Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Schwab Strategic Tr (FNDB)

172 + Investors. Track Smart Money conviction in FNDB. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +4
Streak
11Q ▲
Buyers last Q
61%

Smart Money Signals — FNDB

Based on 173 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 11 quarters in a row

last 6Q
For 11 consecutive quarters, more hedge funds added FNDB than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
173 hedge funds hold FNDB right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
📶

Steady growth — +13% more funds vs a year ago

fund count last 6Q
+20 new funds entered over the past year (+13% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟢

More buyers than sellers — 61% buying

89 buying56 selling
Last quarter: 89 funds were net buyers (22 opened a brand new position + 67 added to an existing one). Only 56 were sellers (38 trimmed + 18 sold completely). A clear majority buying is a strong confirmation signal.
➡️

Steady new buyers — ~22 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 12 → 13 → 23 → 22. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

54% of holders stayed for 2+ years

■ 54% conviction (2yr+) ■ 24% medium ■ 22% new
93 out of 173 hedge funds have held FNDB for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
🚀

Acceleration phase — new buyers rushing in

13 → 12 → 13 → 23 → 22 new funds/Q
New funds entering each quarter: 12 → 13 → 23 → 22. The pace of institutional discovery is accelerating sharply. This is the 'hot idea' phase — the thesis is being passed from fund to fund. You are not late — the accumulation wave is still building.
🏛️

Veteran-anchored — 59% veterans vs 25% newcomers

■ 59% veterans ■ 16% 1-2yr ■ 25% new
Entry-cohort mix of 173 holders: 102 (59%) are 2+ year veterans, 27 entered 1–2 years ago, and 44 (25%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
📋

Smaller funds dominant — 16% AUM from top-100

16% from top-100 AUM funds
21 of 173 holders rank in the top 100 by AUM, but together hold only 16% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
3.7
out of 10
Low Exit Risk
Exit risk score 3.7/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — FNDB

In 2026 Q2, 89 hedge funds were net buyers of FNDB (22 opened a new position, 67 added to an existing one), while 56 reduced or exited (38 trimmed, 18 sold completely) — a 61% buyer ratio, indicating clear institutional accumulation. This marks 11 consecutive quarters of net institutional buying — a persistent conviction signal. Net fund flow last quarter: +4 funds (more new holders than closures). Total institutional holders: 173.

Hedge Fund Ownership: FNDB

How many hedge funds hold FNDB — quarterly history vs. share price
Quarterly hedge fund ownership of FNDB vs. share price

Market Analysis: FNDB

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: FNDB

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Loading signal freshness…
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

6 top-rated funds 2 high-conviction
Consensus
3.7
/ 10
breadth
×
Elite
2.6
/ 10
conviction
Hedge Fund Positioning: FNDB
172 + Investors

Track Smart Money conviction in FNDB. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 172 169 1.78%
13F Shares 13M 12M 4.95%
Total Value $370M $318M 16.57%
New Positions 22 23 -1
Increased Positions 67 62 +5
Closed Positions 19 13 +6
Reduced Positions 38 46 -8
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: FNDB

View More

Valuation Measures Data as of: --

Market Cap --
Enterprise Value --
Trailing P/E --
Forward P/E --
PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
Return on Equity (ttm) --
Income Statement & Cash Flow
Revenue (ttm) --
Net Income Avi to Common (ttm) --
Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
Levered Free Cash Flow (ttm) --

Institutional Holders (2026 Q2)

172 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in FNDB. Verified SEC 13F-HR filings.

QUARTER:
Top 25 FNDB holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Sound Stewardship, LLC 8.16% 649,548 $19.8M
2 Brightwater Advisory LLC 5.07% 263,213 $8.0M
3 Financial Consulate, Inc 3.66% 1,078,457 $32.8M
4 Family Capital Management, Inc. 2.83% 239,818 $7.3M
5 Kaizen Financial Strategies 1.98% 199,338 $6.1M
6 Essential Partners LLC 1.91% 136,205 $4.1M
7 Guardian Financial Partners, LLC 1.50% 126,188 $3.8M
8 Rossby Financial, LCC 0.93% 166,973 $5.1M
9 Aspiring Ventures, LLC 0.87% 117,083 $3.6M
10 Cornerstone Financial Group, LLC /NE/ 0.87% 46,151 $1.4M
11 Yoder Wealth Management, Inc. 0.86% 72,592 $2.2M
12 Mezzasalma Advisors, LLC 0.84% 145,668 $4.2M
13 Leonard Rickey Investment Advisors P.L.L.C. 0.84% 175,050 $5.3M
14 Centurion Wealth Management LLC 0.69% 95,380 $2.9M
15 Townsend Asset Management Corp /Nc/ /Adv 0.67% 69,025 $2.1M
16 AlphaCore Capital LLC 0.67% 1,202,429 $36.6M
17 McCartney Wealth Management LLC 0.66% 28,621 $872K
18 Avant Capital LLC 0.56% 29,468 $898K
19 Values Added Financial LLC 0.55% 49,678 $1.5M
20 Intentional Wealth Strategies, LLC 0.49% 17,305 $527K
21 BFI Wealth Solutions, LLC 0.43% 19,164 $584K
22 James Investment Research, INC. 0.40% 128,589 $3.9M
23 Bellevue Asset Management, LLC 0.39% 27,761 $846K
24 CVA Family Office, LLC 0.29% 106,892 $3.3M
25 Glass Jacobson Investment Advisors llc 0.28% 29,189 $889K
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Schwab Strategic Tr (FNDB)

What does the Smart Money Trend signal show for FNDB?

Buying streak — 11 quarters in a row: For 11 consecutive quarters, more hedge funds added FNDB than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for FNDB?

More buyers than sellers — 61% buying: Last quarter: 89 funds were net buyers (22 opened a brand new position + 67 added to an existing one). Only 56 were sellers (38 trimmed + 18 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for FNDB holders?

Smaller funds dominant — 16% AUM from top-100: 21 of 173 holders rank in the top 100 by AUM, but together hold only 16% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held FNDB?

54% of holders stayed for 2+ years: 93 out of 173 hedge funds have held FNDB for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

Full history →