TOTL Institutional Ownership & Shareholders
SPDR DOUBLELINE TR TACT ETF (TOTL) is currently held by 360 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $3.28B based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Fmr Llc is currently the largest disclosed institutional shareholder of TOTL tracked by InsiderSet, reporting ownership valued at approximately $470.52M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $455.26M, representing an estimated loss of -3.24% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 56% of the total disclosed TOTL value among the investors covered in this analysis. Major shareholders include Fmr Llc, Morgan Stanley, Cwm, Llc, and several other long-term asset managers with concentrated positions in SPDR DOUBLELINE TR TACT ETF (TOTL).
This page ranks the largest institutional TOTL shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
360
Total Reported Value
$3.28B
Largest Holder
Fmr Llc
Largest Position
$470.52M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
28
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Fmr Llc | 0.02% | 11,920,830 | $470,515,170 | $455,256,498 | -$15,258,672 | -3.24% | |
| Morgan Stanley | 0.01% | 6,891,190 | $271,995,298 | $263,174,546 | -$8,820,752 | -3.24% | |
| Cwm, Llc | 0.57% | 5,455,083 | $216,730,446 | $208,329,620 | -$8,400,826 | -3.88% | |
| Envestnet Asset Management Inc | 0.05% | 4,950,940 | $195,413,586 | $189,076,399 | -$6,337,187 | -3.24% | |
| Lpl Financial Llc | 0.04% | 4,356,684 | $171,958,312 | $166,381,762 | -$5,576,550 | -3.24% | |
| Signature Estate & Investment Advisors Llc | 2.71% | 4,102,355 | $153,510,118 | $156,668,937 | +$3,158,819 | +2.06% | |
| Tectonic Advisors Llc | 4.59% | 2,646,000 | $99,013,308 | $101,050,740 | +$2,037,432 | +2.06% | |
| Osaic Holdings, Inc. | 0.11% | 2,266,827 | $89,476,944 | $86,570,123 | -$2,906,821 | -3.25% | |
| Ubs Group Ag | 0.01% | 2,263,548 | $89,342,240 | $86,444,898 | -$2,897,342 | -3.24% | |
| Bank Of America Corp | 0.01% | 2,221,408 | $87,678,965 | $84,835,572 | -$2,843,393 | -3.24% | |
| Wells Fargo & Company/Mn | 0.01% | 1,808,018 | $71,362,494 | $69,048,207 | -$2,314,287 | -3.24% | |
| Corient Private Wealth Llc | 0.09% | 1,704,332 | $67,270,018 | $65,088,439 | -$2,181,579 | -3.24% | |
| Capital Advisors Inc/Ok | 0.80% | 1,368,928 | $54,031,604 | $52,279,360 | -$1,752,244 | -3.24% | |
| Cheviot Value Management, Llc | 5.49% | 1,368,052 | $53,997,015 | $52,245,906 | -$1,751,109 | -3.24% | |
| Royal Bank Of Canada | 0.01% | 1,279,492 | $50,502,000 | $48,863,799 | -$1,638,201 | -3.24% | |
| Morling Financial Advisors, Llc | 12.06% | 1,199,787 | $44,896,036 | $45,819,866 | +$923,830 | +2.06% | |
| Janney Montgomery Scott Llc | 0.07% | 948,830 | $37,450,000 | $36,235,818 | -$1,214,182 | -3.24% | |
| Bank Of New York Mellon Corp | 0.01% | 852,368 | $33,642,952 | $32,551,934 | -$1,091,018 | -3.24% | |
| Wealth Enhancement Advisory Services, Llc | 0.05% | 837,306 | $31,323,627 | $31,976,716 | +$653,089 | +2.08% | |
| Weatherly Asset Management L. P. | 1.99% | 753,918 | $28,211,618 | $28,792,128 | +$580,510 | +2.06% | |
| Fas Wealth Partners, Inc. | 1.40% | 682,427 | $26,935,395 | $26,061,887 | -$873,508 | -3.24% | |
| Horizon Investments, Llc | 0.29% | 675,591 | $26,435,876 | $25,800,820 | -$635,056 | -2.40% | |
| Wcg Wealth Advisors Llc | 0.63% | 669,685 | $26,432,491 | $25,575,270 | -$857,221 | -3.24% | |
| Aprio Wealth Management, Llc | 1.13% | 661,330 | $24,746,960 | $25,256,193 | +$509,233 | +2.06% | |
| Pinnacle Associates Ltd | 0.27% | 652,317 | $24,409,693 | $24,911,986 | +$502,293 | +2.06% | |
| Thrivent Financial For Lutherans | 0.04% | 602,894 | $23,796,000 | $23,024,522 | -$771,478 | -3.24% | |
| Captrust Financial Advisors | 0.03% | 559,128 | $22,068,789 | $21,353,098 | -$715,691 | -3.24% | |
| Aqr Capital Management Llc | 0.01% | 554,518 | $21,886,828 | $21,177,042 | -$709,786 | -3.24% | |
| Cerro Pacific Wealth Advisors Llc | 4.30% | 526,042 | $19,684,495 | $20,089,544 | +$405,049 | +2.06% | |
| Lighthouse Financial Services Inc | 3.92% | 504,884 | $18,892,753 | $19,281,520 | +$388,767 | +2.06% | |
| Raymond James Financial Inc | 0.00% | 458,569 | $18,099,731 | $17,512,750 | -$586,981 | -3.24% | |
| Canal Capital Management, Llc | 2.04% | 423,789 | $16,726,972 | $16,184,502 | -$542,470 | -3.24% | |
| Cetera Investment Advisers | 0.02% | 422,881 | $16,691,131 | $16,149,825 | -$541,306 | -3.24% | |
| Focus Partners Wealth | 0.02% | 383,836 | $15,150,044 | $14,658,697 | -$491,347 | -3.24% | |
| 1 North Wealth Services Llc | 4.92% | 381,624 | $15,062,699 | $14,574,221 | -$488,478 | -3.24% | |
| Steward Partners Investment Advisory, Llc | 0.08% | 381,539 | $15,059,343 | $14,570,974 | -$488,369 | -3.24% | |
| Mai Capital Management | 0.05% | 357,308 | $14,102,950 | $13,645,593 | -$457,357 | -3.24% | |
| Pinnacle Wealth Management Advisory Group, Llc | 0.82% | 373,196 | $13,964,987 | $14,252,355 | +$287,368 | +2.06% | |
| Jaffetilchin Investment Partners, Llc | 0.73% | 350,539 | $13,835,782 | $13,387,084 | -$448,698 | -3.24% | |
| Woodmont Investment Counsel Llc | 0.72% | 364,026 | $13,621,871 | $13,902,153 | +$280,282 | +2.06% | |
| Cornerstone Wealth Management, Llc | 0.57% | 335,057 | $13,224,675 | $12,795,827 | -$428,848 | -3.24% | |
| Denver Pwm, Llc | 4.33% | 348,489 | $13,040,443 | $13,308,795 | +$268,352 | +2.06% | |
| Vicus Capital | 0.82% | 323,184 | $12,756,061 | $12,342,397 | -$413,664 | -3.24% | |
| Newedge Advisors, Llc | 0.04% | 321,032 | $12,671,157 | $12,260,212 | -$410,945 | -3.24% | |
| Kestra Advisory Services, Llc | 0.03% | 325,009 | $12,161,839 | $12,412,094 | +$250,255 | +2.06% | |
| Ballew Advisors, Inc | 6.03% | 325,499 | $12,137,876 | $12,430,807 | +$292,931 | +2.41% | |
| Howard Financial Services, Ltd. | 1.19% | 303,188 | $11,345,290 | $11,578,750 | +$233,460 | +2.06% | |
| Mariner, Llc | 0.01% | 281,531 | $11,112,013 | $10,751,669 | -$360,344 | -3.24% | |
| Envestnet Portfolio Solutions, Inc. | 0.05% | 279,962 | $11,050,087 | $10,691,749 | -$358,338 | -3.24% | |
| M Wealth Management, Llc | 8.24% | 285,791 | $10,694,284 | $10,914,358 | +$220,074 | +2.06% |
Frequently asked questions about TOTL
Who are the largest institutional holders of TOTL?
The largest institutional holders of TOTL reported in the latest SEC Form 13F filings include Fmr Llc, Morgan Stanley, Cwm, Llc, Envestnet Asset Management Inc, and Lpl Financial Llc. InsiderSet ranks institutional holders by their latest reported TOTL position.
What is TOTL institutional ownership?
This page tracks TOTL positions reported by institutional investment managers through SEC Form 13F. SPDR DOUBLELINE TR TACT ETF (TOTL) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own TOTL?
InsiderSet currently tracks 360 institutional managers reporting TOTL holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of TOTL shareholders.
How much TOTL stock do institutions own?
Institutional investment managers disclosed approximately $3.28B in TOTL holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was TOTL institutional ownership last updated?
The latest TOTL institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional TOTL holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its TOTL position after the reporting date.
Are institutions buying or selling TOTL?
Institutional buying and selling can be analyzed by comparing TOTL positions across consecutive 13F reporting periods. InsiderSet's TOTL Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View TOTL ownership changes.
How has TOTL institutional ownership changed over time?
InsiderSet tracks TOTL institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.