2 institutions reported holding $842,212 of INCOME INDEX POOL (SCII1) in SEC 13F filings for 2026-06-30. Largest institutional holders: Wealthspire Advisors, LLC ($819,497), Game Plan Financial Advisors, LLC ($22,715). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Wealthspire Advisors, LLC | $819,497 | 71,385 | New |
| 2 | Game Plan Financial Advisors, LLC | $22,715 | 1,979 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30