Fullthaler Beh S/C Eqty-InstFTHSX

13F holders, Q2 2026 (June 30)
1holders −1
1new positions
1sold out
$57.78avg. 13F price*

At the end of Q2 2026, 1 institutions reported holding Fullthaler Beh S/C Eqty-Inst (FTHSX) in their 13F filings, down 1 from Q1 2026. 1 opened new positions and 1 sold out. The largest holder was Wealthspire Advisors, LLC ($237K).

Company
Fullthaler Beh S/C Eqty-Inst
Filed as
FULLER & THALER BEHAVIORAL SMALL CAP EQUITY FUND INSTITUTIONAL CLASS (Q2 2026)
CUSIP
14064D865
Latest filing quarter
Q2 2026

History

Number of 13F holders

012 Q3 2024: 1Q3 2024Q4 2024: 1Q4 2024Q1 2025: 1Q1 2025Q2 2025: 1Q2 2025Q4 2025: 2Q4 2025Q1 2026: 2Q1 2026Q2 2026: 1Q2 2026

Total Exit/New Position Q1 2026 → Q2 2026

InstitutionsTotal Value
New Positions1$237K
Exits1$3.6M

All 13F filers, Q1 2026 → Q2 2026: 4,106 shares bought and 71,826 shares sold, net −67,720 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1 holders

Wealthspire Advisors, LLC 0.00% New 4,106 $237K

"% of holder's portfolio" is FTHSX's weight in each manager's 13F, not the share of Fullthaler Beh S/C Eqty-Inst the manager owns.