13FBOX
TOTAL MARKET EQUITY INDEX POOL · 13F Institutional Holdings
Options Calculator Rankings
T

TOTAL MARKET EQUITY INDEX POOL

Institutions
5
Combined AUM (Q2 2026)
$2.9M
Combined Shares (Q2 2026)
40,885
Overall Trend
Increase
All institutions combined
📥 Inflow (Q1 2026→Q2 2026)
+12,639
1 · 1 New Buys · ≈
📤 Outflow (Q1 2026→Q2 2026)
-377
3 · 0 Exit · ≈
⚖️ Net
+12,262
Net Buy
💰 Net Value
≈ —
est. price
Latest AUM (Q2 2026)
$2.9M
Institutions
5
New Buys
1
Adds
0
Reduces
3
Exits
0
Unchanged
1
Ownership TrendPortfolio %Prev Q %RankQ2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
Wealthspire Advisors, LLC
<0.01%#5$908,22212,639$00+12,639New Buy
HANTZ FINANCIAL SERVICES, INC.
0.01%0.01%#4$768,62410,697$679,00010,912-215-1.97%Reduce
NORTH STAR ASSET MANAGEMENT INC
0.03%0.04%#3$715,2109,953$629,04010,113-160-1.58%Reduce
Lester Murray Antman dba SimplyRich
0.09%0.09%#1$356,0005,728$356,0005,72800.00%Unchanged
Game Plan Financial Advisors, LLC
0.05%0.05%#2$134,2151,868$116,3151,870-2-0.11%Reduce

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow