54 tracked 13F filers disclose a position in TOLZ as of the latest SEC 13F filings, a combined $125.0M in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | $24.4M | 406K | ▼−53% Reduced · −459K sh | Q1 2026 | |
| 2 | Aprio Wealth Management, LLC | $22.1M | 373K | ▼−3.6% Reduced · −14K sh | Q2 2026 | |
| 3 | Gradient Investments LLC | $21.1M | 356K | ▲+4.4% Added · +15K sh | Q2 2026 | |
| 4 | Aaron Wealth Advisors LLC | $12.6M | 213K | ▲+3.4% Added · +7K sh | Q2 2026 | |
| 5 | MERCER GLOBAL ADVISORS INC /ADV | $4.2M | 70K | ▲+48% Added · +23K sh | Q1 2026 | |
| 6 | WELLS FARGO & COMPANY/MN | $4.1M | 68K | ▼−27% Reduced · −26K sh | Q1 2026 | |
| 7 | ALLIANCEBERNSTEIN L.P. | $3.4M | 63K | —Held | Q1 2026 | |
| 8 | Wealth Architects, LLC | $3.3M | 56K | ▼−0.1% Reduced · −71 sh | Q2 2026 | |
| 9 | JANE STREET GROUP, LLC | $3.2M | 53K | ▲New +53K sh | Q1 2026 | |
| 10 | Envestnet Portfolio Solutions, Inc. | $2.2M | 38K | ▲+4.9% Added · +2K sh | Q2 2026 | |
| 11 | LPL Financial LLC | $2.2M | 37K | ▼−8.8% Reduced · −4K sh | Q1 2026 | |
| 12 | Allodium Investment Consultants, LLC | $2.0M | 34K | ▲+3.2% Added · +1K sh | Q2 2026 | |
| 13 | FIRST CITIZENS BANK & TRUST CO | $2.0M | 33K | ▼−3.9% Reduced · −1K sh | Q2 2026 | |
| 14 | PRINCIPAL FINANCIAL GROUP INC | $1.9M | 33K | ▲+102% Added · +16K sh | Q1 2026 | |
| 15 | Pitcairn Wealth Advisors LLC | $1.7M | 29K | ▼−11% Reduced · −4K sh | Q2 2026 | |
| 16 | BANK OF AMERICA CORP /DE/ | $1.5M | 25K | ▼−25% Reduced · −8K sh | Q1 2026 | |
| 17 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | $1.3M | 22K | ▼−17% Reduced · −5K sh | Q1 2026 | |
| 18 | J.W. COLE ADVISORS, INC. | $1.3M | 22K | ▲+2.3% Added · +493 sh | Q2 2026 | |
| 19 | Brown Financial Advisors | $1.1M | 19K | ▲+1.1% Added · +202 sh | Q3 2026 | |
| 20 | Paladin Wealth, LLC | $976K | 16K | ▲+12% Added · +2K sh | Q2 2026 | |
| 21 | JOHNSON INVESTMENT COUNSEL INC | $753K | 13K | ▼−6.8% Reduced · −924 sh | Q2 2026 | |
| 22 | Mariner, LLC | $724K | 12K | ▼−3.8% Reduced · −472 sh | Q1 2026 | |
| 23 | RAYMOND JAMES FINANCIAL INC | $711K | 12K | ▼−17% Reduced · −2K sh | Q1 2026 | |
| 24 | Mattson Financial Services, LLC | $693K | 11K | ▲+1.9% Added · +209 sh | Q2 2026 | |
| 25 | Sanctuary Advisors, LLC | $613K | 10K | ▼−1.1% Reduced · −119 sh | Q2 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
Last quarter, 2 funds opened a new position in TOLZ and 5 added to an existing one, while 3 reduced and 0 exited entirely — based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Combined value |
|---|---|---|
| APPLE INCAAPL | 18 funds | $50.8B |
| MICROSOFT CORPMSFT | 17 funds | $49.4B |
| ALPHABET INC-CL AGOOGL | 17 funds | $22.8B |
| ELI LILLY & COLLY | 17 funds | $13.6B |
| JPMORGAN CHASE & COJPM | 17 funds | $9.9B |
| COSTCO WHOLESALE CORPCOST | 17 funds | $7.2B |
| CHEVRON CORPCVX | 17 funds | $3.2B |
| ISHARES NATIONAL MUNI BOND EMUB | 17 funds | $573.9M |
| NVIDIA CORPNVDA | 16 funds | $67.2B |
| AMAZON.COM INCAMZN | 16 funds | $35.0B |
| BROADCOM INCAVGO | 16 funds | $25.7B |
| ALPHABET INC-CL CGOOG | 16 funds | $25.7B |
Ranked by how many of TOLZ's institutional holders also hold each name, a cross-fund conviction signal.
| Class | 13F holders | Value held |
|---|---|---|
| REGLmc | 226 funds | $1.1B |
| SMDVcommon | 133 funds | $318.8M |
| IGHGmc | 60 funds | $143.1M |
| TOLZthis pageETF | 54 funds | $125.0M |
| TBTPSHS ULTSH 20YRS | 50 funds | $85.7M |
| SPXESP500 EX ENRGY | 33 funds | $37.6M |
| ONLNONLINE RTL ETF | 29 funds | $17.3M |
| SPXTSP500 EX TECH | 27 funds | $22.8M |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
No filings captured for this ticker in the live stream yet.
Connected entities for TOLZ
This ETF page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/TOLZ/capital-change-brief"
Use Arkolith's capital_change_brief for TOLZ. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + quarter-over-quarter ownership changes + 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.