LARGE CAP EQUITY MANAGED POOL

Institutions

Combined AUM (Q2 2026)

$2.2M

Combined Shares (Q2 2026)

17,449

Overall Trend

Increase

All institutions combined

📥 Inflow (Q1 2026→Q2 2026)

+5,666

1 · 1 New Buys · ≈ —

📤 Outflow (Q1 2026→Q2 2026)

-319

1 · 0 Exit · ≈ —

⚖️ Net

+5,347

—

Net Buy

💰 Net Value

≈ —

—

est. price —

⏳

Latest AUM (Q2 2026)

$2.2M

Institutions

New Buys

Adds

Reduces

Exits

Unchanged

	Portfolio %	Prev Q %	Rank	Q2 2026 Value	Q2 2026 Shares	Prev Q Value	Prev Q Shares	Shares Change	Action
HANTZ FINANCIAL SERVICES, INC.	0.02%	0.02%	#2	$1.4M	10,630	$1.2M	10,949	-319-2.91%	Reduce
Wealthspire Advisors, LLC	<0.01%	—	#3	$726,093	5,666	$0	0	+5,666	New Buy
Game Plan Financial Advisors, LLC	0.05%	0.06%	#1	$147,786	1,153	$126,624	1,153	00.00%	Unchanged

🧭 Institutional Sector Flow Heatmap

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Net Outflow Net Inflow