DOSSIER · 13F Holders · Q2 2026

TOTAL MARKETS EQUITY POOL

5 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 808516702·5 13F holders·last filed Jun 30, 2026
Market cap
13F value held
$3M
visible holders
Holders
5
filers reporting
Concentration
31.97%
Wealthspire Advisors, LLC #1
top holder share
AI Holders Summary · Q2 2026

5 institutions reported TOTAL MARKETS EQUITY POOL in Q2 2026. Wealthspire Advisors, LLC leads at 32.0% 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
NORTH STAR ASSET MANAGEMENT INC
CIK 0001056559
$763K12K0.03%Q4 2025
03
HANTZ FINANCIAL SERVICES, INC.
CIK 0001071061
$679K11K0.01%Q1 2026
04
Lester Murray Antman dba SimplyRich
CIK 0001725888
$356K6K0.09%Q1 2026
05
Game Plan Financial Advisors, LLC
CIK 0001802952
$134K2K0.05%Q2 2026