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Disclosery

TOLZ PROSHARES TR

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DJ BRKFLD GLB (fund)

62 managers (62 13F filers) reported a position in TOLZ shares at 2025-09-30, 2,144,453 shares in all. 6 filers opened a position and 4 filers sold out during the quarter.

Managers
62
13F filers
62
New
6
Added
20
Reduced
20
Sold out
4
Shares held by filers
2,144,453

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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 STANLEY481,936$26.1M<0.01%+78,38313F-HR/ATimelineGroup
Aprio Wealth Management, LLC407,183$22M2.19%-17,04113F-HRTimeline
Gradient Investments LLCin group Gradient Investments LLC311,717$16.9M0.28%+34,46313F-HRTimelineGroup
Aaron Wealth Advisors LLC189,296$10.2M0.62%+30,07113F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN93,695$5.07M<0.01%+7,14113F-HRTimelineGroup
ALLIANCEBERNSTEIN L.P.62,843$3.4M<0.01%013F-HRTimeline
Wealth Architects, LLC60,188$3.26M0.31%-6913F-HRTimeline
LPL Financial LLC45,469$2.46M<0.01%-4,53513F-HRTimeline
FIRST CITIZENS BANK & TRUST CO40,826$2.21M0.05%-3013F-HRTimeline
Envestnet Portfolio Solutions, Inc.in group ENVESTNET ASSET MANAGEMENT INC40,721$2.2M0.01%-50413F-HRTimelineGroup
MERCER GLOBAL ADVISORS INC /ADV28,250$1.53M<0.01%+23,83813F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.28,193$1.52M<0.01%-9,50513F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/28,061$1.52M<0.01%-9,52013F-HR/ATimelineGroup
Apexium Financial, LP27,241$1.47M0.07%-2,67713F-HRTimeline
PITCAIRN COin group PITCAIRN CO22,860$1.24M0.1%-9,38113F-HRTimelineGroup
J.W. COLE ADVISORS, INC.19,940$1.08M0.02%+83313F-HRTimeline
Vestcor Inc19,176$1.04M0.03%+1,40013F-HRTimeline
Brown Financial Advisors18,568$1M0.37%+1,32313F-HRTimeline
PRINCIPAL FINANCIAL GROUP INCin group PRINCIPAL FINANCIAL GROUP INC16,063$869K<0.01%013F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC15,886$860K<0.01%-80,52113F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC13,716$742K<0.01%+30313F-HRTimelineGroup
Mattson Financial Services, LLC12,830$694K0.17%+96613F-HRTimeline
SG Americas Securities, LLC11,082$600K<0.01%+1,61513F-HRTimeline
Allodium Investment Consultants, LLC10,691$579K0.33%+3,85713F-HRTimeline
Sanctuary Advisors, LLC10,561$571K<0.01%+4613F-HR/ATimeline
Paladin Wealth, LLC9,750$528K0.38%+2,16413F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC8,747$473K<0.01%+68013F-HRTimelineGroup
FIRST FINANCIAL BANK - TRUST DIVISION8,202$444K0.04%new13F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC7,805$422K<0.01%-1313F-HRTimeline
SVB WEALTH LLC7,740$419K0.02%-8,20413F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA7,509$406K<0.01%-26213F-HRTimelineGroup
SeaCrest Wealth Management, LLC7,322$396K0.04%+1,00113F-HRTimeline
Paragon Capital Management Ltd7,220$391K0.07%013F-HRTimeline
Bell Bank7,000$379K0.02%013F-HRTimeline
Koshinski Asset Management, Inc.6,396$346K0.02%-31013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC6,307$341K<0.01%-28613F-HRTimeline
UBS Group AGin group UBS Group AG5,879$318K<0.01%-43113F-HRTimelineGroup
A4 Wealth Advisors LLC5,052$273K0.23%13F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.4,888$265K<0.01%-1,32113F-HRTimelineGroup
Cambridge Investment Research Advisors,…4,734$256K<0.01%+47113F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP4,511$244K<0.01%+77713F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC4,187$227K<0.01%new13F-HRTimelineGroup
Capital Advisors, Ltd. LLC3,600$195K0.02%013F-HRTimeline
Strategic Wealth Partners, Ltd.2,309$125K0.01%+18713F-HRTimeline
COMERICA BANK1,951$106K<0.01%-22813F-HRTimeline
FMR LLCin group FMR LLC1,705$92.3K<0.01%-2313F-HRTimelineGroup
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO1,566$84.7K<0.01%013F-HRTimelineGroup
Brentview Investment Management LLC800$43.3K0.02%013F-HRTimeline
Aptus Capital Advisors, LLC786$42.5K<0.01%013F-HRTimeline
Farther Finance Advisors, LLC350$18.9K<0.01%-713F-HRTimeline
Geneos Wealth Management Inc.250$13.5K<0.01%013F-HRTimeline
LANARK FINANCIAL, INC.168$9.12K<0.01%new13F-HRTimeline
FSA Wealth Management LLC167$9.05K<0.01%+413F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…124$6.71K<0.01%013F-HRTimelineGroup
CoreCap Advisors, LLC113$6.12K<0.01%013F-HRTimeline
High Note Wealth, LLC91$4.92K<0.01%013F-HRTimeline
Colonial Trust Co / SCin group Colonial Trust Advisors72$3.9K<0.01%013F-HRTimelineGroup
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…70$3.79K<0.01%new13F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO50$2.71K<0.01%new13F-HR/ATimelineGroup
HARBOR INVESTMENT ADVISORY, LLC30$1.62K<0.01%013F-HRTimeline
Allworth Financial LP9$488<0.01%013F-HRTimeline
SIGNATUREFD, LLC1$43<0.01%new13F-HRTimeline