Total Market Equity Index Pool
13F holders, Q4 2024 (December 31)6holders −1
0new positions
1sold out
$55.79avg. 13F price*
At the end of Q4 2024, 6 institutions reported holding Total Market Equity Index Pool in their 13F filings, down 1 from Q3 2024. 0 opened new positions and 1 sold out. The largest holders were Ferguson Wellman Capital Management, Inc. ($876K), Hantz Financial Services, Inc. ($590K) and Garde Capital, Inc. ($572K).
- Company
- Total Market Equity Index Pool
- CUSIP
- 808516702
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 0 | $0 |
| Exits | 1 | $21K |
All 13F filers, Q3 2024 → Q4 2024: 6,162 shares bought and 701 shares sold, net +5,461 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 6 holders
| Ferguson Wellman Capital Management, Inc. | 0.02% | Add +9.2% | 15,708 | $876K |
| Hantz Financial Services, Inc. | 0.01% | Add +10.3% | 10,579 | $590K |
| Garde Capital, Inc. | 0.04% | Add +6.1% | 10,247 | $572K |
| North Star Asset Management Inc. | 0.02% | Add +63.2% | 8,440 | $471K |
| Atlas Capital Advisors Inc. | 0.02% | Reduce -8.3% | 2,481 | $138K |
| Game Plan Financial Advisors, LLC | 0.05% | Reduce -5.2% | 1,810 | $101K |
"% 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.