Large Cap Equity Managed Pool
13F holders, Q1 2025 (March 31)2holders −1
0new positions
1sold out
$102.54avg. 13F price*
At the end of Q1 2025, 2 institutions reported holding Large Cap Equity Managed Pool in their 13F filings, down 1 from Q4 2024. 0 opened new positions and 1 sold out. The largest holders were Hantz Financial Services, Inc. ($1.2M) and Game Plan Financial Advisors, LLC ($129K).
- Company
- Large Cap Equity Managed Pool
- CUSIP
- 808516108
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 0 | $0 |
| Exits | 1 | $22K |
All 13F filers, Q4 2024 → Q1 2025: 866 shares bought and 227 shares sold, net +639 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 2 holders
| Hantz Financial Services, Inc. | 0.02% | Add +8.3% | 11,303 | $1.2M |
| Game Plan Financial Advisors, LLC | 0.07% | Reduce -1.6% | 1,255 | $129K |
"% 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.