DOSSIER · 13F Holders · Q1 2026
FUNFX

FUNDAMENTAL INVS CL F

3 institutions still hold FUNDAMENTAL INVS CL F as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 360802771·3 13F holders·last filed Mar 31, 2026
Market cap
13F value held
$624K
visible holders
Holders
3
filers reporting
Concentration
55.59%
McIlrath & Eck, LLC #1
top holder share
AI Holders Summary · Q1 2026

3 institutions reported FUNFX in Q1 2026. McIlrath & Eck, LLC leads at 55.6% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
McIlrath & Eck, LLC
CIK 0001701714
$347K4K0.03%Q1 2026
02
Wealthspire Advisors, LLC
CIK 0001646247
$248K2K0.00%Q2 2026
03
Vermillion Wealth Management, Inc.
CIK 0001737012
$29K2820.01%Q2 2026