Public ownership evidence

ProShares DJ Brookfield Global Infrastructure ETF (TOLZ) Ownership Disclosures

Read TOLZ insider transactions, institutional 13F filings and Congressional disclosures with report dates, public availability and original receipts.

As of 2026-10-10T12:08:28.848Z

Separate the three disclosure sources

Step 1 of 3

Recent institutional filing receipts

ProShares DJ Brookfield Global Infrastructure ETF: source evidence dated 2026-10-10T12:08:28.848Z.

Manager
Brown Financial Advisors
Report period
2026-06-30
Available
2026-08-27
Reported shares
18,977
Value (USD)
$1,124,767
Option
None
What you should see

The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.

Step 2 of 3

Is this an insider transaction, 13F holding, or Congressional event?

Each source has different dates and units. Raw ticker-matched receipts, including amendments, are not deduplicated current ownership totals.

13F 0002035548-26-000006
What you should see

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Step 3 of 3

Read TOLZ fundamentals

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Read TOLZ fundamentals
What you should see

Keep reporting dates and units beside the answer, and inspect its original citations.

Recent Form 4 activity

No matching purchases, sales or awards were returned in this 90-day public filing window.

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No records are available for this view.

90-day public availability window, up to 50 records.

Recent institutional filing receipts

See the complete recent institutional filing receipts

These are raw ticker-matched positions in recent 13F receipts, including amendments. They are not deduplicated current ownership totals. Open the manager profile to inspect its effective filing book.

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Brown Financial Advisors2026-06-302026-08-2718,977$1,124,767None
MERCER GLOBAL ADVISORS INC /ADV2026-06-302026-08-2098,724$5,851,346None
UNITED CAPITAL FINANCIAL ADVISORS, LLC2026-06-302026-08-1821,610$1,276,667None
OSAIC HOLDINGS, INC.2026-06-302026-08-157,950$471,686None
ROYAL BANK OF CANADA2026-06-302026-08-157,125$422,000None
ALLIANCEBERNSTEIN L.P.2026-06-302026-08-1562,843$3,769,323None
RAYMOND JAMES FINANCIAL INC2026-06-302026-08-152,041$120,949None
RAYMOND JAMES FINANCIAL INC2026-06-302026-08-1511,460$679,234None
WELLS FARGO & COMPANY/MN2026-06-302026-08-1546,324$2,745,631None
WELLS FARGO & COMPANY/MN2026-06-302026-08-1513,711$812,651None
BANK OF AMERICA CORP /DE/2026-06-302026-08-155,785$342,877None
BANK OF AMERICA CORP /DE/2026-06-302026-08-1520,903$1,238,921None
Sanctuary Advisors, LLC2026-06-302026-08-1410,341$612,892None
Fortis Advisors, LLC2026-06-302026-08-1452,827$3,131,053None
UBS Group AG2026-06-302026-08-1425$1,482None
UBS Group AG2026-06-302026-08-147,967$472,204None
Mariner, LLC2026-06-302026-08-1412,035$713,314None
O'SHAUGHNESSY ASSET MANAGEMENT, LLC2026-06-302026-08-144,483$265,707None
MORGAN STANLEY2026-06-302026-08-1417$1,055None
MORGAN STANLEY2026-06-302026-08-141$82None
MORGAN STANLEY2026-06-302026-08-14593,247$35,161,762None
FMR LLC2026-06-302026-08-14297$17,578None
Regatta Research & Money Management2026-06-302026-08-13238$14,107None
Integrated Wealth Concepts LLC2026-06-302026-08-13236$13,987None
Strategic Wealth Partners, Ltd.2026-06-302026-08-132,103$124,647None
Cetera Investment Advisers2026-06-302026-08-133,429$203,252None
Aptus Capital Advisors, LLC2026-06-302026-08-13786$46,586None
STIFEL FINANCIAL CORP2026-06-302026-08-135,351$317,153None
JPMORGAN CHASE & CO2026-06-302026-08-13299$17,886None
Vestcor Inc2026-06-302026-08-1217,921$1,062,000None
Colonial Trust Co / SC2026-06-302026-08-1272$4,267None
MERCER GLOBAL ADVISORS INC /ADV2026-06-302026-08-1298,724$5,851,346None
Pitcairn Wealth Advisors LLC2026-06-302026-08-1128,682$1,699,982None
LPL Financial LLC2026-06-302026-08-0848,322$2,864,026None
SG Americas Securities, LLC2026-06-302026-08-089,150$542,000None
Geneos Wealth Management Inc.2026-06-302026-08-07250$14,818None
Eaton Financial Holdings Company, LLC2026-06-302026-08-069,064$537,223None
FIFTH THIRD BANCORP2026-06-302026-08-062,883$170,881None
Mattson Financial Services, LLC2026-06-302026-08-0511,467$692,791None
PRINCIPAL FINANCIAL GROUP INC2026-06-302026-08-0516,055$951,580None
Brentview Investment Management LLC2026-06-302026-07-31800$47,416None
Cambridge Investment Research Advisors, Inc.2026-06-302026-07-3113,515$801,000None
ASSETMARK, INC2026-06-302026-07-31585$34,673None
Paragon Capital Management Ltd2026-06-302026-07-307,220$427,929None
Kestra Advisory Services, LLC2026-06-302026-07-298,379$496,648None
TD Waterhouse Canada Inc.2026-06-302026-07-284,292$251,816None
Cambridge Investment Research Advisors, Inc.2026-06-302026-07-2813,515$801,000None
Koshinski Asset Management, Inc.2026-06-302026-07-285,127$303,895None
SIGNATUREFD, LLC2026-06-302026-07-251$47None
Aprio Wealth Management, LLC2026-06-302026-07-25372,604$22,084,263None

90-day public filing window, up to 50 source positions.

Brown Financial Advisors ↗MERCER GLOBAL ADVISORS INC /ADV ↗UNITED CAPITAL FINANCIAL ADVISORS, LLC ↗OSAIC HOLDINGS, INC. ↗ROYAL BANK OF CANADA ↗ALLIANCEBERNSTEIN L.P. ↗RAYMOND JAMES FINANCIAL INC ↗RAYMOND JAMES FINANCIAL INC ↗WELLS FARGO & COMPANY/MN ↗WELLS FARGO & COMPANY/MN ↗

Recent Congressional disclosures

No matching Congressional transactions were returned in this source preview.

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No records are available for this view.

Bounded public source preview, up to 25 disclosed events.

How to read the disclosure dates

The tables report different things: insider transactions, institutional positions and Congressional transaction ranges. Read each table with its source dates and units. They cannot be added into a combined ownership percentage.

  1. Company insiders

    SEC Form 4 purchases, sales and awards report transactions and their public filing availability.

  2. Institutional managers

    13F reports disclose delayed quarter-end positions. They are not a record of trades between quarters.

  3. Congressional filers

    Periodic transaction reports disclose transaction dates and amount brackets. Public filing dates determine what researchers could know.

Institutional source directory ↗Congressional source directory ↗

Read the transaction codes

Awards use transaction code A, purchases P and sales S. An acquisition from an award is not the same as an open-market purchase. Joint filers may share a transaction. Use original receipts and availability dates to interpret the events.

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