Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Schwab Strategic Tr (FNDX)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +68
Streak
11Q ▲
Buyers last Q
63%

Smart Money Signals — FNDX

Based on 838 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 FNDX 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
838 hedge funds hold FNDX 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 — +28% more funds vs a year ago

fund count last 6Q
+185 new funds entered over the past year (+28% 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

456 buying272 selling
Last quarter: 456 funds were net buyers (127 opened a brand new position + 329 added to an existing one). Only 272 were sellers (213 trimmed + 59 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+31 vs last Q)

new funds entering per quarter
Funds opening a new FNDX position: 80 → 110 → 96 → 127. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

49% of holders stayed for 2+ years

■ 49% conviction (2yr+) ■ 27% medium ■ 25% new
408 out of 838 hedge funds have held FNDX 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

82 → 80 → 110 → 96 → 127 new funds/Q
New funds entering each quarter: 80 → 110 → 96 → 127. A growing number of institutions are discovering FNDX each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Veteran-anchored — 53% veterans vs 30% newcomers

■ 53% veterans ■ 18% 1-2yr ■ 30% new
Entry-cohort mix of 838 holders: 441 (53%) are 2+ year veterans, 147 entered 1–2 years ago, and 250 (30%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 65% AUM from top-100 funds

65% from top-100 AUM funds
29 of 837 holders are among the 100 largest funds by AUM, controlling 65% of total institutional value in FNDX. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.9
out of 10
Low Exit Risk
Exit risk score 3.9/10 — 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 — FNDX

In 2026 Q2, 456 hedge funds were net buyers of FNDX (127 opened a new position, 329 added to an existing one), while 272 reduced or exited (213 trimmed, 59 sold completely) — a 63% buyer ratio, indicating clear institutional accumulation. This marks 11 consecutive quarters of net institutional buying — a persistent conviction signal. 65% of total institutional value in FNDX is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +68 funds (more new holders than closures). Total institutional holders: 838.

Hedge Fund Ownership: FNDX

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

Market Analysis: FNDX

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: FNDX

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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.

19 top-rated funds 52 high-conviction
Consensus
5.6
/ 10
breadth
×
Elite
4.7
/ 10
conviction
Hedge Fund Positioning: FNDX
834 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 834 770 8.31%
13F Shares 653M 682M -4.16%
Total Value $20.16B $18.87B 6.87%
New Positions 126 96 +30
Increased Positions 329 326 +3
Closed Positions 61 62 -1
Reduced Positions 213 195 +18
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: FNDX

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Institutional Holders (2026 Q2)

834 + investors

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

QUARTER:
Top 25 FNDX holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Boulay Financial Advisors, LLC 28.06% 9,744,092 $303.0M
2 Koesten, Hirschmann & Crabtree, INC. 21.94% 1,694,633 $52.7M
3 Reston Wealth Management LLC 19.83% 2,366,034 $73.6M
4 Northwest Bancshares, Inc. 19.27% 3,442,130 $107.1M
5 Glassman Wealth Services 17.17% 4,609,229 $143.3M
6 Prairiewood Capital, LLC 15.91% 1,973,737 $61.4M
7 Ptm Wealth Management, LLC 15.78% 1,111,614 $35.0M
8 Allen Wealth Management, LLC 15.23% 1,005,844 $31.3M
9 Richardson Capital Management LLC 13.72% 1,032,253 $32.1M
10 McAdam, LLC 13.13% 10,931,518 $340.0M
11 Ashford Advisors, LLC 11.73% 1,828,254 $56.9M
12 Urban Financial Advisory Corp 10.36% 1,208,406 $37.6M
13 Northland Capital Management LLC 10.19% 608,030 $18.9M
14 Bell Investment Advisors, Inc 10.06% 2,202,691 $68.5M
15 Wealth Forward, LLC 9.59% 619,404 $19.3M
16 Kelman-Lazarov, Inc. 9.58% 2,350,202 $73.1M
17 Timmons Wealth Management, LLC 9.38% 412,264 $12.8M
18 Bristlecone Value Partners, LLC 9.30% 371,784 $11.6M
19 Planned Solutions, Inc. 9.22% 1,034,102 $32.2M
20 Williams Financial, LLC 8.89% 553,422 $17.2M
21 Envision Financial LLC 8.86% 618,699 $19.2M
22 Aufman Associates Inc 8.67% 699,040 $21.7M
23 Lee Financial Co 8.65% 2,177,038 $67.7M
24 Nicholson Meyer Capital Management, Inc. 8.33% 401,950 $12.5M
25 VVR Holdings LLC 8.30% 617,012 $19.2M
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 (FNDX)

What does the Smart Money Trend signal show for FNDX?

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

More buyers than sellers — 63% buying: Last quarter: 456 funds were net buyers (127 opened a brand new position + 329 added to an existing one). Only 272 were sellers (213 trimmed + 59 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for FNDX holders?

Elite ownership — 65% AUM from top-100 funds: 29 of 837 holders are among the 100 largest funds by AUM, controlling 65% of total institutional value in FNDX. 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 FNDX?

49% of holders stayed for 2+ years: 408 out of 838 hedge funds have held FNDX 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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