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Jefferson Bridge Capital’s State Street DoubleLine Total Return Tactical ETF TOTL Stock Holding History

Jefferson Bridge Capital’s Portfolio TOTL Stock Details TOTL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.45M Sell
36,760
-434
-1% -$17.2K 1.26% 29
2026
Q1 		$1.48M Buy
37,194
+10,772
+41% +$433K 1.47% 29
2025
Q4 		$1.06M Buy
+26,422
New +$1.07M 1.07% 33

Other funds holding TOTL

SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
TA
Tectonic Advisors Frisco, Texas $2.08B AUM 16.31% 1-Year Est. Return
KIM
Kestra Investment Management Austin, Texas $5.16B AUM 18.64% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
CVM
Cheviot Value Management Beverly Hills, California $984M AUM 24.46% 1-Year Est. Return
MFA
Morling Financial Advisors Fremont, California $360M AUM 17.03% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Jefferson Bridge Capital's TOTL Position: Q2 2026 in Review

Jefferson Bridge Capital reduced its State Street DoubleLine Total Return Tactical ETF (TOTL) stake by 1.2% in Q2 2026, selling an estimated $17.2K and leaving 36,760 shares worth $1.45M. The position accounts for 1.26% of the portfolio, ranked #29.

Jefferson Bridge Capital first reported a position in TOTL in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.48M in Q1 2026. 208 funds tracked by Wall St. Rank hold TOTL as of Q2 2026.

  • Jefferson Bridge Capital held 36,760 shares of State Street DoubleLine Total Return Tactical ETF worth $1.45M as of Q2 2026.
  • Jefferson Bridge Capital sold 434 State Street DoubleLine Total Return Tactical ETF shares in Q2 2026, an estimated $17.2K.
  • State Street DoubleLine Total Return Tactical ETF made up 1.26% of Jefferson Bridge Capital's portfolio in Q2 2026, its #29 holding.
  • Jefferson Bridge Capital first reported a position in State Street DoubleLine Total Return Tactical ETF in Q4 2025 and has held it in 3 quarters since.
  • Jefferson Bridge Capital's State Street DoubleLine Total Return Tactical ETF position peaked at $1.48M in Q1 2026.
  • 208 funds tracked by Wall St. Rank held State Street DoubleLine Total Return Tactical ETF as of Q2 2026.

Based on Jefferson Bridge Capital's 13F filing for Q2 2026, filed 21 Jul 2026.