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.
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).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| FMR LLC trimmed | 13,819,749 | $549M | 16.0% | 2026-Q1 |
| MORGAN STANLEY added | 6,814,213 | $271M | 7.9% | 2026-Q1 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC added | 5,644,596 | $224M | 6.5% | 2026-Q1 |
| CWM, LLC added | 5,455,083 | $217M | 6.3% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 4,117,743 | $164M | 4.8% | 2026-Q1 |
| LPL Financial LLC added | 4,104,498 | $163M | 4.7% | 2026-Q1 |
| TECTONIC ADVISORS LLC added | 2,540,874 | $101M | 2.9% | 2026-Q1 |
| UBS Group AG added | 2,172,239 | $86M | 2.5% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 2,149,047 | $85M | 2.5% | 2026-Q1 |
| Kestra Investment Management, LLC added | 1,981,354 | $79M | 2.3% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN added | 1,889,500 | $75M | 2.2% | 2026-Q1 |
| OSAIC HOLDINGS, INC. trimmed | 1,750,407 | $70M | 2.0% | 2026-Q1 |
| CAPITAL ADVISORS INC/OK trimmed | 1,391,299 | $55M | 1.6% | 2026-Q1 |
| Cheviot Value Management, LLC added | 1,379,788 | $55M | 1.6% | 2026-Q1 |
| ROYAL BANK OF CANADA added | 1,361,468 | $54M | 1.6% | 2026-Q1 |
| Corient Private Wealth LLC added | 1,332,420 | $53M | 1.5% | 2026-Q1 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed | 1,202,762 | $48M | 1.4% | 2026-Q1 |
| Morling Financial Advisors, LLC added | 1,102,242 | $44M | 1.3% | 2026-Q1 |
| Janney Montgomery Scott LLC added | 956,335 | $38M | 1.1% | 2026-Q1 |
| Bank of New York Mellon Corp added | 824,067 | $33M | 1.0% | 2026-Q1 |
| CAPTRUST FINANCIAL ADVISORS added | 738,492 | $29M | 0.9% | 2026-Q1 |
| San Luis Wealth Advisors LLC added | 725,961 | $29M | 0.8% | 2026-Q1 |
| WCG Wealth Advisors LLC trimmed | 684,407 | $27M | 0.8% | 2026-Q1 |
| HighTower Advisors, LLC added | 682,564 | $27M | 0.8% | 2026-Q1 |
| Horizon Investments, LLC trimmed | 677,572 | $27M | 0.8% | 2026-Q1 |
| Thrivent Financial for Lutherans trimmed | 664,368 | $26M | 0.8% | 2026-Q1 |
| WEATHERLY ASSET MANAGEMENT L. P. added | 656,496 | $26M | 0.8% | 2026-Q1 |
| Concurrent Investment Advisors, LLC added | 648,377 | $26M | 0.7% | 2026-Q1 |
| PINNACLE ASSOCIATES LTD added | 606,616 | $24M | 0.7% | 2026-Q1 |
| HOWARD FINANCIAL SERVICES, LTD. added | 536,169 | $21M | 0.6% | 2026-Q1 |
| Journey Advisory Group, LLC added | 513,876 | $20M | 0.6% | 2026-Q1 |
| LIGHTHOUSE FINANCIAL SERVICES INC /ADV added | 506,805 | $20M | 0.6% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC trimmed | 504,844 | $20M | 0.6% | 2026-Q1 |
| AQR CAPITAL MANAGEMENT LLC added | 500,961 | $20M | 0.6% | 2026-Q1 |
| WOODMONT INVESTMENT COUNSEL LLC added | 467,143 | $19M | 0.5% | 2026-Q1 |
| Cetera Investment Advisers trimmed | 437,046 | $17M | 0.5% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. added | 431,982 | $17M | 0.5% | 2026-Q1 |
| Canal Capital Management, LLC added | 409,472 | $16M | 0.5% | 2026-Q1 |
| JANE STREET GROUP, LLC added | 398,826 | $16M | 0.5% | 2026-Q1 |
| Focus Partners Wealth added | 365,058 | $15M | 0.4% | 2026-Q1 |
| Steward Partners Investment Advisory, LLC added | 361,910 | $14M | 0.4% | 2026-Q1 |
| 1 NORTH WEALTH SERVICES LLC added | 353,704 | $14M | 0.4% | 2026-Q1 |
| MAI Capital Management added | 347,446 | $14M | 0.4% | 2026-Q1 |
| Pinnacle Wealth Management Advisory Group, LLC added | 337,663 | $13M | 0.4% | 2026-Q1 |
| Denver PWM, LLC trimmed | 323,044 | $13M | 0.4% | 2026-Q1 |
| VICUS CAPITAL added | 319,644 | $13M | 0.4% | 2026-Q1 |
| Jaffetilchin Investment Partners, LLC added | 318,012 | $13M | 0.4% | 2026-Q1 |
| Brookstone Capital Management added | 313,792 | $12M | 0.4% | 2026-Q1 |
| Private Advisor Group, LLC added | 295,837 | $12M | 0.3% | 2026-Q1 |
| M Wealth Management, LLC added | 278,293 | $11M | 0.3% | 2026-Q1 |
| Ballew Advisors, Inc added | 273,058 | $11M | 0.3% | 2026-Q1 |
| Cornerstone Wealth Management, LLC added | 267,823 | $11M | 0.3% | 2026-Q1 |
| Finivi Inc. added | 264,473 | $11M | 0.3% | 2026-Q1 |
| Austin Wealth Management, LLC trimmed | 262,695 | $10M | 0.3% | 2026-Q1 |
| Bedel Financial Consulting, Inc. added | 253,475 | $10M | 0.3% | 2026-Q1 |
| Mariner, LLC added | 253,323 | $10M | 0.3% | 2026-Q1 |
| Diversified Portfolios, Inc. added | 232,668 | $9M | 0.3% | 2026-Q1 |
| Beacon Pointe Advisors, LLC added | 229,637 | $9M | 0.3% | 2026-Q1 |
| Cerro Pacific Wealth Advisors LLC added | 224,720 | $9M | 0.3% | 2026-Q1 |
| Curi Capital, LLC trimmed | 223,913 | $9M | 0.3% | 2026-Q1 |
| Stablepoint Partners, LLC new | 211,583 | $8M | 0.2% | 2026-Q1 |
| Envestnet Portfolio Solutions, Inc. trimmed | 203,856 | $8M | 0.2% | 2026-Q1 |
| TRUIST FINANCIAL CORP trimmed | 197,909 | $8M | 0.2% | 2026-Q1 |
| ASSETMARK, INC added | 178,869 | $7M | 0.2% | 2026-Q1 |
| Kestra Advisory Services, LLC trimmed | 175,883 | $7M | 0.2% | 2026-Q1 |
| Elmwood Wealth Management, Inc. added | 175,201 | $7M | 0.2% | 2026-Q1 |
| V2 Financial group LLC added | 170,341 | $7M | 0.2% | 2026-Q1 |
| Inman Jager Wealth Management, LLC trimmed | 168,226 | $7M | 0.2% | 2026-Q1 |
| JPMORGAN CHASE & CO added | 165,906 | $7M | 0.2% | 2026-Q1 |
| Visionary Horizons, LLC added | 153,999 | $6M | 0.2% | 2026-Q1 |
| Sharkey, Howes & Javer trimmed | 153,949 | $6M | 0.2% | 2026-Q1 |
| Keystone Financial Group trimmed | 144,755 | $6M | 0.2% | 2026-Q1 |
| Transamerica Financial Advisors, LLC added | 141,694 | $6M | 0.2% | 2026-Q1 |
| Freedom Financial Partners LLC added | 140,883 | $6M | 0.2% | 2026-Q1 |
| Visionary Wealth Advisors added | 140,813 | $6M | 0.2% | 2026-Q1 |
| JONES FINANCIAL COMPANIES LLLP added | 138,583 | $5M | 0.2% | 2026-Q1 |
| Waverly Advisors, LLC trimmed | 135,209 | $5M | 0.2% | 2026-Q1 |
| Avior Wealth Management, LLC added | 135,199 | $5M | 0.2% | 2026-Q1 |
| HARBOUR INVESTMENTS, INC. added | 128,625 | $5M | 0.1% | 2026-Q1 |
| Lunt Capital Management, Inc. added | 124,334 | $5M | 0.1% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 116,015 | $5M | 0.1% | 2026-Q1 |
| SUMMITPOINT CAPITAL MANAGEMENT new | 114,083 | $5M | 0.1% | 2026-Q1 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 112,837 | $4M | 0.1% | 2026-Q1 |
| Napier Financial, LLC trimmed | 111,265 | $4M | 0.1% | 2026-Q1 |
| ADG Wealth Management Group, LLC added | 96,976 | $4M | 0.1% | 2026-Q1 |
| Prime Capital Investment Advisors, LLC trimmed | 109,333 | $4M | 0.1% | 2026-Q1 |
| Pinnacle Financial Group, LLC / IL added | 109,144 | $4M | 0.1% | 2026-Q1 |
| Stadion Money Management, LLC added | 711,648 | $29M | 0.8% | 2025-Q3 stale |
| Janney Capital Management LLC trimmed | 674,136 | $27M | 0.8% | 2025-Q4 stale |
| Main Street Financial Solutions, LLC added | 493,688 | $20M | 0.6% | 2025-Q4 stale |
| FAS Wealth Partners, Inc. added | 421,309 | $17M | 0.5% | 2025-Q4 stale |
| KWB Wealth trimmed | 322,432 | $13M | 0.4% | 2025-Q3 stale |
| STAPP WEALTH MANAGEMENT, PLLC trimmed | 188,134 | $8M | 0.2% | 2025-Q4 stale |
| Litman Gregory Wealth Management LLC trimmed | 175,958 | $7M | 0.2% | 2025-Q4 stale |
| Trivium Point Advisory, LLC trimmed | 148,572 | $6M | 0.2% | 2025-Q4 stale |
| Family Firm, Inc. added | 122,426 | $5M | 0.1% | 2025-Q2 stale |
| Orion Portfolio Solutions, LLC trimmed | 113,826 | $5M | 0.1% | 2025-Q1 stale |
| EWG Elevate Inc. added | 111,513 | $5M | 0.1% | 2025-Q3 stale |
| Redhawk Wealth Advisors, Inc. trimmed | 104,763 | $4M | 0.1% | 2025-Q4 stale |
| US FINANCIAL ADVISORS, LLC added | 103,325 | $4M | 0.1% | 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.
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.