TOTL

SS DOUBLELINE TR TACT ETF
USCUSIP 78467V848
Institutional Owners
98
+9 QoQ
13F Value Held
$898.4M
Insider Net · 180d
$0
0↑ 0↓
Recent Filings
0
Smart-money sentimentMixed
BearishBullish
13F funds (latest Q)55 adding · 35 trimming
Insider net (180d)+$0
Price history not yet available for TOTL.

Top institutional holders

98 13F filers
#FundPosition valueSharesLast moveAs of
1CWM, LLC
$216.7M
5.46MAddedQ1 2026
2SIGNATURE ESTATE & INVESTMENT ADVISORS LLC
$179.5M
4.52MAddedQ1 2026
3TECTONIC ADVISORS LLC
$100.8M
2.54MAddedQ1 2026
4Kestra Investment Management, LLC
$78.7M
1.98MAddedQ1 2026
5CAPITAL ADVISORS INC/OK
$55.3M
1.39MReducedQ1 2026
6WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
$47.7M
1.20MReducedQ1 2026
7PINNACLE ASSOCIATES LTD
$24.1M
606.6KAddedQ1 2026
8Steward Partners Investment Advisory, LLC
$14.4M
361.9KAddedQ1 2026
9MAI Capital Management
$13.8M
347.4KAddedQ1 2026
10NewEdge Advisors, LLC
$12.9M
323.5KNewQ1 2026
11Jaffetilchin Investment Partners, LLC
$12.6M
318.0KAddedQ1 2026
12Private Advisor Group, LLC
$11.8M
295.8KAddedQ1 2026
13Cornerstone Wealth Management, LLC
$10.6M
267.8KAddedQ1 2026
14Beacon Pointe Advisors, LLC
$9.1M
229.6KAddedQ1 2026
15Envestnet Portfolio Solutions, Inc.
$8.1M
203.9KReducedQ1 2026
16ASSETMARK, INC
$7.1M
178.9KAddedQ1 2026
17Kestra Advisory Services, LLC
$7.0M
175.9KReducedQ1 2026
18Visionary Wealth Advisors
$5.6M
140.8KAddedQ1 2026
19Waverly Advisors, LLC
$5.4M
135.2KReducedQ1 2026
20Prime Capital Investment Advisors, LLC
$4.3M
109.3KReducedQ1 2026
21AlphaCore Capital LLC
$4.1M
104.4KReducedQ1 2026
22EP Wealth Advisors, LLC
$4.1M
103.9KNewQ1 2026
23Concurrent Investment Advisors, LLC
$4.0M
100.6KAddedQ1 2026
24HB Wealth Management, LLC
$3.8M
96.5KReducedQ1 2026
25HighPoint Advisor Group LLC
$3.7M
93.6KAddedQ1 2026

Fund activity — latest quarter

Opened (NEW)
17
funds
Added
38
funds
Reduced
29
funds
Exited
6
funds

Insider activity (Form 4)

No Form 4 insider transactions on file yet.

Institutional ownership over time

92 funds+91 since Q2 2025
04692Q2 2025Q3 2025Q4 2025Q1 2026
funds holding aggregate valuelatest $967M

Funds that own TOTL also own

CompanyCo-held byCombined value
Nvidia CorpNVDA96 funds$20.5B
Microsoft CorpMSFT96 funds$18.7B
iShares S&P 500 ETFIVV96 funds$18.5B
State Street SPDR S&P 500 ETF TrustSPY96 funds$15.1B
Vanguard S&P 500 ETFVOO96 funds$13.6B
Vanguard Total Stock Market ETFVTI96 funds$10.8B
Jpmorgan Chase & CoJPM96 funds$8.3B
Broadcom LtdAVGO96 funds$7.9B
Alphabet Inc Cl CGOOG96 funds$7.9B
Meta Platforms Inc Cl AMETA96 funds$7.1B
Johnson & JohnsonJNJ96 funds$4.9B
Exxon Mobil CorpXOM96 funds$4.9B

Ranked by how many of TOTL's institutional holders also hold each name — a cross-fund conviction signal. Via the MCP server (ticker.co_held).

Recent filings

0 shown

No filings captured for this ticker in the live stream yet.

13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for TOTL. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes. Every panel above is one call to the Arkolith API & MCP server.