SCBP1 — Total Market Equity Index Pool Institutional Holders · Q2 2026
Who owns Total Market Equity Index Pool (SCBP1)? 5 institutions reported holding $2.53M in SEC 13F filings for Q2 2026 (period ended 2026-06-30). Largest holders: Wealthspire Advisors, LLC ($908,222), Hantz Financial Services, Inc. ($769,000), North Star Asset Management Inc ($715,210).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Wealthspire Advisors, LLC | $908,222 | 12,639 | New |
| 2 | HANTZ FINANCIAL SERVICES, INC. | $769,000 | 10,697 | Trimmed |
| 3 | NORTH STAR ASSET MANAGEMENT INC | $715,210 | 9,953 | Trimmed |
| 4 | Game Plan Financial Advisors, LLC | $134,215 | 1,868 | Trimmed |
| 5 | Lester Murray Antman dba SimplyRich | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30