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Disclosery

TOLZ PROSHARES TR

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DJ BRKFLD GLB (fund)

60 managers (60 13F filers) reported a position in TOLZ shares at 2025-06-30, 2,096,052 shares in all. 7 filers opened a position and 7 filers sold out during the quarter.

Managers
60
13F filers
60
New
7
Added
21
Reduced
16
Sold out
7
Shares held by filers
2,096,052

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
Aprio Wealth Management, LLC424,224$22.8M2.58%-116,25913F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY403,553$21.7M<0.01%+22,90013F-HRTimelineGroup
Gradient Investments LLCin group Gradient Investments LLC277,254$14.9M0.27%+7,12613F-HRTimelineGroup
Aaron Wealth Advisors LLC159,225$8.57M0.88%-32613F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC96,407$5.19M0.01%+55,58713F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN86,554$4.66M<0.01%+5,62813F-HRTimelineGroup
ALLIANCEBERNSTEIN L.P.62,843$3.38M<0.01%013F-HRTimeline
Wealth Architects, LLC60,257$3.24M0.33%-59013F-HRTimeline
LPL Financial LLC50,004$2.69M<0.01%+20,84313F-HRTimeline
Envestnet Portfolio Solutions, Inc.in group ENVESTNET ASSET MANAGEMENT INC41,225$2.22M0.01%-5,29513F-HRTimelineGroup
FIRST CITIZENS BANK & TRUST CO40,856$2.2M0.04%-8,96813F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.37,698$2.03M<0.01%+34,71413F-HR/ATimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/37,581$2.02M<0.01%+15,85513F-HRTimelineGroup
PITCAIRN COin group PITCAIRN CO32,241$1.74M0.11%013F-HR/ATimelineGroup
Apexium Financial, LP29,918$1.65M0.09%-9,52213F-HRTimeline
J.W. COLE ADVISORS, INC.19,107$1.03M0.02%+98913F-HRTimeline
Vestcor Inc17,776$957K0.03%+3,50013F-HRTimeline
Brown Financial Advisors17,245$929K0.36%-36513F-HRTimeline
PRINCIPAL FINANCIAL GROUP INCin group PRINCIPAL FINANCIAL GROUP INC16,063$865K<0.01%new13F-HRTimelineGroup
SVB WEALTH LLC15,944$859K0.05%-16,36213F-HRTimeline
Mariner, LLCin group Mariner, LLC13,413$722K<0.01%-2213F-HRTimelineGroup
Mattson Financial Services, LLC11,864$639K0.17%-66713F-HRTimeline
Sanctuary Advisors, LLC10,515$566K<0.01%+14013F-HRTimeline
SG Americas Securities, LLC9,467$510K<0.01%-9,69413F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC8,067$434K<0.01%+1,87613F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC7,818$421K<0.01%+54013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA7,771$418K<0.01%-12313F-HR/ATimelineGroup
Paladin Wealth, LLC7,586$409K0.32%+76413F-HRTimeline
Paragon Capital Management Ltd7,220$389K0.07%+22013F-HRTimeline
Bell Bank7,000$377K0.02%013F-HRTimeline
Allodium Investment Consultants, LLC6,834$368K0.23%new13F-HRTimeline
Koshinski Asset Management, Inc.6,706$361K0.03%-21413F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC6,593$355K<0.01%+6,59213F-HRTimeline
SeaCrest Wealth Management, LLC6,321$340K0.04%+9813F-HRTimeline
UBS Group AGin group UBS Group AG6,310$340K<0.01%+20213F-HRTimelineGroup
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.6,209$334K<0.01%+3,18013F-HRTimelineGroup
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC4,776$257K<0.01%+113F-HRTimelineGroup
Advisors Preferred, LLCin group Advisors Preferred, LLC4,620$248K0.04%new13F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…4,580$247K<0.01%new13F-HRTimelineGroup
MERCER GLOBAL ADVISORS INC /ADV4,412$238K<0.01%new13F-HRTimeline
Cambridge Investment Research Advisors,…4,263$230K<0.01%-57713F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP3,734$201K<0.01%new13F-HRTimelineGroup
Capital Advisors, Ltd. LLC3,600$194K0.02%013F-HRTimeline
COMERICA BANK2,179$117K<0.01%-58713F-HRTimeline
Strategic Wealth Partners, Ltd.2,122$114K0.01%13F-HRTimeline
FMR LLCin group FMR LLC1,728$93K<0.01%-20913F-HRTimelineGroup
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO1,566$84.3K<0.01%013F-HRTimelineGroup
Brentview Investment Management LLC800$43.1K0.02%013F-HRTimeline
Aptus Capital Advisors, LLC786$42.3K<0.01%013F-HRTimeline
Farther Finance Advisors, LLC357$19.2K<0.01%+15713F-HRTimeline
Geneos Wealth Management Inc.250$13.5K<0.01%013F-HRTimeline
FSA Wealth Management LLC163$8.76K<0.01%+113F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…124$6.68K<0.01%013F-HRTimelineGroup
CoreCap Advisors, LLC113$6.08K<0.01%013F-HRTimeline
High Note Wealth, LLC91$4.9K<0.01%013F-HRTimeline
Colonial Trust Co / SCin group Colonial Trust Advisors72$3.88K<0.01%013F-HRTimelineGroup
HARBOR INVESTMENT ADVISORY, LLC30$1.62K<0.01%013F-HRTimeline
Allworth Financial LP9$485<0.01%013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV8$431<0.01%new13F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.