Total Market Equity Index Pool
13F holders, Q3 2024 (September 30)7holders +1
1new positions
0sold out
$54.39avg. 13F price*
At the end of Q3 2024, 7 institutions reported holding Total Market Equity Index Pool in their 13F filings, up 1 from Q2 2024. 1 opened new positions and 0 sold out. The largest holders were Ferguson Wellman Capital Management, Inc. ($783K), Garde Capital, Inc. ($525K) and Hantz Financial Services, Inc. ($522K).
- Company
- Total Market Equity Index Pool
- CUSIP
- 808516702
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $147K |
| Exits | 0 | $0 |
All 13F filers, Q2 2024 → Q3 2024: 3,001 shares bought and 6,271 shares sold, net −3,270 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 7 holders
| Ferguson Wellman Capital Management, Inc. | 0.02% | Reduce -0.1% | 14,387 | $783K |
| Garde Capital, Inc. | 0.03% | Reduce -39.0% | 9,660 | $525K |
| Hantz Financial Services, Inc. | 0.01% | Add +3.2% | 9,593 | $522K |
| North Star Asset Management Inc. | 0.01% | Reduce -1.7% | 5,172 | $281K |
| Atlas Capital Advisors Inc. | 0.02% | New | 2,704 | $147K |
| Game Plan Financial Advisors, LLC | 0.06% | No change | 1,910 | $104K |
| Mfa Wealth Advisors, LLC | 0.00% | Reduce -0.5% | 378 | $21K |
"% 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.