FULIX Institutional Ownership & Shareholders
FED HERM ULTRA SHRT BND-INST (FULIX) is currently held by 2 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $7.51M based on the latest available SEC Form 13F filings for the quarter ended September 30, 2026.
Central Bank & Trust Co is currently the largest disclosed institutional shareholder of FULIX tracked by InsiderSet, reporting ownership valued at approximately $7.51M in its September 30, 2026 SEC Form 13F filing.
The top 10 institutional shareholders tracked on this page collectively account for approximately 100% of the total disclosed FULIX value among the investors covered in this analysis. Major shareholders include Central Bank & Trust Co, Oakworth Capital, Inc., and several other long-term asset managers with concentrated positions in FED HERM ULTRA SHRT BND-INST (FULIX).
This page ranks the largest institutional FULIX shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
2
Total Reported Value
$7.51M
Largest Holder
Central Bank & Trust Co
Largest Position
$7.51M
Insider Transactions (90d)
0
Latest Filing Quarter
Q3 2026
New Institutional Positions
2
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Central Bank & Trust Co | 1.07% | 815,533 | $7,511,023 | — | — | — | |
| Oakworth Capital, Inc. | 0.00% | 45 | $416 | — | — | — |
Frequently asked questions about FULIX
Who are the largest institutional holders of FULIX?
The largest institutional holders of FULIX reported in the latest SEC Form 13F filings include Central Bank & Trust Co and Oakworth Capital, Inc.. InsiderSet ranks institutional holders by their latest reported FULIX position.
What is FULIX institutional ownership?
This page tracks FULIX positions reported by institutional investment managers through SEC Form 13F. FED HERM ULTRA SHRT BND-INST (FULIX) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own FULIX?
InsiderSet currently tracks 2 institutional managers reporting FULIX holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of FULIX shareholders.
How much FULIX stock do institutions own?
Institutional investment managers disclosed approximately $7.51M in FULIX holdings for Q3 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was FULIX institutional ownership last updated?
The latest FULIX institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended September 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional FULIX holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its FULIX position after the reporting date.
Are institutions buying or selling FULIX?
Institutional buying and selling can be analyzed by comparing FULIX positions across consecutive 13F reporting periods. InsiderSet's FULIX Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View FULIX ownership changes.
How has FULIX institutional ownership changed over time?
InsiderSet tracks FULIX institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.