335 tracked 13F filers disclose a position in TOTL as of the latest SEC 13F filings, a combined $3.4B 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 | FMR LLC | $549.1M | 13.8M | ▼~0% Reduced · −32 sh | Q1 2026 | |
| 2 | MORGAN STANLEY | $270.7M | 6.8M | ▲+3.2% Added · +209K sh | Q1 2026 | |
| 3 | SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | $235.9M | 6.0M | ▲+5.9% Added · +331K sh | Q2 2026 | |
| 4 | CWM, LLC | $216.7M | 5.5M | ▲+15% Added · +715K sh | Q1 2026 | |
| 5 | ENVESTNET ASSET MANAGEMENT INC | $163.6M | 4.1M | ▲+9.8% Added · +369K sh | Q1 2026 | |
| 6 | LPL Financial LLC | $163.1M | 4.1M | ▲+6.6% Added · +255K sh | Q1 2026 | |
| 7 | TECTONIC ADVISORS LLC | $104.5M | 2.6M | ▲+4.2% Added · +106K sh | Q2 2026 | |
| 8 | UBS Group AG | $86.3M | 2.2M | ▲+6.3% Added · +129K sh | Q1 2026 | |
| 9 | BANK OF AMERICA CORP /DE/ | $85.4M | 2.1M | ▲+8.2% Added · +162K sh | Q1 2026 | |
| 10 | WELLS FARGO & COMPANY/MN | $75.1M | 1.9M | ▲+11% Added · +190K sh | Q1 2026 | |
| 11 | OSAIC HOLDINGS, INC. | $69.5M | 1.8M | ▼−2.3% Reduced · −41K sh | Q1 2026 | |
| 12 | Kestra Investment Management, LLC | $66.7M | 1.7M | ▼−15% Reduced · −293K sh | Q2 2026 | |
| 13 | CAPITAL ADVISORS INC/OK | $54.0M | 1.4M | ▼−1.6% Reduced · −22K sh | Q2 2026 | |
| 14 | Cheviot Value Management, LLC | $54.0M | 1.4M | ▼−0.8% Reduced · −12K sh | Q2 2026 | |
| 15 | ROYAL BANK OF CANADA | $54.1M | 1.4M | ▲+16% Added · +187K sh | Q1 2026 | |
| 16 | Corient Private Wealth LLC | $52.8M | 1.3M | ▲+25% Added · +271K sh | Q1 2026 | |
| 17 | Morling Financial Advisors, LLC | $45.3M | 1.1M | ▲+4.1% Added · +45K sh | Q2 2026 | |
| 18 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $43.4M | 1.1M | ▼−7.9% Reduced · −95K sh | Q2 2026 | |
| 19 | Bank of New York Mellon Corp | $32.7M | 824K | ▲+3.2% Added · +26K sh | Q1 2026 | |
| 20 | WCG Wealth Advisors LLC | $27.2M | 684K | ▼−0.9% Reduced · −6K sh | Q1 2026 | |
| 21 | HighTower Advisors, LLC | $27.1M | 683K | ▲+2.1% Added · +14K sh | Q1 2026 | |
| 22 | FAS Wealth Partners, Inc. | $26.9M | 682K | ▲+26% Added · +141K sh | Q2 2026 | |
| 23 | WEATHERLY ASSET MANAGEMENT L. P. | $26.8M | 679K | ▲+3.4% Added · +22K sh | Q2 2026 | |
| 24 | PENSION & WEALTH MANAGEMENT ADVISORS, INC. | $25.7M | 651K | ▲+0.7% Added · +5K sh | Q2 2026 | |
| 25 | PINNACLE ASSOCIATES LTD | $25.1M | 637K | ▲+4.9% Added · +30K 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 TOTL and 27 added to an existing one, while 18 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 |
|---|---|---|
| MICROSOFT CORPMSFT | 200 funds | $12.5B |
| NVIDIA CORPNVDA | 197 funds | $18.4B |
| APPLE INCAAPL | 196 funds | $19.8B |
| ALPHABET INC-CL AGOOGL | 194 funds | $8.0B |
| AMAZON.COM INCAMZN | 193 funds | $9.0B |
| ALPHABET INC-CL CGOOG | 191 funds | $6.4B |
| META PLATFORMS INC-CLASS AMETA | 191 funds | $4.5B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 189 funds | $8.2B |
| JPMORGAN CHASE & COJPM | 189 funds | $5.0B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 188 funds | $4.5B |
| JOHNSON & JOHNSONJNJ | 186 funds | $3.5B |
| BROADCOM INCAVGO | 184 funds | $6.8B |
Ranked by how many of TOTL's institutional holders also hold each name, a cross-fund conviction signal.
| Class | 13F holders | Value held |
|---|---|---|
| SRLNmc | 431 funds | $3.6B |
| TOTLthis pagemc | 335 funds | $3.4B |
| RLYSTATE STREET MUL | 156 funds | $731.5M |
| ULSTULT SHT TRM BD | 104 funds | $452.6M |
| GALUIT EXCHANGE TRADED | 63 funds | $157.5M |
| INKMSTATE STREET INC | 19 funds | $15.3M |
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 TOTL
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/TOTL/capital-change-brief"
Use Arkolith's capital_change_brief for TOTL. 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 TOTL. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.