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Cornercap Fundametr LRG Cap (FUNL)

Q3 2025 vs Q4 2025

Comparing institutional holders between quarters

Quarters

Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
EP Wealth Advisors, LLC
NEW
Shares4,090,871
Change+4,090,871
Value$191.3M
Filed 2026-02-18
Goldman Sachs Group Inc
INCREASED
Shares31,361 from 26,601
Change+4,760 (+18%)
Value$1.5M (+$237.5K)
Filed 2026-03-25
Royal Bank of Canada
INCREASED
Shares29,802 from 16,426
Change+13,376 (+81%)
Value$1.4M (+$634.0K)
Filed 2026-02-17
Citadel Advisors LLC
NEW
Shares7,409
Change+7,409
Value$346.4K
Filed 2026-02-17
Atticus Wealth Management, LLC
UNCHANGED
Shares5,653 from 5,653
Change0 (0%)
Value$264.3K (+$3.2K)
Filed 2026-02-09
Sage Mountain Advisors LLC
DECREASED
Shares5,371 from 5,518
Change-147 (-3%)
Value$251.1K (-$3.8K)
Filed 2026-01-23
GTS Securities LLC
NEW
Shares4,381
Change+4,381
Value$204.8K
Filed 2026-02-13
Buckhead Capital Management LLC
UNCHANGED
Shares4,357 from 4,357
Change0 (0%)
Value$203.7K (+$2.4K)
Filed 2026-02-09
UBS Group AG
DECREASED
Shares1,214 from 8,737
Change-7,523 (-86%)
Value$56.8K (-$346.8K)
Filed 2026-01-29
JPMorgan Chase & Co
NEW
Shares30
Change+30
Value$1.4K
Filed 2026-02-11
Status
EP Wealth Advisors, LLC
NEW4,090,871—+4,090,871——$191.3M—2026-02-18
Goldman Sachs Group Inc
INCREASED31,36126,601+4,760+18%$1.2M$1.5M+$237.5K2026-03-25
Royal Bank of Canada
INCREASED29,80216,426+13,376+81%$759.0K$1.4M+$634.0K2026-02-17
Citadel Advisors LLC
NEW7,409—+7,409——$346.4K—2026-02-17
Atticus Wealth Management, LLC
UNCHANGED5,6535,65300%$261.1K$264.3K+$3.2K2026-02-09
Sage Mountain Advisors LLC
DECREASED5,3715,518-147-3%$254.9K$251.1K-$3.8K2026-01-23
GTS Securities LLC
NEW4,381—+4,381——$204.8K—2026-02-13
Buckhead Capital Management LLC
UNCHANGED4,3574,35700%$201.3K$203.7K+$2.4K2026-02-09
UBS Group AG
DECREASED1,2148,737-7,523-86%$403.6K$56.8K-$346.8K2026-01-29
JPMorgan Chase & Co
NEW30—+30——$1.4K—2026-02-11
Showing 10 of 10 institutions