5 institutions reported holding $2.5M of TOTAL MARKET EQUITY (SCBP1) in SEC 13F filings for 2026-06-30. Largest institutional holders: Wealthspire Advisors, LLC ($908,222), HANTZ FINANCIAL SERVICES, INC. ($769,000), NORTH STAR ASSET MANAGEMENT INC ($715,210), Game Plan Financial Advisors, LLC ($134,215), Lester Murray Antman dba SimplyRich ($0). Source: SEC Form 13F.
| 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 |
来源：SEC 13F 申报文件 · 截至 2026-06-30