Institutional Ownership
Large Cap Equity Managed Pool
CUSIP 808516108MFOQ1 2026
Institutional Holders
2
13F filers
Shares Held
12.1K
Aggregate institutional
Institutional Value
$127.8K
Q1 2026
Net New Holders
+0
0 new · 0 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions0
Increased0
Decreased2
Sold out0
Institutional Holders
2 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Game Plan Financial Advisors, LLC | 1.2K | $126.6K | −29 | Reduced |
| 2 | Hantz Financial Services, Inc. | 10.9K | $1.2K | −364 | Reduced |