Who owns TOLL?
Tema Durable Quality ETF · Tema
15 institutions reported holding TOLL, worth $29.6M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of TOLL
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| NewEdge Wealth, LLC | Stamford, CT | $8.1M | 194,607 | −17,713 shares |
| Channel Wealth LLC | Santa Barbara, CA | $5.1M | 122,521 | +18,076 shares |
| Archford Capital Strategies, LLC | Swansea, IL | $4.2M | 100,861 | +2,325 shares |
| Bank of America Corp. | Charlotte, NC | $4.2M | 100,000 | New position |
| Goldman Sachs Group Inc. | New York, NY | $2.1M | 50,036 | New position |
| Weiss Asset Management LP | Boston, MA | $2.1M | 50,000 | New position |
| Susquehanna International Group, LLP | Bala Cynwyd, PA | $1.7M | 41,514 | −1,885 shares |
| Jane Street Group, LLC | New York, NY | $696K | 16,680 | +6,562 shares |
| Resurgent Financial Advisors LLC | Atlanta, GA | $539K | 12,899 | No change |
| HighTower Advisors, LLC | Chicago, IL | $271K | 6,500 | −145 shares |
From SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
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Frequently asked questions
Who owns TOLL?
15 institutional managers reported holding TOLL in Form 13F filings for June 30, 2026, worth $29.6M in total. The largest reported position was held by NewEdge Wealth, LLC, at $8.1M.
Did institutions buy or sell TOLL last quarter?
Reported 13F value rose 42.0% from March 31, 2026, which includes price moves as well as buying and selling. 7 firms reported a new position and 3 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is TOLL ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.