FUNL Institutional Ownership
CornerCap Fundametrics Large-Cap ETF FUNL
1W: +0.0%
1M: +2.0%
3M: +6.0%
YTD: +5.2%
1Y: +16.9%
3Y: +53.9%
5Y: +78.0%
$49.28
Last traded 2026-02-27 — delisted
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Institutional Ownership — FUNL
10
Institutional Holders
+0 vs prior quarter
0.0%
Ownership
+0.00pp
0M
Total Invested
0
New Positions
0
Increased
10
Reduced
10
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (10 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | JPMORGAN CHASE & CO | 0 | $0K | -30 | -100.0% | 1Q | SEC ↗ |
| 2 | Sage Mountain Advisors LLC | 0 | $0K | -5,371 | -100.0% | 8Q | SEC ↗ |
| 3 | CITADEL ADVISORS LLC | 0 | $0K | -7,409 | -100.0% | 1Q | SEC ↗ |
| 4 | EP Wealth Advisors, LLC | 0 | $0K | -4,090,871 | -100.0% | 1Q | SEC ↗ |
| 5 | ATTICUS WEALTH MANAGEMENT, LLC | 0 | $0K | -5,653 | -100.0% | 2Q | SEC ↗ |
| 6 | ROYAL BANK OF CANADA | 0 | $0K | -29,802 | -100.0% | 8Q | SEC ↗ |
| 7 | GOLDMAN SACHS GROUP INC | 0 | $0K | -31,361 | -100.0% | 6Q | SEC ↗ |
| 8 | BUCKHEAD CAPITAL MANAGEMENT LLC | 0 | $0K | -4,357 | -100.0% | 2Q | SEC ↗ |
| 9 | GTS SECURITIES LLC | 0 | $0K | -4,381 | -100.0% | 1Q | SEC ↗ |
| 10 | UBS Group AG | 0 | $0K | -1,214 | -100.0% | 6Q | SEC ↗ |
Recent Activity
New Positions (0)
No new positions this quarter.
Sold Out (10)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| EP Wealth Advisors, LLC | 4,090,871 | $202M |
| GOLDMAN SACHS GROUP INC | 31,361 | $2M |
| ROYAL BANK OF CANADA | 29,802 | $1M |
| CITADEL ADVISORS LLC | 7,409 | $365K |
| ATTICUS WEALTH MANAGEMENT, LLC | 5,653 | $279K |
| Sage Mountain Advisors LLC | 5,371 | $265K |
| GTS SECURITIES LLC | 4,381 | $216K |
| BUCKHEAD CAPITAL MANAGEMENT LLC | 4,357 | $215K |
| UBS Group AG | 1,214 | $60K |
| JPMORGAN CHASE & CO | 30 | $1K |
Biggest Increases (0)
None.
Biggest Decreases (0)
None.