Toroso Investments, LLC Purchases in Q2 2025

Toroso Investments, LLC

  • $13.1 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
RIVN
Rivian Automotive, Inc.

Consumer Cyclical
21.4K
+ 11.64%
$10.8 - $16.92 $232K - $363K
206K $2.83M
ENSG
Ensign Group, Inc

Healthcare
3.44K
New
$119.93 - $156.36 $413K - $539K
3.44K $531K
WSFS
Wsfs Financial Corp

Financial Services
9.63K
New
$45.9 - $55.54 $442K - $535K
9.63K $529K
CUBE
Cube Smart

Real Estate
13.1K
+ 9.84%
$35.88 - $43.68 $469K - $571K
146K $6.2M
LAD
Lithia Motors Inc

Consumer Cyclical
1.25K
+ 54.55%
$271.94 - $339.35 $341K - $426K
3.55K $1.2M
ACHR
Archer Aviation Inc.

Industrials
43.2K
+ 320.94%
$6.2 - $13.3 $268K - $575K
56.7K $615K
BTAL
Agf Invts Tr Agfiq Us Mkt Neut

ETFs
29.1K
New
$17.61 - $21.46 $513K - $625K
29.1K $515K
UGI
Ugi Corp

Utilities
14.1K
New
$30.18 - $36.59 $425K - $516K
14.1K $513K
SPG
Simon Property Group Inc

Real Estate
3.82K
+ 19.84%
$140.37 - $171.44 $537K - $656K
23.1K $3.71M
PCTY
Paylocity Holding Corp

Technology
2.82K
New
$172.54 - $201.04 $486K - $567K
2.82K $510K
GSY
Invesco Actively Mngd ETF Tr U

ETFs
10K
New
$49.98 - $50.26 $502K - $504K
10K $503K
EGP
Eastgroup Properties Inc

Real Estate
4.69K
+ 14.98%
$145.28 - $176.09 $682K - $826K
36K $6.02M
ICL
Icl Group Ltd.

Basic Materials
65K
+ 151.82%
$5.35 - $6.98 $348K - $454K
108K $741K
OSCR
Oscar Health, Inc.

Healthcare
10.6K
+ 32.53%
$11.6 - $21.44 $122K - $226K
43K $922K
TGLS
Tecnoglass Inc.

Basic Materials
5.78K
+ 77.37%
$62.7 - $88.42 $362K - $511K
13.3K $1.03M
MTN
Vail Resorts Inc

Consumer Cyclical
3.27K
+ 35.99%
$131.42 - $164.64 $430K - $538K
12.4K $1.94M
NVR
Nvr Inc

Consumer Cyclical
64
+ 64.65%
$6700.0 - $7410.93 $429K - $474K
163 $1.2M
JXN
Jackson Financial Inc.

Financial Services
5.47K
New
$70.35 - $89.5 $385K - $490K
5.47K $485K
LOPE
Grand Canyon Education, Inc.

Consumer Defensive
2.57K
New
$162.37 - $200.76 $417K - $515K
2.57K $484K
FFIN
First Financial Bankshares Inc

Financial Services
13.4K
New
$31.3 - $37.48 $420K - $502K
13.4K $482K
CIVI
Civitas Resources, Inc.

Energy
17.5K
New
$24.28 - $35.09 $426K - $616K
17.5K $482K
ATKR
Atkore Inc.

Industrials
2.96K
+ 11.48%
$52.02 - $71.15 $154K - $211K
28.8K $2.03M
ADC
Agree Realty Corp

Real Estate
6.58K
New
$70.68 - $79.12 $465K - $521K
6.58K $480K
CEFS
Exchange Listed Fds Tr Saba Cl

ETFs
21.6K
New
$19.33 - $22.25 $418K - $481K
21.6K $480K
BANR
Banner Corp

Financial Services
7.48K
New
$56.51 - $65.42 $422K - $489K
7.48K $479K
PLMR
Palomar Holdings, Inc.

Financial Services
2.46K
+ 46.22%
$129.99 - $175.67 $320K - $432K
7.79K $1.2M
BLDE
Blade Air Mobility, Inc.

Industrials
32.5K
+ 12.47%
$2.51 - $4.24 $81.6K - $138K
293K $1.18M
TENB
Tenable Holdings, Inc.

Technology
15K
+ 48.39%
$30.45 - $35.17 $458K - $528K
46.1K $1.56M
BHF
Brighthouse Financial, Inc.

Financial Services
8.71K
New
$47.29 - $61.15 $412K - $533K
8.71K $468K
WAFD
Washington Federal Inc

Financial Services
16K
New
$24.48 - $30.05 $391K - $479K
16K $467K
SBSI
Southside Bancshares Inc

Financial Services
15.7K
New
$26.49 - $29.9 $417K - $471K
15.7K $463K
ODC
Oil Dri Corp Of America

Basic Materials
7.82K
New
$41.52 - $59.78 $325K - $467K
7.82K $461K
CVLT
Commvault Systems Inc

Technology
2.3K
+ 62.52%
$139.35 - $190.99 $320K - $439K
5.98K $1.04M
CAL
Caleres Inc

Consumer Cyclical
37.6K
New
$12.22 - $17.83 $459K - $670K
37.6K $459K
PEP
Pepsico Inc

Consumer Defensive
17.4K
+ 16.94%
$128.02 - $151.37 $2.23M - $2.64M
120K $15.9M
NEP
Nextera Energy Partners, LP

Utilities
50.9K
New
N/A
50.9K $459K
KBR
Kbr, Inc.

Industrials
10K
+ 80.31%
$46.2 - $56.12 $462K - $561K
22.4K $1.08M
AEM
Agnico Eagle Mines LTD

Basic Materials
2.02K
+ 10.15%
$99.48 - $124.46 $201K - $252K
22K $2.61M
USFR
Wisdomtree Floating Rate Treas

ETFs
8.89K
New
$50.28 - $50.47 $447K - $449K
8.89K $447K
DTM
Dt Midstream, Inc.

Energy
3.62K
+ 103.22%
$87.23 - $109.91 $316K - $398K
7.12K $782K
ONB
Old National Bancorp

Financial Services
20.8K
New
$17.95 - $22.57 $373K - $469K
20.8K $443K
ADPT
Adaptive Biotechnologies Corp

Healthcare
38K
New
$6.83 - $12.16 $260K - $462K
38K $442K
AXSM
Axsome Therapeutics, Inc.

Healthcare
4.23K
New
$95.65 - $116.49 $404K - $492K
4.23K $441K
EBF
Ennis, Inc.

Industrials
24.1K
New
$17.27 - $20.22 $415K - $486K
24.1K $436K
ZION
Zions Bancorporation, National Association

Financial Services
8.15K
+ 155.45%
$41.39 - $51.94 $337K - $423K
13.4K $695K
FRDM
Ea Ser Tr Freedom 100 Emerging

ETFs
3.05K
+ 5.29%
$30.96 - $40.6 $94.6K - $124K
60.8K $2.46M
ZBH
Zimmer Biomet Holdings, Inc.

Healthcare
11.7K
+ 40.39%
$90.21 - $112.66 $1.06M - $1.32M
40.7K $3.71M
NEU
Newmarket Corp

Basic Materials
423
+ 38.21%
$519.95 - $690.86 $220K - $292K
1.53K $1.06M
KAI
Kadant Inc

Industrials
1.35K
New
$286.24 - $350.17 $387K - $474K
1.35K $429K
Activity Summary
Buys All Purchases 1147 New Holdings 237 Increased Positions 910 Sells All Sells 618 Reductions 618 Sold out 0 Options Calls 83 Puts 33
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