Total Market Equity Index Pool

13F holders, Q1 2024 (March 31)
6holders
$49.77avg. 13F price*

At the end of Q1 2024, 6 institutions reported holding Total Market Equity Index Pool in their 13F filings. The largest holders were Garde Capital, Inc. ($814K), Ferguson Wellman Capital Management, Inc. ($716K) and Hantz Financial Services, Inc. ($478K).

Company
Total Market Equity Index Pool
CUSIP
808516702
Latest filing quarter
Q2 2026

History

Number of 13F holders

02468 Q1 2024: 6Q1 2024Q2 2024: 6Q2 2024Q3 2024: 7Q3 2024Q4 2024: 6Q4 2024Q1 2025: 5Q1 2025Q2 2025: 3Q2 2025Q3 2025: 3Q3 2025Q4 2025: 4Q4 2025Q1 2026: 4Q1 2026Q2 2026: 4Q2 2026

Total Exit/New Position Q1 2024

InstitutionsTotal Value
New Positions1$136K
Exits0$0

Ownership 6 holders

Garde Capital, Inc. 0.06% Reduce -4.2% 16,358 $814K
Ferguson Wellman Capital Management, Inc. 0.01% Add +0.0% 14,391 $716K
Hantz Financial Services, Inc. 0.01% Add +10.3% 9,606 $478K
North Star Asset Management Inc. 0.01% Reduce -17.5% 5,158 $257K
Atlas Capital Advisors Inc. 0.02% New 2,731 $136K
Game Plan Financial Advisors, LLC 0.06% No change 1,930 $96K

"% of holder's portfolio" is Total Market Equity Index Pool's weight in each manager's 13F, not the share of Total Market Equity Index Pool the manager owns.