Who Owns TOTL?
State Street DoubleLine Total Return Tactical ETF — Institutional Ownership & 13F Holdings
$39.75
+0.07 (+0.18%)
Market Cap
$4.2B
Shares Outstanding
105,126,039
Institutional Holders
338
Total Inst. Value
$2.3B
% of Float Held
—
QoQ Holder Change
+134
Institutional data as of Q1 2025
New Positions
80
Closed Positions
39
Increased
132
Decreased
94
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | $273.7M | 6,792,837 |
| 2 | FMR LLC | $252.0M | 6,255,275 |
| 3 | MORGAN STANLEY | $231.3M | 5,740,234 |
| 4 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $102.0M | 2,532,676 |
| 5 | TECTONIC ADVISORS LLC | $99.2M | 2,462,316 |
| 6 | BANK OF AMERICA CORP /DE/ | $84.9M | 2,107,576 |
| 7 | OSAIC HOLDINGS, INC. | $73.7M | 1,829,382 |
| 8 | UBS Group AG | $67.0M | 1,663,084 |
| 9 | Bank of New York Mellon Corp | $62.0M | 1,539,922 |
| 10 | WELLS FARGO & COMPANY/MN | $59.8M | 1,484,380 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | +305K | $273.7M |
| FMR LLC | +584 | $252.0M |
| MORGAN STANLEY | +162K | $231.3M |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | +329K | $102.0M |
| TECTONIC ADVISORS LLC | +26K | $99.2M |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| BANK OF AMERICA CORP /DE/ | -315K | $84.9M |
| Johnson Bixby & Associates, LLC | -181K | $3.1M |
| FLPUTNAM INVESTMENT MANAGEMENT CO | -62K | $305K |
| Family Firm, Inc. | -60K | $4.9M |
| Morling Financial Advisors, LLC | -56K | $36.7M |
Famous Fund Managers
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Frequently Asked Questions
How many institutional investors hold TOTL?
As of Q1 2025, 338 institutional investors report holding TOTL (State Street DoubleLine Total Return Tactical ETF) in their 13F filings.
Which hedge fund owns the most TOTL?
The largest institutional holder of TOTL is SIGNATURE ESTATE & INVESTMENT ADVISORS LLC with $273.7M in shares.
Are institutions buying or selling TOTL?
This quarter, 80 institutions opened new positions in TOTL and 39 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.