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 |
|---|---|---|---|---|---|
|
Aptus Capital Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
786
shares
|
$42,923
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
452
shares
|
$24,683
0.0% of portfolio
|
Q2 2021
Added 93.99%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
350
shares
|
$19,113
0.0% of portfolio
|
Q3 2025
Reduced 1.96%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
252
shares
|
$13,761
0.0% of portfolio
|
Q4 2020
Added 40.08%
|
|
|
Geneos Wealth Management Inc.
|
Oct 22, 2025 Q3 2025 |
250
shares
|
$13,652
0.0% of portfolio
|
Q3 2024
Reduced 50.0%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Nov 14, 2025 Q3 2025 |
168
shares
|
$9,174
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Fsa Wealth Management LLC
Needham, MA |
Nov 17, 2025 Q3 2025 |
167
shares
|
$9,119
0.0% of portfolio
|
Q3 2025
Added 2.45%
|
|
|
Fifth Third Bancorp
|
Nov 07, 2025 Q3 2025 |
124
shares
|
$6,771
0.0% of portfolio
|
Q1 2024
Reduced 39.81%
|
|
|
High Note Wealth, LLC
Deephaven, MN |
Nov 03, 2025 Q3 2025 |
91
shares
|
$4,969
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Nov 10, 2025 Q3 2025 |
72
shares
|
$3,931
0.0% of portfolio
|
Q2 2024
Reduced 50.0%
|
|
|
Russell Investments Group, Ltd.
|
Nov 13, 2025 Q3 2025 |
70
shares
|
$3,822
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 26, 2025 Q3 2025 |
50
shares
|
$2,730
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Harbor Investment Advisory, LLC
|
Jan 07, 2026 Q4 2025 |
30
shares
|
$1,638
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Allworth Financial LP
|
Dec 02, 2025 Q3 2025 |
9
shares
|
$491
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2025 Q3 2025 |
1
shares
|
$54
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|
|