Total Market Equity Index Pool
13F holders, Q1 2025 (March 31)5holders −1
1new positions
2sold out
$52.81avg. 13F price*
At the end of Q1 2025, 5 institutions reported holding Total Market Equity Index Pool in their 13F filings, down 1 from Q4 2024. 1 opened new positions and 2 sold out. The largest holders were Kohmann Bosshard Financial Services, LLC ($999K), Hantz Financial Services, Inc. ($545K) and North Star Asset Management Inc. ($427K).
- Company
- Total Market Equity Index Pool
- CUSIP
- 808516702
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $999K |
| Exits | 2 | $1.4M |
All 13F filers, Q4 2024 → Q1 2025: 18,990 shares bought and 26,679 shares sold, net −7,689 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 5 holders
| Kohmann Bosshard Financial Services, LLC | 0.12% | New | 18,990 | $999K |
| Hantz Financial Services, Inc. | 0.01% | Reduce -2.8% | 10,285 | $545K |
| North Star Asset Management Inc. | 0.02% | Reduce -4.6% | 8,049 | $427K |
| Atlas Capital Advisors Inc. | 0.02% | Reduce -0.4% | 2,472 | $131K |
| Game Plan Financial Advisors, LLC | 0.05% | Reduce -1.7% | 1,780 | $94K |
"% 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.