Total Market Equity Index Pool

13F holders, Q2 2024 (June 30)
6holders
1new positions
1sold out
$51.31avg. 13F price*

At the end of Q2 2024, 6 institutions reported holding Total Market Equity Index Pool in their 13F filings, unchanged from Q1 2024. 1 opened new positions and 1 sold out. The largest holders were Garde Capital, Inc. ($812K), Ferguson Wellman Capital Management, Inc. ($739K) and Hantz Financial Services, Inc. ($477K).

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 → Q2 2024

InstitutionsTotal Value
New Positions1$20K
Exits1$136K

All 13F filers, Q1 2024 → Q2 2024: 489 shares bought and 3,589 shares sold, net −3,100 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 6 holders

Garde Capital, Inc. 0.06% Reduce -3.2% 15,830 $812K
Ferguson Wellman Capital Management, Inc. 0.01% Add +0.0% 14,396 $739K
Hantz Financial Services, Inc. 0.01% Reduce -3.2% 9,296 $477K
North Star Asset Management Inc. 0.01% Add +2.0% 5,262 $270K
Game Plan Financial Advisors, LLC 0.05% Reduce -1.0% 1,910 $98K
Mfa Wealth Advisors, LLC 0.00% New 380 $20K

"% 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.