SS DOUBLELINE TR TACT ETF TOTL
$39.33
+0.2% 52w: $38.30 – $40.09
Latest 13F among current holders filed 7 days ago (Aug 26, 2026)
Price — last 12 months
research preview data38.3039.1940.09
Aug 18, 2025 Jul 2, 2026
Institutional holders
361
+4 QoQ
13F value
$3.60B
+1.1% QoQ
Smart-money holders
7
signal tier ≥ 2
New smart buyers
1
Q1 2026
Options barometer
0.7×
$430K calls / $641K puts
Institutional value by quarter
Number of holders
Who owns TOTL?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| FMR LLC | Long only active | 13.8M | $549.1M | 0.0% | 0.0% |
| MORGAN STANLEY | Bank broker | 6.8M | $270.7M | 0.0% | +3.2% |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | Wealth advisor | 5.6M | $224.3M | 4.5% | +3.7% |
| CWM, LLC | Wealth advisor | 5.5M | $216.7M | 0.6% | +15.1% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 4.1M | $163.6M | 0.0% | +9.8% |
| LPL Financial LLC | Bank broker | 4.1M | $163.1M | 0.0% | +6.6% |
| TECTONIC ADVISORS LLC | Wealth advisor | 2.5M | $100.9M | 5.3% | +3.6% |
| UBS Group AG | Bank broker | 2.2M | $86.3M | 0.0% | +6.3% |
| BANK OF AMERICA CORP /DE/ | Bank broker | 2.1M | $85.4M | 0.0% | +8.2% |
| Kestra Investment Management, LLC | Wealth advisor | 2.0M | $78.7M | 1.4% | +27.9% |
| WELLS FARGO & COMPANY/MN | Bank broker | 1.9M | $75.1M | 0.0% | +11.2% |
| OSAIC HOLDINGS, INC. | Wealth advisor | 1.8M | $69.5M | 0.1% | -2.3% |
| CAPITAL ADVISORS INC/OK | Other | 1.4M | $55.3M | 0.9% | -2.8% |
| Cheviot Value Management, LLC | Other | 1.4M | $54.8M | 5.5% | +8.7% |
| ROYAL BANK OF CANADA | Bank broker | 1.4M | $54.1M | 0.0% | +16.0% |
| Corient Private Wealth LLC | Diversified mechanical | 1.3M | $52.8M | 0.1% | -35.6% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | Wealth advisor | 1.2M | $47.7M | — | -43.2% |
| Morling Financial Advisors, LLC | Wealth advisor | 1.1M | $43.8M | 13.5% | +9.0% |
| Janney Montgomery Scott LLC | Diversified mechanical | 956.3K | $38.0M | — | +213.8% |
| Bank of New York Mellon Corp | Diversified mechanical | 824.1K | $32.7M | 0.0% | +3.2% |
| CAPTRUST FINANCIAL ADVISORS | Wealth advisor | 738.5K | $29.3M | 0.1% | +56.7% |
| San Luis Wealth Advisors LLC | Wealth advisor | 726.0K | $28.8M | 4.8% | +10.4% |
| WCG Wealth Advisors LLC | Wealth advisor | 684.4K | $27.2M | 0.8% | -0.9% |
| HighTower Advisors, LLC | Diversified mechanical | 682.6K | $27.1M | 0.0% | +2.2% |
| Horizon Investments, LLC | Diversified mechanical | 677.6K | $26.7M | 0.3% | -20.1% |
| Thrivent Financial for Lutherans | Diversified mechanical | 664.4K | $26.4M | 0.1% | -0.8% |
| WEATHERLY ASSET MANAGEMENT L. P. ★2 | Fundamental diversified | 656.5K | $26.1M | 2.1% | +4.2% |
| Concurrent Investment Advisors, LLC | Wealth advisor | 648.4K | $25.8M | 0.3% | +11.3% |
| PENSION & WEALTH MANAGEMENT ADVISORS, INC. | — | 646.7K | $25.7M | 7.6% | -0.5% |
| PINNACLE ASSOCIATES LTD | Other | 606.6K | $24.1M | 0.3% | +5.0% |
| FAS Wealth Partners, Inc. | Wealth advisor | 541.8K | $21.5M | 1.3% | +28.6% |
| HOWARD FINANCIAL SERVICES, LTD. | Wealth advisor | 536.2K | $21.3M | 2.4% | +1.9% |
| Journey Advisory Group, LLC | Wealth advisor | 513.9K | $20.4M | 1.8% | +161.7% |
| Main Street Financial Solutions, LLC | Wealth advisor | 512.6K | $20.4M | 1.5% | +3.8% |
| LIGHTHOUSE FINANCIAL SERVICES INC /ADV | Wealth advisor | 506.8K | $20.2M | 4.6% | +4.2% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 504.8K | $20.1M | 0.0% | -20.6% |
| AQR CAPITAL MANAGEMENT LLC | Quant stat arb | 501.0K | $19.9M | 0.0% | +23.8% |
| WOODMONT INVESTMENT COUNSEL LLC | Wealth advisor | 467.1K | $18.6M | 1.1% | +23.6% |
| Cetera Investment Advisers | Wealth advisor | 437.0K | $17.4M | 0.0% | -8.3% |
| Cambridge Investment Research Advisors, Inc. | Wealth advisor | 432.0K | $17.2M | 0.0% | +5.9% |
| Canal Capital Management, LLC | Other | 409.5K | $16.3M | 2.2% | +7.3% |
| JANE STREET GROUP, LLC | Market maker | 398.8K | $15.8M | 0.0% | +870.7% |
| Focus Partners Wealth | Wealth advisor | 365.1K | $14.5M | 0.0% | +2.3% |
| Steward Partners Investment Advisory, LLC | Diversified mechanical | 361.9K | $14.4M | 0.1% | +12.0% |
| 1 NORTH WEALTH SERVICES LLC | Wealth advisor | 353.7K | $14.1M | 5.1% | +0.5% |
| MAI Capital Management | Wealth advisor | 347.4K | $13.8M | 0.1% | +17.4% |
| Pinnacle Wealth Management Advisory Group, LLC | Wealth advisor | 337.7K | $13.4M | 0.9% | +8.4% |
| NewEdge Advisors, LLC | Diversified mechanical | 323.5K | $12.9M | 0.0% | +2.4% |
| Denver PWM, LLC | Wealth advisor | 323.0K | $12.8M | 4.4% | -18.8% |
| VICUS CAPITAL | Wealth advisor | 319.6K | $12.7M | 0.9% | +5.6% |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.