Public record / Tickers / TOL

TOL — Toll Brothers, Inc.

Both disclosure regimes on one name: who in Congress filed about TOL, which institutions reported holding it. Each section keeps its own clock — congressional trades on the 45-day PTR clock, 13F holdings as quarter-end snapshots.

Congress txns
8
all PTR rows naming TOL
Members · 12m
1
0 buys · 1 sells · by trade date
Latest PTR
10-10
filed 2025-10-10
13F holders
500
top-500 slice · 2026-03-31
Congress = transactions in statutory ranges, 45-day lag · Institutions = quarter-end positions, 45-day lagas of 2026-09-14 13:21 UTCno price data — a disclosure record, not a chart

Val T. Hoyle · $1.0K–$15.0K

Sale · traded 2025-09-23 → filed 2025-10-10. Ranked over every TOL row by the provable lower bound, never a point estimate.

1 member · 0 buys / 1 sells

Counts of disclosures by trade date, not dollars — ranges cannot be netted across members. Flow ranges per member are in the table below.

3 rows filed past the 45-day window

Late disclosure is stated on the row, never editorialised. Both dates and the receipt stay on every row.

Congress · disclosure timeline

TRADE DATES · 24M · ▲ BUY ▼ SELL · HEIGHT = LOG LOWER BOUND

1 dated disclosures in the window, placed by trade date; magnitudes are the disclosed lower bounds.

Trade date, not filing date — the lag lives in the table below. 1 rows placed.

PLANNED institutional holder flow by quarter

Congressional disclosures

ALL PTR ROWS NAMING TOL · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning TOL
Filed ▾MemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2025-10-10Val T. Hoyle D–OR-4Sale · SP (spouse-owned)Traded 09-23 +17d$1K–$15K
2021-03-16Peter Meijer R–MI-3SaleTraded 02-16 +28d$1K–$15K
2020-10-24Susie Lee D–NV-3Sale · JT (jointly owned)Traded 09-18 +36d$1K–$15K
2020-09-03Susie Lee D–NV-3Purchase · JT (jointly owned)Traded 07-29 +36d$1K–$15K
2020-09-03Susie Lee D–NV-3Purchase · JT (jointly owned)Traded 07-23 +42d$1K–$15K
Traded → filed dates on every rowEach row shows the trade date and the filing date; the gap between them is the disclosure lag.all 8 ↗

Members active in TOL

12M · NET LOWER BOUND · COMMITTEES AS OF TRADE DATE · SNAPSHOT 2026-09-14
Members disclosing TOL in the trailing 12 months
MemberRowsNetNet disclosed flow for this ticker: purchases minus sales, computed as a net range on the disclosed amounts. A lower bound is provable, never a point.CommitteesNumber of committees the member sat on as of their latest trade date in the window, from the cc0-legislators roster snapshot. Context, never an allegation; jurisdiction overlap needs the sector join.
Val T. Hoyle D–OR-41−$15.0K to −$1.0K2

1 members in the window · counts of disclosures, not dollars.

Congress ↔ notable managers · TOL

who in Congress disclosed purchases or sales beside which notable managers added or trimmed

Congress · last 90 days

Buyers
0
Sellers
0

filed 2026-06-16 → 2026-09-14 · totals are statutory ranges

Notable managers · quarter ended 2026-03-31

Adding
1 Gotham Asset Management $14.8M held
Trimming
1 Bridgewater Associates $29.7M held

new + add vs trim + exit, by shares · $ = reported value now, not the change · TOLL BROTHERS INC

Merged timeline of congressional filings and notable-manager moves on TOL
DateWhoChangeSize
2026-05-15Gotham Asset Management 13Fadd+74,449 sh
2026-05-15Bridgewater Associates 13Ftrim−92,841 sh

2 newest rows · Congress rows date by filing, 13F rows by quarter end · a 13F row is a quarter-end snapshot, not a trade

Institutional holders · 13F · Quarter ended 2026-03-31 · longs only

Top institutional holders of TOL for quarter 2026-03-31
#FilerValue ▾SecuritiesFlagsSrc
1BlackRock, Inc.$1.4B1
2Capital World Investors$711M1
3VANGUARD CAPITAL MANAGEMENT LLC$580M1
4VANGUARD PORTFOLIO MANAGEMENT LLC$569M1
5FMR LLC$478M1
6STATE STREET CORP$458M1
7DIMENSIONAL FUND ADVISORS LP$408M1
8GEODE CAPITAL MANAGEMENT, LLC$325M1
9AQR CAPITAL MANAGEMENT LLC$238M1
10JENNISON ASSOCIATES LLC$194M1
11MORGAN STANLEY$174M1
12CITADEL ADVISORS LLC$155M1
13Holocene Advisors, LP$145M1
14Bank of New York Mellon Corp$141M1
15BAMCO INC /NY/$127M1
16NORTHERN TRUST CORP$117M1
17MILLENNIUM MANAGEMENT LLC$111M1
18BALYASNY ASSET MANAGEMENT L.P.$110M1
19VICTORY CAPITAL MANAGEMENT INC$104M1
20BANK OF AMERICA CORP /DE/$103M1
21CHARLES SCHWAB INVESTMENT MANAGEMENT INC$99.4M1
22FIRST TRUST ADVISORS LP$81.6M1
23VANGUARD FIDUCIARY TRUST CO$80.2M1
24Janus Henderson Group Ltd.$72.2M1
25RAYMOND JAMES FINANCIAL INC$70.5M1
26Quantinno Capital Management LP$67.9M1
27Qube Research & Technologies Ltd$65.4M1
28TWO SIGMA INVESTMENTS, LP$61.4M1
29UBS Group AG$61.0M1
30Invesco Ltd.$55.5M1
31Junto Capital Management LP$53.6M1
32Walleye Capital LLC$53.4M1
33MILFORD FUNDS LTD$48.4M1
34WELLS FARGO & COMPANY/MN$46.2M1
35ADAGE CAPITAL PARTNERS GP, L.L.C.$45.0M1
36ANCHOR CAPITAL ADVISORS LLC$44.6M1
37ROYAL BANK OF CANADA$42.5M1
38VOLORIDGE INVESTMENT MANAGEMENT, LLC$42.1M1
39Squarepoint Ops LLC$39.6M1
40BASSWOOD CAPITAL MANAGEMENT, L.L.C.$38.8M1
41Point72 Asset Management, L.P.$38.2M1
42Woodline Partners LP$36.4M1
43RHUMBLINE ADVISERS$35.0M1
44UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$33.3M1
45Pictet Asset Management Holding SA$30.9M1
46Bridgewater Associates, LP$29.7M1
47BARCLAYS PLC$29.6M1
48Retirement Systems of Alabama$29.4M1
49WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$29.3M1
50PRINCIPAL FINANCIAL GROUP INC$28.9M1
51Allianz Asset Management GmbH$28.3M1
52Nuveen, LLC$27.6M1
53CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$27.5M1
54ASSETMARK, INC$26.1M1
55COOKSON PEIRCE & CO INC$25.7M1
56Swiss National Bank$25.6M1
57Empowered Funds, LLC$25.3M1
58JANE STREET GROUP, LLC$24.8M1
59RENAISSANCE TECHNOLOGIES LLC$23.6M1
60AMERIPRISE FINANCIAL INC$22.8M1
61FRANKLIN RESOURCES INC$22.3M1
62IEQ CAPITAL, LLC$21.8M1
63AMERICAN CENTURY COMPANIES INC$21.6M1
64Legal & General Group Plc$19.0M1
65Rafferty Asset Management, LLC$18.6M1
66NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$17.6M1
67CAISSE DE DEPOT ET PLACEMENT DU QUEBEC$17.3M1
68CITIGROUP INC$16.9M1
69Corient Private Wealth LLC$16.8M1
70PRUDENTIAL FINANCIAL INC$16.2M1
71GATEWAY INVESTMENT ADVISERS LLC$16.2M1
72ALLIANCEBERNSTEIN L.P.$15.8M1
73Union Bancaire Privee, UBP SA$15.8M1
74Gotham Asset Management, LLC$14.8M1
75ENVESTNET ASSET MANAGEMENT INC$14.8M1
76Distillate Capital Partners LLC$14.7M1
77STATE OF WISCONSIN INVESTMENT BOARD$14.6M1
78GDS Wealth Management$13.9M1
79ExodusPoint Capital Management, LP$13.8M1
80MERCER GLOBAL ADVISORS INC /ADV$13.7M1
81DAVIS R M INC$13.4M1
82LPL Financial LLC$13.2M1
83NATIONAL BANK OF CANADA /FI/$13.1M1
84De Lisle Partners LLP$13.0M1
85Verition Fund Management LLC$12.9M1
86Riverstone Advisors, LLC$12.5M1
87Moran Wealth Management, LLC$12.2M1
88WEDGEWOOD PARTNERS INC$12.0M1
89Focus Partners Wealth$11.8M1
90VANGUARD ASSET MANAGEMENT, Ltd$11.7M1
91D. E. Shaw & Co., Inc.$11.5M1
92Engineers Gate Manager LP$11.2M1
93Allspring Global Investments Holdings, LLC$11.2M1
94Lighthouse Investment Partners, LLC$11.1M1
95Bank Julius Baer & Co. Ltd, Zurich$11.0M1
96RBF Capital, LLC$11.0M1
97STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$11.0M1
98KETTLE HILL CAPITAL MANAGEMENT, LLC$10.9M1
99MetLife Investment Management, LLC$10.9M1
100Cerity Partners LLC$10.6M1
101CANADA PENSION PLAN INVESTMENT BOARD$10.4M1
102Quantbot Technologies LP$10.0M1
103Amundi$10.0M1
104O'SHAUGHNESSY ASSET MANAGEMENT, LLC$9.7M1
105Eurizon Capital SGR S.p.A.$9.4M1
106Cambria Investment Management, L.P.$9.2M1
107MANUFACTURERS LIFE INSURANCE COMPANY, THE$9.0M1
108BANCO BILBAO VIZCAYA ARGENTARIA, S.A.$9.0M1
109Universal- Beteiligungs- und Servicegesellschaft mbH$8.8M1
110TEACHER RETIREMENT SYSTEM OF TEXAS$8.6M1
111Edgestream Partners, L.P.$8.2M1
112MACKENZIE FINANCIAL CORP$8.2M1
113CWM, LLC$8.1M1
114XTX Topco Ltd$8.0M1
115Hook Mill Capital Partners, LP$7.8M1
116NEW YORK STATE COMMON RETIREMENT FUND$7.7M1
117Vanguard Global Advisers, LLC$7.2M1
118CASTLEARK MANAGEMENT LLC$7.0M1
119AGF MANAGEMENT LTD$6.9M1
120HighTower Advisors, LLC$6.8M1
121HANCOCK WHITNEY CORP$6.7M1
122HIGHLAND CAPITAL MANAGEMENT, LLC$6.7M1
123Y-Intercept (Hong Kong) Ltd$6.5M1
124Alphadyne Asset Management LP$6.5M1
125STIFEL FINANCIAL CORP$6.3M1
126ALPS ADVISORS INC$6.3M1
127Annex Advisory Services, LLC$6.3M1
128Candriam S.C.A.$6.2M1
129Cannell & Spears LLC$6.1M1
130SUSQUEHANNA INTERNATIONAL GROUP, LLP$6.1M1
131Zurcher Kantonalbank (Zurich Cantonalbank)$6.0M1
132Pathstone Holdings, LLC$5.8M1
133GLENMEDE TRUST CO NA$5.7M1
134Capital International, Inc./CA/$5.5M1
135SEI INVESTMENTS CO$5.5M1
136MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$5.5M1
137Waverly Advisors, LLC$5.3M1
138Creative Planning$5.2M1
139COMMONWEALTH EQUITY SERVICES, LLC$5.1M1
140INVESTMENT HOUSE LLC$5.1M1
141Livforsakringsbolaget Skandia, Omsesidigt$5.0M1
142Vest Financial, LLC$5.0M1
143Advisors Capital Management, LLC$5.0M1
144OPPENHEIMER & CO INC$4.9M1
145HSBC HOLDINGS PLC$4.8M1
146Qsemble Capital Management, LP$4.8M1
147Cetera Investment Advisers$4.7M1
148BURNEY CO/$4.7M1
149FIL Ltd$4.7M1
150Quadrature Capital Ltd$4.7M1
151Trexquant Investment LP$4.6M1
152BLB&B Advisors, LLC$4.6M1
153EVOLVE PRIVATE WEALTH, LLC$4.4M1
154MITCHELL CAPITAL MANAGEMENT CO$4.4M1
155RITHOLTZ WEALTH MANAGEMENT$4.4M1
156INFRASTRUCTURE CAPITAL ADVISORS, LLC$4.3M1
157DEUTSCHE BANK AG\$4.2M1
158Shellback Capital, LP$4.1M1
159PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$4.1M1
160BANK OF MONTREAL /CAN/$4.0M1
161YOUSIF CAPITAL MANAGEMENT, LLC$4.0M1
162Regal Investment Advisors LLC$4.0M1
163PANAGORA ASSET MANAGEMENT INC$4.0M1
164FIFTH THIRD BANCORP$3.9M1
165OSAIC HOLDINGS, INC.$3.8M1
166MONTAG A & ASSOCIATES INC$3.8M1
167TWINBEECH CAPITAL LP$3.7M1
168Emerald Investment Advisers, LLC$3.7M1
169OLD NATIONAL BANCORP /IN/$3.7M1
170State of New Jersey Common Pension Fund D$3.6M1
171INTECH INVESTMENT MANAGEMENT LLC$3.6M1
172Trail Ridge Investment Advisors, LLC$3.6M1
173Arizona State Retirement System$3.6M1
174Orion Porfolio Solutions, LLC$3.5M1
175KLP KAPITALFORVALTNING AS$3.4M1
176CAPITAL MANAGEMENT CORP /VA$3.4M1
177Laurion Capital Management LP$3.3M1
178Vanguard Investments Australia, Ltd.$3.3M1
179Ashton Thomas Private Wealth, LLC$3.3M1
180COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$3.2M1
181NorthCrest Asset Manangement, LLC$3.2M1
182Assenagon Asset Management S.A.$3.2M1
183Connor, Clark & Lunn Investment Management Ltd.$3.2M1
184NISA INVESTMENT ADVISORS, LLC$3.1M1
185VOYA INVESTMENT MANAGEMENT LLC$3.1M1
186STATE OF MICHIGAN RETIREMENT SYSTEM$3.1M1
187Merit Financial Group, LLC$3.1M1
188COLDSTREAM CAPITAL MANAGEMENT INC$2.9M1
189NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC$2.9M1
190AE Wealth Management LLC$2.9M1
191GARDNER LEWIS ASSET MANAGEMENT L P$2.9M1
192BAYPOINTE PARTNERS LLC$2.7M1
193AssuredPartners Investment Advisors, LLC$2.7M1
194LECAP ASSET MANAGEMENT LTD$2.7M1
195Pallas Capital Advisors LLC$2.7M1
196Mitsubishi UFJ Trust & Banking Corp$2.7M1
197OREGON PUBLIC EMPLOYEES RETIREMENT FUND$2.7M1
198Vanguard Personalized Indexing Management, LLC$2.6M1
199Brevan Howard Capital Management LP$2.6M1
200OMC Financial Services LTD$2.6M1
201Man Group plc$2.6M1
202Stamos Capital Partners, L.P.$2.4M1
203SHARIAPORTFOLIO, INC.$2.4M1
204JT Stratford LLC$2.4M1
205OPINICUS CAPITAL, INC.$2.4M1
206Ameritas Investment Partners, Inc.$2.4M1
207Mariner, LLC$2.3M1
208FIRST BUSINESS FINANCIAL SERVICES, INC.$2.3M1
209Soltis Investment Advisors LLC$2.3M1
210GoodHaven Capital Management, LLC$2.3M1
211Graham Capital Management, L.P.$2.3M1
212READYSTATE ASSET MANAGEMENT LP$2.3M1
213Vident Advisory, LLC$2.3M1
214BOOTHBAY FUND MANAGEMENT, LLC$2.2M1
215TRUIST FINANCIAL CORP$2.2M1
216Catalyst Capital Advisors LLC$2.2M1
217Utah Retirement Systems$2.1M1
218BLAIR WILLIAM & CO/IL$2.1M1
219Walleye Trading LLC$2.1M1
220TD Waterhouse Canada Inc.$2.1M1
221Summit Trail Advisors, LLC$2.0M1
222Magnetar Financial LLC$2.0M1
223Summit Place Financial Advisors, LLC$2.0M1
224Caldwell Trust Co$1.9M1
225Great Lakes Retirement, Inc.$1.9M1
226M&T BANK CORP$1.9M1
227OMERS ADMINISTRATION Corp$1.8M1
228Steward Partners Investment Advisory, LLC$1.8M1
229Clear Harbor Asset Management, LLC$1.8M1
230Caprock Group, LLC$1.7M1
231Kestra Advisory Services, LLC$1.7M1
232Grantham, Mayo, Van Otterloo & Co. LLC$1.7M1
233Ensign Peak Advisors, Inc$1.6M1
234FJ Capital Management LLC$1.6M1
235Revolve Wealth Partners, LLC$1.6M1
236Focus Partners Advisor Solutions, LLC$1.6M1
237XPONANCE LLC$1.6M1
238LAZARD ASSET MANAGEMENT LLC$1.6M1
239Polymer Capital Management (US) LLC$1.6M1
240AIGEN INVESTMENT MANAGEMENT, LP$1.6M1
241Private Advisor Group, LLC$1.5M1
242Dynamic Technology Lab Private Ltd$1.5M1
243OUTFITTERS FINANCIAL LLC$1.5M1
244MGO ONE SEVEN LLC$1.5M1
245OCCUDO QUANTITATIVE STRATEGIES LP$1.5M1
246QRG CAPITAL MANAGEMENT, INC.$1.5M1
247Envestnet Portfolio Solutions, Inc.$1.4M1
248FIRST CITIZENS BANK & TRUST CO$1.4M1
249Generali Investments CEE, investicni spolecnost, a.s.$1.4M1
250MRP Capital Investments, LLC$1.4M1
251CIBC WORLD MARKET INC.$1.3M1
252MOODY ALDRICH PARTNERS LLC$1.3M1
253INTEGRITY ALLIANCE, LLC.$1.3M1
254Rockefeller Capital Management L.P.$1.3M1
255UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGEMENT CO$1.3M1
256Pine Valley Investments Ltd Liability Co$1.2M1
257Brooklyn Investment Group$1.2M1
258Aviance Capital Partners, LLC$1.2M1
259Hilltop National Bank$1.1M1
260Proficio Capital Partners LLC$1.1M1
261Callan Family Office, LLC$1.1M1
262FEDERATED HERMES, INC.$1.1M1
263Krilogy Financial LLC$1.1M1
264Buckland Partners Management Co LLC$1.1M1
265Oak Thistle LLC$1.1M1
266One Wealth Advisors, LLC$1.1M1
267CSS LLC/IL$1.1M1
268Hillsdale Investment Management Inc.$1.1M1
269MML INVESTORS SERVICES, LLC$1.0M1
270Sequoia Financial Advisors, LLC$1.0M1
271Kingsview Wealth Management, LLC$1.0M1
272BROWN, LISLE/CUMMINGS, INC.$1.0M1
273Gallo Partners, LP$1.0M1
274US BANCORP \DE\$1.0M1
275Beacon Pointe Advisors, LLC$1.0M1
276JAMISON PRIVATE WEALTH MANAGEMENT, INC.$1.0M1
277Sanctuary Advisors, LLC$1.0M1
278Headlands Technologies LLC$996K1
279WINCAP FINANCIAL LLC$986K1
280&PARTNERS$980K1
281SECURIAN ASSET MANAGEMENT, INC$959K1
282Paradiem, LLC$939K1
283EVERGREEN CAPITAL MANAGEMENT LLC$924K1
284DIKER MANAGEMENT LLC$873K1
285Chicago Partners Investment Group LLC$865K1
286Lebenthal Global Advisors, LLC$863K1
287Federation des caisses Desjardins du Quebec$854K1
288New England Research & Management, Inc.$850K1
289MAI Capital Management$848K1
290QUADRANT CAPITAL GROUP LLC$836K1
291Vise Technologies, Inc.$825K1
292NewEdge Advisors, LLC$824K1
293COMMERCE BANK$817K1
294Swiss Life Asset Management Ltd$809K1
295UNITED CAPITAL FINANCIAL ADVISORS, LLC$806K1
296Systematic Alpha Investments, LLC$805K1
297Integrated Advisors Network LLC$793K1
298PKO Investment Management Joint-Stock Co$792K1
299Crossmark Global Holdings, Inc.$781K1
300Northstar Advisory Group, LLC$780K1
301Cresset Asset Management, LLC$768K1
302U S GLOBAL INVESTORS INC$737K1
303CHAPIN DAVIS, INC.$736K1
304Gratus Wealth Advisors, LLC$734K1
305River Wealth Advisors LLC$729K1
306BANK OF NOVA SCOTIA$728K1
307PINNACLE ASSOCIATES LTD$722K1
308Capital Squared Financial LLC$721K1
309DnB Asset Management AS$716K1
310SCHRODER INVESTMENT MANAGEMENT GROUP$705K1
311Equitable Holdings, Inc.$701K1
312OXFORD ASSET MANAGEMENT LLP$700K1
313iSAM Funds (UK) Ltd$700K1
314Game Creek Capital, LP$682K1
315Belpointe Asset Management LLC$680K1
316Empirical Financial Services, LLC d.b.a. Empirical Wealth Management$677K1
317GROUP ONE TRADING LLC$675K1
318Key FInancial Inc$672K1
319denkapparat Operations GmbH$671K1
320INCEPTIONR LLC$670K1
321Westover Capital Advisors, LLC$669K1
322E Fund Management Co., Ltd.$649K1
323Maryland State Retirement & Pension System$641K1
324Compound Planning, Inc.$640K1
325Meeder Advisory Services, Inc.$639K1
326RiverPark Advisors, LLC$636K1
327Oak Asset Management, LLC$628K1
328Aaron Wealth Advisors LLC$621K1
329Martin Capital Advisors, LLP$618K1
330PW Nova Financial Services LLC$617K1
331CI INVESTMENTS INC.$605K1
332CHOREO, LLC$585K1
333D.A. DAVIDSON & CO.$584K1
334Strategic Investment Advisors / MI$583K1
335Atria Investments, Inc$582K1
336FIRST COMMONWEALTH FINANCIAL CORP /PA/$581K1
337MOKAN Wealth Management Inc.$561K1
338Independent Advisor Alliance$557K1
339BROWN ADVISORY INC$556K1
340Inscription Capital, LLC$548K1
341Fortune Financial Advisors, LLC$546K1
342Tidal Investments LLC$522K1
343Patriot Financial Group Insurance Agency, LLC$519K1
344ProShare Advisors LLC$519K1
345Sovereign Financial Group, Inc.$512K1
346FULLER & THALER ASSET MANAGEMENT, INC.$508K1
347DENALI ADVISORS LLC$507K1
348SIMPLEX TRADING, LLC$501K1
349Tower Research Capital LLC (TRC)$490K1
350Baker Avenue Asset Management, LP$484K1
351Stratos Wealth Partners, LTD.$483K1
352EP Wealth Advisors, LLC$481K1
353HB Wealth Management, LLC$475K1
354Bull Harbor Capital LLC$466K1
355Numerai GP LLC$463K1
356DRIVE WEALTH MANAGEMENT, LLC$462K1
357EARNED WEALTH ADVISORS, LLC$448K1
358EXCHANGE TRADED CONCEPTS, LLC$446K1
359TWO SIGMA SECURITIES, LLC$442K1
360NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$441K1
361Strathmore Capital Advisors, Inc.$441K1
362AXQ CAPITAL, LP$438K1
363Mutual Advisors, LLC$436K1
364SYM FINANCIAL Corp$436K1
365Sterling Capital Management LLC$435K1
366SHELTON CAPITAL MANAGEMENT$434K1
367Kaufman Rossin Wealth, LLC$433K1
368F/m Investments LLC$420K1
369Allworth Financial LP$416K1
370CIBC Bancorp USA Inc.$412K1
371Kera Capital Partners, Inc.$410K1
372FIDUCIARY TRUST CO$410K1
373LEAVELL INVESTMENT MANAGEMENT, INC.$409K1
374CIBC Asset Management Inc$405K1
375Argos Wealth Advisors, LLC$405K1
376CHILDRESS CAPITAL ADVISORS, LLC$404K1
377Concentric Capital Strategies, LP$404K1
378DIVERSIFY WEALTH MANAGEMENT, LLC$399K1
379Ellis Investment Partners, LLC$399K1
380Elevated Capital Advisors, LLC$397K1
381ATTICUS WEALTH MANAGEMENT, LLC$393K1
382Wealthspire Advisors, LLC$386K1
383MITCHELL MCLEOD PUGH & WILLIAMS INC$383K1
384North Dakota State Investment Board$383K1
385Savant Capital, LLC$381K1
386Summit Financial, LLC$365K1
387Western Wealth Management, LLC$361K1
388First Eagle Investment Management, LLC$354K1
389Ethic Inc.$353K1
390Harbour Capital Advisors, LLC$352K1
391FIDELIS CAPITAL PARTNERS, LLC$349K1
392MARATHON CAPITAL MANAGEMENT$346K1
393waypoint wealth counsel$344K1
394SEEDS INVESTOR LLC$340K1
395RFG Advisory, LLC$339K1
396Disciplined Investors, L.L.C.$339K1
397FLORIDA FINANCIAL ADVISORS, LLC$339K1
398MIRABELLA FINANCIAL SERVICES LLP$326K1
399Laird Norton Wetherby Trust Company, LLC$324K1
400AVIVA PLC$322K1
401Ballentine Partners, LLC$316K1
402Sivia Capital Partners, LLC$316K1
403Pinnacle Financial Partners, Inc.$315K1
404WINTON GROUP Ltd$310K1
405EVENTIDE ASSET MANAGEMENT, LLC$308K1
406Scientech Research LLC$307K1
407Hickory Point Bank & Trust$307K1
408WBI INVESTMENTS, LLC$306K1
409Ariadne Wealth Management, LP$306K1
410NOMURA HOLDINGS INC$305K1
411Red Door Wealth Management, LLC$300K1
412Parcion Private Wealth LLC$299K1
413Meiji Yasuda Asset Management Co Ltd.$296K1
414PFG Private Wealth Management, LLC$295K1
415EVOKE WEALTH, LLC$293K1
416Omnia Family Wealth, LLC$288K1
417Cercano Management LLC$288K1
418Pitcairn Wealth Advisors LLC$274K1
419Van Hulzen Asset Management, LLC$273K1
420GREENLEAF TRUST$273K1
421DAYMARK WEALTH PARTNERS, LLC$269K1
422AlphaCore Capital LLC$268K1
423Jacobi Capital Management LLC$266K1
424Ruffer LLP$263K1
425Allegiance Financial Group Advisory Services LLC$262K1
426TIEMANN INVESTMENT ADVISORS, LLC$260K1
427Daiwa Securities Group Inc.$259K1
428Strategic Advisors LLC$259K1
429PRELUDE CAPITAL MANAGEMENT, LLC$258K1
430Baron Wealth Management LLC$257K1
431KESTRA PRIVATE WEALTH SERVICES, LLC$255K1
432GTS SECURITIES LLC$252K1
433Quantum Private Wealth, LLC$252K1
434CLIFFORD SWAN INVESTMENT COUNSEL LLC$251K1
435EADS & HEALD WEALTH MANAGEMENT$247K1
436HUB Investment Partners, LLC$247K1
437JACKSON THORNTON WEALTH MANAGEMENT, LLC$246K1
438JOURNEY STRATEGIC WEALTH LLC$246K1
439Vontobel Holding Ltd.$245K1
440Kathmere Capital Management, LLC$244K1
441Modera Wealth Management, LLC$243K1
442Trajan Wealth LLC$241K1
443Composition Wealth, LLC$241K1
444Clearstead Advisors, LLC$240K1
445FLPUTNAM INVESTMENT MANAGEMENT CO$240K1
446Paragon Capital Management Ltd$239K1
447WADDELL & ASSOCIATES, LLC$238K1
448HM PAYSON & CO$237K1
449TOCQUEVILLE ASSET MANAGEMENT L.P.$236K1
450SAGE RHINO CAPITAL LLC$236K1
451ROMAN BUTLER FULLERTON & CO$236K1
452PROFUND ADVISORS LLC$235K1
453MEEDER ASSET MANAGEMENT INC$235K1
454111 Capital$235K1
455Cinctive Capital Management LP$234K1
456ALPINE WOODS CAPITAL INVESTORS, LLC$232K1
457Lido Advisors, LLC$231K1
458NORTHWEST WEALTH MANAGEMENT, LLC$230K1
459Abel Hall, LLC$229K1
460DAVENPORT & Co LLC$228K1
461GREAT LAKES ADVISORS, LLC$228K1
462Arax Advisory Partners$228K1
463BNP Paribas Asset Management Holding S.A.$223K1
464Frec Markets, Inc.$222K1
465WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC$221K1
466Portside Wealth Group, LLC$216K1
4671834 INVESTMENT ADVISORS CO$216K1
468Diligent Investors, LLC$212K1
469ELEVATION POINT WEALTH PARTNERS, LLC$211K1
470LAZARI CAPITAL MANAGEMENT, INC.$207K1
471Brown Miller Wealth Management, LLC$205K1
472TORONTO DOMINION BANK$203K1
473POINCIANA ADVISORS GROUP, LLC$201K1
474BAILARD, INC.$200K1
475SIGNATUREFD, LLC$191K1
476UMB Bank, n.a.$180K1
477PEAK6 LLC$176K1
478True Wealth Design, LLC$172K1
479SBI Securities Co., Ltd.$167K1
480TopTier Wealth Management, LLC$149K1
481Larson Financial Group LLC$145K1
482NOMURA ASSET MANAGEMENT CO LTD$123K1
483LSV ASSET MANAGEMENT$112K1
484Curat Global, LLC$109K1
485BEACON INVESTMENT ADVISORY SERVICES, INC.$95.5K1
486Aster Capital Management (DIFC) Ltd$95.2K1
487Vanguard National Trust Co$92.8K1
488Spire Wealth Management$91.2K1
489SALEM INVESTMENT COUNSELORS INC$88.7K1
490Wilmington Savings Fund Society, FSB$81.9K1
491Global Trust Asset Management, LLC$74.6K1
492CDKV HOLDINGS LLC$68.2K1
493Global Assets Advisory, LLC$67.0K1
494Bayforest Capital Ltd$66.5K1
495Deseret Mutual Benefit Administrators$51.7K1
496Smartleaf Asset Management LLC$51.1K1
497Leonteq Securities AG$50.8K1
498Caitong International Asset Management Co., Ltd$46.1K1
499Caitlin John, LLC$43.7K1
500Ancora Advisors LLC$42.4K1
Truncated by Public Filings. The published aggregate ranks the top 500 holders per issuer — a build parameter of the Public Filings aggregation, not a census. Rows beyond it exist in individual filings on EDGAR. methodology §13F ↗
§ derived by Public Filings from the published aggregate (agg_issuer_top_holders); per-filer filed dates, share counts and document links are not in the published aggregate — the EDGAR link opens the filer's 13F list
n/c Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

Crowding — not available in this build. No holder rows for the selected period, so no percentile can be ranked.

Do the two regimes agree?

TRAILING 12M · CONGRESS vs FILERS NET
Congress net (rows)0 buy / 1 sell
Congress net ($ bound)−$15.0K to −$1.0K
Filers net (actions)not in build
Filers net ($ Q/Q)not in build

The filer side needs per-issuer quarter-over-quarter actions, which the published aggregate does not carry for this issuer. Convergence and divergence are stated only when both sides are computed.

Signals on TOL

RETAINED WINDOW · ACTIVE HITS

Zero hits on TOL in the retained window — a computed answer over every rule, not missing coverage.

Every rule, with its definition →

Planned modules for TOL · financials and macro

Financials — as filed PLANNED

TOL's as-reported XBRL fundamentals will appear here when the financials module passes its gates. Until then: TOL on EDGAR ↗

Macro context PLANNED

Rates, inflation, and positioning series land here with the macro module — vintage-aware, never nowcast.

issuer name from the SEC's present-day ticker file (company_tickers.json) — a present-day mapping, not the name as of each filing