SCHWAB FUNDAMENTAL US SMALL CO (FNDA): Institutional Ownership
Hedge funds and institutional managers reporting a position in FNDA. Based on the most recent 13F filing from each holder, sourced from SEC EDGAR.
Reported Holders
8
13F filers
Aggregate Value
$10.3M
Across holders
Last Price
$37.74
2026-06-26
Sector
GICS
Holder activity4 new2 added2 reduced
| Manager⇅ | Type⇅ | Shares⇅ | Market Value▼ | % of Total⇅ | % of Portfolio⇅ | Action⇅ | QoQ Change⇅ | Quarter⇅ |
|---|---|---|---|---|---|---|---|---|
| AQR CAPITAL MANAGEMENT LLC CIK 0001167557 | Hedge Fund | 144K | $4.7M | 45.6% | 0.0% | Added | +$2.7M | Q1 2026 |
| CITADEL ADVISORS LLC CIK 0001423053 | Hedge Fund | 65K | $2.1M | 20.7% | 0.0% | New | — | Q1 2026 |
| MARSHALL WACE, LLP CIK 0001318757 | Hedge Fund | 52K | $1.6M | 15.9% | 0.0% | New | — | Q4 2025 |
| Fisher Asset Management, LLC CIK 0000850529 | Institutional Manager | 24K | $770K | 7.5% | 0.0% | Added | +$483K | Q1 2026 |
| TWO SIGMA INVESTMENTS, LP CIK 0001179392 | Hedge Fund | 19K | $613K | 6.0% | 0.0% | New | — | Q1 2026 |
| TUDOR INVESTMENT CORP ET AL CIK 0000923093 | Hedge Fund | 11K | $365K | 3.5% | 0.0% | Reduced | $-830K | Q1 2026 |
| Ancora Advisors, LLC CIK 0001446114 | Hedge Fund | 3K | $85K | 0.8% | 0.0% | Reduced | $-48K | Q1 2026 |
| Qube Research & Technologies Ltd CIK 0001729829 | Hedge Fund | 15 | $467 | 0.0% | 0.0% | New | — | Q3 2025 |
Added
Hedge Fund
$4.7M· 45.6% of total· 0.0% port· 144K sh· +$2.7M QoQ· Q1 2026
New
Hedge Fund
$2.1M· 20.7% of total· 0.0% port· 65K sh· — QoQ· Q1 2026
New
Hedge Fund
$1.6M· 15.9% of total· 0.0% port· 52K sh· — QoQ· Q4 2025
Added
Institutional Manager
$770K· 7.5% of total· 0.0% port· 24K sh· +$483K QoQ· Q1 2026
New
Hedge Fund
$613K· 6.0% of total· 0.0% port· 19K sh· — QoQ· Q1 2026
Reduced
Hedge Fund
$365K· 3.5% of total· 0.0% port· 11K sh· $-830K QoQ· Q1 2026
Reduced
Hedge Fund
$85K· 0.8% of total· 0.0% port· 3K sh· $-48K QoQ· Q1 2026
New
Hedge Fund
$467· 0.0% of total· 0.0% port· 15 sh· — QoQ· Q3 2025