TOLL Institutional Ownership & Shareholders
TEMA DURABLE QUALITY ETF (TOLL) is currently held by 15 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $29.06M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Newedge Wealth, Llc is currently the largest disclosed institutional shareholder of TOLL tracked by InsiderSet, reporting ownership valued at approximately $8.12M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $7.78M, representing an estimated loss of -4.29% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 98% of the total disclosed TOLL value among the investors covered in this analysis. Major shareholders include Newedge Wealth, Llc, Channel Wealth Llc, Archford Capital Strategies, Llc, and several other long-term asset managers with concentrated positions in TEMA DURABLE QUALITY ETF (TOLL).
This page ranks the largest institutional TOLL shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
15
Total Reported Value
$29.06M
Largest Holder
Newedge Wealth, Llc
Largest Position
$8.12M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
20
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Newedge Wealth, Llc | 0.08% | 194,607 | $8,124,855 | $7,776,029 | -$348,826 | -4.29% | |
| Channel Wealth Llc | 1.15% | 122,521 | $5,115,252 | $4,895,645 | -$219,607 | -4.29% | |
| Archford Capital Strategies, Llc | 0.36% | 87,805 | $3,586,466 | $3,508,477 | -$77,989 | -2.17% | |
| Willow Financial Llc | 2.44% | 68,091 | $2,398,281 | $2,720,753 | +$322,472 | +13.45% | |
| Goldman Sachs Group Inc | 0.00% | 50,036 | $2,089,003 | $1,999,318 | -$89,685 | -4.29% | |
| Bank Of America Corp | 0.00% | 50,000 | $2,087,500 | $1,997,880 | -$89,620 | -4.29% | |
| Weiss Asset Management Lp | 0.02% | 50,000 | $2,087,500 | $1,997,880 | -$89,620 | -4.29% | |
| Susquehanna International Group, Llp | 0.00% | 41,514 | $1,733,210 | $1,658,800 | -$74,410 | -4.29% | |
| Jane Street Group, Llc | 0.00% | 16,680 | $696,390 | $666,493 | -$29,897 | -4.29% | |
| Resurgent Financial Advisors Llc | 0.15% | 12,899 | $538,517 | $515,413 | -$23,104 | -4.29% | |
| Tbh Global Asset Management, Llc | 0.05% | 6,335 | $264,472 | $253,131 | -$11,341 | -4.29% | |
| Lpl Financial Llc | 0.00% | 5,016 | $209,418 | $200,427 | -$8,991 | -4.29% | |
| Newedge Advisors, Llc | 0.00% | 1,752 | $73,147 | $70,006 | -$3,141 | -4.29% | |
| Harbour Investments, Inc. | 0.00% | 772 | $32,212 | $30,847 | -$1,365 | -4.24% | |
| Ubs Group Ag | 0.00% | 606 | $25,301 | $24,214 | -$1,087 | -4.30% |
Frequently asked questions about TOLL
Who are the largest institutional holders of TOLL?
The largest institutional holders of TOLL reported in the latest SEC Form 13F filings include Newedge Wealth, Llc, Channel Wealth Llc, Archford Capital Strategies, Llc, Willow Financial Llc, and Goldman Sachs Group Inc. InsiderSet ranks institutional holders by their latest reported TOLL position.
What is TOLL institutional ownership?
This page tracks TOLL positions reported by institutional investment managers through SEC Form 13F. TEMA DURABLE QUALITY ETF (TOLL) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own TOLL?
InsiderSet currently tracks 15 institutional managers reporting TOLL holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of TOLL shareholders.
How much TOLL stock do institutions own?
Institutional investment managers disclosed approximately $29.06M in TOLL holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was TOLL institutional ownership last updated?
The latest TOLL institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional TOLL holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its TOLL position after the reporting date.
Are institutions buying or selling TOLL?
Institutional buying and selling can be analyzed by comparing TOLL positions across consecutive 13F reporting periods. InsiderSet's TOLL Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View TOLL ownership changes.
How has TOLL institutional ownership changed over time?
InsiderSet tracks TOLL institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.