DOSSIER · 13F Holders · Q2 2026

Income Index Pool

2 institutions still hold Income Index Pool as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 808516827·2 13F holders·last filed Jun 30, 2026
Market cap
13F value held
$842K
visible holders
Holders
2
filers reporting
Concentration
97.30%
Wealthspire Advisors, LLC #1
top holder share
AI Holders Summary · Q2 2026

2 institutions reported Income Index Pool in Q2 2026. Wealthspire Advisors, LLC leads at 97.3% 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
$819K71K0.00%Q2 2026
02
Game Plan Financial Advisors, LLC
CIK 0001802952
$23K2K0.01%Q2 2026