SS Doubleline TR Tact ETFTOTLETF
13F holders, Q1 2024 (March 31)322holders
2famous investors
$40.03avg. 13F price*
At the end of Q1 2024, 322 institutions reported holding SS Doubleline TR Tact ETF (TOTL) in their 13F filings. The largest holders were Signature Estate & Investment Advisors LLC ($283.3M), Morgan Stanley ($204.0M) and Wealth Enhancement Advisory Services, LLC ($98.9M). 2 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- SS Doubleline TR Tact ETF
- Filed as
- SSGA ACTIVE ETF TR (Q1 2024)
- CUSIP
- 78467V848
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 30 | $42.8M |
| Exits | 28 | $30.8M |
Ownership 322 holders
| Signature Estate & Investment Advisors LLC | 8.01% | Add +6.2% | 7,072,828 | $283.3M |
| Morgan Stanley | 0.02% | Add +13.4% | 5,092,475 | $204.0M |
| Wealth Enhancement Advisory Services, LLC | 0.26% | Reduce -80.6% | 2,470,272 | $98.9M |
| Envestnet Asset Management Inc. | 0.04% | Add +4.4% | 2,448,878 | $98.1M |
| LPL Financial LLC | 0.05% | Reduce -8.7% | 2,340,559 | $93.7M |
| Bank of America Corp. | 0.01% | Add +9.1% | 2,338,850 | $93.7M |
| Tectonic Advisors LLC | 6.90% | Add +5.2% | 2,258,409 | $90.4M |
| Osaic Holdings, Inc. | 0.16% | Reduce -26.1% | 1,836,942 | $73.6M |
| UBS Group AG | 0.02% | Add +20.9% | 1,560,377 | $62.5M |
| Capital Advisors Inc. | 1.33% | Reduce -0.9% | 1,544,025 | $61.8M |
| Wells Fargo & Company | 0.02% | Add +6.7% | 1,453,166 | $58.2M |
| Bank of New York Mellon Corp | 0.01% | Add +2.3% | 1,359,409 | $54.4M |
| Arden Trust Co | 6.40% | Add +2.4% | 1,144,751 | $45.8M |
| Stadion Money Management, LLC | 2.14% | Add +0.8% | 826,929 | $33.0M |
| Janney Capital Management LLC | 2.10% | Reduce -2.1% | 789,197 | $31.6M |
| Royal Bank of Canada | 0.01% | Reduce -15.8% | 671,729 | $26.9M |
| HighTower Advisors, LLC | 0.04% | Reduce -12.0% | 668,869 | $26.8M |
| Horizon Investments, LLC | 0.68% | Reduce -0.1% | 649,311 | $25.8M |
| Raymond James & Associates | 0.02% | Reduce -23.6% | 589,984 | $23.6M |
| McNamara Financial Services, Inc. | 4.94% | Add +4.2% | 576,752 | $23.1M |
| Thrivent Financial for Lutherans | 0.05% | Add +626.2% | 567,420 | $22.7M |
| Weatherly Asset Management L. P. | 1.87% | Add +2.9% | 483,127 | $19.3M |
| Johnson Bixby & Associates, LLC | 3.32% | Reduce -5.3% | 476,402 | $19.1M |
| Howard Financial Services, LTD. | 3.19% | Add +8.0% | 461,598 | $18.5M |
| Koshinski Asset Management, Inc. | 1.85% | New | 449,902 | $18.0M |
| Spinnaker Investment Group, LLC | 4.55% | Add +0.4% | 404,343 | $16.2M |
| Cambridge Investment Research Advisors, Inc. | 0.06% | Add +3.4% | 389,754 | $15.6M |
| Main Street Financial Solutions, LLC | 1.65% | Add +13.1% | 385,197 | $15.4M |
| Cerity Partners LLC | 0.04% | Reduce -19.7% | 364,108 | $14.3M |
| Denver PWM, LLC | 4.99% | Add +8.3% | 325,240 | $12.9M |
| Cetera Investment Advisers | 0.03% | Add +100.3% | 320,583 | $12.8M |
| Captrust Financial Advisors | 0.05% | Reduce -25.0% | 314,366 | $12.6M |
| Steward Partners Investment Advisory, LLC | 0.14% | Add +5436.7% | 313,930 | $12.6M |
| Destiny Wealth Partners, LLC | 2.23% | Add +6.2% | 310,280 | $12.4M |
| Canal Capital Management, LLC | 2.02% | Add +13.2% | 299,975 | $12.0M |
| FAS Wealth Partners, Inc. | 1.05% | Add +1.6% | 297,257 | $11.9M |
| Austin Wealth Management, LLC | 2.74% | Add +6.1% | 280,070 | $11.1M |
| Envestnet Portfolio Solutions, Inc. | 0.04% | Add +10.8% | 274,866 | $11.0M |
| Barry Investment Advisors, LLC | 3.51% | Reduce -3.0% | 263,196 | $10.5M |
| Curi Capital, LLC | 0.24% | New | 258,730 | $10.4M |
| Executive Wealth Management, LLC | 0.89% | Add +15.5% | 257,407 | $10.2M |
| Vicus Capital | 0.92% | Add +4.7% | 253,089 | $10.1M |
| Private Advisor Group, LLC | 0.07% | Add +4.2% | 240,377 | $9.6M |
| Raymond James Financial Services Advisors, Inc. | 0.01% | Reduce -33.3% | 221,207 | $8.9M |
| Ballew Advisors, Inc | 6.06% | Reduce -3.5% | 223,723 | $8.8M |
| Kestra Advisory Services, LLC | 0.06% | Add +244.3% | 213,230 | $8.5M |
| Litman Gregory Wealth Management LLC | 0.76% | Add +4.9% | 208,064 | $8.3M |
| Herr Investment Group LLC | 2.53% | Reduce -8.3% | 203,248 | $8.1M |
| Focus Partners Wealth | 0.07% | Add +43.8% | 200,990 | $8.1M |
| Bedel Financial Consulting, Inc. | 1.25% | Add +2.5% | 199,501 | $8.0M |
| HB Wealth Management, LLC | 0.10% | Reduce -33.1% | 189,807 | $7.6M |
| Elmwood Wealth Management, Inc. | 3.03% | Add +158.3% | 176,912 | $7.1M |
| Weaver Capital Management LLC | 1.93% | Add +30.0% | 169,475 | $6.8M |
| Stapp Wealth Management, PLLC | 11.40% | Reduce -0.8% | 163,187 | $6.5M |
| Pinnacle Associates Ltd. | 0.10% | Add +13.8% | 161,038 | $6.4M |
| John W. Brooker & Co., CPAs | 3.39% | Reduce -6.7% | 157,799 | $6.3M |
| Assetmark, Inc. | 0.02% | Reduce -14.3% | 157,433 | $6.3M |
| Transamerica Financial Advisors, LLC | 0.58% | Add +418.1% | 142,024 | $5.7M |
| Prime Capital Investment Advisors, LLC | 0.08% | Add +7.2% | 136,359 | $5.5M |
| JPMorgan Chase & Co. | 0.00% | Add +99.7% | 133,082 | $5.3M |
| Connecticut Wealth Management, LLC | 0.28% | Reduce -5.2% | 132,567 | $5.3M |
| Jane Street Group, LLC | 0.01% | Reduce -82.3% | 132,563 | $5.3M |
| MBL Wealth, LLC | 0.60% | New | 131,574 | $5.3M |
| Orion Porfolio Solutions, LLC | 0.05% | Reduce -49.5% | 122,432 | $4.9M |
| Orion Portfolio Solutions, LLC | 0.05% | Reduce -49.5% | 122,432 | $4.9M |
| Family Firm, Inc. | 1.16% | Add +0.8% | 118,521 | $4.7M |
| Citadel Advisors | 0.00% | Reduce -10.8% | 114,502 | $4.6M |
| Axxcess Wealth Management, LLC | 0.13% | Reduce -20.7% | 113,914 | $4.6M |
| Capital Asset Advisory Services LLC | 0.26% | Reduce -19.1% | 114,620 | $4.5M |
| Quadcap Wealth Management, LLC | 0.99% | Add +135.1% | 108,813 | $4.4M |
| Paragon Capital Management Inc. | 3.03% | Reduce -0.6% | 101,002 | $4.0M |
| Cornerstone Wealth Management, LLC | 0.32% | Add +11.1% | 98,567 | $3.9M |
| Renaissance Technologies | 0.01% | Add +47.3% | 97,547 | $3.9M |
| Janney Montgomery Scott LLC | 0.01% | Reduce -21.2% | 96,735 | $3.9M |
| Pinnacle Wealth Management Advisory Group, LLC | 0.41% | Add +14.1% | 95,320 | $3.8M |
| Callan Capital, LLC | 0.33% | Add +0.3% | 92,620 | $3.7M |
| Susquehanna International Group, LLP | 0.01% | Add +290.2% | 91,412 | $3.7M |
| Smartleaf Asset Management LLC | 0.70% | Reduce -11.5% | 90,114 | $3.6M |
| Family Capital Trust Co | 1.23% | Add +0.1% | 89,744 | $3.6M |
| Alpha Cubed Investments, LLC | 0.19% | Reduce -14.2% | 89,651 | $3.6M |
| Visionary Wealth Advisors | 0.24% | Add +26.3% | 86,956 | $3.5M |
| New Potomac Partners, LLC | 1.93% | Add +0.5% | 86,777 | $3.5M |
| RE Dickinson Investment Advisors, LLC | 2.17% | Add +14.1% | 86,434 | $3.5M |
| V2 Financial group LLC | 2.23% | Add +4.5% | 81,601 | $3.3M |
| Great Valley Advisor Group, Inc. | 0.10% | Reduce -52.3% | 80,059 | $3.2M |
| Eastern Bank | 0.13% | No change | 76,111 | $3.0M |
| EWG Elevate Inc. | 1.07% | Reduce -20.5% | 70,445 | $2.8M |
| NewEdge Advisors, LLC | 0.02% | Add +1507.1% | 68,930 | $2.8M |
| Mariner, LLC | 0.01% | Add +25.3% | 67,974 | $2.7M |
| Commonwealth Equity Services, LLC | 0.00% | Add +0.6% | 67,884 | $2.7M |
| SeaBridge Investment Advisors LLC | 0.71% | Add +4.2% | 67,592 | $2.7M |
| New England Professional Planning Group Inc. | 1.36% | Add +25.6% | 65,237 | $2.6M |
| Lunt Capital Management, Inc. | 1.28% | Add +7.7% | 64,342 | $2.6M |
| Marshall Financial Group, LLC | 0.73% | Add +2.5% | 63,665 | $2.5M |
| CreativeOne Wealth, LLC | 0.10% | Add +7.7% | 61,073 | $2.4M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -3.8% | 59,272 | $2.4M |
| Geneos Wealth Management Inc. | 0.11% | Add +9.3% | 57,427 | $2.3M |
| Stifel Financial Corp. | 0.00% | Add +26.3% | 57,172 | $2.3M |
| Eldridge Investment Advisors, Inc. | 0.58% | Add +55.7% | 56,485 | $2.3M |
| Hollencrest Capital Management | 0.10% | Add +0.3% | 56,441 | $2.3M |
"% 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.