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 2.07 Million shares, which have been reported (via 13F filing form) to have a value of $111 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Aprio Wealth Management, LLC
|
Aug 14, 2025 Q2 2025 |
424,224
shares
|
$22.7 Million
2.83% of portfolio
|
Q2 2025
Reduced 21.51%
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
403,553
shares
|
$21.6 Million
0.0% of portfolio
|
Q2 2025
Added 6.02%
|
|
|
Gradient Investments LLC
|
Jul 08, 2025 Q2 2025 |
277,254
shares
|
$14.8 Million
0.34% of portfolio
|
Q2 2025
Added 2.64%
|
|
|
Aaron Wealth Advisors LLC
|
Jul 09, 2025 Q2 2025 |
159,225
shares
|
$8.52 Million
0.89% of portfolio
|
Q2 2025
Reduced 0.2%
|
|
|
Jane Street Group, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
96,407
shares
|
$5.16 Million
0.0% of portfolio
|
Q2 2025
Added 136.18%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
86,554
shares
|
$4.63 Million
0.0% of portfolio
|
Q2 2025
Added 6.95%
|
|
|
Alliancebernstein L.P.
New York, NY |
Aug 14, 2025 Q2 2025 |
62,843
shares
|
$3.36 Million
0.0% of portfolio
|
Q3 2024
Reduced -0.0%
|
|
|
Wealth Architects, LLC
|
Jul 25, 2025 Q2 2025 |
60,257
shares
|
$3.22 Million
0.36% of portfolio
|
Q2 2025
Reduced 0.97%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
50,004
shares
|
$2.68 Million
0.0% of portfolio
|
Q2 2025
Added 71.48%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Jul 25, 2025 Q2 2025 |
41,225
shares
|
$2.21 Million
0.01% of portfolio
|
Q2 2025
Reduced 11.38%
|
|
|
First Citizens Bank & Trust CO
|
Jul 30, 2025 Q2 2025 |
40,856
shares
|
$2.19 Million
0.03% of portfolio
|
Q2 2025
Reduced 18.0%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
37,581
shares
|
$2.01 Million
0.0% of portfolio
|
Q2 2025
Added 72.98%
|
|
|
Apexium Financial, LP
|
Jul 22, 2025 Q2 2025 |
29,918
shares
|
$1.6 Million
0.09% of portfolio
|
Q2 2025
Reduced 24.14%
|
|
|
Pitcairn CO
Jenkintown, PA |
Aug 14, 2025 Q2 2025 |
28,660
shares
|
$1.53 Million
0.01% of portfolio
|
Q2 2025
Reduced 11.11%
|
|
|
J.W. Cole Advisors, Inc.
|
Aug 12, 2025 Q2 2025 |
19,107
shares
|
$1.02 Million
0.02% of portfolio
|
Q2 2025
Added 5.46%
|
|
|
Vestcor Inc
Fredericton, A3 |
Aug 08, 2025 Q2 2025 |
17,776
shares
|
$951,016
0.03% of portfolio
|
Q2 2025
Added 24.52%
|
|
|
Brown Financial Advisors
Milford, OH |
Aug 15, 2025 Q2 2025 |
17,245
shares
|
$922,607
0.36% of portfolio
|
Q2 2025
Reduced 2.07%
|
|
|
Principal Financial Group Inc
Des Moines, IA |
Aug 08, 2025 Q2 2025 |
16,063
shares
|
$859,370
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Svb Wealth LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
15,944
shares
|
$853,004
0.05% of portfolio
|
Q2 2025
Reduced 50.65%
|
|
|
Mariner, LLC
Overland Park, KS |
Aug 14, 2025 Q2 2025 |
13,413
shares
|
$717,595
0.0% of portfolio
|
Q2 2025
Reduced 0.16%
|
|
|
Mattson Financial Services, LLC
Kentwood, MI |
Jul 29, 2025 Q2 2025 |
11,864
shares
|
$634,724
0.17% of portfolio
|
Q2 2025
Reduced 5.32%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
10,375
shares
|
$555,062
0.0% of portfolio
|
Q4 2024
Added 0.35%
|
|
|
Sg Americas Securities, LLC
|
Aug 08, 2025 Q2 2025 |
9,467
shares
|
$506,484
0.0% of portfolio
|
Q2 2025
Reduced 50.59%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
8,067
shares
|
$431,584
0.0% of portfolio
|
Q2 2025
Added 30.3%
|
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
7,818
shares
|
$418,263
0.0% of portfolio
|
Q2 2025
Added 7.42%
|