Large Cap Equity Managed Pool
13F holders, Q3 2025 (September 30)2holders
0new positions
0sold out
$115.29avg. 13F price*
At the end of Q3 2025, 2 institutions reported holding Large Cap Equity Managed Pool in their 13F filings, unchanged from Q2 2025. 0 opened new positions and 0 sold out. The largest holders were Hantz Financial Services, Inc. ($1.3M) and Game Plan Financial Advisors, LLC ($142K).
- Company
- Large Cap Equity Managed Pool
- CUSIP
- 808516108
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 0 | $0 |
| Exits | 0 | $0 |
All 13F filers, Q2 2025 → Q3 2025: 427 shares sold, net −427 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 2 holders
| Hantz Financial Services, Inc. | 0.02% | Reduce -3.8% | 10,860 | $1.3M |
| Game Plan Financial Advisors, LLC | 0.07% | No change | 1,232 | $142K |
"% 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.