HoldingsChannel.com
| Holder | Amount | Position Size ($ in 1000's) | As of |
|---|---|---|---|
 Envestnet Portfolio Solutions Inc. | 585,520 | $26,717 | 12/31/2023 |
| TOLZ | 585,520 | $26,717 | 12/31/2023 |
| First Citizens Bank & Trust Co. | 545,064 | $25,034 | 03/31/2024 |
| TOLZ | 545,064 | $25,034 | 03/31/2024 |
| Aaron Wealth Advisors | 497,925 | $22,869 | 03/31/2024 |
| TOLZ | 497,925 | $22,869 | 03/31/2024 |
| Morgan Stanley | 329,725 | $15,045 | 12/31/2023 |
| TOLZ | 329,725 | $15,045 | 12/31/2023 |
| Aprio Wealth Management LLC | 220,423 | $10,124 | 03/31/2024 |
| TOLZ | 220,423 | $10,124 | 03/31/2024 |
| Jane Street Group LLC | 202,379 | $9,235 | 12/31/2023 |
| TOLZ | 202,379 | $9,235 | 12/31/2023 |
| Wells Fargo & Company MN | 118,564 | $5,410 | 12/31/2023 |
| TOLZ | 118,564 | $5,410 | 12/31/2023 |
| First Citizens Asset Management Inc. | 113,069 | $5,211 | 12/31/2023 |
| TOLZ | 113,069 | $5,211 | 12/31/2023 |
| Boston Private Wealth LLC | 92,299 | $4,212 | 12/31/2023 |
| TOLZ | 92,299 | $4,212 | 12/31/2023 |
| Wealth Architects LLC | 66,839 | $3,050 | 12/31/2023 |
| TOLZ | 66,839 | $3,050 | 12/31/2023 |
| Alliancebernstein L.P. | 63,849 | $2,913 | 12/31/2023 |
| TOLZ | 63,849 | $2,913 | 12/31/2023 |
| Pitcairn Co. | 52,455 | $2,394 | 12/31/2023 |
| TOLZ | 52,455 | $2,394 | 12/31/2023 |
| SG Americas Securities LLC | 44,454 | $2,028 | 12/31/2023 |
| TOLZ | 44,454 | $2,028 | 12/31/2023 |
| Bank of America Corp DE | 30,932 | $1,411 | 12/31/2023 |
| TOLZ | 30,932 | $1,411 | 12/31/2023 |
| Vestcor Inc | 28,191 | $1,286 | 12/31/2023 |
| TOLZ | 28,191 | $1,286 | 12/31/2023 |
| Royal Bank of Canada | 24,769 | $1,130 | 12/31/2023 |
| TOLZ | 24,769 | $1,130 | 12/31/2023 |
| Steward Partners Investment Advisory LLC | 23,541 | $1,074 | 12/31/2023 |
| TOLZ | 23,541 | $1,074 | 12/31/2023 |
| LPL Financial LLC | 23,050 | $1,052 | 12/31/2023 |
| TOLZ | 23,050 | $1,052 | 12/31/2023 |
| J.W. Cole Advisors Inc. | 17,585 | $808 | 03/31/2024 |
| TOLZ | 17,585 | $808 | 03/31/2024 |
| Stifel Financial Corp | 16,837 | $768 | 12/31/2023 |
| TOLZ | 16,837 | $768 | 12/31/2023 |
| Koshinski Asset Management Inc. | 16,817 | $767 | 12/31/2023 |
| TOLZ | 16,817 | $767 | 12/31/2023 |
| Advisor Group Holdings Inc. | 16,091 | $735 | 12/31/2023 |
| TOLZ | 16,091 | $735 | 12/31/2023 |
| Mariner LLC | 13,971 | $637 | 12/31/2023 |
| TOLZ | 13,971 | $637 | 12/31/2023 |
| Great Lakes Advisors LLC | 13,406 | $612 | 12/31/2023 |
| TOLZ | 13,406 | $612 | 12/31/2023 |
| Cambridge Investment Research Advisors Inc. | 9,216 | $423 | 03/31/2024 |
| TOLZ | 9,216 | $423 | 03/31/2024 |
| UBS Group AG | 8,996 | $410 | 12/31/2023 |
| TOLZ | 8,996 | $410 | 12/31/2023 |
| Commonwealth Equity Services LLC | 8,466 | $389 | 03/31/2024 |
| TOLZ | 8,466 | $389 | 03/31/2024 |
| Bell Bank | 7,000 | $321 | 03/31/2024 |
| TOLZ | 7,000 | $321 | 03/31/2024 |
| Susquehanna International Group LLP | 7,032 | $321 | 12/31/2023 |
| TOLZ | 7,032 | $321 | 12/31/2023 |
| Kestra Advisory Services LLC | 5,007 | $228 | 12/31/2023 |
| TOLZ | 5,007 | $228 | 12/31/2023 |
| Capital Advisors Ltd. LLC | 3,600 | $165 | 03/31/2024 |
| TOLZ | 3,600 | $165 | 03/31/2024 |
| Bank of Montreal Can | 3,148 | $144 | 12/31/2023 |
| TOLZ | 3,148 | $144 | 12/31/2023 |
| Comerica Bank | 1,416 | $65 | 12/31/2023 |
| TOLZ | 1,416 | $65 | 12/31/2023 |
| Millburn Ridgefield Corp | 1,367 | $63 | 03/31/2024 |
| TOLZ | 1,367 | $63 | 03/31/2024 |
| Geneos Wealth Management Inc. | 500 | $23 | 12/31/2023 |
| TOLZ | 500 | $23 | 12/31/2023 |
| Scarborough Advisors LLC | 414 | $19 | 12/31/2023 |
| TOLZ | 414 | $19 | 12/31/2023 |
| JPMorgan Chase & Co. | 318 | $15 | 12/31/2023 |
| TOLZ | 318 | $15 | 12/31/2023 |
| Key Financial Inc | 275 | $13 | 03/31/2024 |
| TOLZ | 275 | $13 | 03/31/2024 |
| Tyler Stone Wealth Management | 240 | $11 | 12/31/2023 |
| TOLZ | 240 | $11 | 12/31/2023 |
| Farther Finance Advisors LLC | 220 | $10 | 12/31/2023 |
| TOLZ | 220 | $10 | 12/31/2023 |
| Aspire Private Capital LLC | 175 | $8 | 03/31/2024 |
| TOLZ | 175 | $8 | 03/31/2024 |
| The PNC Financial Services Group Inc. | 186 | $8 | 12/31/2023 |
| TOLZ | 186 | $8 | 12/31/2023 |
| NBC Securities Inc. | 165 | $7 | 03/31/2024 |
| TOLZ | 165 | $7 | 03/31/2024 |
| FSA Wealth Management LLC | 156 | $7 | 12/31/2023 |
| TOLZ | 156 | $7 | 12/31/2023 |
| Colonial Trust Co SC | 144 | $7 | 12/31/2023 |
| TOLZ | 144 | $7 | 12/31/2023 |
| Fifth Third Bancorp | 124 | $6 | 03/31/2024 |
| TOLZ | 124 | $6 | 03/31/2024 |
| South State CORP. | 114 | $5 | 12/31/2023 |
| TOLZ | 114 | $5 | 12/31/2023 |
| Massmutual Trust Co. FSB ADV | 71 | $3 | 03/31/2024 |
| TOLZ | 71 | $3 | 03/31/2024 |
| Harbor Investment Advisory LLC | 30 | $1 | 03/31/2024 |
| TOLZ | 30 | $1 | 03/31/2024 |
| Proequities Inc. | 0 | $0 | 03/31/2024 |
| TOLZ | 0 | $0 | 03/31/2024 |
See All: Funds Holding TOLZ
See Details: Top 10 Hedge Funds Holding TOLZ
Also See: TOLZ Holdings Changes
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