FULLERTHALER BEHAVIORAL SMALL-MID CORE EQUITY FD INST'L CLASS

1 institutions still hold FULLERTHALER BEHAVIORAL SMALL-MID CORE EQUITY FD INST'L CLASS as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 14064D667·1 13F holders·last filed Mar 31, 2026

Market cap

—

▲ 1.0%

vs prior quarter

13F value held

$434,218

72.0% inst. owned

of float

Holders

+58 QoQ

filers reporting

Activity

+31 / −22

+874 added · −826 reduced

this quarter

Concentration

100.00%

Transce3nd, LLC #1

top holder share

AI Holders Summary · Q1 2026

1 institutions reported FTSIX in Q1 2026. Transce3nd, LLC leads at 100.0% of the visible book. +58 net new institutions vs prior quarter — accumulation reading.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter

Transce3nd, LLC

CIK 0002023570

$434,21810K3.85%Q1 2026