Congress Holdings

Most held

TOTL

State Street DoubleLine Total Return Tactical ETF

Listed by 1 member on their latest annual reports (1 row: one member can hold it in several accounts or through a spouse).

Each row is as of the date its report was filed, not live, and links to the page of the filing it came from.

Sorted by the lower bound of the disclosed value band, largest band first, then by member.

MemberOwnerAs printed on the filingValue bandAs of
John B. Larson CT-1 Spouse CHARLES SCHWAB & CO INC; USADVISORS WEALTH MGMT โ‡’ State Street DoubleLine Total Return Tactical ETF (TOTL) EF $1,001 - $15,000 May 14, 2026
filing 10074715, p. 4

How the count is made: see Most held.