3 institutions reported holding $277,228 of AMERICAN FDS FUNDAMENTAL INVS F-3 (FUNFX) in SEC 13F filings for 2026-06-30. Largest institutional holders: Wealthspire Advisors, LLC ($248,097), Vermillion Wealth Management, Inc. ($29,131), KELLEHER FINANCIAL ADVISORS ($0). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Wealthspire Advisors, LLC | $248,097 | 2,398 | New |
| 2 | Vermillion Wealth Management, Inc. | $29,131 | 282 | New |
| 3 | KELLEHER FINANCIAL ADVISORS | $0 | 0 | Exited |
来源：SEC 13F 申报文件 · 截至 2026-06-30