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Large Cap Equity Managed Pool
CUSIP: 808516108 | 6 institutional holders
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Institutional Holders — Q3 2026
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Shares — high to low
Value — high to low
% Portfolio — high to low
Institution — A to Z
Hantz Financial Services, Inc.
11,036
0.0% of portfolio
›
$1.4K
Game Plan Financial Advisors, LLC
1,153
0.1% of portfolio
›
$146.1K
Institution
Shares ↓
Value
% Port.
Style
Turnover
Location
Filed
Hantz Financial Services, Inc.
11,036
$1.4K
0.0%
Core
Medium
Southfield, MI
2026-11-09
Game Plan Financial Advisors, LLC
1,153
$146.1K
0.1%
Core
Medium
Westlake, OH
2026-11-10