Who owns 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-Q2 13F filings (latest filed 2026-09-02). 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
73 tracked funds added or opened TOTL while 60 trimmed or exited it between 2026-Q1 and 2026-Q2 — 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 0.3% of theirs — a 0.3pp 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 2026-Q1 and 2026-Q2, across 358 tracked filers holding TOTL, 188 increased or opened the position and 169 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 2026-Q1 and 2026-Q2 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 10
- Rose Capital Advisors LLC$8M
- Trivium Point Advisory, LLC$6M
- CITADEL ADVISORS LLC$5M
- OLD MISSION CAPITAL LLC$2M
- Worth Financial Advisory Group, LLC$1M
- Veracity Capital LLC$992K
Full exits 16
- CWM, LLC$217M
- Janney Montgomery Scott LLC$38M
- HighTower Advisors, LLC$27M
- Thrivent Financial for Lutherans$26M
- Cambridge Investment Research Advisors, Inc.$17M
- Jaffetilchin Investment Partners, LLC$13M
Largest adds
- ENVESTNET ASSET MANAGEMENT INC$32M
- OSAIC HOLDINGS, INC.$20M
- Corient Private Wealth LP$18M
- SIGNATURE ESTATE & INVESTMENT ADVISORS LLC$12M
- NewEdge Advisors, LLC$9M
- LPL Financial LLC$9M
Largest trims
- FMR LLC$79M
- Concurrent Investment Advisors, LLC$15M
- JANE STREET GROUP, LLC$15M
- Kestra Investment Management, LLC$12M
- Journey Advisory Group, LLC$10M
- CAPTRUST FINANCIAL ADVISORS$7M
Institutional holders
One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| FMR LLC trimmed | 11,920,830 | $471M | 15.4% | 2026-Q2 |
| MORGAN STANLEY added | 6,891,190 | $272M | 8.9% | 2026-Q2 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC added | 5,976,076 | $236M | 7.7% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 4,950,940 | $195M | 6.4% | 2026-Q2 |
| LPL Financial LLC added | 4,356,684 | $172M | 5.6% | 2026-Q2 |
| TECTONIC ADVISORS LLC added | 2,646,939 | $104M | 3.4% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 2,266,827 | $89M | 2.9% | 2026-Q2 |
| UBS Group AG added | 2,263,548 | $89M | 2.9% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ added | 2,221,408 | $88M | 2.9% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN trimmed | 1,808,018 | $71M | 2.3% | 2026-Q2 |
| Corient Private Wealth LP added | 1,795,915 | $71M | 2.3% | 2026-Q2 |
| Kestra Investment Management, LLC trimmed | 1,688,835 | $67M | 2.2% | 2026-Q2 |
| CAPITAL ADVISORS INC/OK trimmed | 1,368,928 | $54M | 1.8% | 2026-Q2 |
| Cheviot Value Management, LLC trimmed | 1,368,052 | $54M | 1.8% | 2026-Q2 |
| ROYAL BANK OF CANADA trimmed | 1,279,492 | $51M | 1.7% | 2026-Q2 |
| Morling Financial Advisors, LLC added | 1,147,703 | $45M | 1.5% | 2026-Q2 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed | 1,107,462 | $43M | 1.4% | 2026-Q2 |
| Bank of New York Mellon Corp added | 852,368 | $34M | 1.1% | 2026-Q2 |
| FAS Wealth Partners, Inc. added | 682,427 | $27M | 0.9% | 2026-Q2 |
| WEATHERLY ASSET MANAGEMENT L. P. added | 678,852 | $27M | 0.9% | 2026-Q2 |
| Horizon Investments, LLC trimmed | 675,591 | $26M | 0.9% | 2026-Q2 |
| WCG Wealth Advisors LLC trimmed | 669,685 | $26M | 0.9% | 2026-Q2 |
| PENSION & WEALTH MANAGEMENT ADVISORS, INC. added | 651,453 | $26M | 0.8% | 2026-Q2 |
| PINNACLE ASSOCIATES LTD added | 636,581 | $25M | 0.8% | 2026-Q2 |
| San Luis Wealth Advisors LLC trimmed | 561,780 | $22M | 0.7% | 2026-Q2 |
| CAPTRUST FINANCIAL ADVISORS trimmed | 559,128 | $22M | 0.7% | 2026-Q2 |
| AQR CAPITAL MANAGEMENT LLC added | 554,518 | $22M | 0.7% | 2026-Q2 |
| WOODMONT INVESTMENT COUNSEL LLC added | 533,286 | $21M | 0.7% | 2026-Q2 |
| Main Street Financial Solutions, LLC added | 532,256 | $21M | 0.7% | 2026-Q2 |
| LIGHTHOUSE FINANCIAL SERVICES INC /ADV trimmed | 504,610 | $20M | 0.6% | 2026-Q2 |
| HOWARD FINANCIAL SERVICES, LTD. trimmed | 492,358 | $19M | 0.6% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC trimmed | 458,569 | $18M | 0.6% | 2026-Q2 |
| Canal Capital Management, LLC added | 423,789 | $17M | 0.5% | 2026-Q2 |
| Cetera Investment Advisers trimmed | 422,881 | $17M | 0.5% | 2026-Q2 |
| Focus Partners Wealth added | 383,836 | $15M | 0.5% | 2026-Q2 |
| 1 NORTH WEALTH SERVICES LLC added | 381,624 | $15M | 0.5% | 2026-Q2 |
| Steward Partners Investment Advisory, LLC added | 381,539 | $15M | 0.5% | 2026-Q2 |
| Pinnacle Wealth Management Advisory Group, LLC added | 360,810 | $14M | 0.5% | 2026-Q2 |
| MAI Capital Management added | 357,308 | $14M | 0.5% | 2026-Q2 |
| Denver PWM, LLC added | 348,315 | $14M | 0.4% | 2026-Q2 |
| Cornerstone Wealth Management, LLC added | 335,057 | $13M | 0.4% | 2026-Q2 |
| VICUS CAPITAL added | 323,184 | $13M | 0.4% | 2026-Q2 |
| NewEdge Advisors, LLC added | 321,032 | $13M | 0.4% | 2026-Q2 |
| Ballew Advisors, Inc added | 288,031 | $11M | 0.4% | 2026-Q2 |
| M Wealth Management, LLC added | 284,278 | $11M | 0.4% | 2026-Q2 |
| Mariner, LLC added | 281,531 | $11M | 0.4% | 2026-Q2 |
| Envestnet Portfolio Solutions, Inc. added | 279,962 | $11M | 0.4% | 2026-Q2 |
| Concurrent Investment Advisors, LLC trimmed | 273,074 | $11M | 0.4% | 2026-Q2 |
| Journey Advisory Group, LLC trimmed | 267,195 | $11M | 0.3% | 2026-Q2 |
| Brookstone Capital Management trimmed | 265,559 | $10M | 0.3% | 2026-Q2 |
| Bedel Financial Consulting, Inc. added | 264,075 | $10M | 0.3% | 2026-Q2 |
| Finivi Inc. trimmed | 261,512 | $10M | 0.3% | 2026-Q2 |
| Austin Wealth Management, LLC trimmed | 253,097 | $10M | 0.3% | 2026-Q2 |
| Cerro Pacific Wealth Advisors LLC added | 248,697 | $10M | 0.3% | 2026-Q2 |
| TRUIST FINANCIAL CORP added | 230,218 | $9M | 0.3% | 2026-Q2 |
| Stablepoint Partners, LLC added | 219,753 | $9M | 0.3% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 212,412 | $8M | 0.3% | 2026-Q2 |
| Rose Capital Advisors LLC new | 195,822 | $8M | 0.3% | 2026-Q2 |
| Kestra Advisory Services, LLC added | 193,349 | $8M | 0.2% | 2026-Q2 |
| Curi Capital, LLC trimmed | 188,859 | $7M | 0.2% | 2026-Q2 |
| Valmark Advisers, Inc. added | 185,235 | $7M | 0.2% | 2026-Q2 |
| Elmwood Wealth Management, Inc. added | 181,738 | $7M | 0.2% | 2026-Q2 |
| Inman Jager Wealth Management, LLC added | 180,465 | $7M | 0.2% | 2026-Q2 |
| Beacon Pointe Advisors, LLC trimmed | 179,976 | $7M | 0.2% | 2026-Q2 |
| V2 Financial group LLC added | 172,117 | $7M | 0.2% | 2026-Q2 |
| Trivium Point Advisory, LLC added | 153,544 | $6M | 0.2% | 2026-Q2 |
| Visionary Wealth Advisors added | 152,547 | $6M | 0.2% | 2026-Q2 |
| Visionary Horizons, LLC trimmed | 149,889 | $6M | 0.2% | 2026-Q2 |
| Private Advisor Group, LLC trimmed | 147,841 | $6M | 0.2% | 2026-Q2 |
| Diversified Portfolios, Inc. trimmed | 147,256 | $6M | 0.2% | 2026-Q2 |
| Waverly Advisors, LLC added | 147,004 | $6M | 0.2% | 2026-Q2 |
| JONES FINANCIAL COMPANIES LLLP added | 143,956 | $6M | 0.2% | 2026-Q2 |
| Keystone Financial Group trimmed | 141,445 | $6M | 0.2% | 2026-Q2 |
| Freedom Financial Partners LLC trimmed | 139,407 | $6M | 0.2% | 2026-Q2 |
| Aprio Wealth Management, LLC added | 137,894 | $5M | 0.2% | 2026-Q2 |
| Summit Financial, LLC added | 137,001 | $5M | 0.2% | 2026-Q2 |
| Transamerica Financial Advisors, LLC trimmed | 135,004 | $5M | 0.2% | 2026-Q2 |
| HARBOUR INVESTMENTS, INC. added | 134,017 | $5M | 0.2% | 2026-Q2 |
| ARS Wealth Advisors Group, LLC added | 132,445 | $5M | 0.2% | 2026-Q2 |
| Geneos Wealth Management Inc. added | 126,930 | $5M | 0.2% | 2026-Q2 |
| SUMMITPOINT CAPITAL MANAGEMENT added | 125,522 | $5M | 0.2% | 2026-Q2 |
| CASTLEKEEP INVESTMENT ADVISORS LLC added | 123,744 | $5M | 0.2% | 2026-Q2 |
| Lunt Capital Management, Inc. trimmed | 122,326 | $5M | 0.2% | 2026-Q2 |
| CITADEL ADVISORS LLC added | 121,534 | $5M | 0.2% | 2026-Q2 |
| Napier Financial, LLC added | 114,819 | $5M | 0.1% | 2026-Q2 |
| HighPoint Advisor Group LLC added | 114,224 | $5M | 0.1% | 2026-Q2 |
| Prime Capital Investment Advisors, LLC added | 113,694 | $4M | 0.1% | 2026-Q2 |
| ASSETMARK, INC trimmed | 113,305 | $4M | 0.1% | 2026-Q2 |
| Pinnacle Financial Group, LLC / IL added | 111,788 | $4M | 0.1% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 111,151 | $4M | 0.1% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO trimmed | 110,891 | $4M | 0.1% | 2026-Q2 |
| ENTREWEALTH, LLC added | 104,795 | $4M | 0.1% | 2026-Q2 |
| AlphaCore Capital LLC trimmed | 103,779 | $4M | 0.1% | 2026-Q2 |
| CAPITAL FINANCIAL GROUP INC\CO\ /ADV added | 103,496 | $4M | 0.1% | 2026-Q2 |
| PARAGON CAPITAL MANAGEMENT INC added | 100,125 | $4M | 0.1% | 2026-Q2 |
| Avior Wealth Management, LLC trimmed | 97,481 | $4M | 0.1% | 2026-Q2 |
| Wakefield Asset Management LLLP added | 97,044 | $4M | 0.1% | 2026-Q2 |
| EP Wealth Advisors, LLC trimmed | 94,869 | $4M | 0.1% | 2026-Q2 |
| Orion Porfolio Solutions, LLC added | 94,274 | $4M | 0.1% | 2026-Q2 |
| Premier Private Wealth Management LLC trimmed | 91,342 | $4M | 0.1% | 2026-Q2 |
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.