Institutional Holders (2026 Q1)
304 + investorsExplore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in FULT. Verified SEC 13F-HR filings.
| # | Investor | % of Portfolio | Shares | Mkt Value |
|---|---|---|---|---|
| 1 | Econ Financial Services Corp | 1.55% | 164,003 | $3.3M |
| 2 | Enhancing Capital LLC | 1.45% | 95,826 | $1.9M |
| 3 | FULTON BANK, N.A. | 0.85% | 1,179,778 | $24.0M |
| 4 | Kennondale Capital Management LLC | 0.84% | 57,451 | $1.2M |
| 5 | EAGLE WEALTH STRATEGIES LLC | 0.78% | 86,956 | $1.8M |
| 6 | Legacy Advisors, LLC | 0.67% | 281,104 | $5.7M |
| 7 | Stewardship Advisors, LLC | 0.35% | 75,375 | $1.5M |
| 8 | iSAM Funds (UK) Ltd | 0.33% | 33,007 | $671K |
| 9 | AlphaQuest LLC | 0.27% | 253,775 | $4.9M |
| 10 | Comprehensive Financial Planning, Inc./PA | 0.25% | 18,039 | $367K |
| 11 | New Age Alpha Advisors, LLC | 0.22% | 235,358 | $4.8M |
| 12 | LOGAN CAPITAL MANAGEMENT INC | 0.18% | 204,200 | $4.2M |
| 13 | Juno Financial Group LLC | 0.16% | 20,463 | $416K |
| 14 | Key FInancial Inc | 0.16% | 44,833 | $912K |
| 15 | Flagship Capital Management Inc. | 0.15% | 10,191 | $207K |
| 16 | PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV | 0.13% | 21,900 | $445K |
| 17 | DGS Capital Management, LLC | 0.12% | 36,879 | $750K |
| 18 | FIRST TRUST ADVISORS LP | 0.12% | 8,050,923 | $163.8M |
| 19 | RKL Wealth Management LLC | 0.09% | 50,005 | $1.0M |
| 20 | Abel Hall, LLC | 0.08% | 19,342 | $393K |
| 21 | Hughes Financial Services, LLC | 0.08% | 25,247 | $514K |
| 22 | Strategic Family Wealth Counselors, L.L.C. | 0.07% | 13,913 | $283K |
| 23 | VALLEY NATIONAL ADVISERS INC | 0.07% | 26,321 | — |
| 24 | MASTER'S WEALTH MANAGEMENT INC. | 0.07% | 10,045 | $204K |
| 25 | Vest Financial, LLC | 0.07% | 273,742 | $5.6M |
| Investor | Ownership History |
% of Portfolio | Prev % | Rank | Conviction | Avg Buy Price | 13F Score™ 3Y / 7Y | Sell Timing | Shares | Mkt Value | Change | Change % | Source | Quarter | Filed |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|