Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

SCHWAB STRATEGIC TR (FNDC)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +17
Streak
3Q ▲
Buyers last Q
60%

Smart Money Signals — FNDC

Based on 257 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 3 quarters in a row

last 6Q
For 3 consecutive quarters, more hedge funds added FNDC 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
257 hedge funds hold FNDC 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 — +12% more funds vs a year ago

fund count last 6Q
+27 new funds entered over the past year (+12% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟢

More buyers than sellers — 60% buying

138 buying91 selling
Last quarter: 138 funds were net buyers (40 opened a brand new position + 98 added to an existing one). Only 91 were sellers (68 trimmed + 23 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+12 vs last Q)

new funds entering per quarter
Funds opening a new FNDC position: 32 → 36 → 28 → 40. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

53% of holders stayed for 2+ years

■ 53% conviction (2yr+) ■ 25% medium ■ 22% new
137 out of 257 hedge funds have held FNDC 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.
➡️

Steady discovery — ~40 new funds/quarter

34 → 32 → 36 → 28 → 40 new funds/Q
New funds entering each quarter: 32 → 36 → 28 → 40. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Deep conviction — 55% of holders stayed 2+ years

■ 55% veterans ■ 15% 1-2yr ■ 30% new
Of 257 current holders: 141 (55%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
🏆

Elite ownership — 77% AUM from top-100 funds

77% from top-100 AUM funds
19 of 257 holders are among the 100 largest funds by AUM, controlling 77% of total institutional value in FNDC. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
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.

Hedge Fund Ownership: FNDC

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

Market Analysis: FNDC

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: FNDC

-- --
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

17 top-rated funds 3 high-conviction
Consensus
5.5
/ 10
breadth
×
Elite
2.6
/ 10
conviction
Hedge Fund Positioning: FNDC
2026 Q1 Stats Unlock in 17 days 257 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 257 240 7.08%
13F Shares 39M 40M -1.51%
Total Value $1.74B $1.75B -0.3%
New Positions 40 28 +12
Increased Positions 98 57 +41
Closed Positions 23 26 -3
Reduced Positions 68 82 -14
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: FNDC

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Financial Highlights

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Institutional Holders (2026 Q1)

257 + investors

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

Top 25 institutional holders of FNDC — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Prairiewood Capital, LLC 4.05% 301,819 $14.0M
2 RF&L WEALTH MANAGEMENT, LLC 3.69% 106,308 $4.9M
3 ABBINGTON INVESTMENT GROUP 3.64% 135,009 $6.3M
4 Kelman-Lazarov, Inc. 3.30% 496,936 $23.0M
5 McGrath & Associates, Inc. 2.87% 42,039 $1.9M
6 ATLas Financial Planning LLC 2.84% 68,395 $3.2M
7 Shore Point Advisors, LLC 2.61% 171,701 $6.6M
8 COLLECTIVE FAMILY OFFICE LLC 2.57% 245,840 $11.4M
9 Grove Street Fiduciary, LLC 2.02% 99,085 $4.6M
10 High Probability Advisors, LLC 1.72% 289,799 $13.4M
11 Opes Wealth Management LLC 1.72% 225,489 $10.5M
12 Traub Capital Management LLC 1.29% 27,992 $1.3M
13 Bravera Wealth 1.25% 55,992 $2.5M
14 Bell Investment Advisors, Inc 1.19% 163,451 $7.6M
15 GHP Investment Advisors, Inc. 1.14% 600,222 $27.8M
16 Breakwater Capital Group 1.08% 174,455 $8.1M
17 Factor Wealth Management LTD 1.04% 119,760 $5.6M
18 Valued Wealth Advisors LLC 0.99% 52,443 $2.4M
19 MOLLER WEALTH PARTNERS 0.98% 107,112 $5.0M
20 Seed Wealth Management, Inc. 0.97% 30,292 $1.4M
21 EQ WEALTH ADVISORS, LLC 0.86% 31,704 $1.5M
22 EXENCIAL WEALTH ADVISORS, LLC 0.80% 556,861 $25.8M
23 Northland Capital Management LLC 0.66% 26,207 $1.2M
24 Hardin Capital Partners, LLC 0.58% 27,014 $1.3M
25 J.E. Simmons & Co., P.C. 0.49% 15,745 $730K
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 (FNDC)

What does the Smart Money Trend signal show for FNDC?

Buying streak — 3 quarters in a row: For 3 consecutive quarters, more hedge funds added FNDC 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 FNDC?

More buyers than sellers — 60% buying: Last quarter: 138 funds were net buyers (40 opened a brand new position + 98 added to an existing one). Only 91 were sellers (68 trimmed + 23 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for FNDC holders?

Elite ownership — 77% AUM from top-100 funds: 19 of 257 holders are among the 100 largest funds by AUM, controlling 77% of total institutional value in FNDC. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held FNDC?

53% of holders stayed for 2+ years: 137 out of 257 hedge funds have held FNDC 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.