PROSHARES TR

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TOLZ·74347B508·US·etf·Unknown - Unknown

DJ BRKFLD GLB

TOLZ (PROSHARES TR) is held by 29 institutional investors as of Q1 2026. Largest holders: MORGAN STANLEY ($24.4M), MERCER GLOBAL ADVISORS INC /ADV ($4.2M), WELLS FARGO & COMPANY/MN ($4.1M). Net institutional sentiment: Mixed.

29

Holders

Avg rating(5 Elite)

$54.5M

Total Value

38% (31)

Fund Consensus

10 buying - 16 selling

Smart Money Verdict

View all

43Weak MomentumSingle Source

Institutional (13F)43

Insider (Form 4)

No data

Activist (13D/13G)

No data

Congressional (STOCK Act)

No data

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See how TOLZ's score breaks down across 4 SEC sources

Holder Quality

5

★★★★★

Elite

13

★★★★

Strong

11

★★★

Solid

1

★★

Below

1

★

Weak

Held by 29 funds

5 elite

No recent insider, activist, or congressional trades found for this stock

13F: Mar 31, 2026Insider & Congress: Updated regularly

Positions (29)History

AllNewIncreasedHeldDecreasedExited

Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
MORGAN STANLEY	Decreased	406,253(-53.1%)	$24.4M	0.0%	+19.49%	0
MGMERCER GLOBAL ADVISORS INC /ADV	Increased	70,030(+47.9%)	$4.2M	0.0%	+7.08%	37
WELLS FARGO & COMPANY/MN	Decreased	68,353(-27.4%)	$4.1M	0.0%	+44.35%	0
ALLIANCEBERNSTEIN L.P.	Unchanged	62,843	$3.4M	0.0%	+55.99%	0
JANE STREET GROUP, LLC	New	53,238	$3.2M	0.0%	-1.87%	37
LPL Financial LLC	Decreased	36,968(-8.9%)	$2.2M	0.0%	+30.24%	0
Envestnet Portfolio Solutions, Inc.	Decreased	35,745(-3.5%)	$2.1M	0.0%	+57.79%	0
PRINCIPAL FINANCIAL GROUP INC	Increased	32,505(+102.4%)	$1.9M	0.0%	+5.48%	42
BANK OF AMERICA CORP /DE/	Decreased	24,863(-25.0%)	$1.5M	0.0%	+19.74%	0
UNITED CAPITAL FINANCIAL ADVISORS, LLC	Decreased	22,165(-17.4%)	$1.3M	0.0%	+10.68%	0
JIJOHNSON INVESTMENT COUNSEL INC	New	13,635	$817,831	0.0%	-1.87%	34
Mariner, LLC	Decreased	12,068(-3.8%)	$723,839	0.0%	+61.22%	0
RAYMOND JAMES FINANCIAL INC	Decreased	11,850(-16.8%)	$710,748	0.0%	+18.02%	0
Sanctuary Advisors, LLC	Decreased	10,460(-0.7%)	$627,372	0.0%	+40.72%	0
Kestra Advisory Services, LLC	Increased	8,321(+392.9%)	$499,115	0.0%	+0.44%	39
OSAIC HOLDINGS, INC.	Decreased	8,284(-47.1%)	$497,426	0.0%	+17.35%	0
SUSQUEHANNA INTERNATIONAL GROUP, LLP	New	7,450	$446,851	0.0%	-1.87%	33
ROYAL BANK OF CANADA	Decreased	7,150(-5.4%)	$429,000	0.0%	+27.35%	0
UBS Group AG	Decreased	6,110(-0.7%)	$366,478	0.0%	+41.61%	0
STIFEL FINANCIAL CORP	Increased	5,471(+1.4%)	$328,152	0.0%	+13.17%	24

Showing 1-20 of 31

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High Conviction Moves-Signal Convergence-Fund Consensus-Double-Down Signals

Data sourced from four SEC data sources: 13F, Form 4, 13D/13G, and STOCK Act. Not financial advice. Full disclaimer