Who owns Schwab Fundamental U.S. Small Company Index ETF?
Institutional ownership of FNDA from SEC Form 13F filings across 287 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
287
13F holders
$11.25B
value, 2026 filers
117.8%
of shares outstanding (295.9M sh)
33
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30· % of fund = share of the manager's own book · % of co. = share of FNDA's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | Sixth Street Partners Management Company, L.P.NEW | 137.2M | $5.22B | — | 54.6% | new |
| 2 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 137.2M | $5.22B | 0.7% | 54.6% | -23.4% |
| 3 | Clearstead Advisors, LLC | 2.0M | $75.0M | 0.7% | 0.8% | -47.3% |
| 4 | UBS Group AG | 1.5M | $56.9M | 0.0% | 0.6% | +1.1% |
| 5 | MORGAN STANLEY | 1.1M | $43.1M | 0.0% | 0.5% | +0.3% |
| 6 | BANK OF AMERICA CORP /DE/ | 961,088 | $36.6M | 0.0% | 0.4% | +6.8% |
| 7 | First Pacific Financial | 885,996 | $33.7M | 4.0% | 0.4% | +0.7% |
| 8 | AMERIPRISE FINANCIAL INC | 803,306 | $30.6M | 0.0% | 0.3% | -12.5% |
| 9 | AlphaCore Capital LLC | 800,230 | $30.5M | 0.6% | 0.3% | -2.2% |
| 10 | Savant Capital, LLC | 732,553 | $26.4M | 0.1% | 0.3% | +175.3% |
| 11 | Gemmer Asset Management LLC | 656,112 | $25.0M | 1.7% | 0.3% | +1.4% |
| 12 | OSAIC HOLDINGS, INC. | 558,855 | $21.3M | 0.0% | 0.2% | +377.2% |
| 13 | Mariner, LLC | 551,284 | $21.0M | 0.0% | 0.2% | +7.3% |
| 14 | Cerity Partners LLC | 524,112 | $19.9M | 0.0% | 0.2% | -3.4% |
| 15 | Creative Planning | 485,593 | $18.5M | 0.0% | 0.2% | +10.5% |
| 16 | MAI Capital Management | 457,746 | $17.4M | 0.1% | 0.2% | +6.0% |
| 17 | Bell Investment Advisors, Inc | 442,641 | $16.8M | 2.5% | 0.2% | -1.1% |
| 18 | GOLDMAN SACHS GROUP INC | 424,289 | $16.1M | 0.0% | 0.2% | +131.3% |
| 19 | LPL Financial LLC | 367,791 | $14.0M | 0.0% | 0.1% | -21.8% |
| 20 | Goldstone Financial Group, LLC | 359,618 | $13.7M | 1.3% | 0.1% | -18.8% |
| 21 | EP Wealth Advisors, LLC | 356,163 | $13.6M | 0.1% | 0.1% | +644.2% |
| 22 | Grey Ledge Advisors, LLC | 332,827 | $12.7M | 2.5% | 0.1% | +1.3% |
| 23 | Waverly Advisors, LLC | 298,409 | $11.4M | 0.1% | 0.1% | +2.6% |
| 24 | GREAT VALLEY ADVISOR GROUP, INC. | 277,675 | $10.6M | 0.2% | 0.1% | -2.0% |
| 25 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 270,185 | $10.3M | 0.0% | 0.1% | -41.2% |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.