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CornerCap Fundametrics Large-Cap ETF

7 hedge funds and large institutions have $179M invested in CornerCap Fundametrics Large-Cap ETF in 2025 Q1 according to their latest regulatory filings, with 1 funds opening new positions, 2 increasing their positions, 2 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
7
Holders Change
-3
Holders Change %
-30%
% of All Funds
0.1%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
1
Increased
2
Reduced
2
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
EWA
1
EP Wealth Advisors
California
$177M -$1.58M -38,021 -0.9%
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$881K +$769K +18,511 +686%
Goldman Sachs
3
Goldman Sachs
New York
$628K -$703K -16,927 -53%
MA
4
Montag & Associates
Georgia
$282K
AWA
5
Arkadios Wealth Advisors
Georgia
$244K +$244K +5,871 New
SMA
6
Sage Mountain Advisors
Georgia
$229K
UBS Group
7
UBS Group
Switzerland
$41.5K +$20.8K +500 +100%
DC
8
Davenport & Co
Virginia
-$220K -5,276 Closed
BCM
9
Buckhead Capital Management
Georgia
-$205K -4,919 Closed
Wells Fargo
10
Wells Fargo
California
-$116K -2,786 Closed
GWM
11
Geneos Wealth Management
Colorado
-$5.25K -126 Closed