC | $88.3M | 2.2M | Hold |
| 7 | Bogart Wealth, LLC | $74.8M | 1.9M | Added |
| 8 | ENVESTNET ASSET MANAGEMENT INC | $55.5M | 1.4M | Trimmed |
| 9 | FOSTER & MOTLEY INC | $49.0M | 1.2M | Trimmed |
| 10 | WELLS FARGO & COMPANY/MN | $44.8M | 1.1M | Trimmed |
| 11 | OSAIC HOLDINGS, INC. | $42.6M | 1.1M | Added |
| 12 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $41.0M | 1.0M | Added |
| 13 | Unison Advisors LLC | $38.6M | 971,847 | Trimmed |
| 14 | RAYMOND JAMES FINANCIAL INC | $38.5M | 970,820 | Added |
| 15 | LPL Financial LLC | $32.7M | 824,767 | Added |
| 16 | Morningstar Investment Management LLC | $27.7M | 723,788 | Hold |
| 17 | UBS Group AG | $26.5M | 667,904 | Added |
| 18 | Seven Springs Wealth Group, LLC | $23.9M | 601,701 | Added |
| 19 | Johnson Bixby & Associates, LLC | $23.7M | 597,009 | Added |
| 20 | Savant Capital, LLC | $23.5M | 585,581 | Added |
| 21 | AlphaCore Capital LLC | $23.5M | 591,619 | Trimmed |
| 22 | Resonant Capital Advisors, LLC | $22.6M | 570,078 | Added |
| 23 | Kelman-Lazarov, Inc. | $22.6M | 569,914 | Trimmed |
| 24 | Almanack Investment Partners, LLC. | $22.3M | 561,157 | Trimmed |
| 25 | Elgethun Capital Management | $22.1M | 556,068 | Added |
Source: SEC Form 13F filings · as of 2026-06-30