DOSSIER · 13F Holders · Q1 2026

SMALL CAP EQUITY POOL

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

CUSIP 808516876·2 13F holders·last filed Mar 31, 2026
Market cap
13F value held
$245K
visible holders
Holders
2
filers reporting
Concentration
90.86%
HANTZ FINANCIAL SERVICES, INC. #1
top holder share
AI Holders Summary · Q1 2026

2 institutions reported SMALL CAP EQUITY POOL in Q1 2026. HANTZ FINANCIAL SERVICES, INC. leads at 90.9% 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
$223K4K0.00%Q1 2026
02
Game Plan Financial Advisors, LLC
CIK 0001802952
$22K3550.01%Q2 2026