Who Owns FUNL?
ADVISOR MANAGED PORTFOLIOS — Institutional Ownership & 13F Holdings
$0.00
+0.00 (+0.00%)
Market Cap
—
Shares Outstanding
—
Institutional Holders
6
Total Inst. Value
$178.6M
% of Float Held
—
QoQ Holder Change
+2
Institutional data as of Q1 2025
New Positions
6
Closed Positions
0
Increased
0
Decreased
0
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | EP Wealth Advisors, LLCNew | $176.5M | 4,249,115 |
| 2 | ROYAL BANK OF CANADANew | $881K | 21,208 |
| 3 | GOLDMAN SACHS GROUP INCNew | $628K | 15,109 |
| 4 | MONTAG A & ASSOCIATES INCNew | $282K | 6,794 |
| 5 | Sage Mountain Advisors LLCNew | $229K | 5,518 |
| 6 | UBS Group AGNew | $42K | 1,000 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| EP Wealth Advisors, LLCNew | +4.2M | $176.5M |
| ROYAL BANK OF CANADANew | +21K | $881K |
| GOLDMAN SACHS GROUP INCNew | +15K | $628K |
| MONTAG A & ASSOCIATES INCNew | +7K | $282K |
| Sage Mountain Advisors LLCNew | +6K | $229K |
Top Sellers
| Fund | Shares Removed | Value |
|---|
Frequently Asked Questions
How many institutional investors hold FUNL?
As of Q1 2025, 6 institutional investors report holding FUNL (ADVISOR MANAGED PORTFOLIOS) in their 13F filings.
Which hedge fund owns the most FUNL?
The largest institutional holder of FUNL is EP Wealth Advisors, LLC with $176.5M in shares.
Are institutions buying or selling FUNL?
This quarter, 6 institutions opened new positions in FUNL and 0 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.