Stock
FNDX
| Ownership Count: | 1073 |
| Ownership Count: | 1073 |
| Manager Name | % of Portfolio | Recent Activity | Share | Value |
|---|---|---|---|---|
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1.76% |
Added 200.98%
|
393,150,463 | $9,309,802,000.0 |
| Charles Schwab Investment Advisory, Inc. | 11.85% |
Added 1.92%
|
127,923,658 | $8,620,775,000.0 |
| CAPTRUST FINANCIAL ADVISORS | 1.03% |
Added 221.92%
|
14,941,376 | $353,819,000.0 |
| McAdam, LLC | 11.79% |
Added 212.33%
|
9,110,044 | $215,725,000.0 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 6.81% |
Added 226.62%
|
8,907,311 | $210,925,000.0 |
| Steele Capital Management, Inc. | 7.38% |
Added 201.09%
|
5,979,245 | $141,588,000.0 |
| Northwest Bancshares, Inc. | 25.97% |
Added 185.28%
|
5,908,921 | $139,923,000.0 |
| AMERIPRISE FINANCIAL INC | 0.05% |
Added 152.23%
|
5,873,549 | $139,084,000.0 |
| Glassman Wealth Services | 18.0% |
Added 200.85%
|
4,514,762 | $106,909,000.0 |
| ENVESTNET ASSET MANAGEMENT INC | 0.03% |
Added 153.83%
|
3,761,641 | $89,075,000.0 |
| Callan Capital, LLC | 6.48% |
Added 205.30%
|
3,720,737 | $88,107,000.0 |
| Charles Schwab Trust Co | 5.53% |
Added 201.40%
|
2,708,289 | $64,132,000.0 |
| Cetera Investment Advisers | 0.14% |
Added 222.39%
|
2,672,125 | $63,275,000.0 |
| Lee Financial Co | 8.56% |
Added 199.50%
|
2,493,356 | $59,042,000.0 |
| LPL Financial LLC | 0.02% |
Added 385.24%
|
2,486,614 | $58,883,000.0 |