Who owns TOLZ?
ProShares DJ Brookfield Global Infrastructure ETF · ProShares
60 institutions reported holding TOLZ, worth $141.8M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of TOLZ
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Morgan Stanley | New York, NY | $35.2M | 593,265 | +187,012 shares |
| Aprio Wealth Management, LLC | Atlanta, GA | $22.1M | 372,604 | −13,894 shares |
| Gradient Investments LLC | Arden Hills, MN | $21.1M | 355,830 | +15,113 shares |
| Aaron Wealth Advisors LLC | Chicago, IL | $12.6M | 213,382 | +7,039 shares |
| Mercer Global Advisors Inc. | Denver, CO | $5.9M | 98,724 | +28,694 shares |
| Alliancebernstein L.P. | Nashville, TN | $3.8M | 62,843 | No change |
| Wells Fargo & Company | San Francisco, CA | $3.6M | 60,035 | −8,318 shares |
| Wealth Architects, LLC | Mountain View, CA | $3.3M | 56,282 | −71 shares |
| Fortis Advisors, LLC | Wayne, PA | $3.1M | 52,827 | +209 shares |
| LPL Financial LLC | Fort Mill, SC | $2.9M | 48,322 | +11,354 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 TOLZ?
60 institutional managers reported holding TOLZ in Form 13F filings for June 30, 2026, worth $141.8M in total. The largest reported position was held by Morgan Stanley, at $35.2M.
Did institutions buy or sell TOLZ last quarter?
Reported 13F value rose 7.8% from March 31, 2026, which includes price moves as well as buying and selling. 7 firms reported a new position and 9 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 TOLZ 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.