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Cornercap Fundametr LRG Cap (FUNL)

CUSIP: 00777X660 | NYSE | 18 institutional holders

Quarters

Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024
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Institutional Holders — Q4 2025

EP Wealth Advisors, LLC4,090,871
1.0% of portfolio›$191.3M
Goldman Sachs Group Inc31,361
0.0% of portfolio›$1.5M
Royal Bank of Canada29,802
0.0% of portfolio›$1.4M
Citadel Advisors LLC7,409
0.0% of portfolio›$346.4K
Atticus Wealth Management, LLC5,653
0.1% of portfolio›$264.3K
Sage Mountain Advisors LLC5,371
0.0% of portfolio›$251.1K
GTS Securities LLC4,381
0.0% of portfolio›$204.8K
Buckhead Capital Management LLC4,357
0.1% of portfolio›$203.7K
UBS Group AG1,214
0.0% of portfolio›$56.8K
JPMorgan Chase & Co30
0.0% of portfolio›$1.4K
StyleTurnoverLocationFiled
EP Wealth Advisors, LLC
4,090,871$191.3M1.0%ETFLowTorrance, CA2026-02-18
Goldman Sachs Group Inc
31,361$1.5M0.0%CoreMediumNew York, NY2026-03-25
Royal Bank of Canada
29,802$1.4M0.0%CoreLowToronto, Australia2026-02-17
Citadel Advisors LLC
7,409$346.4K0.0%CoreVery HighMiami, FL2026-02-17
Atticus Wealth Management, LLC
5,653$264.3K0.1%ETFLowPalm Beach Gardens, FL2026-02-09
Sage Mountain Advisors LLC
5,371$251.1K0.0%ETFLowAtlanta, GA2026-01-23
GTS Securities LLC
4,381$204.8K0.0%ETFVery HighNew York, NY2026-02-13
Buckhead Capital Management LLC
4,357$203.7K0.1%CoreLowAtlanta, GA2026-02-09
UBS Group AG
1,214$56.8K0.0%CoreMediumZurich, Switzerland2026-01-29
JPMorgan Chase & Co
30$1.4K0.0%GrowthMediumNew York, NY2026-02-11