Large Cap Equity Managed Pool
13F holders, Q3 2024 (September 30)4holders
0new positions
0sold out
$105.00avg. 13F price*
At the end of Q3 2024, 4 institutions reported holding Large Cap Equity Managed Pool in their 13F filings, unchanged from Q2 2024. 0 opened new positions and 0 sold out. The largest holders were Hantz Financial Services, Inc. ($1.1M), Game Plan Financial Advisors, LLC ($141K) and Mfa Wealth Advisors, LLC ($103K).
- Company
- Large Cap Equity Managed Pool
- CUSIP
- 808516108
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 0 | $0 |
| Exits | 0 | $0 |
All 13F filers, Q2 2024 → Q3 2024: 336 shares bought and 7 shares sold, net +329 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 4 holders
| Hantz Financial Services, Inc. | 0.02% | Add +3.3% | 10,523 | $1.1M |
| Game Plan Financial Advisors, LLC | 0.08% | No change | 1,347 | $141K |
| Mfa Wealth Advisors, LLC | 0.02% | Reduce -0.7% | 984 | $103K |
| Fairfield Financial Advisors, LTD | 0.01% | No change | 222 | $23K |
"% 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.