Institutional Ownership
Balanced Pool
CUSIP 808516306MFOQ1 2026
Institutional Holders
1
13F filers
Shares Held
13.2K
Aggregate institutional
Institutional Value
$1.24M
Q1 2026
Net New Holders
-1
0 new · 1 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions0
Increased1
Decreased0
Sold out1
Institutional Holders
1 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Westside Investment Management, Inc. | 13.2K | $1.24M | +11.3K | Added |