Filing Research | TOL - TOLL BROTHERS INC Institutional Holdings

Snapshot holdings

50 / 184 loaded

#		Instrument	quantity
1	VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P.	Shares	270.7KSH	$44.6M
2	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	248.4KSH	$33.6M
3	GATEWAY INVESTMENT ADVISERS LLC	Shares	140.7KSH	$23.2M
4	Annex Advisory Services, LLC	Shares	60.7KSH	$10.0M
5	Vest Financial, LLC	Shares	50.8KSH	$8.4M
6	HIGHLAND CAPITAL MANAGEMENT, LLC	Shares	48.8KSH	$8.0M
7	Police & Firemen's Retirement System of New Jersey	Shares	42.9KSH	$7.1M
8	BURNEY CO/	Shares	34.1KSH	$5.6M
9	INVESTMENT HOUSE LLC	Shares	37.7KSH	$5.1M
10	Louisiana State Employees Retirement System	Shares	27.7KSH	$4.6M
11	YOUSIF CAPITAL MANAGEMENT, LLC	Shares	27.6KSH	$4.5M
12	Assenagon Asset Management S.A.	Shares	23.5KSH	$3.9M
13	Merit Financial Group, LLC	Shares	23.1KSH	$3.8M
14	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	Shares	22.7KSH	$3.7M
15	NorthCrest Asset Manangement, LLC	Shares	24.1KSH	$3.6M
16	HAGER INVESTMENT MANAGEMENT SERVICES, LLC	Shares	19.2KSH	$3.2M
17	OLD NATIONAL BANCORP /IN/	Shares	17.7KSH	$2.9M
18	Byrne Asset Management LLC	Shares	15.0KSH	$2.5M
19	QRG CAPITAL MANAGEMENT, INC.	Shares	11.9KSH	$2.0M
20	Revolve Wealth Partners, LLC	Shares	11.8KSH	$1.9M
21	Cypress Capital, LLC	Shares	11.6KSH	$1.9M
22	FIRST CITIZENS BANK & TRUST CO	Shares	10.5KSH	$1.7M
23	Envestnet Portfolio Solutions, Inc.	Shares	10.5KSH	$1.7M
24	Generali Investments CEE, investicni spolecnost, a.s.	Shares	10.0KSH	$1.6M
25	MOODY ALDRICH PARTNERS LLC	Shares	9.7KSH	$1.6M
26	Sequoia Financial Advisors, LLC	Shares	9.2KSH	$1.5M
27	Pine Valley Investments Ltd Liability Co	Shares	9.1KSH	$1.5M
28	Sivia Capital Partners, LLC	Shares	9.0KSH	$1.5M
29	Hilltop National Bank	Shares	8.4KSH	$1.4M
30	JAMISON PRIVATE WEALTH MANAGEMENT, INC.	Shares	8.2KSH	$1.3M
31	Curated Wealth Partners LLC	Shares	6.6KSH	$1.3M
32	WINCAP FINANCIAL LLC	Shares	7.8KSH	$1.3M
33	SECURIAN ASSET MANAGEMENT, INC	Shares	7.0KSH	$1.1M
34	Paradiem, LLC	Shares	6.1KSH	$1.0M
35	Crossmark Global Holdings, Inc.	Shares	5.9KSH	$969.6K
36	PKO Investment Management Joint-Stock Co	Shares	5.8KSH	$955.5K
37	Northstar Advisory Group, LLC	Shares	5.7KSH	$943.7K
38	Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna	Shares	5.5KSH	$900.7K
39	Gratus Wealth Advisors, LLC	Shares	5.4KSH	$895.2K
40	Capital Squared Financial LLC	Shares	5.3KSH	$872.2K
41	Martin Capital Advisors, LLP	Shares	5.3KSH	$869.1K
42	Key FInancial Inc	Shares	4.9KSH	$811.7K
43	Fifth Third Wealth Advisors LLC	Shares	4.7KSH	$775.8K
44	RiverPark Advisors, LLC	Shares	4.7KSH	$767.4K
45	Oak Asset Management, LLC	Shares	4.6KSH	$757.9K
46	EVERGREEN CAPITAL MANAGEMENT LLC	Shares	4.2KSH	$690.1K
47	Fortune Financial Advisors, LLC	Shares	4.0KSH	$659.0K
48	D.A. DAVIDSON & CO.	Shares	3.9KSH	$638.6K
49	EXCHANGE TRADED CONCEPTS, LLC	Shares	3.9KSH	$638.6K
50	Sovereign Financial Group, Inc.	Shares	3.8KSH	$622.7K

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Manager changes2026-06-30 vs 2026-03-31

50 / 199 loaded

#		Instrument
1	VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. added	Shares	+2.3K	+$8.0M	$44.6M
2	GATEWAY INVESTMENT ADVISERS LLC added	Shares	+22.2K	+$7.0M	$23.2M
3	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+8.7K	+$4.2M	$33.6M
4	Annex Advisory Services, LLC added	Shares	+14.8K	+$3.7M	$10.0M
5	Vest Financial, LLC added	Shares	+14.1K	+$3.4M	$8.4M
6	Cypress Capital, LLC new	Shares	+11.6K	+$1.9M	$1.9M
7	Police & Firemen's Retirement System of New Jersey added	Shares	+2.2K	+$1.5M	$7.1M
8	HIGHLAND CAPITAL MANAGEMENT, LLC trimmed	Shares	-130	+$1.4M	$8.0M
9	Curated Wealth Partners LLC new	Shares	+6.6K	+$1.3M	$1.3M
10	Sivia Capital Partners, LLC added	Shares	+6.7K	+$1.2M	$1.5M
11	BURNEY CO/ trimmed	Shares	-600	+$881.7K	$5.6M
12	Louisiana State Employees Retirement System added	Shares	+200	+$810.6K	$4.6M
13	Merit Financial Group, LLC added	Shares	+312	+$696.1K	$3.8M
14	Assenagon Asset Management S.A. trimmed	Shares	-12	+$662.3K	$3.9M
15	HAGER INVESTMENT MANAGEMENT SERVICES, LLC added	Shares	+768	+$646.7K	$3.2M
16	Apollon Wealth Management, LLC new	Shares	+3.2K	+$532.7K	$532.7K
17	YOUSIF CAPITAL MANAGEMENT, LLC trimmed	Shares	-1.8K	+$531.2K	$4.5M
18	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS trimmed	Shares	-1.1K	+$495.6K	$3.7M
19	INDEPENDENT FINANCIAL GROUP, LLC new	Shares	+3.0K	+$487.4K	$487.4K
20	QRG CAPITAL MANAGEMENT, INC. added	Shares	+1.1K	+$479.8K	$2.0M
21	Sequoia Financial Advisors, LLC added	Shares	+1.6K	+$471.7K	$1.5M
22	Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna added	Shares	+2.3K	+$471.2K	$900.7K
23	LVW Advisors, LLC new	Shares	+2.5K	+$414.0K	$414.0K
24	Fragasso Financial Advisors Inc new	Shares	+2.2K	+$362.7K	$362.7K
25	JAMISON PRIVATE WEALTH MANAGEMENT, INC. added	Shares	+801	+$340.2K	$1.3M
26	Revolve Wealth Partners, LLC added	Shares	+36	+$339.4K	$1.9M
27	NorthCrest Asset Manangement, LLC added	Shares	+261	+$334.7K	$3.6M
28	Drucker Wealth 3.0, LLC new	Shares	+1.9K	+$320.8K	$320.8K
29	WINCAP FINANCIAL LLC added	Shares	+610	+$304.9K	$1.3M
30	Byrne Asset Management LLC trimmed	Shares	-949	+$296.0K	$2.5M
31	FIRST CITIZENS BANK & TRUST CO trimmed	Shares	-28	+$293.9K	$1.7M
32	Wedmont Private Capital new	Shares	+1.9K	+$286.7K	$286.7K
33	Baron Wealth Management LLC added	Shares	+1.4K	+$283.5K	$540.1K
34	Generali Investments CEE, investicni spolecnost, a.s. unchanged	Shares	0	+$282.8K	$1.6M
35	Envestnet Portfolio Solutions, Inc. trimmed	Shares	-111	+$280.5K	$1.7M
36	Wealth Management Partners, LLC new	Shares	+1.7K	+$280.1K	$280.1K
37	Pine Valley Investments Ltd Liability Co added	Shares	+132	+$276.2K	$1.5M
38	MOODY ALDRICH PARTNERS LLC unchanged	Shares	0	+$273.1K	$1.6M
39	First Bank & Trust new	Shares	+1.6K	+$266.1K	$266.1K
40	Fifth Third Wealth Advisors LLC added	Shares	+942	+$261.7K	$775.8K
41	MARATHON CAPITAL MANAGEMENT added	Shares	+1.2K	+$261.3K	$607.3K
42	Martin Capital Advisors, LLP added	Shares	+745	+$250.8K	$869.1K
43	BENJAMIN EDWARDS INC new	Shares	+1.5K	+$247.9K	$247.9K
44	Planned Solutions, Inc. new	Shares	+1.4K	+$237.9K	$237.9K
45	Hilltop National Bank trimmed	Shares	-41	+$231.2K	$1.4M
46	Cerro Pacific Wealth Advisors LLC new	Shares	+1.4K	+$228.6K	$228.6K
47	Abundance Wealth Counselors new	Shares	+1.4K	+$225.7K	$225.7K
48	Symmetry Partners, LLC new	Shares	+1.3K	+$216.8K	$216.8K
49	Brookstone Capital Management new	Shares	+1.3K	+$215.8K	$215.8K
50	Dynamic Advisor Solutions LLC new	Shares	+1.2K	+$204.5K	$204.5K

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