DOSSIER · 13F Holders · Q2 2026

TOTAL MARKETS EQUITY POOL

4 institutions still hold TOTAL MARKETS EQUITY POOL as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 808516702·4 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$3M
visible holders
Holders
4
filers reporting
Concentration
35.20%
Wealthspire Advisors, LLC #1
top holder share
AI Holders Summary · Q2 2026

4 institutions reported TOTAL MARKETS EQUITY POOL in Q2 2026. Wealthspire Advisors, LLC leads at 35.2% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
Wealthspire Advisors, LLC
CIK 0001646247
$908K13K0.01%Q2 2026
02
HANTZ FINANCIAL SERVICES, INC.
CIK 0001071061
$821K11K0.01%Q3 2026
03
NORTH STAR ASSET MANAGEMENT INC
CIK 0001056559
$715K10K0.03%Q2 2026
04
Game Plan Financial Advisors, LLC
CIK 0001802952
$136K2K0.05%Q3 2026