Large Cap Equity Managed Pool
13F holders, Q2 2026 (June 30)3holders +1
1new positions
0sold out
$128.14avg. 13F price*
At the end of Q2 2026, 3 institutions reported holding Large Cap Equity Managed Pool in their 13F filings, up 1 from Q1 2026. 1 opened new positions and 0 sold out. The largest holders were Hantz Financial Services, Inc. ($1.4M), Wealthspire Advisors, LLC ($726K) and Game Plan Financial Advisors, LLC ($148K).
- Company
- Large Cap Equity Managed Pool
- CUSIP
- 808516108
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $726K |
| Exits | 0 | $0 |
All 13F filers, Q1 2026 → Q2 2026: 5,666 shares bought and 319 shares sold, net +5,347 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 3 holders
| Hantz Financial Services, Inc. | 0.02% | Reduce -2.9% | 10,630 | $1.4M |
| Wealthspire Advisors, LLC | 0.00% | New | 5,666 | $726K |
| Game Plan Financial Advisors, LLC | 0.06% | No change | 1,153 | $148K |
"% of holder's portfolio" is LARGE CAP EQUITY MANAGED POOL's weight in each manager's 13F, not the share of Large Cap Equity Managed Pool the manager owns.