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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.
Holder | Amount | Position Size
($ in 1000's) | As of |
Envestnet Portfolio Solutions Inc. | 585,520 | $26,717 | 12/31/2023 | TOLZ | 585,520 | $26,717 | 12/31/2023 | First Citizens Bank & Trust Co. | 545,064 | $25,034 | 03/31/2024 | TOLZ | 545,064 | $25,034 | 03/31/2024 | Aaron Wealth Advisors | 463,869 | $21,166 | 12/31/2023 | TOLZ | 463,869 | $21,166 | 12/31/2023 | Morgan Stanley | 329,725 | $15,045 | 12/31/2023 | TOLZ | 329,725 | $15,045 | 12/31/2023 | Aprio Wealth Management LLC | 220,423 | $10,124 | 03/31/2024 | TOLZ | 220,423 | $10,124 | 03/31/2024 | Jane Street Group LLC | 202,379 | $9,235 | 12/31/2023 | TOLZ | 202,379 | $9,235 | 12/31/2023 | Wells Fargo & Company MN | 118,564 | $5,410 | 12/31/2023 | TOLZ | 118,564 | $5,410 | 12/31/2023 | First Citizens Asset Management Inc. | 113,069 | $5,211 | 12/31/2023 | TOLZ | 113,069 | $5,211 | 12/31/2023 | Boston Private Wealth LLC | 92,299 | $4,212 | 12/31/2023 | TOLZ | 92,299 | $4,212 | 12/31/2023 | Wealth Architects LLC | 66,839 | $3,050 | 12/31/2023 | TOLZ | 66,839 | $3,050 | 12/31/2023 | Alliancebernstein L.P. | 63,849 | $2,913 | 12/31/2023 | TOLZ | 63,849 | $2,913 | 12/31/2023 | Pitcairn Co. | 52,455 | $2,394 | 12/31/2023 | TOLZ | 52,455 | $2,394 | 12/31/2023 | SG Americas Securities LLC | 44,454 | $2,028 | 12/31/2023 | TOLZ | 44,454 | $2,028 | 12/31/2023 | Bank of America Corp DE | 30,932 | $1,411 | 12/31/2023 | TOLZ | 30,932 | $1,411 | 12/31/2023 | Vestcor Inc | 28,191 | $1,286 | 12/31/2023 | TOLZ | 28,191 | $1,286 | 12/31/2023 | Royal Bank of Canada | 24,769 | $1,130 | 12/31/2023 | TOLZ | 24,769 | $1,130 | 12/31/2023 | Steward Partners Investment Advisory LLC | 23,541 | $1,074 | 12/31/2023 | TOLZ | 23,541 | $1,074 | 12/31/2023 | LPL Financial LLC | 23,050 | $1,052 | 12/31/2023 | TOLZ | 23,050 | $1,052 | 12/31/2023 | J.W. Cole Advisors Inc. | 17,104 | $780 | 12/31/2023 | TOLZ | 17,104 | $780 | 12/31/2023 | Stifel Financial Corp | 16,837 | $768 | 12/31/2023 | TOLZ | 16,837 | $768 | 12/31/2023 | Koshinski Asset Management Inc. | 16,817 | $767 | 12/31/2023 | TOLZ | 16,817 | $767 | 12/31/2023 | Advisor Group Holdings Inc. | 16,091 | $735 | 12/31/2023 | TOLZ | 16,091 | $735 | 12/31/2023 | Mariner LLC | 13,971 | $637 | 12/31/2023 | TOLZ | 13,971 | $637 | 12/31/2023 | Great Lakes Advisors LLC | 13,406 | $612 | 12/31/2023 | TOLZ | 13,406 | $612 | 12/31/2023 | Cambridge Investment Research Advisors Inc. | 10,339 | $472 | 12/31/2023 | TOLZ | 10,339 | $472 | 12/31/2023 | UBS Group AG | 8,996 | $410 | 12/31/2023 | TOLZ | 8,996 | $410 | 12/31/2023 | Commonwealth Equity Services LLC | 8,357 | $381 | 12/31/2023 | TOLZ | 8,357 | $381 | 12/31/2023 | Susquehanna International Group LLP | 7,032 | $321 | 12/31/2023 | TOLZ | 7,032 | $321 | 12/31/2023 | Bell Bank | 7,000 | $319 | 12/31/2023 | TOLZ | 7,000 | $319 | 12/31/2023 | Kestra Advisory Services LLC | 5,007 | $228 | 12/31/2023 | TOLZ | 5,007 | $228 | 12/31/2023 | Paul Damon & Associates Inc. | 4,453 | $203 | 12/31/2023 | TOLZ | 4,453 | $203 | 12/31/2023 | Capital Advisors Ltd. LLC | 3,600 | $165 | 03/31/2024 | TOLZ | 3,600 | $165 | 03/31/2024 | Bank of Montreal Can | 3,148 | $144 | 12/31/2023 | TOLZ | 3,148 | $144 | 12/31/2023 | Comerica Bank | 1,416 | $65 | 12/31/2023 | TOLZ | 1,416 | $65 | 12/31/2023 | Millburn Ridgefield Corp | 1,262 | $58 | 12/31/2023 | TOLZ | 1,262 | $58 | 12/31/2023 | Geneos Wealth Management Inc. | 500 | $23 | 12/31/2023 | TOLZ | 500 | $23 | 12/31/2023 | Scarborough Advisors LLC | 414 | $19 | 12/31/2023 | TOLZ | 414 | $19 | 12/31/2023 | JPMorgan Chase & Co. | 318 | $15 | 12/31/2023 | TOLZ | 318 | $15 | 12/31/2023 | Key Financial Inc | 275 | $13 | 12/31/2023 | TOLZ | 275 | $13 | 12/31/2023 | Tyler Stone Wealth Management | 240 | $11 | 12/31/2023 | TOLZ | 240 | $11 | 12/31/2023 | Farther Finance Advisors LLC | 220 | $10 | 12/31/2023 | TOLZ | 220 | $10 | 12/31/2023 | Fifth Third Bancorp | 206 | $9 | 12/31/2023 | TOLZ | 206 | $9 | 12/31/2023 | Aspire Private Capital LLC | 175 | $8 | 03/31/2024 | TOLZ | 175 | $8 | 03/31/2024 | The PNC Financial Services Group Inc. | 186 | $8 | 12/31/2023 | TOLZ | 186 | $8 | 12/31/2023 | NBC Securities Inc. | 165 | $7 | 03/31/2024 | TOLZ | 165 | $7 | 03/31/2024 | FSA Wealth Management LLC | 156 | $7 | 12/31/2023 | TOLZ | 156 | $7 | 12/31/2023 | Colonial Trust Co SC | 144 | $7 | 12/31/2023 | TOLZ | 144 | $7 | 12/31/2023 | South State CORP. | 114 | $5 | 12/31/2023 | TOLZ | 114 | $5 | 12/31/2023 | Massmutual Trust Co. FSB ADV | 71 | $3 | 03/31/2024 | TOLZ | 71 | $3 | 03/31/2024 | Harbor Investment Advisory LLC | 30 | $1 | 03/31/2024 | TOLZ | 30 | $1 | 03/31/2024 | FMR LLC | 2 | $0 | 12/31/2023 | TOLZ | 2 | $0 | 12/31/2023 | Proequities Inc. | 0 | $0 | 12/31/2023 | TOLZ | 0 | $0 | 12/31/2023 | Gradient Investments LLC | 3 | $0 | 12/31/2023 | TOLZ | 3 | $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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