Small Cap Equity Pool
13F holders, Q4 2025 (December 31)3holders +1
1new positions
0sold out
$51.51avg. 13F price*
At the end of Q4 2025, 3 institutions reported holding Small Cap Equity Pool in their 13F filings, up 1 from Q3 2025. 1 opened new positions and 0 sold out. The largest holders were Kohmann Bosshard Financial Services, LLC ($308K), Hantz Financial Services, Inc. ($225K) and Game Plan Financial Advisors, LLC ($14K).
- Company
- Small Cap Equity Pool
- CUSIP
- 808516876
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $308K |
| Exits | 0 | $0 |
All 13F filers, Q3 2025 → Q4 2025: 6,305 shares bought and 12 shares sold, net +6,293 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 3 holders
| Kohmann Bosshard Financial Services, LLC | 0.03% | New | 6,008 | $308K |
| Hantz Financial Services, Inc. | 0.00% | Add +7.3% | 4,348 | $225K |
| Game Plan Financial Advisors, LLC | 0.01% | Reduce -4.3% | 265 | $14K |
"% of holder's portfolio" is SMALL CAP EQUITY POOL's weight in each manager's 13F, not the share of Small Cap Equity Pool the manager owns.