| # | Fund | Position value | Shares | Last move | As of |
|---|---|---|---|---|---|
| 1 | Aprio Wealth Management, LLC | $23.2M | 386.5K | New | Q1 2026 |
| 2 | Gradient Investments LLC | $20.4M | 340.7K | Added | Q1 2026 |
| 3 | Aaron Wealth Advisors LLC | $12.4M | 206.3K | Added | Q1 2026 |
| 4 | Envestnet Portfolio Solutions, Inc. | $2.1M | 35.7K | Reduced | Q1 2026 |
| 5 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | $1.3M | 22.2K | Reduced | Q1 2026 |
| 6 | J.W. COLE ADVISORS, INC. | $1.1M | 20.7K | New | Q4 2025 |
| 7 | JOHNSON INVESTMENT COUNSEL INC | $818K | 13.6K | New | Q1 2026 |
| 8 | Sanctuary Advisors, LLC | $627K | 10.5K | Reduced | Q1 2026 |
| 9 | Kestra Advisory Services, LLC | $499K | 8.3K | Added | Q1 2026 |
| 10 | O'SHAUGHNESSY ASSET MANAGEMENT, LLC | $281K | 4.7K | Held | Q1 2026 |
| 11 | CITADEL ADVISORS LLC | $227K | 4.2K | New | Q3 2025 |
| 12 | GLENMEDE TRUST CO NA | $214K | 3.6K | New | Q1 2026 |
| 13 | TD Waterhouse Canada Inc. | $149K | 2.5K | New | Q1 2026 |
| 14 | Aptus Capital Advisors, LLC | $47K | 786 | Held | Q1 2026 |
| 15 | FIRST CITIZENS BANK & TRUST CO | $23K | 385 | Held | Q1 2026 |
| 16 | Geneos Wealth Management Inc. | $14K | 250 | New | Q4 2025 |
| 17 | CWM, LLC | $960 | 16 | New | Q1 2026 |
No Form 4 insider transactions on file yet.
| Company | Co-held by | Combined value |
|---|---|---|
| NVIDIA CORPORATIONNVDA | 16 funds | $5.0B |
| ISHARES TRIVV | 16 funds | $4.9B |
| MICROSOFT CORP.MSFT | 16 funds | $4.4B |
| VANGUARD INDEX FDS S&P 500 ETF SHSVOO | 16 funds | $3.3B |
| STATE STREET SPDR S&P 500 ETF TRUSTSPY | 16 funds | $3.2B |
| ALPHABET INC CAP STK CL AGOOGL | 16 funds | $2.7B |
| ALPHABET INC CAP STK CL CGOOG | 16 funds | $2.2B |
| JPMORGAN CHASE & CO.JPM | 16 funds | $2.1B |
| BROADCOM INCAVGO | 16 funds | $1.9B |
| META PLATFORMS INCMETA | 16 funds | $1.5B |
| ISHARES TRIVW | 16 funds | $1.4B |
| JOHNSON & JOHNSONJNJ | 16 funds | $1.4B |
Ranked by how many of TOLZ's institutional holders also hold each name — a cross-fund conviction signal. Via the MCP server (ticker.co_held).
No filings captured for this ticker in the live stream yet.
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for TOLZ. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes. Every panel above is one call to the Arkolith API & MCP server.