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Amer FND Fndmntl Invst-F3 (FUNFX)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Transce3nd, LLC
NEW
Shares1,076
Change+1,076
Value$110.3K
Filed 2026-10-26
Vermillion Wealth Management, Inc.
CLOSED
Shares0 from 282
Change-282 (-100%)
Value$0 (-$29.1K)
Filed 2026-10-26
Wealthspire Advisors, LLC
N/A
Shares— from 2,398
Change-2,398 (-100%)
Value—
Status
Transce3nd, LLC
NEW1,076—+1,076——$110.3K—2026-10-26
Vermillion Wealth Management, Inc.
CLOSED0282-282-100%$29.1K$0-$29.1K2026-10-26
Wealthspire Advisors, LLC
N/A—2,398-2,398-100%$248.1K———
Showing 3 of 3 institutions