Who Owns CHWAB FUNDAMENTAL U.S. LARG (FNDX)? -- Institutional Holders (2026-06-30)

885 institutions reported holding $31.96B of CHWAB FUNDAMENTAL U.S. LARG (FNDX) in SEC 13F filings for 2026-06-30. Largest institutional holders: Sixth Street Partners Management Company, L.P. ($11.66B), CHARLES SCHWAB INVESTMENT MANAGEMENT INC ($11.66B), CAPTRUST FINANCIAL ADVISORS ($897.1M), KEYBANK NATIONAL ASSOCIATION/OH ($474.9M), McAdam, LLC ($340.0M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1Sixth Street Partners Management Company, L.P.$11.66B375.0MNew
2CHARLES SCHWAB INVESTMENT MANAGEMENT INC$11.66B375.0MTrimmed
3CAPTRUST FINANCIAL ADVISORS$897.1M28.8MAdded
4KEYBANK NATIONAL ASSOCIATION/OH$474.9M15.3MAdded
5McAdam, LLC$340.0M10.9MAdded
6Boulay Financial Advisors, LLC$303.0M9.7MAdded
7AMERIPRISE FINANCIAL INC$265.5M8.5MAdded
8SIGNATURE ESTATE & INVESTMENT ADVISORS LLC$232.4M7.5MTrimmed
9ENVESTNET ASSET MANAGEMENT INC$218.9M7.0MAdded
10Steele Capital Management, Inc.$199.8M6.4MAdded
11LPL Financial LLC$194.7M6.3MAdded
12MORGAN STANLEY$183.8M5.9MAdded
13Glassman Wealth Services$143.3M4.6MTrimmed
14Cetera Investment Advisers$128.0M4.1MAdded
15Charles Schwab Trust Co$112.2M3.6MAdded
16Northwest Bancshares, Inc.$107.1M3.4MTrimmed
17BANK OF AMERICA CORP /DE/$105.3M3.4MAdded
18Bank of New York Mellon Corp$99.4M3.2MAdded
19AlphaCore Capital LLC$90.9M2.9MTrimmed
20QUADRANT CAPITAL GROUP LLC$84.2M2.7MAdded
21Gemmer Asset Management LLC$83.6M2.7MAdded
22Clark Capital Management Group, Inc.$83.5M2.7MAdded
23RESTON WEALTH MANAGEMENT LLC$73.6M2.4MAdded
24BlueStem Wealth Partners, LLC$73.4M2.4MAdded
25Kelman-Lazarov, Inc.$73.1M2.4MTrimmed

来源：SEC 13F 申报文件 · 截至 2026-06-30