§ EQUITY
USDTOTL
SS DOUBLELINE TR TACT ETF
USD
§ 01 · PRICE
Price action
1D5D1M6MYTD1YMAX
§ 03 · SIGNAL STACK · WHAT THE INPUTS SAY
13F FLOW
192 increased/new, 137 decreased/exited (13F)
AC 13F Analysis
§ 05 · WHO OWNS IT
Top institutional holders
| Fund | Shares | % port | Δ Q/Q |
|---|---|---|---|
| Fidelity Management | 13.8M | 0.0% | ±0% |
| Morgan Stanley | 6.8M | 0.0% | −48% |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 5.6M | 4.5% | +4% |
| CWM, LLC | 5.5M | 0.6% | +15% |
| ENVESTNET ASSET MANAGEMENT INC | 4.1M | 0.0% | +10% |
| LPL Financial LLC | 4.1M | 0.0% | +7% |
◇ AC INTELLIGENCE
Top institutional owners for TOTL as of the most recent 13F reporting period (Q1 2026 · Period ended Mar 31). Δ Q/Q reflects share-count change vs. the prior filing — positive green means adding, negative red means trimming. Cross-reference with the ownership-mix bars below to see which strategy cohort is driving the flow.
§ 06 · WHO OWNS IT · BY STRATEGY
OTHER66.5% · 323 holders
DEALER / BANK17.8% · 27 holders
QUALITY / COMPOUNDER15.6% · 2 holders
INCOME / DEFENSIVE0.1% · 1 holder
SYSTEMATIC / QUANT0.0% · 1 holder
◇ AC INTELLIGENCE
Ownership mix by behavioral cohort. Top bars indicate which style of capital dominates the float — passive indexing, quality compounders, dealer/bank, systematic quant, etc. Big quality-compounder share means concentrated active conviction; heavy passive share means flows are dictated by index rebalances, not fundamentals.
§ 07 · INSIDER ACTIVITY · LAST 180 DAYS
NO INSIDER FILINGS
◇ AC INTELLIGENCE
No Form 4 filings on record for TOTL in the last 180 days.
§ 08 · COVERAGE · OUR RECENT NOTES
No notes mention TOTL yet.