SS Doubleline TR Tact ETFTOTLETF
13F holders, Q2 2026 (June 30)369holders +8
30new positions
19sold out
3famous investors
$39.46avg. 13F price*
At the end of Q2 2026, 369 institutions reported holding SS Doubleline TR Tact ETF (TOTL) in their 13F filings, up 8 from Q1 2026. 30 opened new positions and 19 sold out. The largest holders were FMR LLC ($470.5M), Morgan Stanley ($272.0M) and Signature Estate & Investment Advisors LLC ($235.9M). 3 famous investors held it, including Cliff Asness (0.0% of AQR Capital Management's portfolio), Ken Griffin (0.0% of Citadel Advisors's portfolio) and Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).
- Company
- SS Doubleline TR Tact ETF
- Filed as
- SSGA ACTIVE ETF TR (Q2 2026)
- CUSIP
- 78467V848
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 30 | $21.8M |
| Exits | 19 | $10.0M |
All 13F filers, Q1 2026 → Q2 2026: 5,232,017 shares bought and 5,224,311 shares sold, net +7,706 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 369 holders
| FMR LLC | 0.02% | Reduce -13.7% | 11,920,830 | $470.5M |
| Morgan Stanley | 0.01% | Add +1.1% | 6,891,190 | $272.0M |
| Signature Estate & Investment Advisors LLC | 4.25% | Add +5.9% | 5,976,076 | $235.9M |
| Envestnet Asset Management Inc. | 0.05% | Add +20.2% | 4,950,940 | $195.4M |
| LPL Financial LLC | 0.04% | Add +6.1% | 4,356,684 | $172.0M |
| Tectonic Advisors LLC | 5.02% | Add +4.2% | 2,646,939 | $104.5M |
| Osaic Holdings, Inc. | 0.11% | Add +29.5% | 2,266,827 | $89.5M |
| UBS Group AG | 0.01% | Add +4.2% | 2,263,548 | $89.3M |
| Bank of America Corp. | 0.01% | Add +3.4% | 2,221,408 | $87.7M |
| Wells Fargo & Company | 0.01% | Reduce -4.3% | 1,808,018 | $71.4M |
| Corient Private Wealth LP | 0.09% | Add +27.9% | 1,704,332 | $67.3M |
| Kestra Investment Management, LLC | 1.29% | Reduce -14.8% | 1,688,835 | $66.7M |
| Capital Advisors Inc. | 0.80% | Reduce -1.6% | 1,368,928 | $54.0M |
| Cheviot Value Management, LLC | 5.49% | Reduce -0.8% | 1,368,052 | $54.0M |
| Royal Bank of Canada | 0.01% | Reduce -6.0% | 1,279,492 | $50.5M |
| Morling Financial Advisors, LLC | 12.62% | Add +4.1% | 1,147,703 | $45.3M |
| Wealth Enhancement Advisory Services, LLC | 0.07% | Reduce -7.9% | 1,107,462 | $43.4M |
| Janney Montgomery Scott LLC | 0.07% | Reduce -0.8% | 948,830 | $37.5M |
| Bank of New York Mellon Corp | 0.01% | Add +3.4% | 852,368 | $33.6M |
| FAS Wealth Partners, Inc. | 1.40% | Add +26.0% | 682,427 | $26.9M |
| Weatherly Asset Management L. P. | 1.91% | Add +3.4% | 678,852 | $26.8M |
| Horizon Investments, LLC | 0.29% | Reduce -0.3% | 675,591 | $26.4M |
| WCG Wealth Advisors LLC | 0.63% | Reduce -2.1% | 669,685 | $26.4M |
| HighTower Advisors, LLC | 0.02% | Reduce -3.6% | 657,787 | $26.0M |
| Pension & Wealth Management Advisors, Inc. | 6.93% | Add +0.7% | 651,453 | $25.7M |
| Pinnacle Associates Ltd. | 0.27% | Add +4.9% | 636,581 | $25.1M |
| Thrivent Financial for Lutherans | 0.04% | Reduce -9.3% | 602,894 | $23.8M |
| San Luis Wealth Advisors LLC | 3.34% | Reduce -22.6% | 561,780 | $22.2M |
| Captrust Financial Advisors | 0.03% | Reduce -24.3% | 559,128 | $22.1M |
| AQR Capital Management | 0.01% | Add +10.7% | 554,518 | $21.9M |
| Woodmont Investment Counsel LLC | 1.15% | Add +14.2% | 533,286 | $21.0M |
| Main Street Financial Solutions, LLC | 1.35% | Add +3.8% | 532,256 | $21.0M |
| Lighthouse Financial Services Inc. | 4.16% | Reduce -0.4% | 504,610 | $19.8M |
| Howard Financial Services, LTD. | 1.94% | Reduce -8.2% | 492,358 | $19.4M |
| Raymond James Financial Inc. | 0.00% | Reduce -9.2% | 458,569 | $18.1M |
| Canal Capital Management, LLC | 2.04% | Add +3.5% | 423,789 | $16.7M |
| Cetera Investment Advisers | 0.02% | Reduce -3.2% | 422,881 | $16.7M |
| Cambridge Investment Research Advisors, Inc. | 0.04% | Reduce -7.9% | 397,943 | $15.7M |
| Focus Partners Wealth | 0.02% | Add +5.1% | 383,836 | $15.2M |
| 1 North Wealth Services LLC | 4.92% | Add +7.9% | 381,624 | $15.1M |
| Steward Partners Investment Advisory, LLC | 0.08% | Add +5.4% | 381,539 | $15.1M |
| Pinnacle Wealth Management Advisory Group, LLC | 0.85% | Add +6.9% | 360,810 | $14.2M |
| MAI Capital Management | 0.05% | Add +2.8% | 357,308 | $14.1M |
| Denver PWM, LLC | 4.42% | Add +7.8% | 348,315 | $13.5M |
| Cornerstone Wealth Management, LLC | 0.57% | Add +25.1% | 335,057 | $13.2M |
| Vicus Capital | 0.82% | Add +1.1% | 323,184 | $12.8M |
| NewEdge Advisors, LLC | 0.04% | Reduce -0.8% | 321,032 | $12.7M |
| Ballew Advisors, Inc | 5.85% | Add +5.5% | 288,031 | $11.3M |
| M Wealth Management, LLC | 8.81% | Add +2.1% | 284,278 | $11.2M |
| Mariner, LLC | 0.01% | Add +11.1% | 281,531 | $11.1M |
| Envestnet Portfolio Solutions, Inc. | 0.05% | Add +37.3% | 279,962 | $11.1M |
| Concurrent Investment Advisors, LLC | 0.09% | Reduce -57.9% | 273,074 | $10.8M |
| Journey Advisory Group, LLC | 0.81% | Reduce -48.0% | 267,195 | $10.5M |
| Brookstone Capital Management | 0.11% | Reduce -15.4% | 265,559 | $10.5M |
| Bedel Financial Consulting, Inc. | 1.00% | Add +4.2% | 264,075 | $10.4M |
| Finivi Inc. | 5.29% | Reduce -1.1% | 261,512 | $10.3M |
| Austin Wealth Management, LLC | 2.09% | Reduce -3.6% | 253,097 | $9.9M |
| Cerro Pacific Wealth Advisors LLC | 2.22% | Add +10.7% | 248,697 | $9.8M |
| Truist Financial Corp. | 0.01% | Add +16.3% | 230,218 | $9.1M |
| Stablepoint Partners, LLC | 1.20% | Add +3.9% | 219,753 | $8.7M |
| JPMorgan Chase & Co. | 0.00% | Add +28.0% | 212,412 | $8.4M |
| Rose Capital Advisors LLC | 4.14% | — | 195,822 | $7.7M |
| Kestra Advisory Services, LLC | 0.02% | Add +9.9% | 193,349 | $7.6M |
| Curi Capital, LLC | 0.12% | Reduce -15.7% | 188,859 | $7.5M |
| Valmark Advisers, Inc. | 0.08% | Add +612.1% | 185,235 | $7.3M |
| Elmwood Wealth Management, Inc. | 1.79% | Add +3.7% | 181,738 | $7.2M |
| Inman Jager Wealth Management, LLC | 3.79% | Add +7.3% | 180,465 | $7.1M |
| Beacon Pointe Advisors, LLC | 0.03% | Reduce -21.6% | 179,976 | $7.1M |
| V2 Financial group LLC | 2.53% | Add +1.0% | 172,117 | $6.8M |
| Trivium Point Advisory, LLC | 0.55% | New | 153,544 | $6.1M |
| Visionary Wealth Advisors | 0.24% | Add +8.3% | 152,547 | $6.0M |
| Visionary Horizons, LLC | 2.47% | Reduce -2.7% | 149,889 | $5.9M |
| Private Advisor Group, LLC | 0.03% | Reduce -50.0% | 147,841 | $5.8M |
| Diversified Portfolios, Inc. | 0.42% | Reduce -36.7% | 147,256 | $5.8M |
| Waverly Advisors, LLC | 0.03% | Add +8.7% | 147,004 | $5.8M |
| Jones Financial Companies LLLP | 0.00% | Add +3.9% | 143,956 | $5.7M |
| Keystone Financial Group | 0.33% | Reduce -2.3% | 141,445 | $5.6M |
| Freedom Financial Partners LLC | 1.79% | Reduce -1.1% | 139,407 | $5.5M |
| Aprio Wealth Management, LLC | 0.27% | Add +588.1% | 137,894 | $5.4M |
| Summit Financial, LLC | 0.06% | Add +704.9% | 137,001 | $5.4M |
| Transamerica Financial Advisors, LLC | 0.45% | Reduce -4.7% | 135,004 | $5.3M |
| Harbour Investments, Inc. | 0.07% | Add +4.2% | 134,017 | $5.3M |
| ARS Wealth Advisors Group, LLC | 0.41% | Add +163.6% | 132,445 | $5.2M |
| USAdvisors Wealth Management, LLC | 1.48% | Add +47.0% | 130,426 | $5.1M |
| Geneos Wealth Management Inc. | 0.10% | Add +38.4% | 126,930 | $5.0M |
| Summitpoint Capital Management | 5.34% | Add +10.0% | 125,522 | $5.0M |
| Castlekeep Investment Advisors LLC | 2.45% | Add +77.7% | 123,744 | $4.9M |
| Lunt Capital Management, Inc. | 1.77% | Reduce -1.6% | 122,326 | $4.8M |
| Citadel Advisors | 0.00% | New | 121,534 | $4.8M |
| Napier Financial, LLC | 0.94% | Add +3.2% | 114,819 | $4.5M |
| HighPoint Advisor Group LLC | 0.16% | Add +22.0% | 114,224 | $4.5M |
| Prime Capital Investment Advisors, LLC | 0.04% | Add +4.0% | 113,694 | $4.5M |
| Assetmark, Inc. | 0.01% | Reduce -36.6% | 113,305 | $4.5M |
| Pinnacle Financial Group, LLC / IL | 1.08% | Add +2.4% | 111,788 | $4.4M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -4.2% | 111,151 | $4.4M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -1.7% | 110,891 | $4.4M |
| AlphaCore Capital LLC | 0.08% | Reduce -0.6% | 103,779 | $4.1M |
| Capital Financial Group Inc\co\ | 2.14% | Add +20.1% | 103,496 | $4.1M |
| Entrewealth, LLC | 1.51% | Add +2.5% | 104,795 | $4.1M |
| Paragon Capital Management Inc. | 2.95% | Add +3.6% | 100,125 | $4.0M |
"% of holder's portfolio" is TOTL's weight in each manager's 13F, not the share of SS Doubleline TR Tact ETF the manager owns.