4 institutions reported holding $1.3M of FUNDAMENTAL INVS CL F2 SHS (FINFX) in SEC 13F filings for 2026-03-31. Largest institutional holders: STALEY CAPITAL ADVISERS INC ($1.3M), Transce3nd, LLC ($12,819), McIlrath & Eck, LLC ($12,706), KELLEHER FINANCIAL ADVISORS ($0). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | STALEY CAPITAL ADVISERS INC | $1.3M | 14,587 | Hold |
| 2 | Transce3nd, LLC | $12,819 | 144 | Hold |
| 3 | McIlrath & Eck, LLC | $12,706 | 143 | New |
| 4 | KELLEHER FINANCIAL ADVISORS | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-03-31