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State Street DoubleLine Total Return Tactical ETF

354 hedge funds and large institutions have $3.54B invested in State Street DoubleLine Total Return Tactical ETF in 2025 Q4 according to their latest regulatory filings, with 60 funds opening new positions, 164 increasing their positions, 99 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

107% more first-time investments, than exits

New positions opened: 60 | Existing positions closed: 29

66% more repeat investments, than reductions

Existing positions increased: 164 | Existing positions reduced: 99

15% more funds holding in top 10

Funds holding in top 10: 2023 (+3)

8% more funds holding

Funds holding: 329354 (+25)

5% more capital invested

Capital invested by funds: $3.35B → $3.54B (+$182M)

1.41% more ownership

Funds ownership: 86.28%87.69% (+1.4%)

Holders
354
Holders Change
+25
Holders Change %
+7.6%
% of All Funds
4.31%
Holding in Top 10
23
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+15%
% of All Funds
0.28%
New
60
Increased
164
Reduced
99
Closed
29
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BCM
51
Brookstone Capital Management
Illinois
$12M +$12.1M +298,893 New
KAS
52
Kestra Advisory Services
Texas
$11.9M +$760K +18,762 +7%
MCM
53
MAI Capital Management
Ohio
$11.9M +$1.81M +44,635 +18%
MWML
54
M Wealth Management LLC
California
$11M +$42.4K +1,047 +0.4%
PAG
55
Private Advisor Group
New Jersey
$10.7M +$1.36M +33,600 +14%
BA
56
Ballew Advisors
Mississippi
$10.6M +$2.77M +68,293 +35%
Mariner
57
Mariner
Kansas
$9.81M +$1.88M +46,373 +24%
CRC
58
Curi RMB Capital
Illinois
$9.4M -$467K -11,544 -5%
FI
59
Finivi Inc
Massachusetts
$9.29M +$9.34M +230,699 New
SHJ
60
Sharkey, Howes & Javer
Colorado
$9.23M -$2.16M -53,301 -19%
BFC
61
Bedel Financial Consulting
Indiana
$9.18M +$813K +20,085 +10%
CWM
62
Cornerstone Wealth Management
Missouri
$8.96M +$1.43M +35,367 +19%
JIP
63
Jaffetilchin Investment Partners
Florida
$8.95M +$2.41M +59,478 +36%
BPA
64
Beacon Pointe Advisors
California
$8.18M +$5.22M +128,927 +174%
Truist Financial
65
Truist Financial
North Carolina
$8M +$296K +7,301 +4%
JAG
66
Journey Advisory Group
Kentucky
$7.9M +$193K +4,771 +2%
CPWA
67
Cerro Pacific Wealth Advisors
California
$7.9M +$349K +8,609 +5%
SWM
68
Stapp Wealth Management
Washington
$7.57M -$768K -18,967 -9%
LGWM
69
Litman Gregory Wealth Management
California
$7.08M -$689K -17,007 -9%
DPI
70
Diversified Portfolios Inc
Michigan
$7.08M +$291K +7,193 +4%
IJWM
71
Inman Jager Wealth Management
Mississippi
$6.79M +$61.8K +1,527 +0.9%
VFG
72
V2 Financial group
Illinois
$6.68M +$760K +18,762 +13%
EWM
73
Elmwood Wealth Management
California
$6.34M +$123K +3,042 +2%
KFGK
74
Keystone Financial Group (Kentucky)
Kentucky
$6.25M +$6.02M +148,624 +2,206%
TPA
75
Trivium Point Advisory
Connecticut
$5.98M -$277K -6,843 -4%