DOSSIER · 13F Holders · Q1 2026Inflation hedgeYield
FTXSX

FULLER & THALER BEHAVIOR

1 institutions still hold FULLER & THALER BEHAVIOR as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 14064D782·1 13F holders·last filed Mar 31, 2026
Market cap
5.9%
vs prior quarter
13F value held
$3M
55.0% inst. owned
of float
Holders
1
+21 QoQ
filers reporting
Activity
+86 / −101
+887 added · −837 reduced
this quarter
Concentration
100.00%
Garton & Associates Financial Advisors LLC #1
top holder share
AI Holders Summary · Q1 2026

1 institutions reported FTXSX in Q1 2026. Garton & Associates Financial Advisors LLC leads at 100.0% of the visible book. +21 net new institutions vs prior quarter — accumulation reading.

Top holders

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

#HolderValueShares% port.Quarter
01
Garton & Associates Financial Advisors LLC
CIK 0002109857
$3M54K2.43%Q1 2026