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 |
|---|---|---|---|---|---|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
452
shares
|
$24,444
0.0% of portfolio
|
Q2 2021
Added 93.99%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
357
shares
|
$19,306
0.0% of portfolio
|
Q2 2025
Added 78.5%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
252
shares
|
$13,628
0.0% of portfolio
|
Q4 2020
Added 40.08%
|
|
|
Geneos Wealth Management Inc.
|
Aug 18, 2025 Q2 2025 |
250
shares
|
$13,520
0.0% of portfolio
|
Q3 2024
Reduced 50.0%
|
|
|
Fsa Wealth Management LLC
Needham, MA |
Aug 11, 2025 Q2 2025 |
163
shares
|
$8,815
0.0% of portfolio
|
Q2 2025
Added 0.62%
|
|
|
Fifth Third Bancorp
|
Jul 15, 2025 Q2 2025 |
124
shares
|
$6,705
0.0% of portfolio
|
Q1 2024
Reduced 39.81%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Aug 14, 2025 Q2 2025 |
113
shares
|
$6,111
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
High Note Wealth, LLC
Deephaven, MN |
Jul 23, 2025 Q2 2025 |
91
shares
|
$4,921
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Aug 13, 2025 Q2 2025 |
72
shares
|
$3,893
0.0% of portfolio
|
Q2 2024
Reduced 50.0%
|
|
|
Harbor Investment Advisory, LLC
|
Jul 01, 2025 Q2 2025 |
30
shares
|
$1,622
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Allworth Financial LP
|
Aug 07, 2025 Q2 2025 |
9
shares
|
$486
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Creative Financial Designs Inc
|
Aug 04, 2025 Q2 2025 |
8
shares
|
$432
0.0% of portfolio
|
Q2 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
|