Institutional shares held 73 Million
0 calls
0 puts
Total value of holdings $2.97B
$0 calls
$0 puts
# of Institutions 379


Latest Institutional Activity in TOTL

Top Purchases

Q3 2025
Cwm, LLC Shares Held: 4.28M ($174M)
Q3 2025
Cheviot Value Management, LLC Shares Held: 1.08M ($43.9M)
Q3 2025
Concurrent Investment Advisors, LLC Shares Held: 444K ($18.1M)
Q3 2025
Weatherly Asset Management L. P. Shares Held: 598K ($24.3M)
Q3 2025
Janney Montgomery Scott LLC Shares Held: 277K ($11.3M)

Top Sells

Q3 2025
Cerity Partners LLC Shares Held: 93.9K ($3.82M)
Q3 2025
Wealth Enhancement Advisory Services, LLC Shares Held: 2.27M ($92.2M)
Q3 2025
Ethos Financial Group, LLC Shares Held: 60.1K ($2.44M)
Q3 2025
Hb Wealth Management, LLC Shares Held: 121K ($4.92M)
Q3 2025
Sharkey, Howes & Javer Shares Held: 283K ($11.5M)

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