SCGE1 — Large Cap Equity Managed Pool Institutional Holders · Q2 2026
Who owns Large Cap Equity Managed Pool (SCGE1)? 3 institutions reported holding $2.24M in SEC 13F filings for Q2 2026 (period ended 2026-06-30). Largest holders: Hantz Financial Services, Inc. ($1.4M), Wealthspire Advisors, LLC ($726,093), Game Plan Financial Advisors, LLC ($147,786).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | HANTZ FINANCIAL SERVICES, INC. | $1.4M | 10,630 | Trimmed |
| 2 | Wealthspire Advisors, LLC | $726,093 | 5,666 | New |
| 3 | Game Plan Financial Advisors, LLC | $147,786 | 1,153 | Hold |
Source: SEC Form 13F filings · as of 2026-06-30