Small Cap Equity Pool

13F holders, Q1 2026 (March 31)
2holders −1
0new positions
1sold out
$52.11avg. 13F price*

At the end of Q1 2026, 2 institutions reported holding Small Cap Equity Pool in their 13F filings, down 1 from Q4 2025. 0 opened new positions and 1 sold out. The largest holders were Hantz Financial Services, Inc. ($223K) and Game Plan Financial Advisors, LLC ($19K).

Company
Small Cap Equity Pool
CUSIP
808516876
Latest filing quarter
Q2 2026

History

Number of 13F holders

0123 Q1 2024: 2Q1 2024Q2 2024: 2Q2 2024Q3 2024: 2Q3 2024Q4 2024: 2Q4 2024Q1 2025: 3Q1 2025Q2 2025: 2Q2 2025Q3 2025: 2Q3 2025Q4 2025: 3Q4 2025Q1 2026: 2Q1 2026Q2 2026: 2Q2 2026

Total Exit/New Position Q4 2025 → Q1 2026

InstitutionsTotal Value
New Positions0$0
Exits1$308K

All 13F filers, Q4 2025 → Q1 2026: 91 shares bought and 6,077 shares sold, net −5,986 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 2 holders

Hantz Financial Services, Inc. 0.00% Reduce -1.6% 4,279 $223K
Game Plan Financial Advisors, LLC 0.01% Add +34.3% 356 $19K

"% 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.