Security Details
| Security Name: | CORNERCAP FUNDAMETR LRG CAP |
|---|---|
| Ticker: | FUNL |
| Security Type: | OTHER |
| Exchange: | US |
| CUSIP: | 00777X660 |
Historical Stats
| Period | Total Value | Value Change | Total Holders | Holder Change |
|---|---|---|---|---|
| 2024-06-30 | $0.00B | - | 5 | - |
| 2024-09-30 | $0.18B | +31250.3% | 12 | +140.0% |
| 2024-12-31 | $0.18B | -2.1% | 9 | -25.0% |
Current Major Holders for Period: 2024-12-31
| Institution | Value | Shares | % of Portfolio |
|---|---|---|---|
| EP WEALTH ADVISORS, LLC | $178.6M | 4,287K | 1.5% |
| BUCKHEAD CAPITAL MANAGEMENT LLC | $0.2M | 4K | 0.1% |
| SAGE MOUNTAIN ADVISORS LLC | $0.2M | 5K | 0.0% |
| MONTAG A & ASSOCIATES INC | $0.3M | 6K | 0.0% |
| GOLDMAN SACHS GROUP INC | $1.3M | 32K | 0.0% |
| WELLS FARGO & COMPANY/MN | $0.1M | 2K | 0.0% |
| UBS GROUP AG | $0.0M | 0K | 0.0% |
| ROYAL BANK OF CANADA | $0.1M | 2K | 0.0% |
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