TOLZ
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth -10.0% ·
share flow +30.0% ·
net new positions -11.1%
— formula
Concentrated accumulation — rising shares among fewer holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 865.68K | +79.6% | $46.88M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 2 | Wells Fargo & Company/Mn | 94.20K | — | $5.10M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 3 | Alliancebernstein L.P. | 62.84K | — | $3.40M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Mercer Global Advisors Inc /Adv | 47.35K | — | $2.56M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | LPL Financial LLC | 40.56K | — | $2.20M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Bank Of America Corp /De/ | 33.15K | — | $1.79M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 7 | Principal Financial Group Inc | 16.06K | — | $869,811 | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Osaic Holdings, Inc. | 15.67K | — | $849,142 | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Raymond James Financial Inc | 14.24K | — | $771,094 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 10 | Mariner, LLC | 12.54K | — | $679,041 | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Commonwealth Equity Services, Llc | 7.79K | — | $422,030 | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Royal Bank Of Canada | 7.56K | — | $410,000 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 13 | UBS Group AG | 6.15K | — | $333,239 | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Stifel Financial Corp | 5.40K | — | $292,249 | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Fidelity (FMR) ✦ | 459 | -73.1% | $24,860 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 16 | Fifth Third Bancorp | 124 | — | $6,715 | 0.0% | n/c | 1 | SEC ↗ |
| 17 | UBS AM, a distinct business unit of… | 104 | — | $5,632 | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Russell Investments Group, Ltd. | 63 | — | $3,411 | 0.0% | n/c | 1 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| No new tracked buyers this quarter. |
Exited
| Citadel Advisors | $226,581 | was 0.0% |
| JPMorgan Chase | $5,412 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 63 holders, 2.20M shares, $130.03M reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.