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Public ownership evidence

State Street DoubleLine Total Return Tactical ETF (TOTL) Ownership Disclosures

Read TOTL insider transactions, institutional 13F filings and Congressional disclosures with report dates, public availability and original receipts.

As of 2026-10-14T02:54:47.600Z

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Recent Form 4 activity

No matching purchases, sales or awards were returned in this 90-day public filing window.

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90-day public availability window, up to 50 records.

Recent institutional filing receipts

These are raw ticker-matched positions in recent 13F receipts, including amendments. They are not deduplicated current ownership totals. Open the manager profile to inspect its effective filing book.

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Corient Private Wealth LP2026-06-302026-08-281,704,332$67,270,018None
Principia Wealth Advisory, LLC2026-06-302026-08-2752,765$2,082,635None
Principia Wealth Advisory, LLC2026-03-312026-08-2745,015$1,788,446None
WILLIAM JOHN SEMPOLINSKI2026-03-312026-08-2737,995$1,509,541None
CLIFFORD SWAN INVESTMENT COUNSEL LLC2026-06-302026-08-217,675$302,932None
Archer Investment Corp2026-06-302026-08-201,587$62,639None
MERCER GLOBAL ADVISORS INC /ADV2026-06-302026-08-207,395$291,886None
Beacon Pointe Advisors, LLC2026-06-302026-08-19179,976$7,103,638None
Denver PWM, LLC2026-06-302026-08-19348,315$13,528,561None
49 WEALTH MANAGEMENT, LLC2026-06-302026-08-198,194$323,417None
Corient Private Wealth LP2026-06-302026-08-181,795,916$70,884,798None
Transamerica Financial Advisors, LLC2026-06-302026-08-18135,004$5,328,620None
Equitable Holdings, Inc.2026-06-302026-08-1833,266$1,313,008None
CENTAURUS FINANCIAL, INC.2026-06-302026-08-1816,355$646,000None
Thompson David Blair2024-12-312026-08-157,733$304,603None
Thompson David Blair2026-06-302026-08-158,064$318,286None
Thompson David Blair2025-12-312026-08-1510,343$416,306None
Thompson David Blair2026-03-312026-08-159,929$394,479None
MCGUIRE CAPITAL ADVISORS INC2026-06-302026-08-153,435$135,579None
BITTERROOT CAPITAL ADVISORS LLC2026-06-302026-08-1510,215$403,185None
AMERIFLEX GROUP, INC.2026-06-302026-08-155,466$215,728None
Glen Eagle Advisors, LLC2026-06-302026-08-1551,412$2,029,228None
SHELTON CAPITAL MANAGEMENT2026-06-302026-08-1518,727$739,147None
FWL INVESTMENT MANAGEMENT, LLC2026-06-302026-08-155,819$229,676None
Mutual Advisors, LLC2026-06-302026-08-1530,244$1,193,728None
Advyzon Investment Management, LLC2026-06-302026-08-1543,244$1,706,841None
Advyzon Investment Management, LLC2026-06-302026-08-1516,290$642,966None
INSIGNEO ADVISORY SERVICES, LLC2026-06-302026-08-156,233$246,017None
WILLIAM JOHN SEMPOLINSKI2026-06-302026-08-1540,976$1,617,323None
Perennial Investment Advisors, LLC2026-06-302026-08-1523,822$940,192None
Capital Asset Advisory Services LLC2026-06-302026-08-1545,245$1,785,801None
ENTREWEALTH, LLC2026-06-302026-08-15104,795$4,063,961None
American Trust2026-06-302026-08-158,657$341,698None
Ameritas Advisory Services, LLC2026-06-302026-08-152,375$93,741None
NFSG Corp2026-06-302026-08-153,016$119,058None
Alaethes Wealth, LLC2026-06-302026-08-1521,344$842,448None
WCG Wealth Advisors LLC2026-06-302026-08-15669,685$26,432,491None
Prestige Wealth Management Group LLC2026-06-302026-08-151,240$48,943None
Western Wealth Management, LLC2026-06-302026-08-1513,347$526,816None
Strategic Investment Advisors / MI2026-06-302026-08-159,303$367,200None
Qube Research & Technologies Ltd2026-06-302026-08-154,508$177,931None
Strategic Family Wealth Counselors, L.L.C.2026-06-302026-08-1525,810$1,018,737None
IFG Advisory, LLC2026-06-302026-08-154,737$186,970None
OSAIC HOLDINGS, INC.2026-06-302026-08-151,307$51,583None
OSAIC HOLDINGS, INC.2026-06-302026-08-1524,338$960,603None
OSAIC HOLDINGS, INC.2026-06-302026-08-151,738,046$68,600,686None
OSAIC HOLDINGS, INC.2026-06-302026-08-15503,136$19,864,072None
Pointe Capital Management LLC2026-06-302026-08-1539,926$1,575,879None
Betterment LLC2026-06-302026-08-158,661$342,000None
JANE STREET GROUP, LLC2026-06-302026-08-1530,400$1,199,888None

90-day public filing window, up to 50 source positions.

Corient Private Wealth LP ↗Principia Wealth Advisory, LLC ↗Principia Wealth Advisory, LLC ↗WILLIAM JOHN SEMPOLINSKI ↗CLIFFORD SWAN INVESTMENT COUNSEL LLC ↗Archer Investment Corp ↗MERCER GLOBAL ADVISORS INC /ADV ↗Beacon Pointe Advisors, LLC ↗Denver PWM, LLC ↗49 WEALTH MANAGEMENT, LLC ↗

Recent Congressional disclosures

No matching Congressional transactions were returned in this source preview.

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How to read the disclosure dates

The tables report different things: insider transactions, institutional positions and Congressional transaction ranges. Read each table with its source dates and units. They cannot be added into a combined ownership percentage.

  1. Company insiders

    SEC Form 4 purchases, sales and awards report transactions and their public filing availability.

  2. Institutional managers

    13F reports disclose delayed quarter-end positions. They are not a record of trades between quarters.

  3. Congressional filers

    Periodic transaction reports disclose transaction dates and amount brackets. Public filing dates determine what researchers could know.

Institutional source directory ↗Congressional source directory ↗

Read the transaction codes

Awards use transaction code A, purchases P and sales S. An acquisition from an award is not the same as an open-market purchase. Joint filers may share a transaction. Use original receipts and availability dates to interpret the events.