Large Cap Equity Managed Pool
13F holders, Q2 2024 (June 30)4holders +2
1new positions
0sold out
$99.63avg. 13F price*
At the end of Q2 2024, 4 institutions reported holding Large Cap Equity Managed Pool in their 13F filings, up 2 from Q1 2024. 1 opened new positions and 0 sold out. The largest holders were Hantz Financial Services, Inc. ($1.0M), Game Plan Financial Advisors, LLC ($134K) and Mfa Wealth Advisors, LLC ($99K).
- Company
- Large Cap Equity Managed Pool
- CUSIP
- 808516108
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $99K |
| Exits | 0 | $0 |
All 13F filers, Q1 2024 → Q2 2024: 1,000 shares bought and 13 shares sold, net +987 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 4 holders
| Hantz Financial Services, Inc. | 0.02% | Add +0.1% | 10,187 | $1.0M |
| Game Plan Financial Advisors, LLC | 0.07% | Reduce -1.0% | 1,347 | $134K |
| Mfa Wealth Advisors, LLC | 0.02% | New | 991 | $99K |
| Fairfield Financial Advisors, LTD | 0.01% | — | 222 | $22K |
"% 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.