TOLZ
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth -5.0% ·
share flow +18.7% ·
net new positions -5.3%
— formula
Concentrated accumulation — rising shares among fewer holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 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 ✦ | 593.26K | +46.0% | $35.16M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 593.26K | +46.0% | $35.16M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 593.26K | +46.0% | $35.16M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 4 | Mercer Global Advisors Inc /Adv | 98.72K | +41.0% | $5.85M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | Alliancebernstein L.P. | 62.84K | 0.0% | $3.77M | 0.0% | Held | 3 | SEC ↗ |
| 6 | Wells Fargo & Company/Mn | 60.03K | -12.2% | $3.56M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 7 | Wells Fargo & Company/Mn | 60.03K | -12.2% | $3.56M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 8 | LPL Financial LLC | 48.32K | +30.7% | $2.86M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Bank Of America Corp /De/ | 26.69K | +7.3% | $1.58M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Bank Of America Corp /De/ | 26.69K | +7.3% | $1.58M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | Principal Financial Group Inc | 16.05K | -50.6% | $951,580 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 12 | Raymond James Financial Inc | 13.50K | +13.9% | $800,183 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | Raymond James Financial Inc | 13.50K | +13.9% | $800,183 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | Mariner, LLC | 12.04K | -0.3% | $713,314 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 15 | UBS Group AG | 7.99K | +30.8% | $473,686 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | UBS Group AG | 7.99K | +30.8% | $473,686 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | Osaic Holdings, Inc. | 7.95K | -4.0% | $471,686 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 18 | Royal Bank Of Canada | 7.12K | -0.3% | $422,000 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 19 | Stifel Financial Corp | 5.35K | -2.2% | $317,153 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 20 | TD Waterhouse Canada Inc. | 4.29K | +72.0% | $251,816 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 21 | Cetera Investment Advisers | 3.43K | New | $203,252 | 0.0% | New | 1 | SEC ↗ |
| 22 | Fifth Third Bancorp | 2.88K | +56.5% | $170,881 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 23 | Assetmark, Inc | 585 | New | $34,673 | 0.0% | New | 1 | SEC ↗ |
| 24 | JPMorgan Chase ✦ | 299 | New | $17,886 | 0.0% | New | 1 | SEC ↗ |
| 25 | Fidelity (FMR) ✦ | 297 | -27.2% | $17,578 | 0.0% | ▼ Trim | 5 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Cetera Investment Advisers | $203,252 | 0.0% |
| Assetmark, Inc | $34,673 | 0.0% |
| JPMorgan Chase | $17,886 | 0.0% |
Exited
| Jane Street Group, Llc | $3.19M | was 0.0% |
| Susquehanna International… | $446,851 | was 0.0% |
| UBS AM, a distinct business… | $6,238 | was 0.0% |
| Russell Investments Group… | $3,779 | 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.