Who owns State Street DoubleLine Total Return Tactical ETF?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of TOTL from SEC Form 13F filings across 369 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
As of the 2026-06-30 reporting period, 369 institutions disclosed 85.1M shares of State Street DoubleLine Total Return Tactical ETF worth $3.36B — about 78.9% of shares outstanding; the largest disclosed holder is FMR LLC. Source: SEC Form 13F filings, parsed by EvidInvest.
369
13F holders
$3.36B
value, 2026 filers
78.9%
of shares outstanding (85.1M sh)
44
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of TOTL's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | FMR LLC | 11.9M | $470.5M | 0.0% | 11.1% | -13.7% |
| 2 | MORGAN STANLEY | 6.9M | $272.0M | 0.0% | 6.4% | +1.1% |
| 3 | SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 6.0M | $235.9M | 4.2% | 5.5% | +5.9% |
| 4 | ENVESTNET ASSET MANAGEMENT INC | 5.0M | $195.4M | 0.0% | 4.6% | +20.2% |
| 5 | LPL Financial LLC | 4.4M | $172.0M | 0.0% | 4% | +6.1% |
| 6 | TECTONIC ADVISORS LLC | 2.6M | $104.5M | 5.0% | 2.5% | +4.2% |
| 7 | OSAIC HOLDINGS, INC. | 2.3M | $89.5M | 0.1% | 2.1% | +29.5% |
| 8 | UBS Group AG | 2.3M | $89.3M | 0.0% | 2.1% | +4.2% |
| 9 | BANK OF AMERICA CORP /DE/ | 2.2M | $87.7M | 0.0% | 2.1% | +3.4% |
| 10 | WELLS FARGO & COMPANY/MN | 1.8M | $71.4M | 0.0% | 1.7% | -4.3% |
| 11 | Corient Private Wealth LP | 1.7M | $67.3M | 0.1% | 1.6% | +27.9% |
| 12 | Kestra Investment Management, LLC | 1.7M | $66.7M | 1.3% | 1.6% | -14.8% |
| 13 | CAPITAL ADVISORS INC/OK | 1.4M | $54.0M | 0.8% | 1.3% | -1.6% |
| 14 | Cheviot Value Management, LLC | 1.4M | $54.0M | 5.5% | 1.3% | -0.9% |
| 15 | ROYAL BANK OF CANADA | 1.3M | $50.5M | 0.0% | 1.2% | -6.0% |
| 16 | Morling Financial Advisors, LLC | 1.1M | $45.3M | 12.6% | 1.1% | +4.1% |
| 17 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 1.1M | $43.4M | 0.1% | 1% | -7.9% |
| 18 | Janney Montgomery Scott LLC | 948,830 | $37.5M | 0.1% | 0.9% | -0.8% |
| 19 | Bank of New York Mellon Corp | 852,368 | $33.6M | 0.0% | 0.8% | +3.4% |
| 20 | FAS Wealth Partners, Inc.NEW | 682,427 | $26.9M | 1.4% | 0.6% | new |
| 21 | WEATHERLY ASSET MANAGEMENT L. P. | 678,852 | $26.8M | 1.9% | 0.6% | +3.4% |
| 22 | Horizon Investments, LLC | 675,591 | $26.4M | 0.3% | 0.6% | -0.3% |
| 23 | WCG Wealth Advisors LLC | 669,685 | $26.4M | 0.6% | 0.6% | -2.2% |
| 24 | HighTower Advisors, LLC | 657,787 | $26.0M | 0.0% | 0.6% | -3.6% |
| 25 | PENSION & WEALTH MANAGEMENT ADVISORS, INC.NEW | 651,453 | $25.7M | 6.9% | 0.6% | new |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.