Skip to content
Disclosery

TOLZ PROSHARES TR

Follow

DJ BRKFLD GLB (fund)

60 managers (60 13F filers) reported a position in TOLZ shares at 2026-06-30, 2,377,723 shares in all. 6 filers opened a position and 8 filers sold out during the quarter.

Managers
60
13F filers
60
New
6
Added
22
Reduced
19
Sold out
8
Shares held by filers
2,377,723

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
MORGAN STANLEYin group MORGAN STANLEY593,265$35.2M<0.01%+187,01213F-HRTimelineGroup
Aprio Wealth Management, LLC372,604$22.1M1.09%-13,89413F-HRTimeline
Gradient Investments LLCin group Gradient Investments LLC355,830$21.1M0.29%+15,11313F-HRTimelineGroup
Aaron Wealth Advisors LLC213,382$12.6M0.64%+7,03913F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV98,724$5.85M0.01%+28,69413F-HR/ATimeline
ALLIANCEBERNSTEIN L.P.62,843$3.77M<0.01%013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN60,035$3.56M<0.01%-8,31813F-HRTimelineGroup
Wealth Architects, LLC56,282$3.34M0.26%-7113F-HRTimeline
Fortis Advisors, LLC52,827$3.13M1.47%+20913F-HRTimeline
LPL Financial LLC48,322$2.86M<0.01%+11,35413F-HRTimeline
Envestnet Portfolio Solutions, Inc.in group ENVESTNET ASSET MANAGEMENT INC37,513$2.22M0.01%+1,76813F-HRTimelineGroup
Allodium Investment Consultants, LLC34,347$2.04M0.86%+1,05313F-HRTimeline
FIRST CITIZENS BANK & TRUST CO33,428$1.98M0.03%-1,36713F-HRTimeline
Pitcairn Wealth Advisors LLCin group PITCAIRN CO28,682$1.7M0.19%-3,55913F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/26,688$1.58M<0.01%+1,82513F-HRTimelineGroup
J.W. COLE ADVISORS, INC.21,854$1.3M0.02%+49313F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…21,610$1.28M0.01%-55513F-HRTimelineGroup
Brown Financial Advisors18,977$1.12M0.39%+20213F-HRTimeline
Vestcor Inc17,921$1.06M0.03%+4,11513F-HRTimeline
Paladin Wealth, LLC16,464$976K0.57%+1,78713F-HRTimeline
PRINCIPAL FINANCIAL GROUP INCin group PRINCIPAL FINANCIAL GROUP INC16,055$952K<0.01%-16,45013F-HRTimelineGroup
Cambridge Investment Research Advisors,…13,515$801K<0.01%+9,66113F-HR/ATimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC13,501$800K<0.01%+1,65113F-HRTimelineGroup
JOHNSON INVESTMENT COUNSEL INC12,711$753K0.01%-92413F-HRTimeline
Mariner, LLCin group Mariner, LLC12,035$713K<0.01%-3313F-HRTimelineGroup
Mattson Financial Services, LLC11,467$693K0.15%+20913F-HRTimeline
Sanctuary Advisors, LLC10,341$613K<0.01%-11913F-HRTimeline
SG Americas Securities, LLC9,150$542K<0.01%new13F-HRTimeline
Eaton Financial Holdings Company, LLC9,064$537K0.15%new13F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC8,379$497K<0.01%+5813F-HRTimelineGroup
UBS Group AGgroup of 2 filers holding7,992$474K+1,778Timeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.7,950$472K<0.01%-33413F-HRTimelineGroup
FIRST FINANCIAL BANK - TRUST DIVISION7,752$459K0.03%+42513F-HRTimeline
Paragon Capital Management Ltd7,220$428K0.08%013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA7,125$422K<0.01%-2513F-HRTimelineGroup
Bell Bank7,000$415K0.02%013F-HRTimeline
SVB WEALTH LLC5,875$348K0.02%-14313F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP5,351$317K<0.01%-12013F-HRTimelineGroup
Koshinski Asset Management, Inc.5,127$304K0.02%-9513F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC4,483$266K<0.01%-20613F-HRTimeline
TD Waterhouse Canada Inc.4,292$252K<0.01%+1,79613F-HRTimeline
First Citizens Asset Management, Inc.3,787$224K0.07%+13213F-HRTimeline
Capital Advisors, Ltd. LLC3,600$213K0.02%013F-HRTimeline
Cetera Investment Advisers3,429$203K<0.01%new13F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…2,883$171K<0.01%+1,04113F-HRTimelineGroup
Strategic Wealth Partners, Ltd.2,103$125K0.01%-52213F-HRTimeline
Brentview Investment Management LLC800$47.4K0.02%013F-HRTimeline
Aptus Capital Advisors, LLC786$46.6K<0.01%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC585$34.7K<0.01%new13F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO299$17.9K<0.01%new13F-HRTimelineGroup
FMR LLCin group FMR LLC297$17.6K<0.01%-11113F-HRTimelineGroup
Geneos Wealth Management Inc.250$14.8K<0.01%013F-HRTimeline
Regatta Research & Money Management238$14.1K0.01%13F-HRTimeline
Integrated Wealth Concepts LLC236$14K<0.01%new13F-HRTimeline
LANARK FINANCIAL, INC.168$9.99K<0.01%013F-HRTimeline
High Note Wealth, LLC91$5.39K<0.01%013F-HRTimeline
Farther Finance Advisors, LLC85$5.04K<0.01%-913F-HRTimeline
Colonial Trust Co / SCin group Colonial Trust Advisors72$4.27K<0.01%013F-HRTimelineGroup
HARBOR INVESTMENT ADVISORY, LLC30$1.78K<0.01%013F-HRTimeline
SIGNATUREFD, LLC1$47<0.01%013F-HRTimeline