DOSSIER · 13F Holders · Q1 2026

LARGE CAP EQUITY MANAGED POOL

3 institutions still hold LARGE CAP EQUITY MANAGED POOL as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 808516108·3 13F holders·last filed Mar 31, 2026
Market cap
13F value held
$2M
visible holders
Holders
3
filers reporting
Concentration
57.90%
HANTZ FINANCIAL SERVICES, INC. #1
top holder share
AI Holders Summary · Q1 2026

3 institutions reported LARGE CAP EQUITY MANAGED POOL in Q1 2026. HANTZ FINANCIAL SERVICES, INC. leads at 57.9% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
HANTZ FINANCIAL SERVICES, INC.
CIK 0001071061
$1M11K0.02%Q1 2026
02
Wealthspire Advisors, LLC
CIK 0001646247
$726K6K0.00%Q2 2026
03
Game Plan Financial Advisors, LLC
CIK 0001802952
$148K1K0.05%Q2 2026