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 |
| Fortis Advisors, LLC | 1.51% | Add +81.3% | 56,349 | $2.3M |
| Paragon Capital Management Ltd | 0.40% | Add +0.1% | 55,604 | $2.2M |
| Summit Asset Management, LLC | 0.26% | Add +7.4% | 54,024 | $2.2M |
| Heritage Wealth Management, Inc. | 2.11% | Add +19.0% | 52,992 | $2.1M |
| Auour Investments LLC | 0.75% | Add +4.0% | 50,440 | $2.0M |
| Bouchey Financial Group, Ltd. | 0.18% | Reduce -4.1% | 46,615 | $1.9M |
| Pension & Wealth Management Advisors, Inc. | 1.21% | Reduce -83.7% | 45,958 | $1.8M |
| RFG Advisory, LLC | 0.06% | New | 45,068 | $1.8M |
| Verition Fund Management LLC | 0.02% | Add +275.0% | 45,000 | $1.8M |
| BCS Wealth Management | 0.57% | Reduce -22.0% | 44,634 | $1.8M |
| Webster Bank, N. A. | 0.20% | Add +2.0% | 44,579 | $1.8M |
| USAdvisors Wealth Management, LLC | 0.66% | Add +6.8% | 43,562 | $1.7M |
| Equitable Holdings, Inc. | 0.02% | Add +0.0% | 43,204 | $1.7M |
| Lanark Financial, Inc. | 0.16% | Reduce -11.2% | 43,188 | $1.7M |
| Comerica Bank | 0.01% | Reduce -7.1% | 43,026 | $1.7M |
| Redhawk Wealth Advisors, Inc. | 0.28% | Add +23.9% | 42,252 | $1.7M |
| Flow Traders U.S. LLC | 0.09% | New | 42,200 | $1.7M |
| Calton & Associates, Inc. | 0.78% | Reduce -4.5% | 39,744 | $1.6M |
| Leeward Financial Partners, LLC | 0.67% | Add +2.6% | 39,302 | $1.6M |
| Addison Capital Co | 0.76% | Add +40.1% | 38,167 | $1.5M |
| Jacobi Capital Management LLC | 0.14% | Add +4.8% | 37,649 | $1.5M |
| 1620 Investment Advisors, Inc. | 1.48% | Add +3.0% | 36,692 | $1.5M |
| Private Portfolio Partners LLC | 0.31% | Add +20.9% | 36,612 | $1.5M |
| WMS Partners, LLC | 0.10% | Add +7.0% | 35,627 | $1.4M |
| Freedom Investment Management, Inc. | 0.11% | Reduce -12.9% | 34,865 | $1.4M |
| Cooper Financial Group | 0.22% | Add +0.6% | 33,958 | $1.4M |
| Mercer Global Advisors Inc. | 0.00% | Reduce -2.7% | 33,473 | $1.3M |
| Reston Wealth Management LLC | 0.54% | Add +14.5% | 33,292 | $1.3M |
| Tranquilli Financial Advisor LLC | 0.88% | Add +1.7% | 33,022 | $1.3M |
| Ausdal Financial Partners, Inc. | 0.15% | Reduce -44.0% | 32,298 | $1.3M |
| Clifford Swan Investment Counsel LLC | 0.05% | Reduce -35.2% | 31,675 | $1.3M |
| Essex Private Wealth Management, LLC | 3.59% | Add +11.2% | 31,630 | $1.3M |
| Jaffetilchin Investment Partners, LLC | 0.11% | Add +55.6% | 31,362 | $1.3M |
| Valley National Advisers Inc. | 0.19% | Reduce -23.6% | 31,143 | $1.2M |
| Peak Financial Management, Inc. | 0.39% | Add +5.0% | 31,054 | $1.2M |
| Delta Investment Management, LLC | 0.28% | Reduce -3.5% | 30,596 | $1.2M |
| BlueChip Wealth Advisors LLC | 0.78% | No change | 30,127 | $1.2M |
| Avitas Wealth Management LLC | 0.18% | Add +5.3% | 29,884 | $1.2M |
| Edge Financial Advisors LLC | 1.04% | — | 29,508 | $1.2M |
| All Terrain Financial Advisors, LLC | 0.50% | Reduce -3.0% | 29,237 | $1.2M |
| Cobblestone Capital Advisors LLC | 0.07% | Add +15.7% | 29,145 | $1.2M |
| Worth Financial Advisory Group, LLC | 0.79% | Add +0.2% | 28,467 | $1.1M |
| Perennial Investment Advisors, LLC | 0.16% | Reduce -24.1% | 25,830 | $1.0M |
| Westmount Partners, LLC | 0.37% | Reduce -2.0% | 25,362 | $1.0M |
| Atria Wealth Solutions, Inc. | 0.01% | Add +6.6% | 25,193 | $1.0M |
| Dudley Capital Management, LLC | 0.59% | No change | 25,450 | $1.0M |
| Rockefeller Capital Management L.P. | 0.00% | Add +37.0% | 24,975 | $1.0M |
| Cornerstone Advisory, LLC | 0.14% | Add +14.2% | 24,432 | $979K |
| Motco | 0.06% | Add +1.6% | 23,363 | $936K |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 0.39% | Reduce -13.2% | 23,497 | $915K |
| SilverOak Wealth Management LLC | 0.22% | Add +4.6% | 22,353 | $895K |
| Keybank National Association | 0.00% | Add +27.1% | 22,190 | $889K |
| Glen Eagle Advisors, LLC | 0.17% | Add +87.7% | 21,925 | $878K |
| Merit Financial Group, LLC | 0.02% | Reduce -53.5% | 21,788 | $856K |
| MML Investors Services, LLC | 0.00% | Add +21.8% | 21,103 | $845K |
| Level Four Advisory Services, LLC | 0.05% | No change | 20,955 | $843K |
| Exencial Wealth Advisors, LLC | 0.03% | Reduce -25.3% | 20,195 | $809K |
| Pointe Capital Management LLC | 0.48% | Add +63.0% | 19,671 | $788K |
| Eq LLC | 0.48% | Add +86.5% | 19,562 | $783K |
| Collaborative Wealth Managment Inc. | 0.38% | Reduce -10.4% | 18,927 | $758K |
| Keystone Financial Group | 0.11% | Reduce -11.5% | 18,465 | $740K |
| Financial Advocates Investment Management | 0.04% | Reduce -69.6% | 17,770 | $712K |
| Jackson Hole Capital Partners, LLC | 0.16% | No change | 17,706 | $709K |
| Baird Financial Group, Inc. | 0.00% | Add +1.4% | 17,624 | $706K |
| Strategic Financial Concepts, LLC | 0.17% | Add +51.2% | 17,145 | $687K |
| Strategic Family Wealth Counselors, L.L.C. | 0.27% | Add +9.6% | 16,980 | $680K |
| Flagstar Securities, Inc. | 0.19% | Add +3.3% | 16,880 | $676K |
| Flagship Harbor Advisors, LLC | 0.04% | Reduce -24.5% | 16,549 | $663K |
| Richardson Financial Services Inc. | 0.46% | Reduce -11.0% | 16,257 | $651K |
| ICA Group Wealth Management, LLC | 0.12% | Reduce -35.8% | 15,563 | $623K |
| Strategic Investment Advisors / MI | 0.08% | Reduce -14.0% | 15,242 | $610K |
| Harvest Volatility Management LLC | 14.43% | No change | 15,234 | $610K |
| Good Life Advisors, LLC | 0.05% | Add +0.6% | 15,194 | $609K |
| Waterloo Capital, L.P. | 0.08% | Reduce -32.0% | 15,171 | $608K |
| Blue Zone Wealth Advisors, LLC | 0.21% | Reduce -9.6% | 15,101 | $605K |
| Founders Financial Securities LLC | 0.06% | Add +3.7% | 14,901 | $597K |
| Heritage Financial Services, LLC | 0.09% | Add +3.3% | 14,853 | $595K |
| Oppenheimer & Co. Inc. | 0.01% | Add +5.8% | 14,678 | $588K |
| Colton Groome Financial Advisors, LLC | 0.23% | Reduce -11.1% | 14,523 | $582K |
| PFG Investments, LLC | 0.04% | New | 14,499 | $581K |
| United Community Bank | 0.22% | Add +5.4% | 14,256 | $571K |
| Beaumont Financial Advisors, LLC | 0.05% | Add +0.0% | 14,036 | $562K |
| Trilogy Capital Inc. | 0.03% | No change | 13,592 | $544K |
| Laird Norton Wetherby Wealth Management, LLC | 0.03% | Add +7.8% | 13,389 | $536K |
| Williams Jones Wealth Management, LLC. | 0.01% | No change | 13,375 | $536K |
| Townsquare Capital LLC | 0.01% | New | 13,321 | $533K |
| Avantax Advisory Services, Inc. | 0.00% | New | 13,308 | $533K |
| McElhenny Sheffield Capital Management, LLC | 0.19% | Reduce -0.8% | 13,244 | $530K |
| Wilbanks Smith & Thomas Asset Management LLC | 0.01% | Add +20.3% | 13,214 | $529K |
| Waterford Advisors, LLC | 0.22% | No change | 13,041 | $522K |
| Western Wealth Management, LLC | 0.04% | Reduce -3.4% | 12,699 | $509K |
| Forum Private Client Group LLC | 0.25% | Reduce -34.6% | 12,657 | $507K |
| Creative Planning | 0.00% | New | 12,598 | $505K |
| Prosperity Consulting Group, LLC | 0.06% | Reduce -11.3% | 12,569 | $503K |
| EverSource Wealth Advisors, LLC | 0.04% | Reduce -46.9% | 12,892 | $503K |
| Keebeck Wealth Management | 0.07% | No change | 12,500 | $501K |
| First Foundation Advisors | 0.02% | No change | 12,431 | $498K |
| Capital Analysts, LLC | 0.02% | Add +38.6% | 12,332 | $494K |
| Realta Investment Advisors | 0.10% | Add +30.0% | 12,247 | $490K |
| Cibc World Market Inc. | 0.00% | Add +23.1% | 11,977 | $480K |
| Cwm, LLC | 0.00% | Add +4.2% | 11,852 | $475K |
| NorthRock Partners, LLC | 0.02% | Add +44.6% | 11,731 | $470K |
| Cornell Pochily Investment Advisors, Inc. | 0.19% | Reduce -4.3% | 11,721 | $469K |
| Aveo Capital Partners, LLC | 0.05% | Reduce -87.1% | 11,446 | $450K |
| Chicago Partners Investment Group LLC | 0.02% | Add +5.2% | 11,334 | $443K |
| Verus Capital Partners, LLC | 0.05% | Reduce -11.2% | 11,024 | $442K |
| Smart Portfolios, LLC | 0.46% | Add +0.0% | 10,970 | $439K |
| Verdence Capital Advisors LLC | 0.04% | Add +0.8% | 10,763 | $431K |
| Hartline Investment Corp./ | 0.08% | New | 10,755 | $431K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.08% | Reduce -11.4% | 10,755 | $431K |
| Citizens Financial Group Inc. | 0.01% | Add +36.4% | 10,728 | $430K |
| Hummer Financial Advisory Services Inc | 0.35% | No change | 10,700 | $429K |
| NTV Asset Management LLC | 0.06% | Reduce -19.0% | 10,250 | $411K |
| Savant Capital, LLC | 0.00% | Reduce -2.1% | 9,920 | $397K |
| Country Club Bank | 0.03% | No change | 9,892 | $396K |
| Private Trust Co. NA | 0.04% | Add +0.8% | 9,795 | $392K |
| Financial Strategies Group, Inc. | 0.10% | Add +9.4% | 9,647 | $383K |
| Keel Point, LLC | 0.04% | No change | 8,743 | $350K |
| Continuum Advisory, LLC | 0.05% | Reduce -10.4% | 8,649 | $341K |
| Signet Financial Management, LLC | 0.05% | No change | 8,464 | $339K |
| PFG Advisors | 0.02% | Add +3.5% | 8,400 | $336K |
| Global Retirement Partners, LLC | 0.01% | Reduce -2.5% | 8,262 | $331K |
| Hofer & Associates. Inc | 0.27% | Add +26.5% | 8,120 | $325K |
| Towerpoint Wealth, LLC | 0.16% | Add +0.3% | 8,106 | $325K |
| Mather Group, Llc. | 0.01% | Add +15.5% | 8,057 | $324K |
| Bryn Mawr Trust Advisors, LLC | 0.02% | No change | 7,969 | $319K |
| WNY Asset Management, LLC | 0.05% | New | 7,882 | $316K |
| Citigroup Inc. | 0.00% | Add +0.7% | 7,856 | $315K |
| SYM FINANCIAL Corp | 0.05% | Reduce -3.5% | 7,810 | $313K |
| Triumph Capital Management | 0.13% | Reduce -10.9% | 7,801 | $310K |
| Cherry Tree Wealth Management, LLC | 0.08% | No change | 7,614 | $305K |
| IHT Wealth Management, LLC | 0.01% | New | 7,603 | $304K |
| Financial Engines Advisors L.L.C. | 0.00% | Add +0.8% | 7,301 | $292K |
| Arrowroot Family Office, LLC | 0.19% | Add +0.4% | 7,282 | $292K |
| First City Capital Management, Inc. | 0.16% | Reduce -2.0% | 7,265 | $291K |
| LexAurum Advisors, LLC | 0.07% | No change | 7,245 | $290K |
| Morling Financial Advisors, LLC | 0.16% | New | 7,066 | $283K |
| Macroview Investment Management LLC | 0.31% | Reduce -16.9% | 7,006 | $281K |
| Aufman Associates Inc | 0.20% | Add +12.9% | 6,989 | $280K |
| Betterment LLC | 0.00% | New | 6,977 | $279K |
| CW Advisors, LLC | 0.00% | Reduce -77.1% | 6,961 | $279K |
| Ade, LLC | 0.19% | No change | 6,953 | $278K |
| Consolidated Portfolio Review Corp | 0.07% | Reduce -32.4% | 6,906 | $277K |
| Rockingstone Advisors LLC | 0.14% | Reduce -3.5% | 6,810 | $273K |
| American Institute for Advanced Investment Management, LLP | 0.21% | New | 6,726 | $269K |
| Money Concepts Capital Corp. | 0.02% | Reduce -7.8% | 6,695 | $268K |
| Van Hulzen Asset Management, LLC | 0.02% | New | 6,700 | $268K |
| Tiaa Trust, National Association | 0.00% | New | 6,547 | $262K |
| Altfest L J & Co. Inc. | 0.04% | Add +13.3% | 6,514 | $261K |
| Priebe Wealth Holdings LLC | 0.20% | Reduce -14.5% | 6,500 | $260K |
| Perigon Wealth Management, LLC | 0.01% | No change | 6,430 | $258K |
| Prestige Wealth Management Group LLC | 0.05% | No change | 6,140 | $246K |
| Qube Research & Technologies Ltd | 0.00% | Reduce -41.8% | 6,051 | $242K |
| Truist Financial Corp. | 0.00% | New | 5,907 | $237K |
| Charter Oak Capital Management, LLC | 0.03% | Reduce -9.7% | 5,905 | $236K |
| Center For Asset Management LLC | 0.19% | Reduce -5.4% | 5,738 | $230K |
| Dock Street Asset Management Inc. | 0.03% | No change | 5,585 | $224K |
| GPS Wealth Strategies Group, LLC | 0.04% | Reduce -2.7% | 5,584 | $224K |
| Tidemark, LLC | 0.12% | Reduce -16.4% | 5,489 | $220K |
| M3 Advisory Group, LLC | 0.20% | Add +7.5% | 5,488 | $220K |
| Lifeworks Advisors, LLC | 0.06% | Reduce -31.6% | 5,470 | $219K |
| DAVENPORT & Co LLC | 0.00% | Reduce -26.3% | 5,462 | $219K |
| Deltec Asset Management LLC | 0.04% | No change | 5,400 | $216K |
| Petix & Botte Co | 0.05% | New | 5,241 | $210K |
| MCF Advisors LLC | 0.02% | Add +0.8% | 5,082 | $204K |
| Brookstone Capital Management | 0.00% | New | 5,077 | $203K |
| Capital Advisors, Ltd. LLC | 0.03% | Reduce -30.4% | 5,046 | $202K |
| Transatlantique Private Wealth LLC | 0.09% | No change | 5,001 | $200K |
| Westside Investment Management, Inc. | 0.05% | No change | 4,800 | $192K |
| Laraway Financial Advisors Inc | 0.16% | Reduce -2.6% | 4,492 | $180K |
| Jones Financial Companies LLLP | 0.00% | New | 4,014 | $161K |
| Blair William & Co. | 0.00% | Reduce -40.7% | 3,722 | $149K |
| Sachetta, LLC | 0.07% | No change | 3,670 | $148K |
| Raffa Wealth Management, LLC | 0.04% | Reduce -11.2% | 2,970 | $119K |
| Silver Oak Securities, Incorporated | 0.02% | Reduce -60.8% | 2,914 | $117K |
| NFSG Corp | 0.05% | Add +50.0% | 2,684 | $107K |
| Cambridge Trust Co. | 0.00% | New | 2,635 | $106K |
| Baldwin Wealth Partners LLC | 0.01% | No change | 2,541 | $102K |
| Pacifica Partners Inc. | 0.04% | Reduce -6.1% | 2,537 | $101K |
| Householder Group Estate & Retirement Specialist, LLC | 0.03% | Add +41.3% | 2,216 | $89K |
| Ogorek Anthony Joseph /NY/ | 0.03% | No change | 2,103 | $84K |
| Tortoise Investment Management, LLC | 0.01% | Reduce -69.6% | 1,971 | $79K |
| Albion Financial Group | 0.01% | Reduce -4.3% | 1,825 | $73K |
| CoreCap Advisors, LLC | 0.00% | New | 1,749 | $70K |
| Fernwood Investment Management, LLC | 0.02% | New | 1,710 | $68K |
| US Bancorp \de | 0.00% | Add +837.1% | 1,640 | $66K |
| Archer Investment Corp | 0.02% | No change | 1,587 | $64K |
| TD Waterhouse Canada Inc. | 0.00% | No change | 1,600 | $63K |
| Spire Wealth Management | 0.00% | No change | 1,503 | $60K |
| Pinnacle Bancorp, Inc. | 0.02% | Reduce -6.1% | 1,489 | $60K |
| Clear Point Advisors Inc. | 0.05% | Add +0.1% | 1,404 | $56K |
| Bank of Montreal | 0.00% | Reduce -23.9% | 1,341 | $54K |
| Concourse Financial Group Securities, Inc. | 0.00% | Reduce -23.4% | 1,259 | $50K |
| Optimum Investment Advisors | 0.02% | No change | 1,200 | $48K |
| FWL Investment Management, LLC | 0.03% | Add +10.2% | 1,163 | $47K |
| Caldwell Sutter Capital, Inc. | 0.02% | Add +14.8% | 1,160 | $46K |
| Montag A & Associates Inc. | 0.00% | No change | 1,118 | $45K |
| Cape Investment Advisory, Inc. | 0.02% | Reduce -3.5% | 995 | $40K |
| Balefire, LLC | 0.01% | No change | 956 | $38K |
| Atwood & Palmer Inc. | 0.00% | No change | 922 | $37K |
| Perritt Capital Management Inc | 0.02% | Add +1.8% | 889 | $36K |
| IFP Advisors, Inc | 0.00% | Reduce -0.7% | 827 | $33K |
| Investors Research Corp | 0.01% | No change | 822 | $33K |
| Washington Trust Advisors, Inc. | 0.00% | No change | 795 | $32K |
| Global Assets Advisory, LLC | 0.02% | New | 645 | $26K |
| Allworth Financial LP | 0.00% | New | 610 | $24K |
| Castleview Partners, LLC | 0.01% | Add +1.8% | 518 | $21K |
| Bellevue Asset Management, LLC | 0.01% | Add +25.6% | 506 | $20K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 500 | $20K |
| First Horizon Advisors, Inc. | 0.00% | Add +4.7% | 487 | $20K |
| Future Financial Wealth Managment LLC | 0.01% | New | 450 | $18K |
| Valley Wealth Managers, Inc. | 0.00% | No change | 447 | $18K |
| SOA Wealth Advisors, LLC. | 0.00% | No change | 201 | $8K |
| Aspire Private Capital, LLC | 0.00% | No change | 191 | $8K |
| Jamison Private Wealth Management, Inc. | 0.00% | New | 185 | $7K |
| NewSquare Capital LLC | 0.00% | No change | 177 | $7K |
| TD Capital Management LLC | 0.00% | Add +0.8% | 118 | $5K |
| Kelly Financial Services LLC | 0.00% | No change | 100 | $4K |
| Glass Jacobson Investment Advisors llc | 0.00% | No change | 90 | $4K |
| LRI Investments, LLC | 0.00% | — | 66 | $3K |
| Versant Capital Management, Inc | 0.00% | No change | 16 | $641 |
| FMR LLC | 0.00% | New | 2 | $80 |
"% 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.