DOSSIER · 13F Holders · Q1 2026
FTZIX

FULLERTHALER BEHAVRL UNCNSTD EQ

1 institutions still hold FULLERTHALER BEHAVRL UNCNSTD EQ as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 14064D659·1 13F holders·last filed Mar 31, 2026
Market cap
13F value held
$589K
visible holders
Holders
1
filers reporting
Concentration
100.00%
Garton & Associates Financial Advisors LLC #1
top holder share
AI Holders Summary · Q1 2026

1 institutions reported FTZIX in Q1 2026. Garton & Associates Financial Advisors LLC leads at 100.0% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
Garton & Associates Financial Advisors LLC
CIK 0002109857
$589K9K0.48%Q1 2026