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Amer FND Wash MUT Inv-F3 (FWMIX)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile
Vermillion Wealth Management, Inc.
DECREASED
Shares3,537 from 7,277
Change-3,740 (-51%)
Value$233.0K (-$253.5K)
Filed 2026-10-26
Coston, McIsaac & Partners
INCREASED
Shares307 from 306
Change+1 (+0%)
Value$20.3K (+$20.2K)
Filed 2026-11-06
Transce3nd, LLC
NEW
Shares202
Change+202
Value$13.8K
Filed 2026-10-26
Kelleher Financial Advisors
CLOSED
Shares0 from 9,947
Change-9,947 (-100%)
Value$0 (-$665.0K)
Filed 2026-10-30
Wealthspire Advisors, LLC
N/A
Shares— from 9,142
Change-9,142 (-100%)
Value—
Ethos Financial Group, LLC
N/A
Shares— from 4,469
Change-4,469 (-100%)
Value—
Game Plan Financial Advisors, LLC
N/A
Shares— from 30
Change-30 (-100%)
Value—
Status
Vermillion Wealth Management, Inc.
DECREASED3,5377,277-3,740-51%$486.5K$233.0K-$253.5K2026-10-26
Coston, McIsaac & Partners
INCREASED307306+1+0%$20$20.3K+$20.2K2026-11-06
Transce3nd, LLC
NEW202—+202——$13.8K—2026-10-26
Kelleher Financial Advisors
CLOSED09,947-9,947-100%$665.0K$0-$665.0K2026-10-30
Wealthspire Advisors, LLC
N/A—9,142-9,142-100%$611.1K———
Ethos Financial Group, LLC
N/A—4,469-4,469-100%$301.8K———
Game Plan Financial Advisors, LLC
N/A—30-30-100%$2.0K———
Showing 7 of 7 institutions