Institutional Ownership Dj Brookfield Global (TOLZ)
This table provides information about the institutional ownership of Dj Brookfield Global (TOLZ). We have compiled data on the 66 institutions that hold shares in the stock, with a total of 2.2 Million shares, which have been reported (via 13F filing form) to have a value of $120 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
481,936
shares
|
$26.3 Million
0.0% of portfolio
|
Q3 2025
Added 19.42%
|
|
|
Aprio Wealth Management, LLC
|
Nov 12, 2025 Q3 2025 |
407,183
shares
|
$22.2 Million
2.44% of portfolio
|
Q3 2025
Reduced 4.02%
|
|
|
Gradient Investments LLC
|
Jan 08, 2026 Q4 2025 |
325,963
shares
|
$17.8 Million
0.36% of portfolio
|
Q4 2025
Added 4.57%
|
|
|
Aaron Wealth Advisors LLC
|
Oct 03, 2025 Q3 2025 |
189,296
shares
|
$10.3 Million
0.62% of portfolio
|
Q3 2025
Added 18.89%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2025 Q3 2025 |
93,695
shares
|
$5.12 Million
0.0% of portfolio
|
Q3 2025
Added 8.25%
|
|
|
Alliancebernstein L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
62,843
shares
|
$3.43 Million
0.0% of portfolio
|
Q3 2024
Reduced -0.0%
|
|
|
Wealth Architects, LLC
|
Nov 13, 2025 Q3 2025 |
60,188
shares
|
$3.29 Million
0.34% of portfolio
|
Q3 2025
Reduced 0.11%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
45,469
shares
|
$2.48 Million
0.0% of portfolio
|
Q3 2025
Reduced 9.07%
|
|
|
First Citizens Bank & Trust CO
|
Oct 31, 2025 Q3 2025 |
40,826
shares
|
$2.23 Million
0.04% of portfolio
|
Q3 2025
Reduced 0.07%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 30, 2025 Q3 2025 |
40,721
shares
|
$2.22 Million
0.01% of portfolio
|
Q3 2025
Reduced 1.22%
|
|
|
Allodium Investment Consultants, LLC
Minneapolis, MN |
Jan 14, 2026 Q4 2025 |
31,237
shares
|
$1.71 Million
0.86% of portfolio
|
Q4 2025
Added 192.18%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 14, 2025 Q3 2025 |
28,250
shares
|
$1.54 Million
0.0% of portfolio
|
Q3 2025
Added 540.3%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
28,193
shares
|
$1.54 Million
0.0% of portfolio
|
Q3 2025
Reduced 25.21%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
28,061
shares
|
$1.53 Million
0.0% of portfolio
|
Q3 2025
Reduced 25.33%
|
|
|
Apexium Financial, LP
|
Nov 17, 2025 Q3 2025 |
27,241
shares
|
$1.49 Million
0.08% of portfolio
|
Q3 2025
Reduced 8.95%
|
|
|
Pitcairn CO
Jenkintown, PA |
Nov 12, 2025 Q3 2025 |
22,860
shares
|
$1.25 Million
0.1% of portfolio
|
Q3 2025
Reduced 29.1%
|
|
|
J.W. Cole Advisors, Inc.
|
Nov 04, 2025 Q3 2025 |
19,940
shares
|
$1.09 Million
0.02% of portfolio
|
Q3 2025
Added 4.36%
|
|
|
Vestcor Inc
Fredericton, A3 |
Nov 13, 2025 Q3 2025 |
19,176
shares
|
$1.05 Million
0.03% of portfolio
|
Q3 2025
Added 7.88%
|
|
|
Brown Financial Advisors
Milford, OH |
Nov 14, 2025 Q3 2025 |
18,568
shares
|
$1.01 Million
0.37% of portfolio
|
Q3 2025
Added 7.67%
|
|
|
Principal Financial Group Inc
Des Moines, IA |
Nov 04, 2025 Q3 2025 |
16,063
shares
|
$877,200
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
15,886
shares
|
$867,534
0.0% of portfolio
|
Q3 2025
Reduced 83.52%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
13,716
shares
|
$749,030
0.0% of portfolio
|
Q3 2025
Added 2.26%
|
|
|
Paladin Wealth, LLC
Arden Hills, MN |
Jan 15, 2026 Q4 2025 |
12,885
shares
|
$703,649
0.48% of portfolio
|
Q4 2025
Added 32.15%
|
|
|
Mattson Financial Services, LLC
Kentwood, MI |
Oct 17, 2025 Q3 2025 |
12,830
shares
|
$700,646
0.17% of portfolio
|
Q3 2025
Added 8.14%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 06, 2026 Q3 2025 |
10,375
shares
|
$566,578
0.0% of portfolio
|
Q3 2025
Added 1.79%
|
|