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.
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 | 1,328,522 | $53,473 | 12/31/2023 |
TOTL | 1,328,522 | $53,473 | 12/31/2023 |
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 |
Johnson Bixby & Associates LLC | 476,402 | $19,080 | 03/31/2024 |
TOTL | 476,402 | $19,080 | 03/31/2024 |
Weatherly Asset Management L. P. | 469,747 | $18,907 | 12/31/2023 |
TOTL | 469,747 | $18,907 | 12/31/2023 |
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 |
See All: Funds Holding TOTL
See Details: Top 10 Hedge Funds Holding TOTL
Also See: TOTL Holdings Changes
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