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Institutional Ownership · SEC Form 13F

Who owns TOTL (TOTL)


Which tracked institutional funds hold TOTL, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See TOTL company fundamentals →

Ownership as of the 2026-Q1 13F filings. 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.

354
Institutional holders
88,769,419
Shares held (tracked funds)

How the tape is positioned

84 tracked funds added or opened TOTL while 60 trimmed or exited it between 2025-Q4 and 2026-Q1 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.

A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.

Conviction spread

TOTL’s largest tracked holder by dollar value, FMR LLC, sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.5% of theirs — a 0.5pp gap the other way — the median holder sizes TOTL more heavily than its largest holder by dollar value does.

Book-share is each fund’s reported value in TOTL divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.

Institutional & insider positioning

Between 2025-Q4 and 2026-Q1, across 354 tracked filers holding TOTL, 199 increased or opened the position and 158 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.

This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.

New buyers & exits

Funds opening or closing a position in TOTL between the 2025-Q4 and 2026-Q1 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.

New buyers 15

  • Stablepoint Partners, LLC$8M
  • Avior Wealth Management, LLC$5M
  • SUMMITPOINT CAPITAL MANAGEMENT$5M
  • EP Wealth Advisors, LLC$4M
  • FIFTH THIRD BANCORP$3M
  • SEGALL BRYANT & HAMILL, LLC$3M

Full exits 16

  • Janney Capital Management LLC$27M
  • Main Street Financial Solutions, LLC$20M
  • FAS Wealth Partners, Inc.$17M
  • STAPP WEALTH MANAGEMENT, PLLC$8M
  • Litman Gregory Wealth Management LLC$7M
  • Trivium Point Advisory, LLC$6M

Largest adds

  • CWM, LLC$26M
  • Janney Montgomery Scott LLC$26M
  • Kestra Investment Management, LLC$16M
  • JANE STREET GROUP, LLC$14M
  • Corient Private Wealth LLC$13M
  • ENVESTNET ASSET MANAGEMENT INC$13M

Largest trims

  • WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$38M
  • Destiny Wealth Partners, LLC$17M
  • NewEdge Advisors, LLC$9M
  • Horizon Investments, LLC$7M
  • FMR LLC$7M
  • Envestnet Portfolio Solutions, Inc.$6M

Institutional holders

One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).

FundSharesReported value% of valueQuarter
FMR LLC trimmed13,819,749$549M16.0%2026-Q1
MORGAN STANLEY added6,814,213$271M7.9%2026-Q1
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC added5,644,596$224M6.5%2026-Q1
CWM, LLC added5,455,083$217M6.3%2026-Q1
ENVESTNET ASSET MANAGEMENT INC added4,117,743$164M4.8%2026-Q1
LPL Financial LLC added4,104,498$163M4.7%2026-Q1
TECTONIC ADVISORS LLC added2,540,874$101M2.9%2026-Q1
UBS Group AG added2,172,239$86M2.5%2026-Q1
BANK OF AMERICA CORP /DE/ added2,149,047$85M2.5%2026-Q1
Kestra Investment Management, LLC added1,981,354$79M2.3%2026-Q1
WELLS FARGO & COMPANY/MN added1,889,500$75M2.2%2026-Q1
OSAIC HOLDINGS, INC. trimmed1,750,407$70M2.0%2026-Q1
CAPITAL ADVISORS INC/OK trimmed1,391,299$55M1.6%2026-Q1
Cheviot Value Management, LLC added1,379,788$55M1.6%2026-Q1
ROYAL BANK OF CANADA added1,361,468$54M1.6%2026-Q1
Corient Private Wealth LLC added1,332,420$53M1.5%2026-Q1
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed1,202,762$48M1.4%2026-Q1
Morling Financial Advisors, LLC added1,102,242$44M1.3%2026-Q1
Janney Montgomery Scott LLC added956,335$38M1.1%2026-Q1
Bank of New York Mellon Corp added824,067$33M1.0%2026-Q1
CAPTRUST FINANCIAL ADVISORS added738,492$29M0.9%2026-Q1
San Luis Wealth Advisors LLC added725,961$29M0.8%2026-Q1
WCG Wealth Advisors LLC trimmed684,407$27M0.8%2026-Q1
HighTower Advisors, LLC added682,564$27M0.8%2026-Q1
Horizon Investments, LLC trimmed677,572$27M0.8%2026-Q1
Thrivent Financial for Lutherans trimmed664,368$26M0.8%2026-Q1
WEATHERLY ASSET MANAGEMENT L. P. added656,496$26M0.8%2026-Q1
Concurrent Investment Advisors, LLC added648,377$26M0.7%2026-Q1
PINNACLE ASSOCIATES LTD added606,616$24M0.7%2026-Q1
HOWARD FINANCIAL SERVICES, LTD. added536,169$21M0.6%2026-Q1
Journey Advisory Group, LLC added513,876$20M0.6%2026-Q1
LIGHTHOUSE FINANCIAL SERVICES INC /ADV added506,805$20M0.6%2026-Q1
RAYMOND JAMES FINANCIAL INC trimmed504,844$20M0.6%2026-Q1
AQR CAPITAL MANAGEMENT LLC added500,961$20M0.6%2026-Q1
WOODMONT INVESTMENT COUNSEL LLC added467,143$19M0.5%2026-Q1
Cetera Investment Advisers trimmed437,046$17M0.5%2026-Q1
Cambridge Investment Research Advisors, Inc. added431,982$17M0.5%2026-Q1
Canal Capital Management, LLC added409,472$16M0.5%2026-Q1
JANE STREET GROUP, LLC added398,826$16M0.5%2026-Q1
Focus Partners Wealth added365,058$15M0.4%2026-Q1
Steward Partners Investment Advisory, LLC added361,910$14M0.4%2026-Q1
1 NORTH WEALTH SERVICES LLC added353,704$14M0.4%2026-Q1
MAI Capital Management added347,446$14M0.4%2026-Q1
Pinnacle Wealth Management Advisory Group, LLC added337,663$13M0.4%2026-Q1
Denver PWM, LLC trimmed323,044$13M0.4%2026-Q1
VICUS CAPITAL added319,644$13M0.4%2026-Q1
Jaffetilchin Investment Partners, LLC added318,012$13M0.4%2026-Q1
Brookstone Capital Management added313,792$12M0.4%2026-Q1
Private Advisor Group, LLC added295,837$12M0.3%2026-Q1
M Wealth Management, LLC added278,293$11M0.3%2026-Q1
Ballew Advisors, Inc added273,058$11M0.3%2026-Q1
Cornerstone Wealth Management, LLC added267,823$11M0.3%2026-Q1
Finivi Inc. added264,473$11M0.3%2026-Q1
Austin Wealth Management, LLC trimmed262,695$10M0.3%2026-Q1
Bedel Financial Consulting, Inc. added253,475$10M0.3%2026-Q1
Mariner, LLC added253,323$10M0.3%2026-Q1
Diversified Portfolios, Inc. added232,668$9M0.3%2026-Q1
Beacon Pointe Advisors, LLC added229,637$9M0.3%2026-Q1
Cerro Pacific Wealth Advisors LLC added224,720$9M0.3%2026-Q1
Curi Capital, LLC trimmed223,913$9M0.3%2026-Q1
Stablepoint Partners, LLC new211,583$8M0.2%2026-Q1
Envestnet Portfolio Solutions, Inc. trimmed203,856$8M0.2%2026-Q1
TRUIST FINANCIAL CORP trimmed197,909$8M0.2%2026-Q1
ASSETMARK, INC added178,869$7M0.2%2026-Q1
Kestra Advisory Services, LLC trimmed175,883$7M0.2%2026-Q1
Elmwood Wealth Management, Inc. added175,201$7M0.2%2026-Q1
V2 Financial group LLC added170,341$7M0.2%2026-Q1
Inman Jager Wealth Management, LLC trimmed168,226$7M0.2%2026-Q1
JPMORGAN CHASE & CO added165,906$7M0.2%2026-Q1
Visionary Horizons, LLC added153,999$6M0.2%2026-Q1
Sharkey, Howes & Javer trimmed153,949$6M0.2%2026-Q1
Keystone Financial Group trimmed144,755$6M0.2%2026-Q1
Transamerica Financial Advisors, LLC added141,694$6M0.2%2026-Q1
Freedom Financial Partners LLC added140,883$6M0.2%2026-Q1
Visionary Wealth Advisors added140,813$6M0.2%2026-Q1
JONES FINANCIAL COMPANIES LLLP added138,583$5M0.2%2026-Q1
Waverly Advisors, LLC trimmed135,209$5M0.2%2026-Q1
Avior Wealth Management, LLC added135,199$5M0.2%2026-Q1
HARBOUR INVESTMENTS, INC. added128,625$5M0.1%2026-Q1
Lunt Capital Management, Inc. added124,334$5M0.1%2026-Q1
COMMONWEALTH EQUITY SERVICES, LLC added116,015$5M0.1%2026-Q1
SUMMITPOINT CAPITAL MANAGEMENT new114,083$5M0.1%2026-Q1
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added112,837$4M0.1%2026-Q1
Napier Financial, LLC trimmed111,265$4M0.1%2026-Q1
ADG Wealth Management Group, LLC added96,976$4M0.1%2026-Q1
Prime Capital Investment Advisors, LLC trimmed109,333$4M0.1%2026-Q1
Pinnacle Financial Group, LLC / IL added109,144$4M0.1%2026-Q1
Stadion Money Management, LLC added711,648$29M0.8%2025-Q3 stale
Janney Capital Management LLC trimmed674,136$27M0.8%2025-Q4 stale
Main Street Financial Solutions, LLC added493,688$20M0.6%2025-Q4 stale
FAS Wealth Partners, Inc. added421,309$17M0.5%2025-Q4 stale
KWB Wealth trimmed322,432$13M0.4%2025-Q3 stale
STAPP WEALTH MANAGEMENT, PLLC trimmed188,134$8M0.2%2025-Q4 stale
Litman Gregory Wealth Management LLC trimmed175,958$7M0.2%2025-Q4 stale
Trivium Point Advisory, LLC trimmed148,572$6M0.2%2025-Q4 stale
Family Firm, Inc. added122,426$5M0.1%2025-Q2 stale
Orion Portfolio Solutions, LLC trimmed113,826$5M0.1%2025-Q1 stale
EWG Elevate Inc. added111,513$5M0.1%2025-Q3 stale
Redhawk Wealth Advisors, Inc. trimmed104,763$4M0.1%2025-Q4 stale
US FINANCIAL ADVISORS, LLC added103,325$4M0.1%2025-Q1 stale

Ownership over time

Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.

HoldersTotal shares

Reading this table

Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.

About 13F filings

A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.

Learn how to read institutional ownership