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FULLERTHALER BEHAVIORAL SM-CP EQ INST · 13F Institutional Holdings
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F

FULLERTHALER BEHAVIORAL SM-CP EQ INST

FTHSX
Institutions
1
Combined AUM (Q2 2026)
$237,259
Combined Shares (Q2 2026)
4,106
Overall Trend
Decrease
All institutions combined
📥 Inflow (Q1 2026→Q2 2026)
+4,106
1 · 1 New Buys · ≈ —
📤 Outflow (Q1 2026→Q2 2026)
-73,137
2 · 2 Exit · ≈ —
⚖️ Net
-69,031
—
Net Sell
💰 Net Value
≈ —
—
est. price —
⏳
Latest AUM (Q2 2026)
$237,259
Institutions
1
New Buys
1
Adds
0
Reduces
0
Exits
2
Unchanged
0
Ownership TrendPortfolio %Prev Q %RankQ2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
Wealthspire Advisors, LLC
<0.01%—#1$237,2594,106$00+4,106New Buy

🧭 Institutional Sector Flow Heatmap

⏳
Net Outflow Net Inflow

Source: SEC EDGAR 13F filings (Q1 2013–Q2 2026 · 54 quarters) · USD · values estimated at quarter-end price

Built: 2026-09-13 00:04 · 13F Data · For reference only, not investment advice

Disclaimer: Data on this site is sourced from SEC EDGAR 13F filings and is for reference only. It does not constitute investment advice. Investing involves risk.

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