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 63 institutions that hold shares in the stock, with a total of 2.1 Million shares, which have been reported (via 13F filing form) to have a value of $114 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
7,818
shares
|
$422,797
0.0% of portfolio
|
Q2 2025
Added 7.42%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
7,771
shares
|
$420,255
0.0% of portfolio
|
Q2 2025
Reduced 1.56%
|
|
|
Paladin Wealth, LLC
Arden Hills, MN |
Jul 08, 2025 Q2 2025 |
7,586
shares
|
$410,250
0.32% of portfolio
|
Q2 2025
Added 11.2%
|
|
|
Intercontinental Wealth Advisors, LLC
|
Jul 21, 2023 Q2 2023 |
7,327
shares
|
$396,244
0.08% of portfolio
|
Q2 2023
Reduced 41.74%
|
|
|
Paragon Capital Management LTD
|
Jul 16, 2025 Q2 2025 |
7,220
shares
|
$390,457
0.07% of portfolio
|
Q2 2025
Added 3.14%
|
|
|
Bell Bank
|
Jul 11, 2025 Q2 2025 |
7,000
shares
|
$378,560
0.02% of portfolio
|
Q4 2022
New holding
|
|
|
Allodium Investment Consultants, LLC
Minneapolis, MN |
Aug 05, 2025 Q2 2025 |
6,834
shares
|
$369,582
0.23% of portfolio
|
Q2 2025
New holding
|
|
|
Koshinski Asset Management, Inc.
|
Jul 29, 2025 Q2 2025 |
6,706
shares
|
$362,660
0.03% of portfolio
|
Q2 2025
Reduced 3.09%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Aug 12, 2025 Q2 2025 |
6,593
shares
|
$356,549
0.0% of portfolio
|
Q2 2025
Added 659200.0%
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Jul 11, 2025 Q2 2025 |
6,321
shares
|
$341,839
0.04% of portfolio
|
Q2 2025
Added 1.57%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
6,310
shares
|
$341,244
0.0% of portfolio
|
Q2 2025
Added 3.31%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
4,891
shares
|
$264,505
0.0% of portfolio
|
Q3 2024
Reduced 10.04%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2025 Q2 2025 |
4,776
shares
|
$258,286
0.0% of portfolio
|
Q2 2025
Added 0.02%
|
|
|
Advisors Preferred, LLC
Rockville, MD |
Aug 05, 2025 Q2 2025 |
4,620
shares
|
$249,849
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 14, 2025 Q2 2025 |
4,580
shares
|
$247,686
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Aug 14, 2025 Q2 2025 |
4,412
shares
|
$238,600
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
4,263
shares
|
$230,543
0.0% of portfolio
|
Q2 2025
Reduced 11.92%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 14, 2025 Q2 2025 |
3,734
shares
|
$201,934
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Capital Advisors, Ltd. LLC
|
Jul 24, 2025 Q2 2025 |
3,600
shares
|
$194,688
0.02% of portfolio
|
Q1 2021
Reduced 31.43%
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
3,029
shares
|
$163,808
0.0% of portfolio
|
Q1 2025
Reduced 15.51%
|
|
|
Comerica Bank
|
Aug 13, 2025 Q2 2025 |
2,179
shares
|
$117,840
0.0% of portfolio
|
Q2 2025
Reduced 21.22%
|
|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
Aug 11, 2025 Q2 2025 |
2,122
shares
|
$114,757
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Aug 11, 2025 Q2 2025 |
1,566
shares
|
$84,689
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Brentview Investment Management LLC
Northfield, IL |
Aug 13, 2025 Q2 2025 |
800
shares
|
$43,264
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Aptus Capital Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
786
shares
|
$42,506
0.0% of portfolio
|
Q4 2024
New holding
|