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CAPTRUST FINANCIAL ADVISORS: FNDX position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of CAPTRUST FINANCIAL ADVISORS on FNDX, newest first. How the timeline and the estimate are built.

CAPTRUST FINANCIAL ADVISORS held 28,845,768 FNDX shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 28,845,768 shares
    Change vs previous 13F +1,350,281 shares

    1.37% of the 13F portfolio, value $897,103,432.

    13F-HR 0001062993-26-004295 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 27,495,487 shares
    Change vs previous 13F +6,102,140 shares

    1.34% of the 13F portfolio, value $765,687,139.

    13F-HR 0001062993-26-002655 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 21,393,347 shares
    Change vs previous 13F +4,370,263 shares

    1.11% of the 13F portfolio, value $582,112,980.

    13F-HR 0001062993-26-000955 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 17,023,084 shares
    Change vs previous 13F +718,789 shares

    0.91% of the 13F portfolio, value $447,706,648.

    13F-HR 0001062993-25-016947 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 16,304,295 shares
    Change vs previous 13F +771,493 shares

    0.89% of the 13F portfolio, value $400,106,163.

    13F-HR 0001062993-25-014473 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 15,532,802 shares
    Change vs previous 13F +591,426 shares

    0.92% of the 13F portfolio, value $366,724,861.

    13F-HR 0001062993-25-009406 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 14,941,376 shares
    Change vs previous 13F +10,300,064 shares

    1.01% of the 13F portfolio, value $353,819,345.

    13F-HR 0001062993-25-002458 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 4,641,312 shares
    Change vs previous 13F not available

    0.99% of the 13F portfolio, value $333,058,765.

    13F-HR 0001062993-24-019125 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).