Jim Simons’s State Street DoubleLine Total Return Tactical ETF TOTL Stock Holding History

Jim Simons’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 Q1	$548K	Buy	13,800 +6,300	+84%	+$253K	﹤0.01%	2566
2025 Q4	$302K	Sell	7,500 -63,530	-89%	-$2.57M	﹤0.01%	2758
2025 Q3	$2.88M	Buy	71,030 +51,585	+265%	+$2.07M	﹤0.01%	1830
2025 Q2	$780K	Buy	19,445 +745	+4%	+$29.6K	﹤0.01%	2621
2025 Q1	$753K	Sell	18,700 -9,900	-35%	-$394K	﹤0.01%	2566
2024 Q4	$1.13M	Sell	28,600 -25,900	-48%	-$1.04M	﹤0.01%	2430
2024 Q3	$2.26M	Sell	54,500 -12,100	-18%	-$494K	﹤0.01%	1940
2024 Q2	$2.65M	Sell	66,600 -30,947	-32%	-$1.22M	﹤0.01%	1698
2024 Q1	$3.91M	Buy	97,547 +31,305	+47%	+$1.25M	0.01%	1571
2023 Q4	$2.67M	Buy	+66,242	New	+$2.57M	﹤0.01%	1763
2022 Q3	–	Sell	-24,600	Closed	-$1.04M	–	4414
2022 Q2	$1.04M	Sell	24,600 -30,200	-55%	-$1.3M	﹤0.01%	2691
2022 Q1	$2.45M	Buy	54,800 +46,700	+577%	+$2.15M	﹤0.01%	2080
2021 Q4	$383K	Buy	+8,100	New	+$387K	﹤0.01%	3220
2021 Q3	–	Sell	-5,900	Closed	-$286K	–	3845
2021 Q2	$286K	Sell	5,900 -121,300	-95%	-$5.87M	﹤0.01%	3160
2021 Q1	$6.13M	Sell	127,200 -2,493	-2%	-$122K	0.01%	1531
2020 Q4	$6.39M	Buy	129,693 +83,593	+181%	+$4.12M	0.01%	1434
2020 Q3	$2.27M	Buy	+46,100	New	+$2.29M	﹤0.01%	2056

Other funds holding TOTL

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

SEIA

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Tectonic Advisors Frisco, Texas $2.08B AUM 16.31% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

KIM

Kestra Investment Management Austin, Texas $5.16B AUM 18.64% 1-Year Est. Return

Jim Simons's TOTL Position: Q1 2026 in Review

Jim Simons increased its State Street DoubleLine Total Return Tactical ETF (TOTL) stake by 84% in Q1 2026, buying an estimated $253K and bringing the position to 13,800 shares worth $548K. The position accounts for ﹤0.01% of the portfolio, ranked #2566.

Jim Simons first reported a position in TOTL in Q3 2020 and has held it in 17 quarters since. The position peaked at $6.39M in Q4 2020. 358 funds tracked by Wall St. Rank hold TOTL as of Q1 2026.

Jim Simons held 13,800 shares of State Street DoubleLine Total Return Tactical ETF worth $548K as of Q1 2026.
Jim Simons bought 6,300 State Street DoubleLine Total Return Tactical ETF shares in Q1 2026, an estimated $253K.
State Street DoubleLine Total Return Tactical ETF made up ﹤0.01% of Jim Simons's portfolio in Q1 2026, its #2566 holding.
Jim Simons first reported a position in State Street DoubleLine Total Return Tactical ETF in Q3 2020 and has held it in 17 quarters since.
Jim Simons's State Street DoubleLine Total Return Tactical ETF position peaked at $6.39M in Q4 2020.
358 funds tracked by Wall St. Rank held State Street DoubleLine Total Return Tactical ETF as of Q1 2026.

Based on Renaissance Technologies's 13F filing for Q1 2026, filed 14 May 2026.