TOTL · State Street(R) DoubleLine(R) Total Return Tactical ETF ETF
$38.51
+0.03 (+0.08%)
At close · Sep 4
Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.
Holders: 3
Total Value: $74,149,564
Total Shares: 1,878,631
Institutional Ownership Trend
23 quarters
Holder Concentration
Across 3 13F filers · Δ vs Mar 31, 2026Top Holder
90.7%
+36.5 pts
Top 5
100.0%
0.0 pts
Top 10
100.0%
0.0 pts
HHI
8,280
Highly concentrated+3,244
Quarterly Activity
vs Mar 31, 2026
New
2
Increased
1
Decreased
0
Sold Out
1
Unchanged
0
Holder count:
+1
Institutional value:
+2148.3%
Shares held:
+2163.1%
Top Buyers
vs Mar 31, 2026| Institution | Added | Now Holds | Open |
|---|---|---|---|
| Small Principia Wealth Advisory, LLC | +7,750 | 52,765 |
Top Sellers
vs Mar 31, 2026No qualifying movers this quarter.
Top New Positions
vs Mar 31, 2026| Institution | Acquired | Value (USD) | Open |
|---|---|---|---|
| Large Corient Private Wealth LLC | 1,704,332 | $67,269,984 | |
| Mega CITADEL ADVISORS LLC | 121,534 | $4,796,946 |
Top Sold-Out Positions
vs Mar 31, 2026| Institution | Previously Held | Last Value (USD) | Open |
|---|---|---|---|
| Small WILLIAM JOHN SEMPOLINSKI | 37,995 | $1,509,541 |
| Holder | Value (USD) | % of 13F | Shares | Type | Filed | Open |
|---|---|---|---|---|---|---|
| Large Corient Private Wealth LLC TOTL | $67,269,984 | 90.72% | 1,704,332 | Shares | 2026-08-27 | |
| Mega CITADEL ADVISORS LLC TOTL | $4,796,946 | 6.47% | 121,534 | Shares | 2026-09-02 | |
| Small Principia Wealth Advisory, LLC TOTL | $2,082,634 | 2.81% | 52,765 | Shares | 2026-08-26 |