CUSIP 360802102
AMERICAN FUNDS FUNDAMENTAL INVS A
26 institutions · $5.9M total · 94,985 shares
| # | Manager | Shares | Value | % of Total | Period |
|---|---|---|---|---|---|
| 1 | Westside Investment Management, Inc. | 16,506 | $1.5M | 17.37% | 2025-12-31 |
| 2 | Brooklyn Investment Group | 16,598 | $1.5M | 17.47% | 2025-06-30 |
| 3 | AMARILLO NATIONAL BANK | 6,504 | $525.0K | 6.84% | 2024-12-31 |
| 4 | FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | 4,643 | $426.9K | 4.88% | 2025-12-31 |
| 5 | Financially Speaking Inc | 3,959 | $363.9K | 4.16% | 2025-12-31 |
| 6 | NORTH STAR ASSET MANAGEMENT INC | 3,940 | $362.2K | 4.14% | 2025-12-31 |
| 7 | Coastwise Capital Group, LLC | 3,851 | $354.0K | 4.05% | 2025-12-31 |
| 8 | RiverFront Investment Group, LLC | 2,754 | $242.0K | 2.89% | 2025-06-30 |
| 9 | Fulton Bank, N.A. | 2,651 | $210.9K | 2.79% | 2024-03-31 |
| 10 | TUCKER ASSET MANAGEMENT LLC | 786 | $67.2K | 0.82% | 2024-12-31 |
| 11 | Oakworth Capital, Inc. | 689 | $63.3K | 0.72% | 2025-12-31 |
| 12 | Livelsberger Financial Advisory | 840 | $60.0K | 0.88% | 2024-03-31 |
| 13 | Strategic Investment Solutions, Inc. /IL | 865 | $58.7K | 0.91% | 2023-09-30 |
| 14 | VIMA LLC | 797 | $50.7K | 0.83% | 2024-03-31 |
| 15 | Luminist Capital LLC | 375 | $35.3K | 0.39% | 2025-09-30 |
| 16 | Eagle Bay Advisors LLC | 340 | $29.0K | 0.35% | 2024-09-30 |
| 17 | ORG Partners LLC | 123 | $10.1K | 0.12% | 2024-06-30 |
| 18 | Game Plan Financial Advisors, LLC | 92 | $8.4K | 0.09% | 2025-12-31 |
| 19 | Coston, McIsaac & Partners | 13,367 | $1.2K | 14.07% | 2025-12-31 |
| 20 | DIVIDEND ASSETS CAPITAL, LLC | 7,419 | $488 | 7.81% | 2023-12-31 |
| 21 | ROTHSCHILD INVESTMENT CORP /IL | 4,877 | $331 | 5.13% | 2023-09-30 |
| 22 | Motiv8 Investments LLC | 2,508 | $231 | 2.64% | 2025-12-31 |
| 23 | Financial Gravity Asset Management, Inc. | 2 | $158 | 0.00% | 2025-12-31 |
| 24 | Financial Gravity Companies, Inc. | 2 | $142 | 0.00% | 2025-06-30 |
| 25 | RE Dickinson Investment Advisors, LLC | 396 | $27 | 0.41% | 2023-09-30 |
| 26 | AlphaMark Advisors, LLC | 101 | $8 | 0.10% | 2024-12-31 |