TOLZ Institutional Ownership & Shareholders
PROSHARES GLB INFRASTRUCTURE (TOLZ) is currently held by 59 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $131.82M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Morgan Stanley is currently the largest disclosed institutional shareholder of TOLZ tracked by InsiderSet, reporting ownership valued at approximately $35.16M 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 $35.41M, representing an estimated gain of +0.72% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 81% of the total disclosed TOLZ value among the investors covered in this analysis. Major shareholders include Morgan Stanley, Gradient Investments Llc, Aprio Wealth Management, Llc, and several other long-term asset managers with concentrated positions in PROSHARES GLB INFRASTRUCTURE (TOLZ).
This page ranks the largest institutional TOLZ 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
59
Total Reported Value
$131.82M
Largest Holder
Morgan Stanley
Largest Position
$35.16M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
69
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Morgan Stanley | 0.00% | 593,265 | $35,162,899 | $35,414,895 | +$251,996 | +0.72% | |
| Gradient Investments Llc | 0.29% | 372,488 | $20,280,473 | $22,235,634 | +$1,955,161 | +9.64% | |
| Aprio Wealth Management, Llc | 0.73% | 293,351 | $15,971,803 | $17,511,559 | +$1,539,756 | +9.64% | |
| Aaron Wealth Advisors Llc | 0.60% | 225,649 | $12,285,727 | $13,470,094 | +$1,184,367 | +9.64% | |
| Mercer Global Advisors Inc | 0.01% | 98,724 | $5,851,346 | $5,893,319 | +$41,973 | +0.72% | |
| Alliancebernstein L.P. | 0.00% | 62,843 | $3,769,323 | $3,751,407 | -$17,916 | -0.48% | |
| Wells Fargo & Company/Mn | 0.00% | 60,035 | $3,558,282 | $3,583,783 | +$25,501 | +0.72% | |
| Wealth Architects, Llc | 0.26% | 56,282 | $3,335,834 | $3,359,748 | +$23,914 | +0.72% | |
| Fortis Advisors, Llc | 1.47% | 52,827 | $3,131,053 | $3,153,502 | +$22,449 | +0.72% | |
| Lpl Financial Llc | 0.00% | 48,322 | $2,864,026 | $2,884,577 | +$20,551 | +0.72% | |
| Envestnet Portfolio Solutions, Inc. | 0.01% | 37,513 | $2,223,382 | $2,239,335 | +$15,953 | +0.72% | |
| Allodium Investment Consultants, Llc | 0.91% | 40,662 | $2,213,896 | $2,427,314 | +$213,418 | +9.64% | |
| Pitcairn Wealth Advisors Llc | 0.19% | 28,682 | $1,699,982 | $1,712,169 | +$12,187 | +0.72% | |
| First Citizens Bank & Trust Co | 0.02% | 30,036 | $1,635,340 | $1,792,996 | +$157,656 | +9.64% | |
| Bank Of America Corp | 0.00% | 26,688 | $1,581,798 | $1,593,137 | +$11,339 | +0.72% | |
| J.W. Cole Advisors, Inc. | 0.02% | 21,854 | $1,295,310 | $1,304,572 | +$9,262 | +0.72% | |
| United Capital Financial Advisors, Llc | 0.01% | 21,610 | $1,276,667 | $1,290,007 | +$13,340 | +1.04% | |
| Brown Financial Advisors | 0.39% | 18,977 | $1,124,767 | $1,132,830 | +$8,063 | +0.72% | |
| Vestcor Inc | 0.03% | 17,921 | $1,062,000 | $1,069,792 | +$7,792 | +0.73% | |
| Paladin Wealth, Llc | 0.52% | 17,773 | $967,670 | $1,060,957 | +$93,287 | +9.64% | |
| Raymond James Financial Inc | 0.00% | 13,501 | $800,183 | $805,941 | +$5,758 | +0.72% | |
| Johnson Investment Counsel Inc | 0.01% | 12,711 | $753,369 | $758,782 | +$5,413 | +0.72% | |
| Mariner, Llc | 0.00% | 12,035 | $713,314 | $718,428 | +$5,114 | +0.72% | |
| Td Waterhouse Canada Inc. | 0.00% | 12,773 | $696,305 | $762,483 | +$66,178 | +9.50% | |
| Mattson Financial Services, Llc | 0.15% | 11,467 | $692,791 | $684,521 | -$8,270 | -1.19% | |
| Sanctuary Advisors, Llc | 0.00% | 10,341 | $612,892 | $617,305 | +$4,413 | +0.72% | |
| Sg Americas Securities, Llc | 0.00% | 9,150 | $542,000 | $546,208 | +$4,208 | +0.78% | |
| Eaton Financial Holdings Company, Llc | 0.15% | 9,064 | $537,223 | $541,075 | +$3,852 | +0.72% | |
| Ubs Group Ag | 0.00% | 7,992 | $473,686 | $477,082 | +$3,396 | +0.72% | |
| Osaic Holdings, Inc. | 0.00% | 7,950 | $471,686 | $474,574 | +$2,888 | +0.61% | |
| Kestra Advisory Services, Llc | 0.00% | 8,358 | $455,042 | $498,930 | +$43,888 | +9.64% | |
| First Financial Bank - Trust Division | 0.03% | 8,082 | $440,033 | $482,454 | +$42,421 | +9.64% | |
| Royal Bank Of Canada | 0.00% | 7,125 | $422,000 | $425,326 | +$3,326 | +0.79% | |
| Paragon Capital Management Ltd | 0.07% | 7,220 | $393,100 | $430,997 | +$37,897 | +9.64% | |
| Bell Bank | 0.01% | 7,000 | $381,122 | $417,864 | +$36,742 | +9.64% | |
| Svb Wealth Llc | 0.02% | 5,875 | $348,182 | $350,708 | +$2,526 | +0.73% | |
| Stifel Financial Corp | 0.00% | 5,351 | $317,153 | $319,427 | +$2,274 | +0.72% | |
| Koshinski Asset Management, Inc. | 0.01% | 5,099 | $277,598 | $304,384 | +$26,786 | +9.65% | |
| O'Shaughnessy Asset Management, Llc | 0.00% | 4,483 | $265,707 | $267,612 | +$1,905 | +0.72% | |
| First Citizens Asset Management, Inc. | 0.07% | 3,787 | $224,455 | $226,065 | +$1,610 | +0.72% | |
| Cetera Investment Advisers | 0.00% | 3,429 | $203,252 | $204,694 | +$1,442 | +0.71% | |
| Fifth Third Bancorp | 0.00% | 2,883 | $170,881 | $172,100 | +$1,219 | +0.71% | |
| Strategic Wealth Partners, Ltd. | 0.01% | 2,103 | $124,647 | $125,538 | +$891 | +0.72% | |
| Brentview Investment Management Llc | 0.02% | 800 | $47,416 | $47,756 | +$340 | +0.72% | |
| Aptus Capital Advisors, Llc | 0.00% | 786 | $46,586 | $46,920 | +$334 | +0.72% | |
| Assetmark, Inc | 0.00% | 585 | $31,851 | $34,922 | +$3,071 | +9.64% | |
| Jpmorgan Chase & Co | 0.00% | 299 | $17,886 | $17,849 | -$37 | -0.21% | |
| Fmr Llc | 0.00% | 297 | $17,578 | $17,729 | +$151 | +0.86% | |
| Geneos Wealth Management Inc. | 0.00% | 250 | $14,818 | $14,924 | +$106 | +0.71% | |
| Nbc Securities, Inc. | 0.00% | 169 | $9,178 | $10,088 | +$910 | +9.92% |
Frequently asked questions about TOLZ
Who are the largest institutional holders of TOLZ?
The largest institutional holders of TOLZ reported in the latest SEC Form 13F filings include Morgan Stanley, Gradient Investments Llc, Aprio Wealth Management, Llc, Aaron Wealth Advisors Llc, and Mercer Global Advisors Inc. InsiderSet ranks institutional holders by their latest reported TOLZ position.
What is TOLZ institutional ownership?
This page tracks TOLZ positions reported by institutional investment managers through SEC Form 13F. PROSHARES GLB INFRASTRUCTURE (TOLZ) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own TOLZ?
InsiderSet currently tracks 59 institutional managers reporting TOLZ 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 TOLZ shareholders.
How much TOLZ stock do institutions own?
Institutional investment managers disclosed approximately $131.82M in TOLZ holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was TOLZ institutional ownership last updated?
The latest TOLZ 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 TOLZ 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 TOLZ position after the reporting date.
Are institutions buying or selling TOLZ?
Institutional buying and selling can be analyzed by comparing TOLZ positions across consecutive 13F reporting periods. InsiderSet's TOLZ Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View TOLZ ownership changes.
How has TOLZ institutional ownership changed over time?
InsiderSet tracks TOLZ institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.