ETF Holders

Who owns TOTL?

Bond

State Street DoubleLine Total Return Tactical ETF · State Street

369 institutions reported holding TOTL, worth $3.4B, in Form 13F filings for June 30, 2026.

13F holders
369
Institutional value
$3.4B
Change from prior quarter
+2.6%
+$84.8M, with price moves
New and sold-out firms
45 / 19
153 added, 130 trimmed

Top 10 institutional holders of TOTL

FirmLocationValueSharesChange
FMR LLCBoston, MA$470.5M11,920,830−1,898,919 shares
Morgan StanleyNew York, NY$272.0M6,891,190+76,977 shares
Signature Estate & Investment Advisors LLCLos Angeles, CA$235.9M5,976,076+331,480 shares
Envestnet Asset Management Inc.Berwyn, PA$195.4M4,950,940+833,197 shares
LPL Financial LLCFort Mill, SC$172.0M4,356,684+252,186 shares
Tectonic Advisors LLCFrisco, TX$104.5M2,646,939+106,065 shares
Osaic Holdings, Inc.Scottsdale, AZ$89.5M2,266,827+516,420 shares
UBS Group AGZurich, Switzerland$89.3M2,263,548+91,309 shares
Bank of America Corp.Charlotte, NC$87.7M2,221,408+72,361 shares
Wells Fargo & CompanySan Francisco, CA$71.4M1,808,018−81,482 shares
359 more firms

The full list comes with the Advisors and Institutions package.

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From SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.

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Frequently asked questions

Who owns TOTL?

369 institutional managers reported holding TOTL in Form 13F filings for June 30, 2026, worth $3.4B in total. The largest reported position was held by FMR LLC, at $470.5M.

Did institutions buy or sell TOTL last quarter?

Reported 13F value rose 2.6% from March 31, 2026, which includes price moves as well as buying and selling. 45 firms reported a new position and 19 sold all of theirs.

What is a Form 13F?

A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.

How often is TOTL ownership data updated?

13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.