Large Cap Equity Managed Pool

13F holders, Q1 2024 (March 31)
2holders
$97.87avg. 13F price*

At the end of Q1 2024, 2 institutions reported holding Large Cap Equity Managed Pool in their 13F filings. The largest holders were Hantz Financial Services, Inc. ($996K) and Game Plan Financial Advisors, LLC ($133K).

Company
Large Cap Equity Managed Pool
CUSIP
808516108
Latest filing quarter
Q2 2026

History

Number of 13F holders

01234 Q1 2024: 2Q1 2024Q2 2024: 4Q2 2024Q3 2024: 4Q3 2024Q4 2024: 3Q4 2024Q1 2025: 2Q1 2025Q2 2025: 2Q2 2025Q3 2025: 2Q3 2025Q4 2025: 2Q4 2025Q1 2026: 2Q1 2026Q2 2026: 3Q2 2026

Total Exit/New Position Q1 2024

No earlier quarter to compare with.

Ownership 2 holders

Hantz Financial Services, Inc. 0.02% Reduce -3.2% 10,178 $996K
Game Plan Financial Advisors, LLC 0.08% No change 1,360 $133K

"% 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.