5 institutions reported holding $1.8M of TOTAL MARKETS EQUITY POOL (SCBP1) in SEC 13F filings for 2026-03-31. Largest institutional holders: HANTZ FINANCIAL SERVICES, INC. ($679,000), NORTH STAR ASSET MANAGEMENT INC ($629,040), Lester Murray Antman dba SimplyRich ($356,000), Game Plan Financial Advisors, LLC ($116,315), Kohmann Bosshard Financial Services, LLC ($0). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | HANTZ FINANCIAL SERVICES, INC. | $679,000 | 10,912 | Added |
| 2 | NORTH STAR ASSET MANAGEMENT INC | $629,040 | 10,113 | Trimmed |
| 3 | Lester Murray Antman dba SimplyRich | $356,000 | 5,728 | New |
| 4 | Game Plan Financial Advisors, LLC | $116,315 | 1,870 | Added |
| 5 | Kohmann Bosshard Financial Services, LLC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-03-31