HoldingsChannel.com
On this page, we present all of the funds holding TOTL from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding TOTL, with a link to that fund's top holdings. The next columns indicate the amount of TOTL stock held by each of the funds holding TOTL, followed by the TOTL position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 314 funds holding TOTL within the last two filing periods in our coverage universe of 13F filers, with the largest position size having been reported by Signature Estate & Investment Advisors LLC. For more details on the positions held by Signature Estate & Investment Advisors LLC (or by any of the other funds holding TOTL), click the fund name in the "Holder" column of the funds-holding-TOTL table below.
| Holder | Amount | Position Size ($ in 1000's) | As of |
|---|---|---|---|
 Signature Estate & Investment Advisors LLC | 6,661,100 | $268,109 | 12/31/2023 |
| TOTL | 6,661,100 | $268,109 | 12/31/2023 |
| Morgan Stanley | 4,492,168 | $180,810 | 12/31/2023 |
| TOTL | 4,492,168 | $180,810 | 12/31/2023 |
| LPL Financial LLC | 2,563,843 | $103,195 | 12/31/2023 |
| TOTL | 2,563,843 | $103,195 | 12/31/2023 |
| Advisor Group Holdings Inc. | 2,486,064 | $100,075 | 12/31/2023 |
| TOTL | 2,486,064 | $100,075 | 12/31/2023 |
| Wealth Enhancement Advisory Services LLC | 2,470,272 | $98,934 | 03/31/2024 |
| TOTL | 2,470,272 | $98,934 | 03/31/2024 |
| Envestnet Asset Management Inc. | 2,346,484 | $94,446 | 12/31/2023 |
| TOTL | 2,346,484 | $94,446 | 12/31/2023 |
| Tectonic Advisors LLC | 2,147,063 | $86,419 | 12/31/2023 |
| TOTL | 2,147,063 | $86,419 | 12/31/2023 |
| Bank of America Corp DE | 2,144,378 | $86,311 | 12/31/2023 |
| TOTL | 2,144,378 | $86,311 | 12/31/2023 |
| Capital Advisors Inc. OK | 1,557,765 | $62,700 | 12/31/2023 |
| TOTL | 1,557,765 | $62,700 | 12/31/2023 |
| Wells Fargo & Company MN | 1,361,450 | $54,798 | 12/31/2023 |
| TOTL | 1,361,450 | $54,798 | 12/31/2023 |
| Bank of New York Mellon Corp | 1,359,409 | $54,444 | 03/31/2024 |
| TOTL | 1,359,409 | $54,444 | 03/31/2024 |
| UBS Group AG | 1,290,409 | $51,939 | 12/31/2023 |
| TOTL | 1,290,409 | $51,939 | 12/31/2023 |
| Arden Trust Co | 1,144,751 | $45,847 | 03/31/2024 |
| TOTL | 1,144,751 | $45,847 | 03/31/2024 |
| Stadion Money Management LLC | 820,692 | $33,033 | 12/31/2023 |
| TOTL | 820,692 | $33,033 | 12/31/2023 |
| Janney Capital Management LLC | 805,948 | $32,439 | 12/31/2023 |
| TOTL | 805,948 | $32,439 | 12/31/2023 |
| Royal Bank of Canada | 797,417 | $32,096 | 12/31/2023 |
| TOTL | 797,417 | $32,096 | 12/31/2023 |
| HighTower Advisors LLC | 759,755 | $30,580 | 12/31/2023 |
| TOTL | 759,755 | $30,580 | 12/31/2023 |
| Jane Street Group LLC | 747,857 | $30,101 | 12/31/2023 |
| TOTL | 747,857 | $30,101 | 12/31/2023 |
| Horizon Investments LLC | 649,823 | $26,045 | 12/31/2023 |
| TOTL | 649,823 | $26,045 | 12/31/2023 |
| Raymond James & Associates | 589,984 | $23,629 | 03/31/2024 |
| TOTL | 589,984 | $23,629 | 03/31/2024 |
| McNamara Financial Services Inc. | 576,752 | $23,099 | 03/31/2024 |
| TOTL | 576,752 | $23,099 | 03/31/2024 |
| Weatherly Asset Management L. P. | 483,127 | $19,349 | 03/31/2024 |
| TOTL | 483,127 | $19,349 | 03/31/2024 |
| Johnson Bixby & Associates LLC | 476,402 | $19,080 | 03/31/2024 |
| TOTL | 476,402 | $19,080 | 03/31/2024 |
| Howard Financial Services LTD. | 461,598 | $18,487 | 03/31/2024 |
| TOTL | 461,598 | $18,487 | 03/31/2024 |
| Cerity Partners LLC | 453,626 | $18,258 | 12/31/2023 |
| TOTL | 453,626 | $18,258 | 12/31/2023 |
| Captrust Financial Advisors | 418,999 | $16,865 | 12/31/2023 |
| TOTL | 418,999 | $16,865 | 12/31/2023 |
| Spinnaker Investment Group LLC | 404,343 | $16,194 | 03/31/2024 |
| TOTL | 404,343 | $16,194 | 03/31/2024 |
| Cambridge Investment Research Advisors Inc. | 389,754 | $15,610 | 03/31/2024 |
| TOTL | 389,754 | $15,610 | 03/31/2024 |
| Main Street Financial Solutions LLC | 385,197 | $15,427 | 03/31/2024 |
| TOTL | 385,197 | $15,427 | 03/31/2024 |
| RWM Asset Management LLC | 310,280 | $12,427 | 03/31/2024 |
| TOTL | 310,280 | $12,427 | 03/31/2024 |
| Vista Private Wealth Partners. LLC | 300,436 | $12,022 | 12/31/2023 |
| TOTL | 300,436 | $12,022 | 12/31/2023 |
| Canal Capital Management LLC | 299,975 | $12,014 | 03/31/2024 |
| TOTL | 299,975 | $12,014 | 03/31/2024 |
| Financial Advisory Service Inc. | 292,459 | $11,771 | 12/31/2023 |
| TOTL | 292,459 | $11,771 | 12/31/2023 |
| HB Wealth Management LLC | 283,727 | $11,420 | 12/31/2023 |
| TOTL | 283,727 | $11,420 | 12/31/2023 |
| Barry Investment Advisors LLC | 263,196 | $10,541 | 03/31/2024 |
| TOTL | 263,196 | $10,541 | 03/31/2024 |
| Austin Wealth Management LLC | 263,956 | $10,466 | 12/31/2023 |
| TOTL | 263,956 | $10,466 | 12/31/2023 |
| Vicus Capital | 253,089 | $10,136 | 03/31/2024 |
| TOTL | 253,089 | $10,136 | 03/31/2024 |
| Envestnet Portfolio Solutions Inc. | 248,096 | $9,986 | 12/31/2023 |
| TOTL | 248,096 | $9,986 | 12/31/2023 |
| Orion Portfolio Solutions LLC | 242,678 | $9,712 | 12/31/2023 |
| TOTL | 242,678 | $9,712 | 12/31/2023 |
| Curi Capital | 231,455 | $9,316 | 12/31/2023 |
| TOTL | 231,455 | $9,316 | 12/31/2023 |
| Private Advisor Group LLC | 230,750 | $9,288 | 12/31/2023 |
| TOTL | 230,750 | $9,288 | 12/31/2023 |
| Executive Wealth Management LLC | 222,887 | $8,971 | 12/31/2023 |
| TOTL | 222,887 | $8,971 | 12/31/2023 |
| Herr Investment Group LLC | 221,738 | $8,925 | 12/31/2023 |
| TOTL | 221,738 | $8,925 | 12/31/2023 |
| Raymond James Financial Services Advisors Inc. | 221,207 | $8,859 | 03/31/2024 |
| TOTL | 221,207 | $8,859 | 03/31/2024 |
| Ballew Advisors Inc | 223,723 | $8,788 | 03/31/2024 |
| TOTL | 223,723 | $8,788 | 03/31/2024 |
| Litman Gregory Asset Management LLC | 198,288 | $7,981 | 12/31/2023 |
| TOTL | 198,288 | $7,981 | 12/31/2023 |
| Bedel Financial Consulting Inc. | 194,700 | $7,837 | 12/31/2023 |
| TOTL | 194,700 | $7,837 | 12/31/2023 |
| Assetmark Inc. | 183,764 | $7,396 | 12/31/2023 |
| TOTL | 183,764 | $7,396 | 12/31/2023 |
| Great Valley Advisor Group Inc. | 167,776 | $6,753 | 12/31/2023 |
| TOTL | 167,776 | $6,753 | 12/31/2023 |
| Stapp Wealth Management Pllc | 163,187 | $6,536 | 03/31/2024 |
| TOTL | 163,187 | $6,536 | 03/31/2024 |
| Pinnacle Associates Ltd. | 161,038 | $6,450 | 03/31/2024 |
| TOTL | 161,038 | $6,450 | 03/31/2024 |
| Cetera Investment Advisers | 160,043 | $6,442 | 12/31/2023 |
| TOTL | 160,043 | $6,442 | 12/31/2023 |
| John W. Brooker & Co. CPAs | 157,799 | $6,320 | 03/31/2024 |
| TOTL | 157,799 | $6,320 | 03/31/2024 |
| Axxcess Wealth Management LLC | 143,700 | $5,784 | 12/31/2023 |
| TOTL | 143,700 | $5,784 | 12/31/2023 |
| Connecticut Wealth Management LLC | 139,866 | $5,630 | 12/31/2023 |
| TOTL | 139,866 | $5,630 | 12/31/2023 |
| Colony Group LLC | 139,737 | $5,624 | 12/31/2023 |
| TOTL | 139,737 | $5,624 | 12/31/2023 |
| MBL Wealth LLC | 131,574 | $5,270 | 03/31/2024 |
| TOTL | 131,574 | $5,270 | 03/31/2024 |
 Citadel Advisors LLC | $5,172 | 12/31/2023 | |
| TOTL | 128,408 | $5,168 | 12/31/2023 |
| Call | 100 | $4 | 12/31/2023 |
| Prime Capital Investment Advisors LLC | 127,200 | $5,120 | 12/31/2023 |
| TOTL | 127,200 | $5,120 | 12/31/2023 |
| Janney Montgomery Scott LLC | 122,723 | $4,939 | 12/31/2023 |
| TOTL | 122,723 | $4,939 | 12/31/2023 |
| Family Firm Inc. | 117,519 | $4,730 | 12/31/2023 |
| TOTL | 117,519 | $4,730 | 12/31/2023 |
| Capital Asset Advisory Services LLC | 114,620 | $4,534 | 03/31/2024 |
| TOTL | 114,620 | $4,534 | 03/31/2024 |
| Cetera Advisor Networks LLC | 105,701 | $4,254 | 12/31/2023 |
| TOTL | 105,701 | $4,254 | 12/31/2023 |
| Smartleaf Asset Management LLC | 101,855 | $4,106 | 12/31/2023 |
| TOTL | 101,855 | $4,106 | 12/31/2023 |
| Cornerstone Wealth Management LLC | 98,567 | $3,948 | 03/31/2024 |
| TOTL | 98,567 | $3,948 | 03/31/2024 |
| Callan Capital LLC | 92,331 | $3,716 | 12/31/2023 |
| TOTL | 92,331 | $3,716 | 12/31/2023 |
| Family Capital Trust Co | 89,744 | $3,593 | 03/31/2024 |
| TOTL | 89,744 | $3,593 | 03/31/2024 |
| Alpha Cubed Investments LLC | 89,651 | $3,591 | 03/31/2024 |
| TOTL | 89,651 | $3,591 | 03/31/2024 |
| Aveo Capital Partners LLC | 88,898 | $3,578 | 12/31/2023 |
| TOTL | 88,898 | $3,578 | 12/31/2023 |
| New Potomac Partners LLC | 86,387 | $3,477 | 12/31/2023 |
| TOTL | 86,387 | $3,477 | 12/31/2023 |
| Pinnacle Wealth Management Advisory Group LLC | 83,552 | $3,363 | 12/31/2023 |
| TOTL | 83,552 | $3,363 | 12/31/2023 |
| Thrivent Financial for Lutherans | 78,139 | $3,146 | 12/31/2023 |
| TOTL | 78,139 | $3,146 | 12/31/2023 |
| Eastern Bank | 76,111 | $3,063 | 12/31/2023 |
| TOTL | 76,111 | $3,063 | 12/31/2023 |
| RE Dickinson Investment Advisors LLC | 75,777 | $3,050 | 12/31/2023 |
| TOTL | 75,777 | $3,050 | 12/31/2023 |
| EWG Elevate Inc. | 70,445 | $2,821 | 03/31/2024 |
| TOTL | 70,445 | $2,821 | 03/31/2024 |
| Visionary Wealth Advisors | 68,868 | $2,772 | 12/31/2023 |
| TOTL | 68,868 | $2,772 | 12/31/2023 |
| Elmwood Wealth Management Inc. | 68,499 | $2,757 | 12/31/2023 |
| TOTL | 68,499 | $2,757 | 12/31/2023 |
| Commonwealth Equity Services LLC | 67,501 | $2,717 | 12/31/2023 |
| TOTL | 67,501 | $2,717 | 12/31/2023 |
| JPMorgan Chase & Co. | 66,643 | $2,682 | 12/31/2023 |
| TOTL | 66,643 | $2,682 | 12/31/2023 |
| Renaissance Technologies LLC | 66,242 | $2,666 | 12/31/2023 |
| TOTL | 66,242 | $2,666 | 12/31/2023 |
| New England Professional Planning Group Inc. | 65,237 | $2,613 | 03/31/2024 |
| TOTL | 65,237 | $2,613 | 03/31/2024 |
| SeaBridge Investment Advisors LLC | 64,846 | $2,610 | 12/31/2023 |
| TOTL | 64,846 | $2,610 | 12/31/2023 |
| Lunt Capital Management Inc. | 64,342 | $2,577 | 03/31/2024 |
| TOTL | 64,342 | $2,577 | 03/31/2024 |
| Marshall Financial Group LLC | 63,665 | $2,550 | 03/31/2024 |
| TOTL | 63,665 | $2,550 | 03/31/2024 |
| Kestra Advisory Services LLC | 61,935 | $2,493 | 12/31/2023 |
| TOTL | 61,935 | $2,493 | 12/31/2023 |
| Northwestern Mutual Wealth Management Co. | 61,580 | $2,479 | 12/31/2023 |
| TOTL | 61,580 | $2,479 | 12/31/2023 |
| Financial Advocates Investment Management | 58,484 | $2,354 | 12/31/2023 |
| TOTL | 58,484 | $2,354 | 12/31/2023 |
| Change Path LLC | 56,725 | $2,283 | 12/31/2023 |
| TOTL | 56,725 | $2,283 | 12/31/2023 |
| Hollencrest Capital Management | 56,276 | $2,265 | 12/31/2023 |
| TOTL | 56,276 | $2,265 | 12/31/2023 |
| Paragon Capital Management Ltd | 55,604 | $2,227 | 03/31/2024 |
| TOTL | 55,604 | $2,227 | 03/31/2024 |
| Mariner LLC | 54,252 | $2,184 | 12/31/2023 |
| TOTL | 54,252 | $2,184 | 12/31/2023 |
| Geneos Wealth Management Inc. | 52,523 | $2,114 | 12/31/2023 |
| TOTL | 52,523 | $2,114 | 12/31/2023 |
| Summit Asset Management LLC | 50,296 | $2,024 | 12/31/2023 |
| TOTL | 50,296 | $2,024 | 12/31/2023 |
| Auour Investments LLC | 48,520 | $1,931 | 12/31/2023 |
| TOTL | 48,520 | $1,931 | 12/31/2023 |
| Merit Financial Group LLC | 46,828 | $1,885 | 12/31/2023 |
| TOTL | 46,828 | $1,885 | 12/31/2023 |
| Bouchey Financial Group Ltd | 46,615 | $1,867 | 03/31/2024 |
| TOTL | 46,615 | $1,867 | 03/31/2024 |
| Comerica Bank | 46,306 | $1,864 | 12/31/2023 |
| TOTL | 46,306 | $1,864 | 12/31/2023 |
| Quadcap Wealth Management LLC | 46,291 | $1,863 | 12/31/2023 |
| TOTL | 46,291 | $1,863 | 12/31/2023 |
| Stifel Financial Corp | 45,271 | $1,822 | 12/31/2023 |
| TOTL | 45,271 | $1,822 | 12/31/2023 |
| RFG Advisory LLC | 45,068 | $1,805 | 03/31/2024 |
| TOTL | 45,068 | $1,805 | 03/31/2024 |
| Heritage Wealth Management Inc. CA | 44,515 | $1,792 | 12/31/2023 |
| TOTL | 44,515 | $1,792 | 12/31/2023 |
| BCS Wealth Management | 44,634 | $1,788 | 03/31/2024 |
| TOTL | 44,634 | $1,788 | 03/31/2024 |
| Webster Bank N. A. | 44,579 | $1,785 | 03/31/2024 |
| TOTL | 44,579 | $1,785 | 03/31/2024 |
| Equitable Holdings Inc. | 43,192 | $1,738 | 12/31/2023 |
| TOTL | 43,192 | $1,738 | 12/31/2023 |
| NBC Securities Inc. | 43,188 | $1,729 | 03/31/2024 |
| TOTL | 43,188 | $1,729 | 03/31/2024 |
| USAdvisors Wealth Management LLC | 40,793 | $1,641 | 12/31/2023 |
| TOTL | 40,793 | $1,641 | 12/31/2023 |
| Eqis Capital Management Inc. | 40,033 | $1,611 | 12/31/2023 |
| TOTL | 40,033 | $1,611 | 12/31/2023 |
| Calton & Associates Inc. | 39,744 | $1,592 | 03/31/2024 |
| TOTL | 39,744 | $1,592 | 03/31/2024 |
| Leeward Financial Partners LLC | 39,302 | $1,574 | 03/31/2024 |
| TOTL | 39,302 | $1,574 | 03/31/2024 |
| Eldridge Investment Advisors Inc. | 36,285 | $1,460 | 12/31/2023 |
| TOTL | 36,285 | $1,460 | 12/31/2023 |
| Jacobi Capital Management LLC | 35,927 | $1,446 | 12/31/2023 |
| TOTL | 35,927 | $1,446 | 12/31/2023 |
| 1620 Investment Advisors Inc. | 35,641 | $1,435 | 12/31/2023 |
| TOTL | 35,641 | $1,435 | 12/31/2023 |
| Mercer Global Advisors Inc. ADV | 34,409 | $1,385 | 12/31/2023 |
| TOTL | 34,409 | $1,385 | 12/31/2023 |
| Redhawk Wealth Advisors Inc. | 34,105 | $1,373 | 12/31/2023 |
| TOTL | 34,105 | $1,373 | 12/31/2023 |
| Perennial Investment Advisors LLC | 34,032 | $1,370 | 12/31/2023 |
| TOTL | 34,032 | $1,370 | 12/31/2023 |
| Cooper Financial Group | 33,958 | $1,360 | 03/31/2024 |
| TOTL | 33,958 | $1,360 | 03/31/2024 |
| WMS Partners LLC | 33,307 | $1,341 | 12/31/2023 |
| TOTL | 33,307 | $1,341 | 12/31/2023 |
| Tranquilli Financial Advisor LLC | 32,473 | $1,307 | 12/31/2023 |
| TOTL | 32,473 | $1,307 | 12/31/2023 |
| Ausdal Financial Partners Inc. | 32,298 | $1,294 | 03/31/2024 |
| TOTL | 32,298 | $1,294 | 03/31/2024 |
| Delta Investment Management LLC | 31,693 | $1,276 | 12/31/2023 |
| TOTL | 31,693 | $1,276 | 12/31/2023 |
| Clifford Swan Investment Counsel LLC | 31,675 | $1,269 | 03/31/2024 |
| TOTL | 31,675 | $1,269 | 03/31/2024 |
| Essex Private Wealth Management LLC | 31,630 | $1,267 | 03/31/2024 |
| TOTL | 31,630 | $1,267 | 03/31/2024 |
| Fortis Advisors LLC | 31,084 | $1,251 | 12/31/2023 |
| TOTL | 31,084 | $1,251 | 12/31/2023 |
| Valley National Advisers Inc. | 31,143 | $1,247 | 03/31/2024 |
| TOTL | 31,143 | $1,247 | 03/31/2024 |
| Peak Financial Management Inc. | 31,054 | $1,244 | 03/31/2024 |
| TOTL | 31,054 | $1,244 | 03/31/2024 |
| Private Portfolio Partners LLC | 30,274 | $1,219 | 12/31/2023 |
| TOTL | 30,274 | $1,219 | 12/31/2023 |
| All Terrain Financial Advisors LLC | 30,136 | $1,213 | 12/31/2023 |
| TOTL | 30,136 | $1,213 | 12/31/2023 |
| BlueChip Wealth Advisors LLC | 30,127 | $1,213 | 12/31/2023 |
| TOTL | 30,127 | $1,213 | 12/31/2023 |
| Avitas Wealth Management LLC | 29,884 | $1,197 | 03/31/2024 |
| TOTL | 29,884 | $1,197 | 03/31/2024 |
| Edge Financial Advisors LLC | 29,508 | $1,182 | 03/31/2024 |
| TOTL | 29,508 | $1,182 | 03/31/2024 |
| Reston Wealth Management LLC | 29,081 | $1,171 | 12/31/2023 |
| TOTL | 29,081 | $1,171 | 12/31/2023 |
| Worth Financial Advisory Group LLC | 28,410 | $1,143 | 12/31/2023 |
| TOTL | 28,410 | $1,143 | 12/31/2023 |
| Transamerica Financial Advisors Inc. | 27,411 | $1,104 | 12/31/2023 |
| TOTL | 27,411 | $1,104 | 12/31/2023 |
| Addison Capital Co | 27,245 | $1,097 | 12/31/2023 |
| TOTL | 27,245 | $1,097 | 12/31/2023 |
| Exencial Wealth Advisors LLC | 27,037 | $1,088 | 12/31/2023 |
| TOTL | 27,037 | $1,088 | 12/31/2023 |
| Dudley Capital Management LLC | 25,450 | $1,024 | 12/31/2023 |
| TOTL | 25,450 | $1,024 | 12/31/2023 |
| Global Assets Advisory LLC | 25,542 | $1,023 | 03/31/2024 |
| TOTL | 25,542 | $1,023 | 03/31/2024 |
| Cobblestone Capital Advisors LLC NY | 25,185 | $1,014 | 12/31/2023 |
| TOTL | 25,185 | $1,014 | 12/31/2023 |
| EverSource Wealth Advisors LLC | 24,279 | $977 | 12/31/2023 |
| TOTL | 24,279 | $977 | 12/31/2023 |
| ICA Group Wealth Management LLC | 24,225 | $975 | 12/31/2023 |
| TOTL | 24,225 | $975 | 12/31/2023 |
| Atria Wealth Solutions Inc. | 23,640 | $952 | 12/31/2023 |
| TOTL | 23,640 | $952 | 12/31/2023 |
| Susquehanna International Group LLP | 23,425 | $943 | 12/31/2023 |
| TOTL | 23,425 | $943 | 12/31/2023 |
| Motco | 22,988 | $925 | 12/31/2023 |
| TOTL | 22,988 | $925 | 12/31/2023 |
| Carlton Hofferkamp & Jenks Wealth Management LLC | 23,497 | $915 | 03/31/2024 |
| TOTL | 23,497 | $915 | 03/31/2024 |
| Focus Financial Network Inc. ADV | 22,544 | $907 | 12/31/2023 |
| TOTL | 22,544 | $907 | 12/31/2023 |
| Waterloo Capital L.P. | 22,297 | $897 | 12/31/2023 |
| TOTL | 22,297 | $897 | 12/31/2023 |
| Cornerstone Advisory LLC | 21,386 | $861 | 12/31/2023 |
| TOTL | 21,386 | $861 | 12/31/2023 |
| SilverOak Wealth Management LLC | 21,377 | $860 | 12/31/2023 |
| TOTL | 21,377 | $860 | 12/31/2023 |
| Collaborative Wealth Managment Inc. | 21,117 | $850 | 12/31/2023 |
| TOTL | 21,117 | $850 | 12/31/2023 |
| Level Four Advisory Services LLC | 20,955 | $843 | 12/31/2023 |
| TOTL | 20,955 | $843 | 12/31/2023 |
| Keystone Financial Group | 20,859 | $840 | 12/31/2023 |
| TOTL | 20,859 | $840 | 12/31/2023 |
| Jaffetilchin Investment Partners LLC | 20,151 | $811 | 12/31/2023 |
| TOTL | 20,151 | $811 | 12/31/2023 |
| Forum Private Client Group LLC | 19,347 | $779 | 12/31/2023 |
| TOTL | 19,347 | $779 | 12/31/2023 |
| Richardson Financial Services Inc. | 18,270 | $735 | 12/31/2023 |
| TOTL | 18,270 | $735 | 12/31/2023 |
| Rockefeller Capital Management L.P. | 18,237 | $734 | 12/31/2023 |
| TOTL | 18,237 | $734 | 12/31/2023 |
| Jackson Hole Capital Partners LLC | 17,706 | $713 | 12/31/2023 |
| TOTL | 17,706 | $713 | 12/31/2023 |
| Keybank National Association OH | 17,464 | $703 | 12/31/2023 |
| TOTL | 17,464 | $703 | 12/31/2023 |
| Baird Financial Group Inc. | 17,390 | $700 | 12/31/2023 |
| TOTL | 17,390 | $700 | 12/31/2023 |
| MML Investors Services LLC | 17,333 | $698 | 12/31/2023 |
| TOTL | 17,333 | $698 | 12/31/2023 |
| Strategic Financial Concepts LLC | 17,145 | $687 | 03/31/2024 |
| TOTL | 17,145 | $687 | 03/31/2024 |
| Signature Securities Group Corporation | 16,880 | $676 | 03/31/2024 |
| TOTL | 16,880 | $676 | 03/31/2024 |
| Flagship Harbor Advisors LLC | 16,549 | $663 | 03/31/2024 |
| TOTL | 16,549 | $663 | 03/31/2024 |
| Strategic Family Wealth Counselors L.L.C. | 15,490 | $623 | 12/31/2023 |
| TOTL | 15,490 | $623 | 12/31/2023 |
| Harvest Volatility Management LLC | 15,234 | $613 | 12/31/2023 |
| TOTL | 15,234 | $613 | 12/31/2023 |
| Strategic Investment Advisors MI | 15,242 | $610 | 03/31/2024 |
| TOTL | 15,242 | $610 | 03/31/2024 |
| Good Life Advisors LLC | 15,110 | $608 | 12/31/2023 |
| TOTL | 15,110 | $608 | 12/31/2023 |
| Blue Zone Wealth Advisors LLC | 15,101 | $605 | 03/31/2024 |
| TOTL | 15,101 | $605 | 03/31/2024 |
| Founders Financial Securities LLC | 14,901 | $597 | 03/31/2024 |
| TOTL | 14,901 | $597 | 03/31/2024 |
| Colton Groome Financial Advisors LLC | 14,523 | $582 | 03/31/2024 |
| TOTL | 14,523 | $582 | 03/31/2024 |
| PFG Investments LLC | 14,499 | $581 | 03/31/2024 |
| TOTL | 14,499 | $581 | 03/31/2024 |
| Heritage Financial Services LLC | 14,384 | $579 | 12/31/2023 |
| TOTL | 14,384 | $579 | 12/31/2023 |
| Prosperity Consulting Group LLC | 14,167 | $570 | 12/31/2023 |
| TOTL | 14,167 | $570 | 12/31/2023 |
| OLD Mission Capital LLC | 14,047 | $565 | 12/31/2023 |
| TOTL | 14,047 | $565 | 12/31/2023 |
| Beaumont Financial Advisors LLC | 14,032 | $565 | 12/31/2023 |
| TOTL | 14,032 | $565 | 12/31/2023 |
| Oppenheimer & Co. Inc. | 13,871 | $558 | 12/31/2023 |
| TOTL | 13,871 | $558 | 12/31/2023 |
| United Community Bank | 13,529 | $545 | 12/31/2023 |
| TOTL | 13,529 | $545 | 12/31/2023 |
| Trilogy Capital Inc. | 13,592 | $544 | 03/31/2024 |
| TOTL | 13,592 | $544 | 03/31/2024 |
| DB Wealth Management Group LLC | 13,476 | $542 | 12/31/2023 |
| TOTL | 13,476 | $542 | 12/31/2023 |
| Williams Jones Wealth Management LLC. | 13,375 | $538 | 12/31/2023 |
| TOTL | 13,375 | $538 | 12/31/2023 |
| Newman Dignan & Sheerar Inc. | 13,279 | $534 | 12/31/2023 |
| TOTL | 13,279 | $534 | 12/31/2023 |
| McElhenny Sheffield Capital Management LLC | 13,244 | $530 | 03/31/2024 |
| TOTL | 13,244 | $530 | 03/31/2024 |
| Western Wealth Management LLC | 13,145 | $529 | 12/31/2023 |
| TOTL | 13,145 | $529 | 12/31/2023 |
| Waterford Advisors LLC | 13,041 | $525 | 12/31/2023 |
| TOTL | 13,041 | $525 | 12/31/2023 |
| NTV Asset Management LLC | 12,650 | $509 | 12/31/2023 |
| TOTL | 12,650 | $509 | 12/31/2023 |
| Keebeck Wealth Management LLC | 12,500 | $503 | 12/31/2023 |
| TOTL | 12,500 | $503 | 12/31/2023 |
| First Foundation Advisors | 12,431 | $500 | 12/31/2023 |
| TOTL | 12,431 | $500 | 12/31/2023 |
| Wetherby Asset Management Inc. | 12,414 | $500 | 12/31/2023 |
| TOTL | 12,414 | $500 | 12/31/2023 |
| Verus Capital Partners LLC | 12,414 | $500 | 12/31/2023 |
| TOTL | 12,414 | $500 | 12/31/2023 |
| STA Wealth Management LLC | 12,228 | $492 | 12/31/2023 |
| TOTL | 12,228 | $492 | 12/31/2023 |
| Coastal Investment Advisors Inc. | 12,247 | $490 | 03/31/2024 |
| TOTL | 12,247 | $490 | 03/31/2024 |
| Bay Colony Advisory Group Inc d b a Bay Colony Advisors | 12,146 | $489 | 12/31/2023 |
| TOTL | 12,146 | $489 | 12/31/2023 |
| Pointe Capital Management LLC | 12,070 | $486 | 12/31/2023 |
| TOTL | 12,070 | $486 | 12/31/2023 |
| Verition Fund Management LLC | 12,000 | $483 | 12/31/2023 |
| TOTL | 12,000 | $483 | 12/31/2023 |
| CWM LLC | 11,852 | $475 | 03/31/2024 |
| TOTL | 11,852 | $475 | 03/31/2024 |
| Cornell Pochily Investment Advisors Inc. | 11,721 | $469 | 03/31/2024 |
| TOTL | 11,721 | $469 | 03/31/2024 |
| SageView Advisory Group LLC | 11,567 | $464 | 12/31/2023 |
| TOTL | 11,567 | $464 | 12/31/2023 |
| Cetera Advisors LLC | 11,369 | $458 | 12/31/2023 |
| TOTL | 11,369 | $458 | 12/31/2023 |
| One Capital Management LLC | 11,205 | $451 | 12/31/2023 |
| TOTL | 11,205 | $451 | 12/31/2023 |
| Chicago Partners Investment Group LLC | 11,334 | $443 | 03/31/2024 |
| TOTL | 11,334 | $443 | 03/31/2024 |
| Wilbanks Smith & Thomas Asset Management LLC | 10,982 | $442 | 12/31/2023 |
| TOTL | 10,982 | $442 | 12/31/2023 |
| Smart Portfolios LLC | 10,969 | $433 | 12/31/2023 |
| TOTL | 10,969 | $433 | 12/31/2023 |
| Verdence Capital Advisors LLC | 10,763 | $431 | 03/31/2024 |
| TOTL | 10,763 | $431 | 03/31/2024 |
| Hummer Financial Advisory Services Inc | 10,700 | $429 | 03/31/2024 |
| TOTL | 10,700 | $429 | 03/31/2024 |
| EQ LLC | 10,490 | $422 | 12/31/2023 |
| TOTL | 10,490 | $422 | 12/31/2023 |
| Qube Research & Technologies Ltd | 10,392 | $418 | 12/31/2023 |
| TOTL | 10,392 | $418 | 12/31/2023 |
| Consolidated Portfolio Review Corp | 10,213 | $411 | 12/31/2023 |
| TOTL | 10,213 | $411 | 12/31/2023 |
| Savant Capital LLC | 10,129 | $408 | 12/31/2023 |
| TOTL | 10,129 | $408 | 12/31/2023 |
| Country Club Bank GFN | 9,892 | $396 | 03/31/2024 |
| TOTL | 9,892 | $396 | 03/31/2024 |
| Private Trust Co. NA | 9,795 | $392 | 03/31/2024 |
| TOTL | 9,795 | $392 | 03/31/2024 |
| CIBC World Markets Inc. | 9,730 | $392 | 12/31/2023 |
| TOTL | 9,730 | $392 | 12/31/2023 |
| Continuum Advisory LLC | 9,656 | $389 | 12/31/2023 |
| TOTL | 9,656 | $389 | 12/31/2023 |
| Financial Strategies Group Inc. | 9,647 | $383 | 03/31/2024 |
| TOTL | 9,647 | $383 | 03/31/2024 |
| Capital Analysts LLC | 8,898 | $358 | 12/31/2023 |
| TOTL | 8,898 | $358 | 12/31/2023 |
| Keel Point LLC | 8,743 | $350 | 03/31/2024 |
| TOTL | 8,743 | $350 | 03/31/2024 |
| Signet Financial Management LLC | 8,464 | $339 | 03/31/2024 |
| TOTL | 8,464 | $339 | 03/31/2024 |
| Macroview Investment Management LLC | 8,426 | $339 | 12/31/2023 |
| TOTL | 8,426 | $339 | 12/31/2023 |
| Global Retirement Partners LLC | 8,262 | $331 | 03/31/2024 |
| TOTL | 8,262 | $331 | 03/31/2024 |
| PFG Advisors | 8,113 | $327 | 12/31/2023 |
| TOTL | 8,113 | $327 | 12/31/2023 |
| SYM FINANCIAL Corp | 8,093 | $326 | 12/31/2023 |
| TOTL | 8,093 | $326 | 12/31/2023 |
| Towerpoint Wealth LLC | 8,106 | $325 | 03/31/2024 |
| TOTL | 8,106 | $325 | 03/31/2024 |
| Hofer & Associates. Inc | 8,120 | $325 | 03/31/2024 |
| TOTL | 8,120 | $325 | 03/31/2024 |
| Mather Group LLC. | 8,057 | $324 | 03/31/2024 |
| TOTL | 8,057 | $324 | 03/31/2024 |
| Lifeworks Advisors LLC | 7,997 | $322 | 12/31/2023 |
| TOTL | 7,997 | $322 | 12/31/2023 |
| Wsfs Capital Management LLC | 7,969 | $321 | 12/31/2023 |
| TOTL | 7,969 | $321 | 12/31/2023 |
| Citizens Financial Group Inc RI | 7,866 | $317 | 12/31/2023 |
| TOTL | 7,866 | $317 | 12/31/2023 |
| Citigroup Inc. | 7,803 | $314 | 12/31/2023 |
| TOTL | 7,803 | $314 | 12/31/2023 |
| Triumph Capital Management | 7,801 | $310 | 03/31/2024 |
| TOTL | 7,801 | $310 | 03/31/2024 |
| Cherry Tree Wealth Management LLC | 7,614 | $306 | 12/31/2023 |
| TOTL | 7,614 | $306 | 12/31/2023 |
| SILVER OAK SECURITIES Inc | 7,430 | $299 | 12/31/2023 |
| TOTL | 7,430 | $299 | 12/31/2023 |
| Family Management Corp | 7,418 | $299 | 12/31/2023 |
| TOTL | 7,418 | $299 | 12/31/2023 |
| DAVENPORT & Co LLC | 7,413 | $298 | 12/31/2023 |
| TOTL | 7,413 | $298 | 12/31/2023 |
| First City Capital Management Inc. | 7,410 | $298 | 12/31/2023 |
| TOTL | 7,410 | $298 | 12/31/2023 |
| Money Concepts Capital Corp | 7,259 | $292 | 12/31/2023 |
| TOTL | 7,259 | $292 | 12/31/2023 |
| Financial Engines Advisors L.L.C. | 7,246 | $292 | 12/31/2023 |
| TOTL | 7,246 | $292 | 12/31/2023 |
| Arrowroot Family Office LLC | 7,253 | $292 | 12/31/2023 |
| TOTL | 7,253 | $292 | 12/31/2023 |
| LexAurum Advisors LLC | 7,245 | $290 | 03/31/2024 |
| TOTL | 7,245 | $290 | 03/31/2024 |
| NorthRock Partners LLC | 7,172 | $289 | 12/31/2023 |
| TOTL | 7,172 | $289 | 12/31/2023 |
| Congress Wealth Management LLC DE | 6,961 | $279 | 03/31/2024 |
| TOTL | 6,961 | $279 | 03/31/2024 |
| Waterfront Wealth Inc. | 6,922 | $279 | 12/31/2023 |
| TOTL | 6,922 | $279 | 12/31/2023 |
| ADE LLC | 6,953 | $278 | 03/31/2024 |
| TOTL | 6,953 | $278 | 03/31/2024 |
| American Institute for Advanced Investment Management LLP | 6,726 | $269 | 03/31/2024 |
| TOTL | 6,726 | $269 | 03/31/2024 |
| Tidemark LLC | 6,570 | $264 | 12/31/2023 |
| TOTL | 6,570 | $264 | 12/31/2023 |
| Altfest L J & Co. Inc. | 6,514 | $261 | 03/31/2024 |
| TOTL | 6,514 | $261 | 03/31/2024 |
| Tortoise Investment Management LLC | 6,488 | $261 | 12/31/2023 |
| TOTL | 6,488 | $261 | 12/31/2023 |
| Priebe Wealth Holdings LLC | 6,500 | $260 | 03/31/2024 |
| TOTL | 6,500 | $260 | 03/31/2024 |
| Perigon Wealth Management LLC | 6,430 | $259 | 12/31/2023 |
| TOTL | 6,430 | $259 | 12/31/2023 |
| Blair William & Co. IL | 6,272 | $252 | 12/31/2023 |
| TOTL | 6,272 | $252 | 12/31/2023 |
| Aufman Associates Inc | 6,190 | $249 | 12/31/2023 |
| TOTL | 6,190 | $249 | 12/31/2023 |
| Prestige Wealth Management Group LLC | 6,140 | $246 | 03/31/2024 |
| TOTL | 6,140 | $246 | 03/31/2024 |
| AE Wealth Management LLC | 6,010 | $239 | 12/31/2023 |
| TOTL | 6,010 | $239 | 12/31/2023 |
| Charter Oak Capital Management LLC | 5,905 | $236 | 03/31/2024 |
| TOTL | 5,905 | $236 | 03/31/2024 |
| GPS Wealth Strategies Group LLC | 5,737 | $231 | 12/31/2023 |
| TOTL | 5,737 | $231 | 12/31/2023 |
| Center For Asset Management LLC | 5,738 | $230 | 03/31/2024 |
| TOTL | 5,738 | $230 | 03/31/2024 |
| Steward Partners Investment Advisory LLC | 5,670 | $228 | 12/31/2023 |
| TOTL | 5,670 | $228 | 12/31/2023 |
| Dock Street Asset Management Inc. | 5,585 | $225 | 12/31/2023 |
| TOTL | 5,585 | $225 | 12/31/2023 |
| Deltec Asset Management LLC | 5,400 | $216 | 03/31/2024 |
| TOTL | 5,400 | $216 | 03/31/2024 |
| Thoroughbred Financial Services LLC | 5,185 | $208 | 12/31/2023 |
| TOTL | 5,185 | $208 | 12/31/2023 |
| Arete Wealth Advisors LLC | 5,109 | $206 | 12/31/2023 |
| TOTL | 5,109 | $206 | 12/31/2023 |
| M3 Advisory Group LLC | 5,103 | $205 | 12/31/2023 |
| TOTL | 5,103 | $205 | 12/31/2023 |
| MCF Advisors LLC | 5,082 | $204 | 03/31/2024 |
| TOTL | 5,082 | $204 | 03/31/2024 |
| Brookstone Capital Management | 5,077 | $203 | 03/31/2024 |
| TOTL | 5,077 | $203 | 03/31/2024 |
| Constant Guidance Financial LLC | 5,050 | $203 | 12/31/2023 |
| TOTL | 5,050 | $203 | 12/31/2023 |
| Capital Advisors Ltd. LLC | 5,046 | $202 | 03/31/2024 |
| TOTL | 5,046 | $202 | 03/31/2024 |
| Transatlantique Private Wealth LLC | 5,001 | $201 | 12/31/2023 |
| TOTL | 5,001 | $201 | 12/31/2023 |
| Westside Investment Management Inc. | 4,800 | $192 | 03/31/2024 |
| TOTL | 4,800 | $192 | 03/31/2024 |
| Laraway Financial Inc | 4,614 | $186 | 12/31/2023 |
| TOTL | 4,614 | $186 | 12/31/2023 |
| GWM Advisors LLC | 4,289 | $173 | 12/31/2023 |
| TOTL | 4,289 | $173 | 12/31/2023 |
| Sachetta LLC | 3,670 | $148 | 12/31/2023 |
| TOTL | 3,670 | $148 | 12/31/2023 |
| Newbridge Financial Services Group Inc. | 2,684 | $107 | 03/31/2024 |
| TOTL | 2,684 | $107 | 03/31/2024 |
| Baldwin Brothers Inc. MA | 2,541 | $102 | 03/31/2024 |
| TOTL | 2,541 | $102 | 03/31/2024 |
| Pacifica Partners Inc. | 2,537 | $101 | 03/31/2024 |
| TOTL | 2,537 | $101 | 03/31/2024 |
| Ogorek Anthony Joseph NY ADV | 2,103 | $84 | 12/31/2023 |
| TOTL | 2,103 | $84 | 12/31/2023 |
| Albion Financial Group UT | 1,825 | $73 | 03/31/2024 |
| TOTL | 1,825 | $73 | 03/31/2024 |
| Bank of Montreal Can | 1,763 | $71 | 12/31/2023 |
| TOTL | 1,763 | $71 | 12/31/2023 |
| Proequities Inc. | $66 | 12/31/2023 | |
| TOTL | 1,643 | $66 | 12/31/2023 |
| Put | 0 | $0 | 12/31/2023 |
| Call | 0 | $0 | 12/31/2023 |
| Archer Investment Corp | 1,587 | $64 | 12/31/2023 |
| TOTL | 1,587 | $64 | 12/31/2023 |
| TD Waterhouse Canada Inc. | 1,600 | $64 | 12/31/2023 |
| TOTL | 1,600 | $64 | 12/31/2023 |
| Householder Group Estate & Retirement Specialist LLC | 1,568 | $63 | 12/31/2023 |
| TOTL | 1,568 | $63 | 12/31/2023 |
| Pinnacle Bank | 1,489 | $60 | 03/31/2024 |
| TOTL | 1,489 | $60 | 03/31/2024 |
| Spire Wealth Management | 1,503 | $60 | 03/31/2024 |
| TOTL | 1,503 | $60 | 03/31/2024 |
| Harbour Investments Inc. | 1,478 | $59 | 12/31/2023 |
| TOTL | 1,478 | $59 | 12/31/2023 |
| Advisory Services Network LLC | 1,317 | $53 | 12/31/2023 |
| TOTL | 1,317 | $53 | 12/31/2023 |
| Optimum Investment Advisors | 1,200 | $48 | 03/31/2024 |
| TOTL | 1,200 | $48 | 03/31/2024 |
| Caldwell Sutter Capital Inc. | 1,160 | $46 | 03/31/2024 |
| TOTL | 1,160 | $46 | 03/31/2024 |
| Montag A & Associates Inc. | 1,118 | $45 | 12/31/2023 |
| TOTL | 1,118 | $45 | 12/31/2023 |
| FWL Investment Management LLC | 1,055 | $42 | 12/31/2023 |
| TOTL | 1,055 | $42 | 12/31/2023 |
| Cape Investment Advisory Inc. | 1,031 | $41 | 12/31/2023 |
| TOTL | 1,031 | $41 | 12/31/2023 |
| VisionPoint Advisory Group LLC | 956 | $38 | 12/31/2023 |
| TOTL | 956 | $38 | 12/31/2023 |
| Atwood & Palmer Inc. | 922 | $37 | 03/31/2024 |
| TOTL | 922 | $37 | 03/31/2024 |
| Perritt Capital Management Inc. | 873 | $35 | 12/31/2023 |
| TOTL | 873 | $35 | 12/31/2023 |
| Focused Wealth Management Inc | 873 | $35 | 12/31/2023 |
| TOTL | 873 | $35 | 12/31/2023 |
| IFP Advisors Inc | 833 | $34 | 12/31/2023 |
| TOTL | 833 | $34 | 12/31/2023 |
| Investors Research Corp | 822 | $33 | 12/31/2023 |
| TOTL | 822 | $33 | 12/31/2023 |
| Washington Trust Advisors Inc. | 795 | $32 | 12/31/2023 |
| TOTL | 795 | $32 | 12/31/2023 |
| Financial Avengers Inc. | 700 | $28 | 12/31/2023 |
| TOTL | 700 | $28 | 12/31/2023 |
| Allworth Financial LP | 610 | $24 | 03/31/2024 |
| TOTL | 610 | $24 | 03/31/2024 |
| YHB Investment Advisors Inc. | 500 | $20 | 03/31/2024 |
| TOTL | 500 | $20 | 03/31/2024 |
| First Horizon Advisors Inc. | 487 | $20 | 03/31/2024 |
| TOTL | 487 | $20 | 03/31/2024 |
| Bellevue Asset Management LLC | 506 | $20 | 03/31/2024 |
| TOTL | 506 | $20 | 03/31/2024 |
| The PNC Financial Services Group Inc. | 500 | $20 | 12/31/2023 |
| TOTL | 500 | $20 | 12/31/2023 |
| Castleview Partners LLC | 509 | $20 | 12/31/2023 |
| TOTL | 509 | $20 | 12/31/2023 |
| Ronald Blue Trust Inc. | 530 | $20 | 12/31/2023 |
| TOTL | 530 | $20 | 12/31/2023 |
| Future Financial Wealth Managment LLC | 450 | $18 | 03/31/2024 |
| TOTL | 450 | $18 | 03/31/2024 |
| Hallmark Capital Management Inc. | 447 | $18 | 12/31/2023 |
| TOTL | 447 | $18 | 12/31/2023 |
| HighMark Wealth Management LLC | 443 | $18 | 12/31/2023 |
| TOTL | 443 | $18 | 12/31/2023 |
| Aspire Private Capital LLC | 191 | $8 | 03/31/2024 |
| TOTL | 191 | $8 | 03/31/2024 |
| SOA Wealth Advisors LLC. | 201 | $8 | 03/31/2024 |
| TOTL | 201 | $8 | 03/31/2024 |
| Larson Financial Group LLC | 197 | $8 | 12/31/2023 |
| TOTL | 197 | $8 | 12/31/2023 |
| Jamison Private Wealth Management Inc. | 185 | $7 | 03/31/2024 |
| TOTL | 185 | $7 | 03/31/2024 |
| US Bancorp DE | 175 | $7 | 12/31/2023 |
| TOTL | 175 | $7 | 12/31/2023 |
| NewSquare Capital LLC | 177 | $7 | 12/31/2023 |
| TOTL | 177 | $7 | 12/31/2023 |
| TD Capital Management LLC | 117 | $5 | 12/31/2023 |
| TOTL | 117 | $5 | 12/31/2023 |
| Glass Jacobson Investment Advisors llc | 90 | $4 | 03/31/2024 |
| TOTL | 90 | $4 | 03/31/2024 |
| Versant Capital Management Inc | 16 | $1 | 03/31/2024 |
| TOTL | 16 | $1 | 03/31/2024 |
| Tower Research Capital LLC TRC | 8 | $0 | 12/31/2023 |
| TOTL | 8 | $0 | 12/31/2023 |
See Summary: Institutional Holders of TOTL
See Details: Top 10 Hedge Funds Holding TOTL
Also See: TOTL Holdings Changes
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