Fullthaler Beh S/C GRW-InstFTXSX
13F holders, Q1 2026 (March 31)1holders
0new positions
0sold out
$54.83avg. 13F price*
At the end of Q1 2026, 1 institutions reported holding Fullthaler Beh S/C GRW-Inst (FTXSX) in their 13F filings, unchanged from Q4 2025. 0 opened new positions and 0 sold out. The largest holder was Garton & Associates Financial Advisors LLC ($3.0M).
- Company
- Fullthaler Beh S/C GRW-Inst
- Filed as
- FULLERTHALER BEHAVIORAL SM-CP GRINSTL (Q1 2026)
- CUSIP
- 14064D782
- Latest filing quarter
- Q1 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 0 | $0 |
| Exits | 0 | $0 |
All 13F filers, Q4 2025 → Q1 2026: 2,230 shares sold, net −2,230 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1 holders
| Garton & Associates Financial Advisors LLC | 2.43% | Reduce -4.0% | 54,191 | $3.0M |
"% of holder's portfolio" is FTXSX's weight in each manager's 13F, not the share of Fullthaler Beh S/C GRW-Inst the manager owns.