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Institutional Holders of TOTL

There is a long list of 312 institutional holders of TOTL within the last two holding periods in our database of 13F filers, so we've sorted through to present to you just the top 50 institutional holders of TOTL by largest to smallest position reported in the institutional investor's latest 13F filing. In the institutional-holders-of-TOTL table below, the initial column indicates the name of each top institutional holder of TOTL, with a link to that fund's top holdings. The next columns indicate the amount of TOTL stock held by each of the institutional holders of TOTL, followed by the TOTL position size held by the institution, and finally the date of the quarterly 13F filing period the holdings data represents for that institution.

HolderAmountPosition Size
($ in 1000's)
 As of
Signature Estate & Investment Advisors LLC6,661,100$268,109 12/31/2023
     TOTL6,661,100$268,109 12/31/2023
Morgan Stanley4,492,168$180,810 12/31/2023
     TOTL4,492,168$180,810 12/31/2023
LPL Financial LLC2,563,843$103,195 12/31/2023
     TOTL2,563,843$103,195 12/31/2023
Advisor Group Holdings Inc.2,486,064$100,075 12/31/2023
     TOTL2,486,064$100,075 12/31/2023
Wealth Enhancement Advisory Services LLC2,470,272$98,934 03/31/2024
     TOTL2,470,272$98,934 03/31/2024
Envestnet Asset Management Inc.2,346,484$94,446 12/31/2023
     TOTL2,346,484$94,446 12/31/2023
Tectonic Advisors LLC2,147,063$86,419 12/31/2023
     TOTL2,147,063$86,419 12/31/2023
Bank of America Corp DE2,144,378$86,311 12/31/2023
     TOTL2,144,378$86,311 12/31/2023
Capital Advisors Inc. OK1,557,765$62,700 12/31/2023
     TOTL1,557,765$62,700 12/31/2023
Wells Fargo & Company MN1,361,450$54,798 12/31/2023
     TOTL1,361,450$54,798 12/31/2023
Bank of New York Mellon Corp1,328,522$53,473 12/31/2023
     TOTL1,328,522$53,473 12/31/2023
UBS Group AG1,290,409$51,939 12/31/2023
     TOTL1,290,409$51,939 12/31/2023
Arden Trust Co1,144,751$45,847 03/31/2024
     TOTL1,144,751$45,847 03/31/2024
Stadion Money Management LLC820,692$33,033 12/31/2023
     TOTL820,692$33,033 12/31/2023
Janney Capital Management LLC805,948$32,439 12/31/2023
     TOTL805,948$32,439 12/31/2023
Royal Bank of Canada797,417$32,096 12/31/2023
     TOTL797,417$32,096 12/31/2023
HighTower Advisors LLC759,755$30,580 12/31/2023
     TOTL759,755$30,580 12/31/2023
Jane Street Group LLC747,857$30,101 12/31/2023
     TOTL747,857$30,101 12/31/2023
Horizon Investments LLC649,823$26,045 12/31/2023
     TOTL649,823$26,045 12/31/2023
Raymond James & Associates589,984$23,629 03/31/2024
     TOTL589,984$23,629 03/31/2024
McNamara Financial Services Inc.576,752$23,099 03/31/2024
     TOTL576,752$23,099 03/31/2024
Johnson Bixby & Associates LLC476,402$19,080 03/31/2024
     TOTL476,402$19,080 03/31/2024
Weatherly Asset Management L. P.469,747$18,907 12/31/2023
     TOTL469,747$18,907 12/31/2023
Howard Financial Services LTD.461,598$18,487 03/31/2024
     TOTL461,598$18,487 03/31/2024
Cerity Partners LLC453,626$18,258 12/31/2023
     TOTL453,626$18,258 12/31/2023
Captrust Financial Advisors418,999$16,865 12/31/2023
     TOTL418,999$16,865 12/31/2023
Spinnaker Investment Group LLC404,343$16,194 03/31/2024
     TOTL404,343$16,194 03/31/2024
Cambridge Investment Research Advisors Inc.389,754$15,610 03/31/2024
     TOTL389,754$15,610 03/31/2024
Main Street Financial Solutions LLC385,197$15,427 03/31/2024
     TOTL385,197$15,427 03/31/2024
RWM Asset Management LLC310,280$12,427 03/31/2024
     TOTL310,280$12,427 03/31/2024
Vista Private Wealth Partners. LLC300,436$12,022 12/31/2023
     TOTL300,436$12,022 12/31/2023
Canal Capital Management LLC299,975$12,014 03/31/2024
     TOTL299,975$12,014 03/31/2024
Financial Advisory Service Inc.292,459$11,771 12/31/2023
     TOTL292,459$11,771 12/31/2023
HB Wealth Management LLC283,727$11,420 12/31/2023
     TOTL283,727$11,420 12/31/2023
Barry Investment Advisors LLC263,196$10,541 03/31/2024
     TOTL263,196$10,541 03/31/2024
Austin Wealth Management LLC263,956$10,466 12/31/2023
     TOTL263,956$10,466 12/31/2023
Vicus Capital253,089$10,136 03/31/2024
     TOTL253,089$10,136 03/31/2024
Envestnet Portfolio Solutions Inc.248,096$9,986 12/31/2023
     TOTL248,096$9,986 12/31/2023
Orion Portfolio Solutions LLC242,678$9,712 12/31/2023
     TOTL242,678$9,712 12/31/2023
Curi Capital231,455$9,316 12/31/2023
     TOTL231,455$9,316 12/31/2023
Private Advisor Group LLC230,750$9,288 12/31/2023
     TOTL230,750$9,288 12/31/2023
Executive Wealth Management LLC222,887$8,971 12/31/2023
     TOTL222,887$8,971 12/31/2023
Herr Investment Group LLC221,738$8,925 12/31/2023
     TOTL221,738$8,925 12/31/2023
Raymond James Financial Services Advisors Inc.221,207$8,859 03/31/2024
     TOTL221,207$8,859 03/31/2024
Ballew Advisors Inc223,723$8,788 03/31/2024
     TOTL223,723$8,788 03/31/2024
Litman Gregory Asset Management LLC198,288$7,981 12/31/2023
     TOTL198,288$7,981 12/31/2023
Bedel Financial Consulting Inc.194,700$7,837 12/31/2023
     TOTL194,700$7,837 12/31/2023
Assetmark Inc.183,764$7,396 12/31/2023
     TOTL183,764$7,396 12/31/2023
Great Valley Advisor Group Inc.167,776$6,753 12/31/2023
     TOTL167,776$6,753 12/31/2023
Stapp Wealth Management Pllc163,187$6,536 03/31/2024
     TOTL163,187$6,536 03/31/2024

See All: Funds Holding TOTL
See Details: Top 10 Hedge Funds Holding TOTL
Also See: TOTL Holdings Changes

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