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Funds Holding TOLZ

On this page, we present all of the funds holding TOLZ from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding TOLZ, with a link to that fund's top holdings. The next columns indicate the amount of TOLZ stock held by each of the funds holding TOLZ, followed by the TOLZ position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 52 funds holding TOLZ within the last two filing periods in our coverage universe of 13F filers, with the largest position size having been reported by Envestnet Portfolio Solutions Inc.. For more details on the positions held by Envestnet Portfolio Solutions Inc. (or by any of the other funds holding TOLZ), click the fund name in the "Holder" column of the funds-holding-TOLZ table below.

HolderAmountPosition Size
($ in 1000's)
 As of
Envestnet Portfolio Solutions Inc.585,520$26,717 12/31/2023
     TOLZ585,520$26,717 12/31/2023
First Citizens Bank & Trust Co.545,064$25,034 03/31/2024
     TOLZ545,064$25,034 03/31/2024
Aaron Wealth Advisors463,869$21,166 12/31/2023
     TOLZ463,869$21,166 12/31/2023
Morgan Stanley329,725$15,045 12/31/2023
     TOLZ329,725$15,045 12/31/2023
Aprio Wealth Management LLC220,423$10,124 03/31/2024
     TOLZ220,423$10,124 03/31/2024
Jane Street Group LLC202,379$9,235 12/31/2023
     TOLZ202,379$9,235 12/31/2023
Wells Fargo & Company MN118,564$5,410 12/31/2023
     TOLZ118,564$5,410 12/31/2023
First Citizens Asset Management Inc.113,069$5,211 12/31/2023
     TOLZ113,069$5,211 12/31/2023
Boston Private Wealth LLC92,299$4,212 12/31/2023
     TOLZ92,299$4,212 12/31/2023
Wealth Architects LLC66,839$3,050 12/31/2023
     TOLZ66,839$3,050 12/31/2023
Alliancebernstein L.P.63,849$2,913 12/31/2023
     TOLZ63,849$2,913 12/31/2023
Pitcairn Co.52,455$2,394 12/31/2023
     TOLZ52,455$2,394 12/31/2023
SG Americas Securities LLC44,454$2,028 12/31/2023
     TOLZ44,454$2,028 12/31/2023
Bank of America Corp DE30,932$1,411 12/31/2023
     TOLZ30,932$1,411 12/31/2023
Vestcor Inc28,191$1,286 12/31/2023
     TOLZ28,191$1,286 12/31/2023
Royal Bank of Canada24,769$1,130 12/31/2023
     TOLZ24,769$1,130 12/31/2023
Steward Partners Investment Advisory LLC23,541$1,074 12/31/2023
     TOLZ23,541$1,074 12/31/2023
LPL Financial LLC23,050$1,052 12/31/2023
     TOLZ23,050$1,052 12/31/2023
J.W. Cole Advisors Inc.17,104$780 12/31/2023
     TOLZ17,104$780 12/31/2023
Stifel Financial Corp16,837$768 12/31/2023
     TOLZ16,837$768 12/31/2023
Koshinski Asset Management Inc.16,817$767 12/31/2023
     TOLZ16,817$767 12/31/2023
Advisor Group Holdings Inc.16,091$735 12/31/2023
     TOLZ16,091$735 12/31/2023
Mariner LLC13,971$637 12/31/2023
     TOLZ13,971$637 12/31/2023
Great Lakes Advisors LLC13,406$612 12/31/2023
     TOLZ13,406$612 12/31/2023
Cambridge Investment Research Advisors Inc.10,339$472 12/31/2023
     TOLZ10,339$472 12/31/2023
UBS Group AG8,996$410 12/31/2023
     TOLZ8,996$410 12/31/2023
Commonwealth Equity Services LLC8,357$381 12/31/2023
     TOLZ8,357$381 12/31/2023
Susquehanna International Group LLP7,032$321 12/31/2023
     TOLZ7,032$321 12/31/2023
Bell Bank7,000$319 12/31/2023
     TOLZ7,000$319 12/31/2023
Kestra Advisory Services LLC5,007$228 12/31/2023
     TOLZ5,007$228 12/31/2023
Paul Damon & Associates Inc.4,453$203 12/31/2023
     TOLZ4,453$203 12/31/2023
Capital Advisors Ltd. LLC3,600$165 03/31/2024
     TOLZ3,600$165 03/31/2024
Bank of Montreal Can3,148$144 12/31/2023
     TOLZ3,148$144 12/31/2023
Comerica Bank1,416$65 12/31/2023
     TOLZ1,416$65 12/31/2023
Millburn Ridgefield Corp1,262$58 12/31/2023
     TOLZ1,262$58 12/31/2023
Geneos Wealth Management Inc.500$23 12/31/2023
     TOLZ500$23 12/31/2023
Scarborough Advisors LLC414$19 12/31/2023
     TOLZ414$19 12/31/2023
JPMorgan Chase & Co.318$15 12/31/2023
     TOLZ318$15 12/31/2023
Key Financial Inc275$13 12/31/2023
     TOLZ275$13 12/31/2023
Tyler Stone Wealth Management240$11 12/31/2023
     TOLZ240$11 12/31/2023
Farther Finance Advisors LLC220$10 12/31/2023
     TOLZ220$10 12/31/2023
Fifth Third Bancorp206$9 12/31/2023
     TOLZ206$9 12/31/2023
Aspire Private Capital LLC175$8 03/31/2024
     TOLZ175$8 03/31/2024
The PNC Financial Services Group Inc.186$8 12/31/2023
     TOLZ186$8 12/31/2023
NBC Securities Inc.165$7 03/31/2024
     TOLZ165$7 03/31/2024
FSA Wealth Management LLC156$7 12/31/2023
     TOLZ156$7 12/31/2023
Colonial Trust Co SC144$7 12/31/2023
     TOLZ144$7 12/31/2023
South State CORP.114$5 12/31/2023
     TOLZ114$5 12/31/2023
Massmutual Trust Co. FSB ADV71$3 03/31/2024
     TOLZ71$3 03/31/2024
Harbor Investment Advisory LLC30$1 03/31/2024
     TOLZ30$1 03/31/2024
FMR LLC2$0 12/31/2023
     TOLZ2$0 12/31/2023
Proequities Inc.0$0 12/31/2023
     TOLZ0$0 12/31/2023
Gradient Investments LLC3$0 12/31/2023
     TOLZ3$0 12/31/2023

See Summary: Institutional Holders of TOLZ
See Details: Top 10 Hedge Funds Holding TOLZ
Also See: TOLZ Holdings Changes

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