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Disclosery

TOLZ PROSHARES TR

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DJ BRKFLD GLB (fund)

61 managers (62 13F filers) reported a position in TOLZ shares at 2026-03-31, 2,202,877 shares in all. 9 filers opened a position and 2 filers sold out during the quarter.

Managers
61
13F filers
62
New
9
Added
14
Reduced
23
Sold out
2
Shares held by filers
2,202,877

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, Q1 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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 STANLEY406,253$24.4M<0.01%-459,42913F-HRTimelineGroup
Aprio Wealth Management, LLC386,498$23.2M1.27%-14,78413F-HRTimeline
Gradient Investments LLCin group Gradient Investments LLC340,717$20.4M0.32%+14,75413F-HRTimelineGroup
Aaron Wealth Advisors LLC206,343$12.4M0.72%+11,49313F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV70,030$4.2M0.01%+22,67713F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN68,353$4.1M<0.01%-25,84613F-HR/ATimelineGroup
ALLIANCEBERNSTEIN L.P.62,843$3.4M<0.01%013F-HRTimeline
Wealth Architects, LLC56,353$3.38M0.3%-2,63313F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC53,238$3.19M<0.01%new13F-HRTimelineGroup
Fortis Advisors, LLC52,618$3.16M1.58%new13F-HRTimeline
LPL Financial LLC36,968$2.22M<0.01%-3,59213F-HRTimeline
Envestnet Portfolio Solutions, Inc.in group ENVESTNET ASSET MANAGEMENT INC35,745$2.14M0.01%-1,31313F-HRTimelineGroup
FIRST CITIZENS BANK & TRUST CO34,795$2.09M0.04%-73813F-HRTimeline
Allodium Investment Consultants, LLC33,294$2M0.96%+2,05713F-HRTimeline
PRINCIPAL FINANCIAL GROUP INCin group PRINCIPAL FINANCIAL GROUP INC32,505$1.95M<0.01%+16,44213F-HRTimelineGroup
Pitcairn Wealth Advisors LLCin group PITCAIRN CO32,241$1.75M0.16%013F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/24,863$1.49M<0.01%-8,28213F-HRTimelineGroup
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…22,165$1.33M0.01%-4,67213F-HRTimelineGroup
J.W. COLE ADVISORS, INC.21,361$1.28M0.04%+65413F-HRTimeline
Brown Financial Advisors18,775$1.13M0.43%+4213F-HRTimeline
Paladin Wealth, LLC14,677$880K0.61%+1,79213F-HRTimeline
Vestcor Inc13,806$828K0.02%-5,67013F-HRTimeline
JOHNSON INVESTMENT COUNSEL INC13,635$818K0.01%new13F-HRTimeline
Mariner, LLCin group Mariner, LLC12,068$724K<0.01%-47213F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC11,850$711K<0.01%-2,39013F-HRTimelineGroup
Mattson Financial Services, LLC11,258$675K0.16%-63913F-HRTimeline
Sanctuary Advisors, LLC10,460$627K<0.01%-7013F-HRTimeline
SeaCrest Wealth Management, LLC9,594$575K0.06%+2413F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC8,321$499K<0.01%+6,63313F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.8,284$497K<0.01%-7,38313F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…7,450$447K<0.01%new13F-HRTimelineGroup
FIRST FINANCIAL BANK - TRUST DIVISION7,327$439K0.04%-92113F-HRTimeline
Paragon Capital Management Ltd7,220$433K0.09%013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA7,150$429K<0.01%-40713F-HRTimelineGroup
Bell Bank7,000$420K0.02%013F-HRTimeline
UBS Group AGgroup of 2 filers holding6,214$373K-44Timeline
SVB WEALTH LLC6,018$361K0.02%-63713F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP5,471$328K<0.01%+7413F-HRTimelineGroup
Koshinski Asset Management, Inc.5,222$313K0.02%-10513F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC4,689$281K<0.01%013F-HRTimeline
FLOW TRADERS U.S. LLC4,611$277K0.01%new13F-HRTimeline
Cambridge Investment Research Advisors,…3,854$231K<0.01%-22313F-HRTimeline
First Citizens Asset Management, Inc.3,655$219K0.08%new13F-HRTimeline
Capital Advisors, Ltd. LLC3,600$216K0.02%013F-HRTimeline
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA3,565$214K<0.01%new13F-HRTimelineGroup
Strategic Wealth Partners, Ltd.2,625$157K0.01%+31413F-HRTimeline
TD Waterhouse Canada Inc.2,496$149K<0.01%new13F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…1,842$110K<0.01%+1,71813F-HRTimelineGroup
Brentview Investment Management LLC800$48K0.02%013F-HRTimeline
Aptus Capital Advisors, LLC786$47.1K<0.01%013F-HRTimeline
FMR LLCin group FMR LLC408$24.5K<0.01%-5113F-HRTimelineGroup
Geneos Wealth Management Inc.250$15K<0.01%013F-HRTimeline
Allworth Financial LP178$10.7K<0.01%+113F-HRTimeline
LANARK FINANCIAL, INC.168$10.1K<0.01%013F-HRTimeline
Farther Finance Advisors, LLC94$5.64K<0.01%-25613F-HRTimeline
High Note Wealth, LLC91$5.46K<0.01%013F-HRTimeline
Colonial Trust Co / SCin group Colonial Trust Advisors72$4.32K<0.01%013F-HRTimelineGroup
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…63$3.78K<0.01%013F-HRTimelineGroup
HARBOR INVESTMENT ADVISORY, LLC30$1.8K<0.01%013F-HRTimeline
CWM, LLCin group CWM, LLC16$960<0.01%new13F-HRTimelineGroup
SIGNATUREFD, LLC1$47<0.01%013F-HRTimeline