3 institutions reported holding $3.7M of FULLERTHALER BEHAVIORAL SMALL-CAP EQUITY FUND INSTITUTIONAL CLASS (FTHSX) in SEC 13F filings for 2026-03-31. Largest institutional holders: Garton & Associates Financial Advisors LLC ($3.6M), McIlrath & Eck, LLC ($66,123), Kohmann Bosshard Financial Services, LLC ($0). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Garton & Associates Financial Advisors LLC | $3.6M | 71,826 | Added |
| 2 | McIlrath & Eck, LLC | $66,123 | 1,311 | New |
| 3 | Kohmann Bosshard Financial Services, LLC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-03-31