Who Owns State Street DoubleLine Total Return Tactical ETF (TOTL)?Hedge Fund & Institutional Holders

$39.84-0.07 (-0.16%)Financial ServicesNYSE_ARCA

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$InfinityT

% of Float Held

—

QoQ Change in Holders

+12 / -3

Price History

$38.99$39.66$40.34$41.01$41.68Sep 24Jun 25Mar 26

TOTL — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
FMR LLCIncreased+2K+$555.4B
SIGNATURE ESTATE & INVESTMENT ADVISORS LLCNew Position+5.4M+$219.0B
TECTONIC ADVISORS LLCNew Position+2.5M+$98.7B
BANK OF AMERICA CORP /DE/Increased+41K+$77.9B
CAPITAL ADVISORS INC/OKNew Position+1.4M+$57.6B
Morling Financial Advisors, LLCNew Position+1.0M+$40.7B
WEATHERLY ASSET MANAGEMENT L. P.New Position+630K+$25.4B
FAS Wealth Partners, Inc.New Position+421K+$17.0B
Denver PWM, LLCNew Position+398K+$16.0B
Austin Wealth Management, LLCNew Position+391K+$15.7B
WOODMONT INVESTMENT COUNSEL LLCNew Position+378K+$15.2B
VICUS CAPITALNew Position+303K+$12.2B
M Wealth Management, LLCNew Position+274K+$11.0B
UBS Group AGIncreased+279K+$10.7B
Finivi Inc.New Position+231K+$9.3B

TOTL — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
Stadion Money Management, LLCClosed Position-712K-$28.8B
CAPTRUST FINANCIAL ADVISORSDecreased-49K-$21.1B
KWB WealthClosed Position-322K-$12.9B
HARBOUR INVESTMENTS, INC.Decreased-5K-$4.8B
EWG Elevate Inc.Closed Position-112K-$4.5B
Koshinski Asset Management, Inc.Decreased-108K-$4.4B
OSAIC HOLDINGS, INC.Decreased-37K-$4.1B
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CODecreased-90K-$3.9B
RENAISSANCE TECHNOLOGIES LLCDecreased-64K-$2.9B
Capital Asset Advisory Services LLCDecreased-6K-$2.5B
VestGen Advisors, LLCDecreased-39K-$2.4B
Orion Porfolio Solutions, LLCDecreased-28K-$2.1B
GREAT VALLEY ADVISOR GROUP, INC.Decreased-1K-$1.5B
SK Wealth Management, LLCDecreased-32K-$1.3B
Keystone Financial GroupDecreased-32K-$1.2B

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1FMR LLC13,819,781$556.0B0.03%Share
2SIGNATURE ESTATE & INVESTMENT ADVISORS LLC4,355,314$175.3B3.53%Share
3TECTONIC ADVISORS LLC2,451,501$98.7B5.20%Share
4UBS Group AG2,042,888$82.2B0.01%Share
5CAPITAL ADVISORS INC/OK1,430,907$57.6B0.93%Share
6OSAIC HOLDINGS, INC.1,264,797$50.0B0.07%Share
7ROYAL BANK OF CANADA1,141,216$45.0B0.01%Share
8SIGNATURE ESTATE & INVESTMENT ADVISORS LLC1,085,902$43.7B0.88%Share
9BANK OF AMERICA CORP /DE/1,048,756$42.0B0.00%Share
10WELLS FARGO & COMPANY/MN1,055,372$42.0B0.01%Share
11Morling Financial Advisors, LLC1,011,006$40.7B12.79%Share
12Horizon Investments, LLC847,744$34.1B0.43%Share
13WCG Wealth Advisors LLC690,443$27.8B0.78%Share
14WEATHERLY ASSET MANAGEMENT L. P.630,110$25.4B1.95%Share
15WELLS FARGO & COMPANY/MN643,968$25.0B0.00%Share
16PINNACLE ASSOCIATES LTD577,580$23.2B0.30%Share
17Main Street Financial Solutions, LLC493,688$19.9B1.49%Share
18BANK OF AMERICA CORP /DE/495,104$19.0B0.00%Share
19OSAIC HOLDINGS, INC.458,363$18.0B0.03%Share
20Destiny Wealth Partners, LLC425,508$17.2B1.97%Share
21BANK OF AMERICA CORP /DE/443,105$17.0B0.00%Share
22RAYMOND JAMES FINANCIAL INC437,818$17.0B0.01%Share
23FAS Wealth Partners, Inc.421,309$17.0B1.10%Share
24AQR CAPITAL MANAGEMENT LLC404,543$16.0B0.01%Share
25Denver PWM, LLC397,961$16.0B5.33%Share
26Austin Wealth Management, LLC390,656$15.7B2.33%Share
27WOODMONT INVESTMENT COUNSEL LLC378,080$15.2B0.95%Share
281 NORTH WEALTH SERVICES LLC351,883$14.2B4.98%Share
29Focus Partners Wealth356,828$14.0B0.02%Share
30Steward Partners Investment Advisory, LLC323,183$13.0B0.07%Share
31VICUS CAPITAL302,833$12.2B0.91%Share
32M Wealth Management, LLC274,389$11.0B9.61%Share
33Ballew Advisors, Inc264,135$10.6B6.00%Share
34Private Advisor Group, LLC266,951$10.0B0.05%Share
35Finivi Inc.230,699$9.3B5.37%Share
36Curi Capital, LLC230,082$9.0B0.16%Share
37Cornerstone Wealth Management, LLC222,662$9.0B0.47%Share
38Jaffetilchin Investment Partners, LLC222,459$9.0B0.52%Share
39Journey Advisory Group, LLC196,353$7.9B0.66%Share
40Cerro Pacific Wealth Advisors LLC196,303$7.9B2.13%Share
41Litman Gregory Wealth Management LLC175,958$7.0B0.51%Share
42RAYMOND JAMES FINANCIAL INC192,064$7.0B0.00%Share
43Inman Jager Wealth Management, LLC168,735$6.8B4.16%Share
44V2 Financial group LLC165,978$6.7B3.29%Share
45Elmwood Wealth Management, Inc.157,623$6.3B2.00%Share
46Keystone Financial Group155,362$6.3B0.46%Share
47Freedom Financial Partners LLC137,216$5.5B2.01%Share
48ASSETMARK, INC136,252$5.5B0.01%Share
49Visionary Wealth Advisors131,778$5.3B0.24%Share
50JPMORGAN CHASE & CO137,498$5.0B0.00%Share

TOTL Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 2025347$1.9T+164
Q3 2025183$939.7B-126
Q2 2025309$2.6T-30
Q1 2025339$2.1T+40
Q4 2024299$71.8T+76
Q3 2024223$374.8T+9
Q2 2024214$239.1T+10
Q1 2024204$174.8T—

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As of Q4 2025, 50 institutional investors hold TOTL (State Street DoubleLine Total Return Tactical ETF). The largest holder is FMR LLC with $556.0B in shares. This quarter, 12 institutions opened new positions and 3 closed their positions.

Frequently Asked Questions

How many hedge funds own TOTL?

As of Q4 2025, 50 institutional investors report holding TOTL (State Street DoubleLine Total Return Tactical ETF) in their 13F filings.

Who is the largest institutional holder of TOTL?

The largest institutional holder of TOTL is FMR LLC with $556.0B in shares.

Is institutional ownership of TOTL increasing or decreasing?

This quarter, 12 institutions opened new positions in TOTL and 3 closed their positions.