Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Schwab Strategic Tr (FNDF)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +62
Streak
11Q ▲
Buyers last Q
63%

Smart Money Signals — FNDF

Based on 873 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 FNDF 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
873 hedge funds hold FNDF 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.
🚀

Fast accumulation — +35% more funds vs a year ago

fund count last 6Q
+224 new funds entered over the past year (+35% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.
🟢

More buyers than sellers — 63% buying

499 buying295 selling
Last quarter: 499 funds were net buyers (120 opened a brand new position + 379 added to an existing one). Only 295 were sellers (237 trimmed + 58 sold completely). A clear majority buying is a strong confirmation signal.
➡️

Steady new buyers — ~120 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 79 → 122 → 116 → 120. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

48% of holders stayed for 2+ years

■ 48% conviction (2yr+) ■ 25% medium ■ 26% new
421 out of 873 hedge funds have held FNDF 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.
📈

Growing discovery — still being found

96 → 79 → 122 → 116 → 120 new funds/Q
New funds entering each quarter: 79 → 122 → 116 → 120. A growing number of institutions are discovering FNDF each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Veteran-anchored — 51% veterans vs 33% newcomers

■ 51% veterans ■ 16% 1-2yr ■ 33% new
Entry-cohort mix of 873 holders: 444 (51%) are 2+ year veterans, 140 entered 1–2 years ago, and 289 (33%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 60% AUM from top-100 funds

60% from top-100 AUM funds
30 of 872 holders are among the 100 largest funds by AUM, controlling 60% of total institutional value in FNDF. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
4.1
out of 10
Moderate Exit Risk
Exit risk score 4.1/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

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 — FNDF

In 2026 Q2, 499 hedge funds were net buyers of FNDF (120 opened a new position, 379 added to an existing one), while 295 reduced or exited (237 trimmed, 58 sold completely) — a 63% buyer ratio, indicating clear institutional accumulation. This marks 11 consecutive quarters of net institutional buying — a persistent conviction signal. 60% of total institutional value in FNDF is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +62 funds (more new holders than closures). Total institutional holders: 873.

Hedge Fund Ownership: FNDF

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

Market Analysis: FNDF

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: FNDF

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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.

15 top-rated funds 45 high-conviction
Consensus
5.2
/ 10
breadth
×
Elite
3.8
/ 10
conviction
Hedge Fund Positioning: FNDF
865 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 865 811 6.66%
13F Shares 315M 310M 1.77%
Total Value $16.36B $14.91B 9.73%
New Positions 117 116 +1
Increased Positions 375 324 +51
Closed Positions 62 61 +1
Reduced Positions 237 207 +30
Total Calls 1 1 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: FNDF

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Institutional Holders (2026 Q2)

865 + investors

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

QUARTER:
Top 25 FNDF holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Mountain Capital Investment Advisors Inc. 21.95% 2,921,147 $154.1M
2 Strata Wealth Advisors, LLC 14.86% 1,155,134 $60.9M
3 JHP Wealth Management, LLC 14.33% 331,675 $17.5M
4 Sound Portfolio Advisors, LLC 13.45% 359,334 $19.0M
5 Boulay Financial Advisors, LLC 12.93% 2,647,681 $139.7M
6 Verde Capital Management 9.90% 1,015,065 $53.6M
7 Barry Investment Advisors, LLC 9.10% 824,655 $43.5M
8 Latko Wealth Management, Ltd. 8.68% 387,366 $20.4M
9 Keeler & Nadler Financial Planning & Wealth Management 8.49% 566,686 $29.9M
10 Solitude Financial Services 8.42% 576,347 $30.4M
11 Mfa Wealth Advisors, LLC 7.78% 864,797 $45.6M
12 Prairiewood Capital, LLC 7.76% 567,414 $29.9M
13 Beacon Financial Planning, Inc 7.44% 415,135 $21.9M
14 January Capital Advisors LLC 7.15% 162,267 $8.6M
15 Capital Advantage, Inc. 7.08% 1,100,538 $58.1M
16 Visionary Horizons, LLC 7.06% 320,357 $16.9M
17 Bruce G. Allen Investments, LLC 6.98% 207,635 $11.0M
18 J.E. Simmons & Co., P.C. 6.90% 232,199 $12.3M
19 CVA Family Office, LLC 6.63% 1,388,139 $73.2M
20 Capital Advisors Wealth Management, LLC 6.63% 1,070,071 $56.5M
21 WESCAP Management Group, Inc. 6.32% 641,812 $33.9M
22 Krm Wealth Management L.L.C. 6.25% 269,162 $14.2M
23 Seven Springs Wealth Group, LLC 6.10% 529,390 $27.9M
24 Flatrock Wealth Partners LLC 6.06% 292,260 $15.4M
25 Capital Wealth Management, LLC 6.03% 475,448 $25.1M
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 (FNDF)

What does the Smart Money Trend signal show for FNDF?

Buying streak — 11 quarters in a row: For 11 consecutive quarters, more hedge funds added FNDF 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 FNDF?

More buyers than sellers — 63% buying: Last quarter: 499 funds were net buyers (120 opened a brand new position + 379 added to an existing one). Only 295 were sellers (237 trimmed + 58 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for FNDF holders?

Elite ownership — 60% AUM from top-100 funds: 30 of 872 holders are among the 100 largest funds by AUM, controlling 60% of total institutional value in FNDF. 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 FNDF?

48% of holders stayed for 2+ years: 421 out of 873 hedge funds have held FNDF 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.

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