SPDR DOUBLELINE TR TACT ETF (TOTL) Institutional Shareholders
SPDR DOUBLELINE TR TACT ETF (TOTL) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $3.30B in TOTL holdings during the latest filing period.
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 $462.77M, representing an estimated loss of -1.65% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 59% of the total disclosed TOTL value among the investors covered in this analysis. Major shareholders include Fmr Llc, Morgan Stanley, Signature Estate & Investment Advisors 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
359
Total Reported Value
$3.30B
Largest Holder
Fmr Llc
Largest Position
$470.52M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
25
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 | $462,766,621 | -$7,748,549 | -1.65% | |
| Morgan Stanley | 0.01% | 6,891,190 | $271,995,298 | $267,515,996 | -$4,479,302 | -1.65% | |
| Signature Estate & Investment Advisors Llc | 4.24% | 5,976,076 | $235,875,700 | $231,991,270 | -$3,884,430 | -1.65% | |
| Cwm, Llc | 0.57% | 5,455,083 | $216,730,446 | $211,766,322 | -$4,964,124 | -2.29% | |
| Envestnet Asset Management Inc | 0.05% | 4,950,940 | $195,413,586 | $192,195,491 | -$3,218,095 | -1.65% | |
| Lpl Financial Llc | 0.04% | 4,356,684 | $171,958,312 | $169,126,473 | -$2,831,839 | -1.65% | |
| Tectonic Advisors Llc | 5.02% | 2,646,939 | $104,474,694 | $102,754,172 | -$1,720,522 | -1.65% | |
| Osaic Holdings, Inc. | 0.11% | 2,266,827 | $89,476,944 | $87,998,224 | -$1,478,720 | -1.65% | |
| Ubs Group Ag | 0.01% | 2,263,548 | $89,342,240 | $87,870,933 | -$1,471,307 | -1.65% | |
| Bank Of America Corp | 0.01% | 2,221,408 | $87,678,965 | $86,235,059 | -$1,443,906 | -1.65% | |
| Wells Fargo & Company/Mn | 0.01% | 1,808,018 | $71,362,494 | $70,187,259 | -$1,175,235 | -1.65% | |
| Capital Advisors Inc/Ok | 0.80% | 1,368,928 | $54,031,604 | $53,141,785 | -$889,819 | -1.65% | |
| Cheviot Value Management, Llc | 5.49% | 1,368,052 | $53,997,015 | $53,107,779 | -$889,236 | -1.65% | |
| Royal Bank Of Canada | 0.01% | 1,279,492 | $50,502,000 | $49,669,879 | -$832,121 | -1.65% | |
| Morling Financial Advisors, Llc | 12.62% | 1,147,703 | $45,299,841 | $44,553,830 | -$746,011 | -1.65% | |
| Wealth Enhancement Advisory Services, Llc | 0.07% | 1,107,462 | $43,368,217 | $42,991,675 | -$376,542 | -0.87% | |
| Bank Of New York Mellon Corp | 0.01% | 852,368 | $33,642,952 | $33,088,926 | -$554,026 | -1.65% | |
| Fas Wealth Partners, Inc. | 1.40% | 682,427 | $26,935,395 | $26,491,816 | -$443,579 | -1.65% | |
| Weatherly Asset Management L. P. | 1.91% | 678,852 | $26,794,284 | $26,353,035 | -$441,249 | -1.65% | |
| Horizon Investments, Llc | 0.29% | 675,591 | $26,435,876 | $26,226,443 | -$209,433 | -0.79% | |
| Wcg Wealth Advisors Llc | 0.63% | 669,685 | $26,432,491 | $25,997,172 | -$435,319 | -1.65% | |
| Hightower Advisors, Llc | 0.03% | 657,787 | $25,962,870 | $25,535,291 | -$427,579 | -1.65% | |
| Pinnacle Associates Ltd | 0.27% | 636,581 | $25,125,871 | $24,712,074 | -$413,797 | -1.65% | |
| San Luis Wealth Advisors Llc | 3.34% | 561,780 | $22,173,453 | $21,808,300 | -$365,153 | -1.65% | |
| Captrust Financial Advisors | 0.03% | 559,128 | $22,068,789 | $21,705,349 | -$363,440 | -1.65% | |
| Aqr Capital Management Llc | 0.01% | 554,518 | $21,886,828 | $21,526,389 | -$360,439 | -1.65% | |
| Woodmont Investment Counsel Llc | 1.15% | 533,286 | $21,048,784 | $20,702,163 | -$346,621 | -1.65% | |
| Lighthouse Financial Services Inc | 4.16% | 504,610 | $19,800,882 | $19,588,960 | -$211,922 | -1.07% | |
| Howard Financial Services, Ltd. | 1.94% | 492,358 | $19,433,351 | $19,113,338 | -$320,013 | -1.65% | |
| Raymond James Financial Inc | 0.00% | 458,569 | $18,099,731 | $17,801,649 | -$298,082 | -1.65% | |
| Canal Capital Management, Llc | 2.04% | 423,789 | $16,726,972 | $16,451,489 | -$275,483 | -1.65% | |
| Cetera Investment Advisers | 0.02% | 422,881 | $16,691,131 | $16,416,240 | -$274,891 | -1.65% | |
| Focus Partners Wealth | 0.02% | 383,836 | $15,150,044 | $14,900,514 | -$249,530 | -1.65% | |
| 1 North Wealth Services Llc | 4.92% | 381,624 | $15,062,699 | $14,814,644 | -$248,055 | -1.65% | |
| Steward Partners Investment Advisory, Llc | 0.08% | 381,539 | $15,059,343 | $14,811,344 | -$247,999 | -1.65% | |
| Pinnacle Wealth Management Advisory Group, Llc | 0.85% | 360,810 | $14,241,152 | $14,006,644 | -$234,508 | -1.65% | |
| Mai Capital Management | 0.05% | 357,308 | $14,102,950 | $13,870,697 | -$232,253 | -1.65% | |
| Denver Pwm, Llc | 4.42% | 348,315 | $13,528,561 | $13,521,588 | -$6,973 | -0.05% | |
| Cornerstone Wealth Management, Llc | 0.57% | 335,057 | $13,224,675 | $13,006,913 | -$217,762 | -1.65% | |
| Vicus Capital | 0.82% | 323,184 | $12,756,061 | $12,546,003 | -$210,058 | -1.65% | |
| Newedge Advisors, Llc | 0.04% | 321,032 | $12,671,157 | $12,462,462 | -$208,695 | -1.65% | |
| Jaffetilchin Investment Partners, Llc | 0.75% | 318,012 | $12,634,614 | $12,345,226 | -$289,388 | -2.29% | |
| Ballew Advisors, Inc | 5.85% | 288,031 | $11,329,709 | $11,181,363 | -$148,346 | -1.31% | |
| M Wealth Management, Llc | 8.81% | 284,278 | $11,220,435 | $11,035,672 | -$184,763 | -1.65% | |
| Mariner, Llc | 0.01% | 281,531 | $11,112,013 | $10,929,033 | -$182,980 | -1.65% | |
| Envestnet Portfolio Solutions, Inc. | 0.05% | 279,962 | $11,050,087 | $10,868,125 | -$181,962 | -1.65% | |
| Concurrent Investment Advisors, Llc | 0.09% | 273,074 | $10,778,233 | $10,600,733 | -$177,500 | -1.65% | |
| Journey Advisory Group, Llc | 0.81% | 267,195 | $10,546,187 | $10,372,510 | -$173,677 | -1.65% | |
| Brookstone Capital Management | 0.11% | 265,559 | $10,481,595 | $10,309,000 | -$172,595 | -1.65% | |
| Bedel Financial Consulting, Inc. | 1.00% | 264,075 | $10,423,041 | $10,251,392 | -$171,650 | -1.65% |
Frequently asked questions about TOTL
Who owns the most TOTL stock?
The largest holders of TOTL are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for SPDR DOUBLELINE TR TACT ETF (TOTL).
Is TOTL widely held by superinvestors?
Many widely followed stocks like TOTL appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly TOTL is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.