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Disclosery

TOLZ PROSHARES TR

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DJ BRKFLD GLB (fund)

56 managers (57 13F filers) reported a position in TOLZ shares at 2025-12-31, 2,542,457 shares in all. 3 filers opened a position and 7 filers sold out during the quarter.

Managers
56
13F filers
57
New
3
Added
20
Reduced
18
Sold out
7
Shares held by filers
2,542,457

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, Q4 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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 STANLEY865,682$46.9M<0.01%+383,74613F-HR/ATimelineGroup
Aprio Wealth Management, LLC401,282$21.7M1.25%-5,90113F-HRTimeline
Gradient Investments LLCin group Gradient Investments LLC325,963$17.7M0.28%+14,24613F-HRTimelineGroup
Aaron Wealth Advisors LLC194,850$10.6M0.59%+5,55413F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN94,199$5.1M<0.01%+50413F-HRTimelineGroup
ALLIANCEBERNSTEIN L.P.62,843$3.4M<0.01%013F-HRTimeline
Wealth Architects, LLC58,986$3.19M0.29%-1,20213F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV47,353$2.56M<0.01%+19,10313F-HRTimeline
LPL Financial LLC40,560$2.2M<0.01%-4,90913F-HRTimeline
Envestnet Portfolio Solutions, Inc.in group ENVESTNET ASSET MANAGEMENT INC37,058$2.01M0.01%-3,66313F-HRTimelineGroup
FIRST CITIZENS BANK & TRUST CO35,533$1.92M0.04%-5,29313F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/33,145$1.79M<0.01%+5,08413F-HRTimelineGroup
PITCAIRN COgroup of 2 filers holding32,241$1.75M+9,381Timeline
Allodium Investment Consultants, LLC31,237$1.69M0.86%+20,54613F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…26,837$1.45M0.01%new13F-HRTimelineGroup
J.W. COLE ADVISORS, INC.20,707$1.12M0.03%+76713F-HRTimeline
Vestcor Inc19,476$1.05M0.03%+30013F-HRTimeline
Brown Financial Advisors18,733$1.01M0.37%+16513F-HRTimeline
PRINCIPAL FINANCIAL GROUP INCin group PRINCIPAL FINANCIAL GROUP INC16,063$870K<0.01%013F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.15,667$849K<0.01%-12,52613F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC14,240$771K<0.01%+5,49313F-HRTimelineGroup
Paladin Wealth, LLC12,885$698K0.48%+3,13513F-HRTimeline
Mariner, LLCin group Mariner, LLC12,540$679K<0.01%-1,17613F-HRTimelineGroup
Mattson Financial Services, LLC11,897$644K0.15%-93313F-HRTimeline
Sanctuary Advisors, LLC10,530$570K<0.01%-3113F-HRTimeline
SeaCrest Wealth Management, LLC9,570$514K0.05%+2,24813F-HRTimeline
FIRST FINANCIAL BANK - TRUST DIVISION8,248$447K0.04%+4613F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC7,794$422K<0.01%-1113F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA7,557$410K<0.01%+4813F-HRTimelineGroup
Paragon Capital Management Ltd7,220$391K0.08%013F-HRTimeline
Bell Bank7,000$379K0.02%013F-HRTimeline
SVB WEALTH LLC6,655$360K0.02%-1,08513F-HRTimeline
SG Americas Securities, LLC6,420$348K<0.01%-4,66213F-HRTimeline
UBS Group AGgroup of 2 filers holding6,258$339K+379Timeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP5,397$292K<0.01%+88613F-HRTimelineGroup
Koshinski Asset Management, Inc.5,327$288K0.02%-1,06913F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC4,689$254K<0.01%-1,61813F-HRTimeline
Cambridge Investment Research Advisors,…4,077$221K<0.01%-65713F-HRTimeline
Capital Advisors, Ltd. LLC3,600$195K0.02%013F-HRTimeline
COMERICA BANK2,672$145K<0.01%+72113F-HRTimeline
Strategic Wealth Partners, Ltd.2,311$125K0.01%+213F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.2,096$113K<0.01%-2,79213F-HRTimelineGroup
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC1,688$91.4K<0.01%new13F-HRTimelineGroup
Brentview Investment Management LLC800$43.3K0.02%013F-HRTimeline
Aptus Capital Advisors, LLC786$42.6K<0.01%013F-HRTimeline
FMR LLCin group FMR LLC459$24.9K<0.01%-1,24613F-HRTimelineGroup
Farther Finance Advisors, LLC350$19K<0.01%013F-HRTimeline
Geneos Wealth Management Inc.250$13.5K<0.01%013F-HRTimeline
Allworth Financial LP177$9.61K<0.01%+16813F-HRTimeline
LANARK FINANCIAL, INC.168$9.13K<0.01%013F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…124$6.71K<0.01%013F-HRTimelineGroup
High Note Wealth, LLC91$4.93K<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…63$3.41K<0.01%-713F-HRTimelineGroup
HARBOR INVESTMENT ADVISORY, LLC30$1.62K<0.01%013F-HRTimeline
SIGNATUREFD, LLC1$43<0.01%013F-HRTimeline