Fullthaler Beh S/C Eqty-InstFTHSX
13F holders, Q1 2026 (March 31)2holders
1new positions
1sold out
$50.44avg. 13F price*
At the end of Q1 2026, 2 institutions reported holding Fullthaler Beh S/C Eqty-Inst (FTHSX) in their 13F filings, unchanged from Q4 2025. 1 opened new positions and 1 sold out. The largest holders were Garton & Associates Financial Advisors LLC ($3.6M) and McIlrath & Eck, LLC ($66K).
- Company
- Fullthaler Beh S/C Eqty-Inst
- Filed as
- FULLERTHALER BEHAVIORAL SM-CP EQ INST (Q1 2026)
- CUSIP
- 14064D865
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $66K |
| Exits | 1 | $26K |
All 13F filers, Q4 2025 → Q1 2026: 1,820 shares bought and 521 shares sold, net +1,299 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 2 holders
| Garton & Associates Financial Advisors LLC | 2.96% | Add +0.7% | 71,826 | $3.6M |
| McIlrath & Eck, LLC | 0.01% | New | 1,311 | $66K |
"% 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.