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Funds Holding FNDB

On this page, we present all of the funds holding FNDB from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding FNDB, with a link to that fund's top holdings. The next columns indicate the amount of FNDB stock held by each of the funds holding FNDB, followed by the FNDB position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 124 funds holding FNDB within the last two filing periods in our coverage universe of 13F filers, with the largest position size having been reported by Financial Consulate Inc.. For more details on the positions held by Financial Consulate Inc. (or by any of the other funds holding FNDB), click the fund name in the "Holder" column of the funds-holding-FNDB table below.

HolderAmountPosition Size
($ in 1000's)
 As of
Financial Consulate Inc.546,597$36,218 03/31/2024
     FNDB546,597$36,218 03/31/2024
Callan Capital LLC462,733$28,273 12/31/2023
     FNDB462,733$28,273 12/31/2023
Systelligence LLC201,600$13,358 03/31/2024
     FNDB201,600$13,358 03/31/2024
HighTower Advisors LLC217,029$13,262 12/31/2023
     FNDB217,029$13,262 12/31/2023
Sound Stewardship LLC194,499$11,884 12/31/2023
     FNDB194,499$11,884 12/31/2023
Cambridge Investment Research Advisors Inc.154,948$10,267 03/31/2024
     FNDB154,948$10,267 03/31/2024
Opes Wealth Management LLC165,971$10,141 12/31/2023
     FNDB165,971$10,141 12/31/2023
Raymond James Financial Services Advisors Inc.113,063$7,492 03/31/2024
     FNDB113,063$7,492 03/31/2024
LPL Financial LLC86,913$5,310 12/31/2023
     FNDB86,913$5,310 12/31/2023
Guardian Financial Partners LLC70,688$4,684 03/31/2024
     FNDB70,688$4,684 03/31/2024
Ameriprise Financial Inc.69,158$4,226 12/31/2023
     FNDB69,158$4,226 12/31/2023
Morgan Stanley66,302$4,051 12/31/2023
     FNDB66,302$4,051 12/31/2023
Leonard Rickey Investment Advisors P.L.L.C.60,526$4,010 03/31/2024
     FNDB60,526$4,010 03/31/2024
CVA Family Office LLC55,746$3,694 03/31/2024
     FNDB55,746$3,694 03/31/2024
Townsend Asset Management Corp NC ADV50,942$3,113 12/31/2023
     FNDB50,942$3,113 12/31/2023
UBS Group AG50,500$3,086 12/31/2023
     FNDB50,500$3,086 12/31/2023
Flow Traders U.S. LLC49,635$3,033 12/31/2023
     FNDB49,635$3,033 12/31/2023
Envestnet Asset Management Inc.46,713$2,854 12/31/2023
     FNDB46,713$2,854 12/31/2023
HHM Wealth Advisors LLC42,277$2,583 12/31/2023
     FNDB42,277$2,583 12/31/2023
Milestone Investment Advisors LLC33,528$2,049 12/31/2023
     FNDB33,528$2,049 12/31/2023
Red Door Wealth Management LLC28,889$1,914 03/31/2024
     FNDB28,889$1,914 03/31/2024
Clarius Group LLC28,746$1,905 03/31/2024
     FNDB28,746$1,905 03/31/2024
Captrust Financial Advisors30,970$1,892 12/31/2023
     FNDB30,970$1,892 12/31/2023
Mezzasalma Advisors LLC27,506$1,823 03/31/2024
     FNDB27,506$1,823 03/31/2024
Raymond James & Associates26,819$1,777 03/31/2024
     FNDB26,819$1,777 03/31/2024
JPMorgan Chase & Co.28,602$1,748 12/31/2023
     FNDB28,602$1,748 12/31/2023
Yoder Wealth Management Inc.26,089$1,729 03/31/2024
     FNDB26,089$1,729 03/31/2024
Resonant Capital Advisors LLC28,104$1,717 12/31/2023
     FNDB28,104$1,717 12/31/2023
First National Corp MA ADV24,772$1,514 03/31/2024
     FNDB24,772$1,514 03/31/2024
Sontag Advisory LLC23,580$1,441 12/31/2023
     FNDB23,580$1,441 12/31/2023
Foster Group Inc.20,197$1,338 03/31/2024
     FNDB20,197$1,338 03/31/2024
Kaizen Financial Strategies20,172$1,233 12/31/2023
     FNDB20,172$1,233 12/31/2023
Commonwealth Equity Services LLC20,064$1,226 12/31/2023
     FNDB20,064$1,226 12/31/2023
Nicholas Hoffman & Company LLC.17,536$1,162 03/31/2024
     FNDB17,536$1,162 03/31/2024
Coldstream Capital Management Inc.18,970$1,159 12/31/2023
     FNDB18,970$1,159 12/31/2023
Bank of America Corp DE18,001$1,100 12/31/2023
     FNDB18,001$1,100 12/31/2023
Brown Brothers Harriman & Co.17,057$1,042 12/31/2023
     FNDB17,057$1,042 12/31/2023
Red Tortoise LLC15,257$1,011 03/31/2024
     FNDB15,257$1,011 03/31/2024
Carolinas Wealth Consulting LLC16,099$984 12/31/2023
     FNDB16,099$984 12/31/2023
Wade Financial Advisory Inc15,922$973 12/31/2023
     FNDB15,922$973 12/31/2023
GSG Advisors LLC13,908$911 03/31/2024
     FNDB13,908$911 03/31/2024
MorganRosel Wealth Management LLC13,520$896 03/31/2024
     FNDB13,520$896 03/31/2024
Quadrant Capital Group LLC14,648$895 12/31/2023
     FNDB14,648$895 12/31/2023
SeaCrest Wealth Management LLC13,263$879 03/31/2024
     FNDB13,263$879 03/31/2024
AdvisorNet Financial Inc12,938$857 03/31/2024
     FNDB12,938$857 03/31/2024
MML Investors Services LLC13,397$819 12/31/2023
     FNDB13,397$819 12/31/2023
ZRC Wealth Management LLC11,897$788 03/31/2024
     FNDB11,897$788 03/31/2024
James Investment Research Inc.12,862$786 12/31/2023
     FNDB12,862$786 12/31/2023
MAI Capital Management12,693$776 12/31/2023
     FNDB12,693$776 12/31/2023
HB Wealth Management LLC12,621$771 12/31/2023
     FNDB12,621$771 12/31/2023
Creative Planning12,498$764 12/31/2023
     FNDB12,498$764 12/31/2023
Advisor Group Holdings Inc.12,203$746 12/31/2023
     FNDB12,203$746 12/31/2023
Redhawk Wealth Advisors Inc.11,550$706 12/31/2023
     FNDB11,550$706 12/31/2023
Bellevue Asset Management LLC10,624$704 03/31/2024
     FNDB10,624$704 03/31/2024
Channel Wealth LLC10,353$686 03/31/2024
     FNDB10,353$686 03/31/2024
Retirement Planning Group10,272$681 03/31/2024
     FNDB10,272$681 03/31/2024
Mariner LLC10,886$665 12/31/2023
     FNDB10,886$665 12/31/2023
Garrett Investment Advisors LLC9,819$651 03/31/2024
     FNDB9,819$651 03/31/2024
Citadel Advisors LLC10,511$642 12/31/2023
     FNDB10,511$642 12/31/2023
CI Private Wealth LLC11,103$618 12/31/2023
     FNDB11,103$618 12/31/2023
Cozad Asset Management Inc.10,053$614 12/31/2023
     FNDB10,053$614 12/31/2023
Royal Bank of Canada9,931$606 12/31/2023
     FNDB9,931$606 12/31/2023
Mather Group LLC.9,418$575 03/31/2024
     FNDB9,418$575 03/31/2024
Sfmg LLC9,405$575 12/31/2023
     FNDB9,405$575 12/31/2023
Exencial Wealth Advisors LLC9,187$561 12/31/2023
     FNDB9,187$561 12/31/2023
Chevy Chase Trust Holdings Inc.8,960$547 12/31/2023
     FNDB8,960$547 12/31/2023
Valley National Advisers Inc.7,231$479 03/31/2024
     FNDB7,231$479 03/31/2024
Chicago Partners Investment Group LLC7,343$470 03/31/2024
     FNDB7,343$470 03/31/2024
CWM LLC7,016$465 03/31/2024
     FNDB7,016$465 03/31/2024
Lido Advisors LLC7,590$464 12/31/2023
     FNDB7,590$464 12/31/2023
Perigon Wealth Management LLC7,318$447 12/31/2023
     FNDB7,318$447 12/31/2023
Carnegie Capital Asset Management LLC6,550$400 12/31/2023
     FNDB6,550$400 12/31/2023
Prudential Financial Inc.6,511$398 12/31/2023
     FNDB6,511$398 12/31/2023
Litman Gregory Asset Management LLC6,200$379 12/31/2023
     FNDB6,200$379 12/31/2023
Capital Investment Advisory Services LLC5,575$369 03/31/2024
     FNDB5,575$369 03/31/2024
Sage Financial Management Group Inc.6,015$368 12/31/2023
     FNDB6,015$368 12/31/2023
Susquehanna International Group LLP5,777$353 12/31/2023
     FNDB5,777$353 12/31/2023
Werba Rubin Papier Wealth Management5,525$338 12/31/2023
     FNDB5,525$338 12/31/2023
Global Retirement Partners LLC4,910$325 03/31/2024
     FNDB4,910$325 03/31/2024
Great Valley Advisor Group Inc.5,028$307 12/31/2023
     FNDB5,028$307 12/31/2023
Total Investment Management Inc.4,581$304 03/31/2024
     FNDB4,581$304 03/31/2024
Baird Financial Group Inc.4,983$304 12/31/2023
     FNDB4,983$304 12/31/2023
Zimmermann Investment Management & Planning LLC4,489$297 03/31/2024
     FNDB4,489$297 03/31/2024
Empirical Financial Services LLC d.b.a. Empirical Wealth Management4,861$297 12/31/2023
     FNDB4,861$297 12/31/2023
Sequoia Financial Advisors LLC4,791$293 12/31/2023
     FNDB4,791$293 12/31/2023
Tower Research Capital LLC TRC 4,273$261 12/31/2023
     FNDB4,273$261 12/31/2023
Stifel Financial Corp4,115$251 12/31/2023
     FNDB4,115$251 12/31/2023
Mercer Global Advisors Inc. ADV4,083$249 12/31/2023
     FNDB4,083$249 12/31/2023
Foster & Motley Inc.3,635$241 03/31/2024
     FNDB3,635$241 03/31/2024
Stratos Wealth Partners LTD.3,620$240 03/31/2024
     FNDB3,620$240 03/31/2024
The PNC Financial Services Group Inc.3,300$202 12/31/2023
     FNDB3,300$202 12/31/2023
Kendall Capital Management3,274$200 12/31/2023
     FNDB3,274$200 12/31/2023
Integrated Wealth Concepts LLC3,281$200 12/31/2023
     FNDB3,281$200 12/31/2023
Crewe Advisors LLC2,948$180 12/31/2023
     FNDB2,948$180 12/31/2023
Koesten Hirschmann & Crabtree INC.2,510$153 12/31/2023
     FNDB2,510$153 12/31/2023
S.A. Mason LLC2,182$145 03/31/2024
     FNDB2,182$145 03/31/2024
Wells Fargo & Company MN2,280$139 12/31/2023
     FNDB2,280$139 12/31/2023
Harbour Investments Inc.2,282$139 12/31/2023
     FNDB2,282$139 12/31/2023
Northwestern Mutual Wealth Management Co.1,841$112 12/31/2023
     FNDB1,841$112 12/31/2023
Pineridge Advisors LLC1,520$93 12/31/2023
     FNDB1,520$93 12/31/2023
Blume Capital Management Inc.1,000$61 12/31/2023
     FNDB1,000$61 12/31/2023
Baystate Wealth Management LLC871$53 12/31/2023
     FNDB871$53 12/31/2023
AlphaCore Capital LLC850$52 12/31/2023
     FNDB850$52 12/31/2023
Lee Financial Co815$50 12/31/2023
     FNDB815$50 12/31/2023
Signaturefd LLC745$46 12/31/2023
     FNDB745$46 12/31/2023
Massmutual Trust Co. FSB ADV634$42 03/31/2024
     FNDB634$42 03/31/2024
Ancora Advisors LLC686$42 12/31/2023
     FNDB686$42 12/31/2023
GWM Advisors LLC641$39 12/31/2023
     FNDB641$39 12/31/2023
FMR LLC557$34 12/31/2023
     FNDB557$34 12/31/2023
Pflug Koory LLC469$31 03/31/2024
     FNDB469$31 03/31/2024
Parallel Advisors LLC500$31 12/31/2023
     FNDB500$31 12/31/2023
Core Wealth Advisors Inc.375$23 12/31/2023
     FNDB375$23 12/31/2023
Benjamin F. Edwards & Company Inc.336$21 12/31/2023
     FNDB336$21 12/31/2023
Allworth Financial LP300$20 03/31/2024
     FNDB300$20 03/31/2024
Main Street Group LTD324$20 12/31/2023
     FNDB324$20 12/31/2023
Sandy Spring Bank300$18 12/31/2023
     FNDB300$18 12/31/2023
Householder Group Estate & Retirement Specialist LLC226$13 12/31/2023
     FNDB226$13 12/31/2023
Coston McIsaac & Partners187$12 03/31/2024
     FNDB187$12 03/31/2024
Versant Capital Management Inc155$10 03/31/2024
     FNDB155$10 03/31/2024
Glass Jacobson Investment Advisors llc157$10 03/31/2024
     FNDB157$10 03/31/2024
Comerica Bank150$9 12/31/2023
     FNDB150$9 12/31/2023
Geneos Wealth Management Inc.26$2 12/31/2023
     FNDB26$2 12/31/2023
Front Row Advisors LLC22$1 12/31/2023
     FNDB22$1 12/31/2023
Lowe Wealth Advisors LLC5$0 03/31/2024
     FNDB5$0 03/31/2024
Proequities Inc.0$0 12/31/2023
     FNDB0$0 12/31/2023

See Summary: Institutional Holders of FNDB
See Details: Top 10 Hedge Funds Holding FNDB
Also See: FNDB Holdings Changes

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