TOLZ
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth +16.7% ·
share flow -30.0% ·
net new positions +14.3%
— formula
Ownership fragmentation — more holders, smaller aggregate stake
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2026
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 19 | -1 | 971.67K | $57.63M | +3 | −4 |
| Q1 2026 | 21 | +3 | 818.37K | $48.72M | +4 | −1 |
| Q4 2025 | 18 | -2 | 1.23M | $66.60M | — | −2 |
| Q3 2025 | 4 | +1 | 487.93K | $26.40M | +1 | — |
| Q2 2025 | 1 | -1 | 1.73K | $93,044 | — | −1 |
| Q1 2025 | 1 | +1 | 16.43K | $865,059 | +1 | — |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 406.25K | -53.1% | $24.37M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 406.25K | -53.1% | $24.37M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 406.25K | -53.1% | $24.37M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 4 | Mercer Global Advisors Inc /Adv | 70.03K | +47.9% | $4.20M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | Wells Fargo & Company/Mn | 68.35K | -27.4% | $4.10M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 6 | Wells Fargo & Company/Mn | 68.35K | -27.4% | $4.10M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 7 | Alliancebernstein L.P. | 62.84K | 0.0% | $3.40M | 0.0% | Held | 2 | SEC ↗ |
| 8 | Jane Street Group, Llc | 53.24K | New | $3.19M | 0.0% | New | 1 | SEC ↗ |
| 9 | LPL Financial LLC | 36.97K | -8.9% | $2.22M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 10 | Principal Financial Group Inc | 32.51K | +102.4% | $1.95M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Bank Of America Corp /De/ | 24.86K | -25.0% | $1.49M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 12 | Bank Of America Corp /De/ | 24.86K | -25.0% | $1.49M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 13 | Mariner, LLC | 12.07K | -3.8% | $723,839 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 14 | Raymond James Financial Inc | 11.85K | -16.8% | $710,748 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 15 | Raymond James Financial Inc | 11.85K | -16.8% | $710,748 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 16 | Osaic Holdings, Inc. | 8.28K | -47.1% | $497,426 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 17 | Susquehanna International Group, Llp | 7.45K | New | $446,851 | 0.0% | New | 1 | SEC ↗ |
| 18 | Royal Bank Of Canada | 7.15K | -5.4% | $429,000 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 19 | UBS Group AG | 6.11K | -0.7% | $366,478 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 20 | Stifel Financial Corp | 5.47K | +1.4% | $328,152 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 21 | TD Waterhouse Canada Inc. | 2.50K | New | $148,963 | 0.0% | New | 1 | SEC ↗ |
| 22 | Fifth Third Bancorp | 1.84K | +1385.5% | $110,497 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 23 | Fidelity (FMR) ✦ | 408 | -11.1% | $24,485 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 24 | UBS AM, a distinct business unit of… | 104 | 0.0% | $6,238 | 0.0% | Held | 2 | SEC ↗ |
| 25 | Russell Investments Group, Ltd. | 63 | 0.0% | $3,779 | 0.0% | Held | 2 | SEC ↗ |
| 26 | Cwm, Llc | 16 | New | $960 | 0.0% | New | 1 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Jane Street Group, Llc | $3.19M | 0.0% |
| Susquehanna International… | $446,851 | 0.0% |
| TD Waterhouse Canada Inc. | $148,963 | 0.0% |
| Cwm, Llc | $960 | 0.0% |
Exited
| Commonwealth Equity Services… | $422,030 | 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.