HoldingsChannel.com
Funds Holding TOTL

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 319 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 LPL Financial LLC. For more details on the positions held by LPL Financial 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.

HolderAmountPosition Size
($ in 1000's)
 As of
LPL Financial LLC5,109,234$215,508 06/30/2022
     TOTL5,109,234$215,508 06/30/2022
Morgan Stanley2,760,380$116,433 06/30/2022
     TOTL2,760,380$116,433 06/30/2022
Advisor Group Holdings Inc.2,325,831$98,107 06/30/2022
     TOTL2,325,831$98,107 06/30/2022
Bank of America Corp DE2,079,970$87,734 06/30/2022
     TOTL2,079,970$87,734 06/30/2022
Capital Advisors Inc. OK1,728,660$72,915 06/30/2022
     TOTL1,728,660$72,915 06/30/2022
UBS Group AG1,485,259$62,648 06/30/2022
     TOTL1,485,259$62,648 06/30/2022
Brinker Capital Investments LLC1,152,010$48,592 06/30/2022
     TOTL1,152,010$48,592 06/30/2022
Wells Fargo & Company MN1,006,230$42,443 06/30/2022
     TOTL1,006,230$42,443 06/30/2022
Janney Capital Management LLC927,165$39,108 06/30/2022
     TOTL927,165$39,108 06/30/2022
Envestnet Asset Management Inc.893,456$37,686 06/30/2022
     TOTL893,456$37,686 06/30/2022
Johnson Bixby & Associates LLC678,453$28,617 06/30/2022
     TOTL678,453$28,617 06/30/2022
Spinnaker Investment Group LLC588,107$24,806 06/30/2022
     TOTL588,107$24,806 06/30/2022
Royal Bank of Canada574,021$24,211 06/30/2022
     TOTL574,021$24,211 06/30/2022
Bank of New York Mellon Corp559,833$23,614 06/30/2022
     TOTL559,833$23,614 06/30/2022
McNamara Financial Services Inc.546,692$23,059 06/30/2022
     TOTL546,692$23,059 06/30/2022
Prestige Wealth Management Group LLC529,521$22,335 06/30/2022
     TOTL529,521$22,335 06/30/2022
Barry Investment Advisors LLC499,274$21,059 06/30/2022
     TOTL499,274$21,059 06/30/2022
One Capital Management LLC450,471$19,000 06/30/2022
     TOTL450,471$19,000 06/30/2022
Weatherly Asset Management L. P.420,047$17,718 06/30/2022
     TOTL420,047$17,718 06/30/2022
Cambridge Investment Research Advisors Inc.404,227$17,050 06/30/2022
     TOTL404,227$17,050 06/30/2022
JPMorgan Chase & Co.398,796$16,821 06/30/2022
     TOTL398,796$16,821 06/30/2022
Koshinski Asset Management Inc.382,450$16,132 06/30/2022
     TOTL382,450$16,132 06/30/2022
Dock Street Asset Management Inc.339,834$14,334 06/30/2022
     TOTL339,834$14,334 06/30/2022
Ford Financial Group LLC321,825$13,574 06/30/2022
     TOTL321,825$13,574 06/30/2022
Financial Advisory Service Inc.299,129$12,617 06/30/2022
     TOTL299,129$12,617 06/30/2022
Alpha Cubed Investments LLC298,582$12,594 06/30/2022
     TOTL298,582$12,594 06/30/2022
Bedel Financial Consulting Inc.292,738$12,348 06/30/2022
     TOTL292,738$12,348 06/30/2022
Gamble Jones Investment Counsel290,797$12,266 06/30/2022
     TOTL290,797$12,266 06/30/2022
Jane Street Group LLC264,387$11,152 06/30/2022
     TOTL264,387$11,152 06/30/2022
Estate Counselors LLC264,070$11,138 06/30/2022
     TOTL264,070$11,138 06/30/2022
Private Advisor Group LLC256,028$10,799 06/30/2022
     TOTL256,028$10,799 06/30/2022
Main Street Financial Solutions LLC254,506$10,735 06/30/2022
     TOTL254,506$10,735 06/30/2022
Colony Group LLC246,133$10,382 06/30/2022
     TOTL246,133$10,382 06/30/2022
ACG Wealth241,468$10,185 06/30/2022
     TOTL241,468$10,185 06/30/2022
Vicus Capital241,133$10,171 06/30/2022
     TOTL241,133$10,171 06/30/2022
Valley National Advisers Inc.218,972$9,227 06/30/2022
     TOTL218,972$9,227 06/30/2022
Cardinal Point Wealth Management Partners LLC215,486$9,089 06/30/2022
     TOTL215,486$9,089 06/30/2022
IFG Advisory LLC213,198$8,992 06/30/2022
     TOTL213,198$8,992 06/30/2022
HB Wealth Management LLC205,116$8,652 06/30/2022
     TOTL205,116$8,652 06/30/2022
Quantitative Advantage LLC202,274$8,532 06/30/2022
     TOTL202,274$8,532 06/30/2022
Litman Gregory Asset Management LLC197,826$8,344 06/30/2022
     TOTL197,826$8,344 06/30/2022
HighTower Advisors LLC190,583$8,039 06/30/2022
     TOTL190,583$8,039 06/30/2022
Leicht Financial Planning & Wealth Management Inc.375,334$7,922 06/30/2022
     TOTL375,334$7,922 06/30/2022
Cribstone Capital Management LLC171,004$7,213 06/30/2022
     TOTL171,004$7,213 06/30/2022
Nottingham Advisors Inc.167,881$7,099 06/30/2022
     TOTL167,881$7,099 06/30/2022
Signature Estate & Investment Advisors LLC166,011$7,003 06/30/2022
     TOTL166,011$7,003 06/30/2022
Assetmark Inc.160,799$6,783 06/30/2022
     TOTL160,799$6,783 06/30/2022
Family Firm Inc.142,380$6,740 06/30/2022
     TOTL142,380$6,740 06/30/2022
Raymond James Financial Services Advisors Inc.156,339$6,594 06/30/2022
     TOTL156,339$6,594 06/30/2022
Pinnacle Associates Ltd.145,693$6,145 06/30/2022
     TOTL145,693$6,145 06/30/2022
Webster Bank N. A.132,276$5,580 06/30/2022
     TOTL132,276$5,580 06/30/2022
HC Financial Advisors Inc.122,124$5,151 06/30/2022
     TOTL122,124$5,151 06/30/2022
ICA Group Wealth Management LLC115,030$4,911 06/30/2022
     TOTL115,030$4,911 06/30/2022
Cetera Investment Advisers113,902$4,804 06/30/2022
     TOTL113,902$4,804 06/30/2022
Community Bank N.A.113,041$4,768 06/30/2022
     TOTL113,041$4,768 06/30/2022
Grimes & Company Inc.109,738$4,629 06/30/2022
     TOTL109,738$4,629 06/30/2022
Strategic Blueprint LLC105,886$4,466 06/30/2022
     TOTL105,886$4,466 06/30/2022
Capital Investment Advisory Services LLC104,080$4,390 06/30/2022
     TOTL104,080$4,390 06/30/2022
Curi Capital99,387$4,192 06/30/2022
     TOTL99,387$4,192 06/30/2022
Hollencrest Capital Management98,934$4,173 06/30/2022
     TOTL98,934$4,173 06/30/2022
Cerity Partners LLC97,551$4,114 06/30/2022
     TOTL97,551$4,114 06/30/2022
New England Guild Wealth Advisors Inc.100,729$4,047 09/30/2022
     TOTL100,729$4,047 09/30/2022
Keystone Financial Group90,902$3,834 06/30/2022
     TOTL90,902$3,834 06/30/2022
Great Valley Advisor Group Inc.89,979$3,796 06/30/2022
     TOTL89,979$3,796 06/30/2022
AdvisorNet Financial Inc94,054$3,779 09/30/2022
     TOTL94,054$3,779 09/30/2022
Orion Portfolio Solutions LLC85,205$3,594 06/30/2022
     TOTL85,205$3,594 06/30/2022
EWG Elevate Inc.83,969$3,542 06/30/2022
     TOTL83,969$3,542 06/30/2022
Level Four Advisory Services LLC83,842$3,536 06/30/2022
     TOTL83,842$3,536 06/30/2022
Fusion Capital LLC83,480$3,521 06/30/2022
     TOTL83,480$3,521 06/30/2022
Congress Wealth Management LLC DE 83,211$3,510 06/30/2022
     TOTL83,211$3,510 06/30/2022
WCG Wealth Advisors LLC82,686$3,488 06/30/2022
     TOTL82,686$3,488 06/30/2022
Raymond James & Associates80,377$3,390 06/30/2022
     TOTL80,377$3,390 06/30/2022
Commonwealth Equity Services LLC80,051$3,376 06/30/2022
     TOTL80,051$3,376 06/30/2022
BCS Wealth Management80,833$3,248 09/30/2022
     TOTL80,833$3,248 09/30/2022
John W. Brooker & Co. CPAs74,619$3,147 06/30/2022
     TOTL74,619$3,147 06/30/2022
Charter Oak Capital Management LLC70,864$2,989 06/30/2022
     TOTL70,864$2,989 06/30/2022
Shilanski & Associates Inc.70,792$2,986 06/30/2022
     TOTL70,792$2,986 06/30/2022
Geneos Wealth Management Inc.69,935$2,953 06/30/2022
     TOTL69,935$2,953 06/30/2022
Pinnacle Wealth Management Advisory Group LLC68,832$2,903 06/30/2022
     TOTL68,832$2,903 06/30/2022
Eqis Capital Management Inc.68,518$2,890 06/30/2022
     TOTL68,518$2,890 06/30/2022
Visionary Wealth Advisors67,300$2,839 06/30/2022
     TOTL67,300$2,839 06/30/2022
Connecticut Wealth Management LLC66,310$2,797 06/30/2022
     TOTL66,310$2,797 06/30/2022
True North Advisors LLC64,477$2,719 06/30/2022
     TOTL64,477$2,719 06/30/2022
Janney Montgomery Scott LLC61,779$2,590 06/30/2022
     TOTL61,779$2,590 06/30/2022
Callan Capital LLC60,957$2,571 06/30/2022
     TOTL60,957$2,571 06/30/2022
AJ Wealth Strategies LLC60,445$2,550 06/30/2022
     TOTL60,445$2,550 06/30/2022
Canal Capital Management LLC59,947$2,529 06/30/2022
     TOTL59,947$2,529 06/30/2022
Blue Zone Wealth Advisors LLC57,008$2,405 06/30/2022
     TOTL57,008$2,405 06/30/2022
Mariner LLC56,899$2,400 06/30/2022
     TOTL56,899$2,400 06/30/2022
January Capital Advisors LLC56,633$2,389 06/30/2022
     TOTL56,633$2,389 06/30/2022
MML Investors Services LLC55,999$2,362 06/30/2022
     TOTL55,999$2,362 06/30/2022
Peterson Wealth Management55,343$2,334 06/30/2022
     TOTL55,343$2,334 06/30/2022
Clifford Swan Investment Counsel LLC50,505$2,130 06/30/2022
     TOTL50,505$2,130 06/30/2022
Financial Advocates Investment Management50,010$2,109 06/30/2022
     TOTL50,010$2,109 06/30/2022
Corbenic Partners LLC47,984$2,024 06/30/2022
     TOTL47,984$2,024 06/30/2022
Cornerstone Wealth Management LLC47,079$1,986 06/30/2022
     TOTL47,079$1,986 06/30/2022
Carlton Hofferkamp & Jenks Wealth Management LLC46,012$1,936 06/30/2022
     TOTL46,012$1,936 06/30/2022
Intelligence Driven Advisers LLC45,450$1,917 06/30/2022
     TOTL45,450$1,917 06/30/2022
Flagship Harbor Advisors LLC44,366$1,871 06/30/2022
     TOTL44,366$1,871 06/30/2022
Stifel Financial Corp42,914$1,810 06/30/2022
     TOTL42,914$1,810 06/30/2022
Global Retirement Partners LLC40,873$1,724 06/30/2022
     TOTL40,873$1,724 06/30/2022
CIBC World Markets Inc.40,558$1,711 06/30/2022
     TOTL40,558$1,711 06/30/2022
Collaborative Wealth Managment Inc.40,009$1,688 06/30/2022
     TOTL40,009$1,688 06/30/2022
New Potomac Partners LLC38,340$1,617 06/30/2022
     TOTL38,340$1,617 06/30/2022
Heritage Financial Services LLC37,831$1,595 06/30/2022
     TOTL37,831$1,595 06/30/2022
All Terrain Financial Advisors LLC37,638$1,588 06/30/2022
     TOTL37,638$1,588 06/30/2022
Cooper Financial Group35,738$1,507 06/30/2022
     TOTL35,738$1,507 06/30/2022
Curtis Advisory Group LLC35,611$1,502 06/30/2022
     TOTL35,611$1,502 06/30/2022
OLD Mission Capital LLC34,199$1,443 06/30/2022
     TOTL34,199$1,443 06/30/2022
Reston Wealth Management LLC34,033$1,435 06/30/2022
     TOTL34,033$1,435 06/30/2022
Jacobi Capital Management LLC33,933$1,431 06/30/2022
     TOTL33,933$1,431 06/30/2022
Karlinski Andrew C33,032$1,393 06/30/2022
     TOTL33,032$1,393 06/30/2022
Calton & Associates Inc.32,435$1,368 06/30/2022
     TOTL32,435$1,368 06/30/2022
Transamerica Financial Advisors Inc.31,010$1,308 06/30/2022
     TOTL31,010$1,308 06/30/2022
Change Path LLC30,765$1,298 06/30/2022
     TOTL30,765$1,298 06/30/2022
Addison Capital Co30,700$1,295 06/30/2022
     TOTL30,700$1,295 06/30/2022
Ballew Advisors Inc30,649$1,288 06/30/2022
     TOTL30,649$1,288 06/30/2022
Hartford Financial Management Inc.30,396$1,282 06/30/2022
     TOTL30,396$1,282 06/30/2022
Blair William & Co. IL29,536$1,246 06/30/2022
     TOTL29,536$1,246 06/30/2022
Capital Advisors Ltd. LLC29,407$1,240 06/30/2022
     TOTL29,407$1,240 06/30/2022
Perennial Advisors LLC29,339$1,238 06/30/2022
     TOTL29,339$1,238 06/30/2022
Columbus Macro LLC29,275$1,235 06/30/2022
     TOTL29,275$1,235 06/30/2022
Guardian Financial Partners LLC27,875$1,176 06/30/2022
     TOTL27,875$1,176 06/30/2022
Howard Financial Services LTD.27,861$1,175 06/30/2022
     TOTL27,861$1,175 06/30/2022
Baird Financial Group Inc.27,061$1,141 06/30/2022
     TOTL27,061$1,141 06/30/2022
Forum Private Client Group LLC26,848$1,132 06/30/2022
     TOTL26,848$1,132 06/30/2022
Cobblestone Capital Advisors LLC NY26,641$1,124 06/30/2022
     TOTL26,641$1,124 06/30/2022
Western Wealth Management LLC25,978$1,097 06/30/2022
     TOTL25,978$1,097 06/30/2022
Essex Private Wealth Management LLC25,633$1,081 06/30/2022
     TOTL25,633$1,081 06/30/2022
Avitas Wealth Management LLC25,455$1,074 06/30/2022
     TOTL25,455$1,074 06/30/2022
Renaissance Technologies LLC24,600$1,038 06/30/2022
     TOTL24,600$1,038 06/30/2022
American Trust3,349$1,031 06/30/2022
     TOTL3,349$1,031 06/30/2022
Vestmark Advisory Solutions Inc.24,149$1,019 06/30/2022
     TOTL24,149$1,019 06/30/2022
Samalin Investment Counsel LLC22,920$967 06/30/2022
     TOTL22,920$967 06/30/2022
Waterfront Wealth Inc.22,746$959 06/30/2022
     TOTL22,746$959 06/30/2022
Peak Financial Management Inc.22,070$931 06/30/2022
     TOTL22,070$931 06/30/2022
Toroso Investments LLC21,396$902 06/30/2022
     TOTL21,396$902 06/30/2022
SYM FINANCIAL Corp21,115$891 06/30/2022
     TOTL21,115$891 06/30/2022
Delta Investment Management LLC19,938$841 06/30/2022
     TOTL19,938$841 06/30/2022
Ameliora Wealth Management Ltd.19,716$831 06/30/2022
     TOTL19,716$831 06/30/2022
D.A. Davidson & CO.19,280$813 06/30/2022
     TOTL19,280$813 06/30/2022
Continuum Advisory LLC19,221$811 06/30/2022
     TOTL19,221$811 06/30/2022
Motco19,213$810 06/30/2022
     TOTL19,213$810 06/30/2022
First Foundation Advisors19,088$805 06/30/2022
     TOTL19,088$805 06/30/2022
GPS Wealth Strategies Group LLC19,057$804 06/30/2022
     TOTL19,057$804 06/30/2022
Jackson Hole Capital Partners LLC18,998$801 06/30/2022
     TOTL18,998$801 06/30/2022
Minot Wealth Management LLC18,670$788 06/30/2022
     TOTL18,670$788 06/30/2022
Keybank National Association OH18,485$780 06/30/2022
     TOTL18,485$780 06/30/2022
Strategic Wealth Advisors Group LLC18,462$778 06/30/2022
     TOTL18,462$778 06/30/2022
OneAscent Wealth Management LLC18,213$768 06/30/2022
     TOTL18,213$768 06/30/2022
Summit Asset Management LLC17,645$744 06/30/2022
     TOTL17,645$744 06/30/2022
Krilogy Financial LLC18,486$743 09/30/2022
     TOTL18,486$743 09/30/2022
Essex Financial Services Inc.17,624$743 06/30/2022
     TOTL17,624$743 06/30/2022
Strategic Investment Advisors MI17,435$735 06/30/2022
     TOTL17,435$735 06/30/2022
Thoroughbred Financial Services LLC17,410$734 06/30/2022
     TOTL17,410$734 06/30/2022
Outlook Wealth Advisors LLC17,288$729 06/30/2022
     TOTL17,288$729 06/30/2022
Cornell Pochily Investment Advisors Inc.17,268$728 06/30/2022
     TOTL17,268$728 06/30/2022
Artemis Wealth Advisors LLC17,216$726 06/30/2022
     TOTL17,216$726 06/30/2022
SeaBridge Investment Advisors LLC17,004$717 06/30/2022
     TOTL17,004$717 06/30/2022
Savant Capital LLC16,947$715 06/30/2022
     TOTL16,947$715 06/30/2022
Arkadios Wealth Advisors16,812$709 06/30/2022
     TOTL16,812$709 06/30/2022
Stratos Wealth Partners LTD.16,630$701 06/30/2022
     TOTL16,630$701 06/30/2022
Signature Securities Group Corporation16,605$700 06/30/2022
     TOTL16,605$700 06/30/2022
Beaumont Financial Partners LLC16,464$694 06/30/2022
     TOTL16,464$694 06/30/2022
Thrivent Financial for Lutherans15,922$672 06/30/2022
     TOTL15,922$672 06/30/2022
Wilbanks Smith & Thomas Asset Management LLC15,932$672 06/30/2022
     TOTL15,932$672 06/30/2022
Fundamentun LLC15,786$666 06/30/2022
     TOTL15,786$666 06/30/2022
Advisor Resource Council15,764$665 06/30/2022
     TOTL15,764$665 06/30/2022
12,982$654 06/30/2022
     TOTL12,982$654 06/30/2022
Fernwood Investment Management LLC15,276$644 06/30/2022
     TOTL15,276$644 06/30/2022
Allworth Financial LP15,203$641 06/30/2022
     TOTL15,203$641 06/30/2022
Palladiem LLC15,155$639 06/30/2022
     TOTL15,155$639 06/30/2022
Aveo Capital Partners LLC14,429$609 06/30/2022
     TOTL14,429$609 06/30/2022
Capital Analysts LLC14,020$591 06/30/2022
     TOTL14,020$591 06/30/2022
First City Capital Management Inc.13,902$586 06/30/2022
     TOTL13,902$586 06/30/2022
EQ LLC13,507$570 06/30/2022
     TOTL13,507$570 06/30/2022
Center For Asset Management LLC13,454$567 06/30/2022
     TOTL13,454$567 06/30/2022
Opal Wealth Advisors LLC13,074$551 06/30/2022
     TOTL13,074$551 06/30/2022
Verdence Capital Advisors LLC13,026$549 06/30/2022
     TOTL13,026$549 06/30/2022
Strategic Family Wealth Counselors L.L.C.12,825$541 06/30/2022
     TOTL12,825$541 06/30/2022
NTV Asset Management LLC12,700$536 06/30/2022
     TOTL12,700$536 06/30/2022
Macroview Investment Management LLC12,594$531 06/30/2022
     TOTL12,594$531 06/30/2022
DAVENPORT & Co LLC12,528$528 06/30/2022
     TOTL12,528$528 06/30/2022
Wealth Enhancement Advisory Services LLC12,505$526 06/30/2022
     TOTL12,505$526 06/30/2022
Chicago Partners Investment Group LLC12,145$521 06/30/2022
     TOTL12,145$521 06/30/2022
Bouchey Financial Group Ltd12,347$521 06/30/2022
     TOTL12,347$521 06/30/2022
Newman Dignan & Sheerar Inc.12,311$519 06/30/2022
     TOTL12,311$519 06/30/2022
Financial Strategies Group Inc.12,162$513 06/30/2022
     TOTL12,162$513 06/30/2022
InTrack Investment Management Inc12,752$512 09/30/2022
     TOTL12,752$512 09/30/2022
Towerpoint Wealth LLC11,785$497 06/30/2022
     TOTL11,785$497 06/30/2022
LexAurum Advisors LLC11,681$493 06/30/2022
     TOTL11,681$493 06/30/2022
Bank of Montreal Can11,464$482 06/30/2022
     TOTL11,464$482 06/30/2022
Avantax Advisory Services Inc.11,402$481 06/30/2022
     TOTL11,402$481 06/30/2022
Axxcess Wealth Management LLC11,158$471 06/30/2022
     TOTL11,158$471 06/30/2022
Abbot Financial Management Inc.11,100$468 06/30/2022
     TOTL11,100$468 06/30/2022
Citizens Financial Group Inc RI10,990$464 06/30/2022
     TOTL10,990$464 06/30/2022
Oppenheimer & Co. Inc.10,986$463 06/30/2022
     TOTL10,986$463 06/30/2022
Cetera Advisor Networks LLC10,892$459 06/30/2022
     TOTL10,892$459 06/30/2022
Citadel Advisors LLC10,784$455 06/30/2022
     TOTL10,784$455 06/30/2022
B. Riley Wealth Management Inc.10,749$453 06/30/2022
     TOTL10,749$453 06/30/2022
Hummer Financial Advisory Services Inc10,700$451 06/30/2022
     TOTL10,700$451 06/30/2022
Triumph Capital Management10,578$446 06/30/2022
     TOTL10,578$446 06/30/2022
Hallmark Capital Management Inc.10,517$444 06/30/2022
     TOTL10,517$444 06/30/2022
Rockefeller Capital Management L.P.10,416$439 06/30/2022
     TOTL10,416$439 06/30/2022
Comerica Bank10,224$431 06/30/2022
     TOTL10,224$431 06/30/2022
Private Portfolio Partners LLC10,192$430 06/30/2022
     TOTL10,192$430 06/30/2022
Next Capital Management LLC10,155$428 06/30/2022
     TOTL10,155$428 06/30/2022
Evergreen Wealth Solutions LLC10,143$428 06/30/2022
     TOTL10,143$428 06/30/2022
McElhenny Sheffield Capital Management LLC10,116$427 06/30/2022
     TOTL10,116$427 06/30/2022
Tortoise Investment Management LLC10,000$422 06/30/2022
     TOTL10,000$422 06/30/2022
CWM LLC9,851$416 06/30/2022
     TOTL9,851$416 06/30/2022
Koss Olinger Consulting LLC9,585$404 06/30/2022
     TOTL9,585$404 06/30/2022
Winthrop Advisory Group LLC9,414$397 06/30/2022
     TOTL9,414$397 06/30/2022
Greenwood Capital Associates LLC9,398$396 06/30/2022
     TOTL9,398$396 06/30/2022
Morling Financial Advisors LLC9,281$391 06/30/2022
     TOTL9,281$391 06/30/2022
Family Management Corp8,791$371 06/30/2022
     TOTL8,791$371 06/30/2022
Trilogy Capital Inc.8,784$371 06/30/2022
     TOTL8,784$371 06/30/2022
Integrated Wealth Concepts LLC8,786$371 06/30/2022
     TOTL8,786$371 06/30/2022
Vantage Financial Partners Ltd. Inc.8,711$367 06/30/2022
     TOTL8,711$367 06/30/2022
Raleigh Capital Management Inc.8,614$363 06/30/2022
     TOTL8,614$363 06/30/2022
Ferguson Shapiro LLC8,499$358 06/30/2022
     TOTL8,499$358 06/30/2022
Moneywise Inc.8,401$354 06/30/2022
     TOTL8,401$354 06/30/2022
Wsfs Capital Management LLC8,212$346 06/30/2022
     TOTL8,212$346 06/30/2022
Fragasso Group Inc.7,873$332 06/30/2022
     TOTL7,873$332 06/30/2022
Bay Colony Advisory Group Inc d b a Bay Colony Advisors7,602$326 06/30/2022
     TOTL7,602$326 06/30/2022
Atria Wealth Solutions Inc.7,604$321 06/30/2022
     TOTL7,604$321 06/30/2022
Greatmark Investment Partners Inc.7,574$319 06/30/2022
     TOTL7,574$319 06/30/2022
Qube Research & Technologies Ltd7,523$317 06/30/2022
     TOTL7,523$317 06/30/2022
Smart Portfolios LLC7,365$316 06/30/2022
     TOTL7,365$316 06/30/2022
Altfest L J & Co. Inc.7,441$314 06/30/2022
     TOTL7,441$314 06/30/2022
Bridge Advisory LLC7,418$312 06/30/2022
     TOTL7,418$312 06/30/2022
Stratos Wealth Advisors LLC7,365$311 06/30/2022
     TOTL7,365$311 06/30/2022
Aries Wealth Management7,257$306 06/30/2022
     TOTL7,257$306 06/30/2022
Financial Engines Advisors L.L.C.7,199$303 06/30/2022
     TOTL7,199$303 06/30/2022
Northwestern Mutual Wealth Management Co.7,112$300 06/30/2022
     TOTL7,112$300 06/30/2022
Private Trust Co. NA7,117$300 06/30/2022
     TOTL7,117$300 06/30/2022
VisionPoint Advisory Group LLC7,022$300 06/30/2022
     TOTL7,022$300 06/30/2022
Laraway Financial Inc6,930$292 06/30/2022
     TOTL6,930$292 06/30/2022
Equitable Holdings Inc.6,818$288 06/30/2022
     TOTL6,818$288 06/30/2022
Kingsview Wealth Management LLC6,562$277 06/30/2022
     TOTL6,562$277 06/30/2022
Forbes J M & Co. LLP6,402$270 06/30/2022
     TOTL6,402$270 06/30/2022
Csenge Advisory Group6,513$262 09/30/2022
     TOTL6,513$262 09/30/2022
Verition Fund Management LLC6,000$253 06/30/2022
     TOTL6,000$253 06/30/2022
Capasso Planning Partners LLC5,874$248 06/30/2022
     TOTL5,874$248 06/30/2022
Keel Point LLC5,986$241 09/30/2022
     TOTL5,986$241 09/30/2022
New England Professional Planning Group Inc.5,663$239 06/30/2022
     TOTL5,663$239 06/30/2022
Captrust Financial Advisors5,619$237 06/30/2022
     TOTL5,619$237 06/30/2022
First Interstate Bank5,563$235 06/30/2022
     TOTL5,563$235 06/30/2022
Albion Financial Group UT5,495$232 06/30/2022
     TOTL5,495$232 06/30/2022
Deltec Asset Management LLC5,400$228 06/30/2022
     TOTL5,400$228 06/30/2022
TFC Financial Management5,408$228 06/30/2022
     TOTL5,408$228 06/30/2022
Lido Advisors LLC5,343$225 06/30/2022
     TOTL5,343$225 06/30/2022
Maltin Wealth Management Inc.5,308$224 06/30/2022
     TOTL5,308$224 06/30/2022
Dakota Wealth Management5,285$223 06/30/2022
     TOTL5,285$223 06/30/2022
IFP Advisors Inc4,601$222 06/30/2022
     TOTL4,601$222 06/30/2022
Evergreen Capital Management LLC5,172$218 06/30/2022
     TOTL5,172$218 06/30/2022
Momentum Advisors LLC5,069$214 06/30/2022
     TOTL5,069$214 06/30/2022
Aufman Associates Inc5,026$212 06/30/2022
     TOTL5,026$212 06/30/2022
ADE LLC5,035$212 06/30/2022
     TOTL5,035$212 06/30/2022
Ambassador Advisors LLC4,811$203 06/30/2022
     TOTL4,811$203 06/30/2022
Strategic Asset Management LLC4,502$190 06/30/2022
     TOTL4,502$190 06/30/2022
Fortis Advisors LLC38,065$179 06/30/2022
     TOTL38,065$179 06/30/2022
Prospera Financial Services Inc4,107$173 06/30/2022
     TOTL4,107$173 06/30/2022
Citigroup Inc.3,557$150 06/30/2022
     TOTL3,557$150 06/30/2022
Steward Partners Investment Advisory LLC3,336$141 06/30/2022
     TOTL3,336$141 06/30/2022
Pacifica Partners Inc.3,314$141 06/30/2022
     TOTL3,314$141 06/30/2022
Capital Wealth Alliance LLC11,381$140 06/30/2022
     TOTL11,381$140 06/30/2022
Ogorek Anthony Joseph NY ADV3,094$130 06/30/2022
     TOTL3,094$130 06/30/2022
Paladin Advisory Group LLC $124 09/30/2022
     Call3,107$124 09/30/2022
Worth Asset Management LLC2,750$111 09/30/2022
     TOTL2,750$111 09/30/2022
Pittenger & Anderson Inc.2,615$110 06/30/2022
     TOTL2,615$110 06/30/2022
Pinnacle Bank2,364$100 06/30/2022
     TOTL2,364$100 06/30/2022
Baldwin Brothers Inc. MA2,338$99 06/30/2022
     TOTL2,338$99 06/30/2022
Tsfg LLC1,895$80 06/30/2022
     TOTL1,895$80 06/30/2022
Huntington National Bank1,750$74 06/30/2022
     TOTL1,750$74 06/30/2022
1,755$74 06/30/2022
     TOTL1,755$74 06/30/2022
Archer Investment Corp1,587$67 06/30/2022
     TOTL1,587$67 06/30/2022
Bay Harbor Wealth Management LLC1,561$66 06/30/2022
     TOTL1,561$66 06/30/2022
Focused Wealth Management Inc1,450$61 06/30/2022
     TOTL1,450$61 06/30/2022
42$60 06/30/2022
     TOTL42$60 06/30/2022
Washington Trust Advisors Inc.1,270$54 06/30/2022
     TOTL1,270$54 06/30/2022
Harbour Investments Inc.1,167$49 06/30/2022
     TOTL1,167$49 06/30/2022
Montag A & Associates Inc.1,118$47 06/30/2022
     TOTL1,118$47 06/30/2022
Harvest Volatility Management LLC18,274$42 06/30/2022
     TOTL18,274$42 06/30/2022
The PNC Financial Services Group Inc.974$41 06/30/2022
     TOTL974$41 06/30/2022
Atwood & Palmer Inc.922$39 06/30/2022
     TOTL922$39 06/30/2022
Accel Wealth Management920$39 06/30/2022
     TOTL920$39 06/30/2022
Westside Investment Management Inc.900$37 06/30/2022
     TOTL900$37 06/30/2022
American National Bank845$34 09/30/2022
     TOTL845$34 09/30/2022
Your Advocates Ltd. LLP772$33 06/30/2022
     TOTL772$33 06/30/2022
TCI Wealth Advisors Inc.709$30 06/30/2022
     TOTL709$30 06/30/2022
Financial Avengers Inc.700$30 06/30/2022
     TOTL700$30 06/30/2022
MCF Advisors LLC562$24 06/30/2022
     TOTL562$24 06/30/2022
Legacy CG LLC470$20 06/30/2022
     TOTL470$20 06/30/2022
Investors Research Corp411$17 06/30/2022
     TOTL411$17 06/30/2022
Toth Financial Advisory Corp345$15 06/30/2022
     TOTL345$15 06/30/2022
Bellevue Asset Management LLC358$15 06/30/2022
     TOTL358$15 06/30/2022
Tilia Fiduciary Partners Inc.317$13 06/30/2022
     TOTL317$13 06/30/2022
American Research & Management Co.305$12 09/30/2022
     TOTL305$12 09/30/2022
Aspire Private Capital LLC281$12 06/30/2022
     TOTL281$12 06/30/2022
Proffitt & Goodson Inc.253$11 06/30/2022
     TOTL253$11 06/30/2022
Dividend Assets Capital LLC227$10 06/30/2022
     TOTL227$10 06/30/2022
Baystate Wealth Management LLC213$9 06/30/2022
     TOTL213$9 06/30/2022
SOA Wealth Advisors LLC.201$8 09/30/2022
     TOTL201$8 09/30/2022
NewSquare Capital LLC187$8 06/30/2022
     TOTL187$8 06/30/2022
Patriot Financial Group Insurance Agency LLC193$8 06/30/2022
     TOTL193$8 06/30/2022
179$8 06/30/2022
     TOTL179$8 06/30/2022
CX Institutional158$7 06/30/2022
     TOTL158$7 06/30/2022
Ellis Investment Partners LLC171$7 06/30/2022
     TOTL171$7 06/30/2022
Morton Brown Family Wealth LLC166$7 06/30/2022
     TOTL166$7 06/30/2022
Clearstead Advisors LLC77$3 06/30/2022
     TOTL77$3 06/30/2022
10$3 06/30/2022
     TOTL10$3 06/30/2022
CoreCap Advisors LLC39$2 06/30/2022
     TOTL39$2 06/30/2022
Northern Oak Wealth Management Inc.33$1 06/30/2022
     TOTL33$1 06/30/2022
Parallel Advisors LLC16$1 06/30/2022
     TOTL16$1 06/30/2022
PSI Advisors LLC26$1 06/30/2022
     TOTL26$1 06/30/2022
FMR LLC1$0 06/30/2022
     TOTL1$0 06/30/2022
Proequities Inc. $0 06/30/2022
     Put0$0 06/30/2022
     Call0$0 06/30/2022
     TOTL0$0 06/30/2022
BlackRock Inc.6$0 06/30/2022
     TOTL6$0 06/30/2022
Aptus Capital Advisors LLC1$0 06/30/2022
     TOTL1$0 06/30/2022

See Summary: Institutional Holders of TOTL
See Details: Top 10 Hedge Funds Holding TOTL
Also See: TOTL Holdings Changes

Quotes delayed 20 minutes

Email EnvelopeFree TOTL Email Alerts:
Get Dividend Alerts
Get SEC Filing Alerts

Funds Holding TOTL | www.HoldingsChannel.com

Copyright © 2013 - 2022, All Rights Reserved Nothing in Holdings Channel is intended to be investment advice, nor does it represent the opinion of, counsel from, or recommendations by BNK Invest Inc. or any of its affiliates, subsidiaries or partners. None of the information contained herein constitutes a recommendation that any particular security, portfolio, transaction, or investment strategy is suitable for any specific person. All viewers agree that under no circumstances will BNK Invest, Inc,. its subsidiaries, partners, officers, employees, affiliates, or agents be held liable for any loss or damage caused by your reliance on information obtained. By visiting, using or viewing this site, you agree to the following Full Disclaimer & Terms of Use and Privacy Policy. Video widget and videos powered by Market News Video. Quote data delayed at least 20 minutes; data powered by Ticker Technologies, and Mergent. Contact Holdings Channel; Meet Our Editorial Staff.