SS Doubleline TR Tact ETFTOTLETF
13F holders, Q2 2024 (June 30)326holders +4
24new positions
23sold out
1famous investor
$39.68avg. 13F price*
At the end of Q2 2024, 326 institutions reported holding SS Doubleline TR Tact ETF (TOTL) in their 13F filings, up 4 from Q1 2024. 24 opened new positions and 23 sold out. The largest holders were Signature Estate & Investment Advisors LLC ($290.8M), Morgan Stanley ($208.1M) and Envestnet Asset Management Inc. ($110.9M). One famous investor held it Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).
- Company
- SS Doubleline TR Tact ETF
- Filed as
- SSGA ACTIVE ETF TR (Q2 2024)
- CUSIP
- 78467V848
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 24 | $23.5M |
| Exits | 23 | $17.2M |
All 13F filers, Q1 2024 → Q2 2024: 5,211,090 shares bought and 2,169,782 shares sold, net +3,041,308 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 326 holders
| Signature Estate & Investment Advisors LLC | 7.28% | Add +3.5% | 7,321,555 | $290.8M |
| Morgan Stanley | 0.02% | Add +2.9% | 5,240,218 | $208.1M |
| Envestnet Asset Management Inc. | 0.04% | Add +14.0% | 2,791,254 | $110.9M |
| Wealth Enhancement Advisory Services, LLC | 0.23% | Reduce -0.3% | 2,463,170 | $97.8M |
| LPL Financial LLC | 0.05% | Add +0.9% | 2,361,442 | $93.8M |
| Tectonic Advisors LLC | 6.63% | Add +2.2% | 2,308,225 | $91.7M |
| Bank of America Corp. | 0.01% | Reduce -6.0% | 2,197,875 | $87.3M |
| Osaic Holdings, Inc. | 0.17% | Reduce -1.4% | 1,810,788 | $71.9M |
| UBS Group AG | 0.02% | Reduce -0.4% | 1,553,694 | $61.7M |
| Capital Advisors Inc. | 1.24% | Reduce -2.3% | 1,508,418 | $59.9M |
| Bank of New York Mellon Corp | 0.01% | Add +6.5% | 1,447,324 | $57.5M |
| Wells Fargo & Company | 0.01% | Reduce -9.8% | 1,311,239 | $52.1M |
| Kestra Investment Management, LLC | 3.42% | — | 1,265,855 | $50.3M |
| Cwm, LLC | 0.24% | Add +10566.3% | 1,264,165 | $50.2M |
| Arden Trust Co | 6.17% | Reduce -2.8% | 1,112,322 | $44.2M |
| Morling Financial Advisors, LLC | 15.19% | Add +12318.3% | 877,476 | $34.9M |
| Royal Bank of Canada | 0.01% | Add +21.5% | 816,256 | $32.4M |
| Janney Capital Management LLC | 2.19% | Reduce -0.9% | 782,249 | $31.1M |
| HighTower Advisors, LLC | 0.04% | Reduce -2.2% | 654,293 | $26.0M |
| Horizon Investments, LLC | 0.72% | Add +1.4% | 658,625 | $25.9M |
| Stadion Money Management, LLC | 2.08% | Reduce -22.2% | 643,465 | $25.4M |
| Thrivent Financial for Lutherans | 0.05% | Add +9.2% | 619,696 | $24.6M |
| McNamara Financial Services, Inc. | 5.20% | Add +7.4% | 619,464 | $24.6M |
| Raymond James & Associates | 0.01% | Reduce -4.1% | 565,652 | $22.5M |
| Cambridge Investment Research Advisors, Inc. | 0.07% | Add +23.4% | 481,002 | $19.1M |
| Weatherly Asset Management L. P. | 1.70% | Reduce -3.4% | 466,756 | $18.5M |
| Koshinski Asset Management, Inc. | 1.69% | Add +1.7% | 457,418 | $18.2M |
| Johnson Bixby & Associates, LLC | 2.98% | Reduce -6.0% | 447,849 | $17.8M |
| Main Street Financial Solutions, LLC | 1.54% | Add +6.8% | 411,320 | $16.3M |
| Spinnaker Investment Group, LLC | 4.20% | Reduce -5.2% | 383,263 | $15.2M |
| Denver PWM, LLC | 5.93% | Add +15.1% | 374,282 | $14.9M |
| Howard Financial Services, LTD. | 2.43% | Reduce -19.0% | 374,036 | $14.9M |
| Raymond James Financial Services Advisors, Inc. | 0.02% | Add +58.5% | 350,545 | $13.9M |
| Cerity Partners LLC | 0.04% | Reduce -7.0% | 338,549 | $13.4M |
| Steward Partners Investment Advisory, LLC | 0.14% | Add +3.4% | 324,711 | $12.9M |
| Austin Wealth Management, LLC | 2.97% | Add +13.3% | 317,263 | $12.7M |
| Cetera Investment Advisers | 0.03% | Reduce -0.8% | 317,878 | $12.6M |
| Destiny Wealth Partners, LLC | 2.23% | Add +0.6% | 312,003 | $12.4M |
| FAS Wealth Partners, Inc. | 1.03% | Add +1.2% | 300,742 | $11.9M |
| Canal Capital Management, LLC | 2.04% | Add +0.1% | 300,415 | $11.9M |
| Envestnet Portfolio Solutions, Inc. | 0.04% | Add +6.5% | 292,584 | $11.6M |
| Pension & Wealth Management Advisors, Inc. | 6.57% | Add +527.1% | 288,202 | $11.4M |
| Kestra Advisory Services, LLC | 0.06% | Add +20.1% | 256,198 | $10.2M |
| Curi Capital, LLC | 0.24% | Reduce -3.2% | 250,461 | $9.9M |
| Barry Investment Advisors, LLC | 3.31% | Reduce -5.8% | 247,800 | $9.8M |
| Private Advisor Group, LLC | 0.06% | Reduce -0.7% | 238,642 | $9.5M |
| Focus Partners Wealth | 0.03% | Add +14.6% | 230,388 | $9.2M |
| Vicus Capital | 0.82% | Reduce -9.9% | 227,912 | $9.1M |
| Captrust Financial Advisors | 0.03% | Reduce -32.3% | 212,901 | $8.5M |
| Quadcap Wealth Management, LLC | 1.53% | Add +95.4% | 212,577 | $8.4M |
| Ballew Advisors, Inc | 5.59% | Reduce -5.8% | 210,695 | $8.4M |
| Litman Gregory Wealth Management LLC | 0.74% | Add +0.8% | 209,715 | $8.3M |
| Herr Investment Group LLC | 2.35% | Reduce -1.8% | 199,562 | $7.9M |
| Bedel Financial Consulting, Inc. | 1.16% | Reduce -0.1% | 199,317 | $7.9M |
| Weaver Capital Management LLC | 2.36% | Add +8.4% | 183,688 | $7.3M |
| Elmwood Wealth Management, Inc. | 3.08% | Reduce -1.4% | 174,377 | $6.9M |
| Pinnacle Associates Ltd. | 0.11% | Add +7.8% | 173,571 | $6.9M |
| Stapp Wealth Management, PLLC | 11.51% | Add +2.5% | 167,244 | $6.6M |
| MBL Wealth, LLC | 0.68% | Add +16.4% | 153,150 | $6.1M |
| Assetmark, Inc. | 0.02% | Reduce -4.4% | 150,567 | $6.0M |
| John W. Brooker & Co., CPAs | 2.91% | Reduce -7.3% | 146,218 | $5.8M |
| Transamerica Financial Advisors, LLC | 0.60% | No change | 142,024 | $5.6M |
| Connecticut Wealth Management, LLC | 0.28% | Add +3.5% | 137,210 | $5.4M |
| Trivium Point Advisory, LLC | 0.81% | New | 137,182 | $5.4M |
| Prime Capital Investment Advisors, LLC | 0.08% | Reduce -5.5% | 128,866 | $5.1M |
| Family Firm, Inc. | 1.06% | Add +50.5% | 178,416 | $4.8M |
| Orion Porfolio Solutions, LLC | 0.05% | Reduce -4.9% | 116,416 | $4.6M |
| Orion Portfolio Solutions, LLC | 0.05% | Reduce -4.9% | 116,416 | $4.6M |
| Milestone Asset Management, LLC | 1.12% | New | 112,470 | $4.5M |
| HB Wealth Management, LLC | 0.05% | Reduce -41.7% | 110,671 | $4.4M |
| Cornerstone Wealth Management, LLC | 0.33% | Add +11.0% | 109,377 | $4.3M |
| Axxcess Wealth Management, LLC | 0.12% | Reduce -4.7% | 108,516 | $4.3M |
| Capital Asset Advisory Services LLC | 0.23% | Reduce -6.4% | 107,282 | $4.3M |
| Paragon Capital Management Inc. | 3.11% | Add +1.6% | 102,609 | $4.1M |
| Pinnacle Wealth Management Advisory Group, LLC | 0.41% | Add +4.4% | 99,500 | $4.0M |
| Callan Capital, LLC | 0.31% | Add +2.6% | 95,058 | $3.8M |
| RE Dickinson Investment Advisors, LLC | 2.27% | Add +8.4% | 93,702 | $3.7M |
| US Financial Advisors, LLC | 1.25% | New | 93,605 | $3.7M |
| NewEdge Advisors, LLC | 0.03% | Add +34.8% | 92,913 | $3.7M |
| V2 Financial group LLC | 2.46% | Add +11.8% | 91,250 | $3.7M |
| Smartleaf Asset Management LLC | 0.59% | Add +0.1% | 90,190 | $3.6M |
| Family Capital Trust Co | 1.17% | No change | 89,744 | $3.6M |
| Paragon Capital Management Ltd | 0.64% | Add +58.4% | 88,088 | $3.5M |
| New Potomac Partners, LLC | 1.91% | Add +1.3% | 87,897 | $3.5M |
| Visionary Wealth Advisors | 0.22% | Reduce -0.6% | 86,468 | $3.4M |
| Commonwealth Equity Services, LLC | 0.01% | Add +25.6% | 85,247 | $3.4M |
| Flputnam Investment Management Co. | 0.06% | New | 84,531 | $3.4M |
| Alpha Cubed Investments, LLC | 0.16% | Reduce -7.2% | 83,225 | $3.3M |
| Atria Wealth Solutions, Inc. | 0.04% | Add +228.7% | 82,807 | $3.3M |
| Janney Montgomery Scott LLC | 0.01% | Reduce -14.6% | 82,651 | $3.3M |
| Cerro Pacific Wealth Advisors LLC | 1.25% | — | 82,475 | $3.3M |
| Truist Financial Corp. | 0.00% | Add +1260.0% | 80,332 | $3.2M |
| Great Valley Advisor Group, Inc. | 0.09% | Reduce -1.6% | 78,771 | $3.1M |
| Eastern Bank | 0.12% | Reduce -0.5% | 75,729 | $3.0M |
| EWG Elevate Inc. | 1.09% | Add +6.2% | 74,790 | $3.0M |
| SeaBridge Investment Advisors LLC | 0.70% | Add +0.7% | 68,095 | $2.7M |
| Lunt Capital Management, Inc. | 1.31% | Add +3.7% | 66,736 | $2.7M |
| Renaissance Technologies | 0.00% | Reduce -31.7% | 66,600 | $2.6M |
| Stifel Financial Corp. | 0.00% | Add +14.0% | 65,157 | $2.6M |
| Marshall Financial Group, LLC | 0.72% | Add +2.2% | 65,086 | $2.6M |
| Eldridge Investment Advisors, Inc. | 0.64% | Add +12.4% | 63,485 | $2.5M |
| Susquehanna International Group, LLP | 0.00% | Reduce -31.1% | 63,011 | $2.5M |
| CreativeOne Wealth, LLC | 0.13% | Add +2.8% | 62,779 | $2.5M |
| JPMorgan Chase & Co. | 0.00% | Reduce -53.1% | 62,382 | $2.5M |
| Geneos Wealth Management Inc. | 0.10% | Add +0.7% | 57,820 | $2.3M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -2.9% | 57,571 | $2.3M |
| Heritage Wealth Management, Inc. | 2.20% | Add +8.3% | 57,392 | $2.3M |
| Fortis Advisors, LLC | 1.60% | Add +1.3% | 57,059 | $2.3M |
| Hollencrest Capital Management | 0.10% | Reduce -0.0% | 56,433 | $2.2M |
| Auour Investments LLC | 0.78% | Add +4.3% | 52,615 | $2.1M |
| Summit Asset Management, LLC | 0.24% | Reduce -3.8% | 51,968 | $2.1M |
| Verition Fund Management LLC | 0.02% | Add +11.1% | 50,000 | $2.0M |
| Sanctuary Advisors, LLC | 0.01% | — | 50,126 | $2.0M |
| Mariner, LLC | 0.00% | Reduce -28.7% | 48,490 | $1.9M |
| Lanark Financial, Inc. | 0.17% | Add +9.1% | 47,097 | $1.9M |
| Cooper Financial Group | 0.27% | Add +35.4% | 45,976 | $1.8M |
| Bouchey Financial Group, Ltd. | 0.17% | Reduce -1.9% | 45,726 | $1.8M |
| RFG Advisory, LLC | 0.06% | Add +0.1% | 45,128 | $1.8M |
| BCS Wealth Management | 0.86% | Reduce -0.3% | 44,494 | $1.8M |
| USAdvisors Wealth Management, LLC | 0.62% | Add +1.7% | 44,322 | $1.8M |
| Jacobi Capital Management LLC | 0.15% | Add +17.6% | 44,272 | $1.8M |
| Webster Bank, N. A. | 0.19% | Reduce -1.5% | 43,911 | $1.7M |
| Comerica Bank | 0.01% | Reduce -0.3% | 42,897 | $1.7M |
| Private Portfolio Partners LLC | 1.35% | Add +14.2% | 41,818 | $1.7M |
| Peak Financial Management, Inc. | 0.52% | Add +33.7% | 41,527 | $1.6M |
| Redhawk Wealth Advisors, Inc. | 0.25% | Reduce -2.6% | 41,152 | $1.6M |
| 1620 Investment Advisors, Inc. | 1.28% | Add +12.1% | 41,123 | $1.6M |
| Leeward Financial Partners, LLC | 0.66% | Add +3.5% | 40,676 | $1.6M |
| Addison Capital Co | 0.69% | Add +5.2% | 40,153 | $1.6M |
| Equitable Holdings, Inc. | 0.02% | Reduce -7.4% | 40,002 | $1.6M |
| Freedom Investment Management, Inc. | 0.12% | Add +9.3% | 38,110 | $1.5M |
| WMS Partners, LLC | 0.09% | Reduce -0.1% | 35,584 | $1.4M |
| All Terrain Financial Advisors, LLC | 0.59% | Add +19.8% | 35,033 | $1.4M |
| Tranquilli Financial Advisor LLC | 0.91% | Add +4.1% | 34,362 | $1.4M |
| Reston Wealth Management LLC | 0.54% | Add +2.2% | 34,019 | $1.4M |
| Gateway Wealth Partners, LLC | 0.40% | New | 33,548 | $1.3M |
| Ausdal Financial Partners, Inc. | 0.14% | Add +3.2% | 33,339 | $1.3M |
| Clifford Swan Investment Counsel LLC | 0.05% | No change | 31,675 | $1.3M |
| Avitas Wealth Management LLC | 0.18% | Add +4.5% | 31,228 | $1.2M |
| BlueChip Wealth Advisors LLC | 0.68% | Reduce -3.2% | 29,166 | $1.2M |
| Worth Financial Advisory Group, LLC | 0.76% | Add +2.4% | 29,154 | $1.2M |
| Delta Investment Management, LLC | 0.25% | Reduce -5.1% | 29,040 | $1.2M |
| Jaffetilchin Investment Partners, LLC | 0.09% | Reduce -11.2% | 27,838 | $1.1M |
| Cobblestone Capital Advisors LLC | 0.07% | Reduce -5.5% | 27,545 | $1.1M |
| Glen Eagle Advisors, LLC | 0.20% | Add +24.2% | 27,233 | $1.1M |
| Perennial Investment Advisors, LLC | 0.15% | Add +2.1% | 26,377 | $1.0M |
| Essex Private Wealth Management, LLC | 2.59% | Reduce -18.8% | 25,675 | $1.0M |
| Mercer Global Advisors Inc. | 0.00% | Reduce -22.9% | 25,795 | $1.0M |
| Westmount Partners, LLC | 0.34% | Add +1.6% | 25,777 | $1.0M |
| Dudley Capital Management, LLC | 0.57% | No change | 25,450 | $1.0M |
| Calton & Associates, Inc. | 0.50% | Reduce -36.5% | 25,252 | $1.0M |
| Consolidated Portfolio Review Corp | 0.23% | Add +252.3% | 24,332 | $966K |
| Wealthspire Retirement, LLC | 0.08% | New | 24,299 | $965K |
| Motco | 0.06% | Add +1.5% | 23,709 | $942K |
| Valley National Advisers Inc. | 0.14% | Reduce -24.2% | 23,604 | $937K |
| Pointe Capital Management LLC | 0.57% | Add +18.1% | 23,236 | $923K |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 0.36% | Reduce -2.9% | 22,827 | $920K |
| True North Advisors, LLC | 0.25% | New | 23,154 | $920K |
| SilverOak Wealth Management LLC | 0.22% | Add +3.5% | 23,143 | $919K |
| Cornerstone Advisory, LLC | 0.13% | Reduce -6.5% | 22,842 | $907K |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -8.9% | 22,755 | $904K |
| Strategic Financial Concepts, LLC | 0.51% | Add +70.4% | 29,211 | $869K |
| Merit Financial Group, LLC | 0.02% | Reduce -1.1% | 21,542 | $856K |
| Good Life Advisors, LLC | 0.07% | Add +39.4% | 21,173 | $841K |
| Keybank National Association | 0.00% | Reduce -4.9% | 21,096 | $838K |
| Realta Investment Advisors | 0.16% | Add +70.8% | 20,918 | $831K |
| Strategic Family Wealth Counselors, L.L.C. | 0.32% | Add +23.0% | 20,889 | $830K |
| MML Investors Services, LLC | 0.00% | Reduce -1.1% | 20,866 | $829K |
| Eq LLC | 0.47% | Add +1.0% | 19,754 | $785K |
| Collaborative Wealth Managment Inc. | 0.36% | Reduce -2.7% | 18,409 | $731K |
| Jackson Hole Capital Partners, LLC | 0.15% | No change | 17,706 | $703K |
| Capital Analysts, LLC | 0.03% | Add +40.5% | 17,330 | $688K |
| Flagship Harbor Advisors, LLC | 0.04% | Add +2.3% | 16,935 | $673K |
| Flagstar Securities, Inc. | 0.18% | Reduce -0.4% | 16,815 | $668K |
| Financial Advocates Investment Management | 0.04% | Reduce -6.8% | 16,566 | $658K |
| Waterloo Capital, L.P. | 0.08% | Add +6.8% | 16,197 | $643K |
| Beaumont Financial Advisors, LLC | 0.05% | Add +11.4% | 15,641 | $621K |
| Richardson Financial Services Inc. | 0.44% | Reduce -4.5% | 15,533 | $617K |
| Oppenheimer & Co. Inc. | 0.01% | Add +5.4% | 15,472 | $615K |
| Founders Financial Securities LLC | 0.06% | Add +3.5% | 15,419 | $612K |
| Exencial Wealth Advisors, LLC | 0.02% | Reduce -23.8% | 15,392 | $611K |
| Harvest Volatility Management LLC | 14.50% | No change | 15,234 | $605K |
| Strategic Investment Advisors / MI | 0.07% | Reduce -3.1% | 14,764 | $586K |
| United Community Bank | 0.23% | Add +1.5% | 14,467 | $575K |
| Level Four Advisory Services, LLC | 0.03% | Reduce -33.2% | 14,006 | $556K |
| Avantax Advisory Services, Inc. | 0.00% | Add +3.0% | 13,705 | $544K |
| Trilogy Capital Inc. | 0.03% | Reduce -0.3% | 13,545 | $538K |
| Williams Jones Wealth Management, LLC. | 0.01% | No change | 13,375 | $531K |
| McElhenny Sheffield Capital Management, LLC | 0.18% | Reduce -0.0% | 13,240 | $526K |
| Townsquare Capital LLC | 0.01% | Reduce -1.1% | 13,169 | $523K |
| EverSource Wealth Advisors, LLC | 0.03% | Reduce -0.4% | 12,838 | $521K |
| Virtu Financial LLC | 0.04% | New | 13,062 | $519K |
| Waterford Advisors, LLC | 0.22% | No change | 13,041 | $518K |
| Clearstead Advisors, LLC | 0.01% | New | 12,991 | $516K |
| Laird Norton Wetherby Wealth Management, LLC | 0.02% | Reduce -4.5% | 12,787 | $508K |
| Drucker Wealth 3.0, LLC | 0.13% | — | 12,678 | $504K |
| First Foundation Advisors | 0.02% | No change | 12,431 | $494K |
| Smart Portfolios, LLC | 0.49% | Add +11.8% | 12,267 | $487K |
| Western Wealth Management, LLC | 0.04% | Reduce -5.9% | 11,951 | $475K |
| Jones Financial Companies LLLP | 0.00% | Add +194.4% | 11,819 | $469K |
| Executive Wealth Management, LLC | 0.09% | Reduce -95.4% | 11,805 | $469K |
| Cornell Pochily Investment Advisors, Inc. | 0.18% | Reduce -1.1% | 11,598 | $461K |
| WCG Wealth Advisors LLC | 0.03% | New | 11,327 | $450K |
| Chicago Partners Investment Group LLC | 0.02% | Reduce -2.3% | 11,072 | $446K |
| Verdence Capital Advisors LLC | 0.04% | Add +1.2% | 10,890 | $433K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.07% | Add +1.2% | 10,882 | $432K |
| Aveo Capital Partners, LLC | 0.05% | Reduce -5.5% | 10,817 | $430K |
| Hummer Financial Advisory Services Inc | 0.37% | No change | 10,700 | $425K |
| NTV Asset Management LLC | 0.06% | No change | 10,250 | $407K |
| Prosperity Consulting Group, LLC | 0.06% | Reduce -18.8% | 10,212 | $406K |
| Country Club Bank | 0.03% | Reduce -0.3% | 9,864 | $393K |
| Private Trust Co. NA | 0.04% | No change | 9,795 | $389K |
| Verus Capital Partners, LLC | 0.04% | Reduce -10.3% | 9,890 | $389K |
| Creative Planning | 0.00% | Reduce -22.6% | 9,748 | $387K |
| Blue Zone Wealth Advisors, LLC | 0.13% | Reduce -35.5% | 9,743 | $387K |
| Citigroup Inc. | 0.00% | Add +23.8% | 9,724 | $386K |
| PFG Investments, LLC | 0.03% | Reduce -33.8% | 9,594 | $381K |
| Colton Groome Financial Advisors, LLC | 0.15% | Reduce -34.6% | 9,495 | $377K |
| Financial Strategies Group, Inc. | 0.09% | Reduce -3.8% | 9,282 | $370K |
| Savant Capital, LLC | 0.00% | Reduce -6.3% | 9,295 | $369K |
| Virtue Capital Management, LLC | 0.06% | New | 9,125 | $366K |
| Forum Private Client Group LLC | 0.17% | Reduce -28.6% | 9,032 | $359K |
| Signet Financial Management, LLC | 0.05% | Add +4.3% | 8,828 | $351K |
| New England Professional Planning Group Inc. | 0.18% | Reduce -86.7% | 8,654 | $344K |
| WNY Asset Management, LLC | 0.04% | Add +5.1% | 8,284 | $329K |
| Continuum Advisory, LLC | 0.05% | Reduce -4.8% | 8,230 | $327K |
| Priebe Wealth Holdings LLC | 0.25% | Add +24.6% | 8,100 | $322K |
| PFG Advisors | 0.02% | Reduce -3.8% | 8,085 | $321K |
| Hofer & Associates. Inc | 0.25% | Reduce -1.6% | 7,991 | $317K |
| Cibc World Market Inc. | 0.00% | Reduce -33.4% | 7,974 | $317K |
| SYM FINANCIAL Corp | 0.05% | Add +1.9% | 7,960 | $316K |
| Citizens Financial Group Inc. | 0.01% | Reduce -26.6% | 7,879 | $313K |
| Global Retirement Partners, LLC | 0.01% | Reduce -5.1% | 7,840 | $311K |
| New Century Financial Group, LLC | 0.13% | New | 7,790 | $309K |
| Waverly Advisors, LLC | 0.01% | New | 7,729 | $307K |
| Financial Engines Advisors L.L.C. | 0.00% | Add +3.4% | 7,551 | $300K |
| IHT Wealth Management, LLC | 0.01% | Reduce -1.1% | 7,522 | $299K |
| Money Concepts Capital Corp. | 0.03% | Add +11.9% | 7,495 | $298K |
| LexAurum Advisors, LLC | 0.07% | Add +0.7% | 7,293 | $290K |
| Arrowroot Family Office, LLC | 0.19% | Add +0.1% | 7,287 | $289K |
| Macroview Investment Management LLC | 0.30% | Add +1.1% | 7,085 | $281K |
| Betterment LLC | 0.00% | Add +1.5% | 7,082 | $281K |
| Aufman Associates Inc | 0.20% | Add +1.2% | 7,071 | $281K |
| American Institute for Advanced Investment Management, LLP | 0.21% | Add +4.1% | 7,001 | $278K |
| CW Advisors, LLC | 0.00% | No change | 6,961 | $276K |
| Ade, LLC | 0.19% | No change | 6,953 | $276K |
| Cherry Tree Wealth Management, LLC | 0.07% | Reduce -9.6% | 6,881 | $273K |
| Heritage Financial Services, LLC | 0.04% | Reduce -54.4% | 6,772 | $269K |
| Van Hulzen Asset Management, LLC | 0.02% | No change | 6,700 | $266K |
| Towerpoint Wealth, LLC | 0.13% | Reduce -17.9% | 6,652 | $264K |
| Tiaa Trust, National Association | 0.00% | No change | 6,547 | $260K |
| Perigon Wealth Management, LLC | 0.01% | No change | 6,430 | $255K |
| Keel Point, LLC | 0.02% | Reduce -29.1% | 6,203 | $254K |
| Triumph Capital Management | 0.10% | Reduce -20.2% | 6,226 | $247K |
| Prestige Wealth Management Group LLC | 0.05% | No change | 6,140 | $244K |
| Sachetta, LLC | 0.11% | Add +64.3% | 6,030 | $243K |
| Altfest L J & Co. Inc. | 0.03% | Reduce -7.3% | 6,038 | $240K |
| Brookstone Capital Management | 0.00% | Add +15.9% | 5,882 | $237K |
| Charter Oak Capital Management, LLC | 0.02% | Add +0.5% | 5,932 | $236K |
| Center For Asset Management LLC | 0.15% | Add +0.0% | 5,740 | $228K |
| Vise Technologies, Inc. | 0.04% | New | 5,717 | $227K |
| Arete Wealth Advisors, LLC | 0.02% | New | 5,690 | $226K |
| Dock Street Asset Management Inc. | 0.03% | No change | 5,585 | $222K |
| M3 Advisory Group, LLC | 0.18% | Add +0.3% | 5,503 | $219K |
| Deltec Asset Management LLC | 0.04% | No change | 5,400 | $214K |
| Kestra Private Wealth Services, LLC | 0.00% | New | 5,367 | $213K |
| Lifeworks Advisors, LLC | 0.06% | Reduce -5.0% | 5,195 | $206K |
| MCF Advisors LLC | 0.01% | Reduce -3.5% | 4,903 | $195K |
| Westside Investment Management, Inc. | 0.04% | No change | 4,800 | $191K |
| Laraway Financial Advisors Inc | 0.15% | No change | 4,492 | $178K |
| GPS Wealth Strategies Group, LLC | 0.03% | Reduce -20.0% | 4,469 | $178K |
| Mather Group, Llc. | 0.00% | Reduce -47.3% | 4,249 | $170K |
| Baldwin Wealth Partners LLC | 0.01% | Add +59.0% | 4,039 | $160K |
| Allworth Financial LP | 0.00% | Add +555.7% | 4,000 | $160K |
| Silver Oak Securities, Incorporated | 0.02% | Add +30.9% | 3,816 | $152K |
| NorthRock Partners, LLC | 0.01% | Reduce -69.5% | 3,584 | $142K |
| Capital Advisors, Ltd. LLC | 0.02% | Reduce -30.1% | 3,526 | $140K |
| Householder Group Estate & Retirement Specialist, LLC | 0.03% | Add +40.5% | 3,113 | $123K |
| Raffa Wealth Management, LLC | 0.03% | No change | 2,970 | $118K |
| NFSG Corp | 0.04% | Add +1.3% | 2,718 | $108K |
| ICA Group Wealth Management, LLC | 0.06% | Reduce -83.3% | 2,600 | $103K |
| Pacifica Partners Inc. | 0.04% | Add +0.6% | 2,552 | $101K |
| US Bancorp \de | 0.00% | Add +53.1% | 2,511 | $100K |
| CoreCap Advisors, LLC | 0.01% | Add +22.1% | 2,135 | $85K |
| Perritt Capital Management Inc | 0.04% | Add +102.9% | 1,804 | $72K |
| Ashton Thomas Private Wealth, LLC | 0.00% | New | 1,750 | $70K |
| Albion Financial Group | 0.00% | Reduce -12.1% | 1,604 | $64K |
| Archer Investment Corp | 0.02% | No change | 1,587 | $63K |
| 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% | No change | 1,489 | $59K |
| Clear Point Advisors Inc. | 0.05% | Add +0.2% | 1,407 | $56K |
| Tidemark, LLC | 0.02% | Reduce -76.4% | 1,295 | $51K |
| Concourse Financial Group Securities, Inc. | 0.00% | Reduce -0.7% | 1,250 | $50K |
| Tortoise Investment Management, LLC | 0.01% | Reduce -38.2% | 1,218 | $48K |
| Caldwell Sutter Capital, Inc. | 0.02% | No change | 1,160 | $46K |
| Montag A & Associates Inc. | 0.00% | No change | 1,118 | $44K |
| Cape Investment Advisory, Inc. | 0.02% | Add +8.2% | 1,077 | $43K |
| FWL Investment Management, LLC | 0.02% | Reduce -8.7% | 1,062 | $42K |
| Bellevue Asset Management, LLC | 0.02% | Add +104.0% | 1,032 | $41K |
| IFP Advisors, Inc | 0.00% | Add +15.7% | 957 | $38K |
| Balefire, LLC | 0.01% | No change | 956 | $38K |
| Bank of Montreal | 0.00% | Reduce -31.5% | 919 | $37K |
| Atwood & Palmer Inc. | 0.00% | No change | 922 | $37K |
| Ogorek Anthony Joseph /NY/ | 0.01% | Reduce -60.1% | 839 | $33K |
| Investors Research Corp | 0.01% | No change | 822 | $33K |
| Washington Trust Advisors, Inc. | 0.00% | No change | 795 | $32K |
| Larson Financial Group LLC | 0.00% | New | 781 | $31K |
| Castleview Partners, LLC | 0.01% | No change | 518 | $21K |
| Opal Wealth Advisors, LLC | 0.01% | New | 412 | $16K |
| Anfield Capital Management, LLC | 0.01% | New | 404 | $16K |
| SOA Wealth Advisors, LLC. | 0.00% | No change | 201 | $8K |
| First Horizon Advisors, Inc. | 0.00% | Reduce -58.9% | 200 | $8K |
| Jamison Private Wealth Management, Inc. | 0.00% | No change | 185 | $7K |
| NewSquare Capital LLC | 0.00% | No change | 177 | $7K |
| TD Capital Management LLC | 0.00% | Add +0.8% | 119 | $5K |
| Kelly Financial Services LLC | 0.00% | No change | 100 | $4K |
| Glass Jacobson Investment Advisors llc | 0.00% | No change | 90 | $4K |
| Rothschild Investment LLC | 0.00% | New | 85 | $3K |
| LRI Investments, LLC | 0.00% | No change | 66 | $3K |
| BNP Paribas Financial Markets | 0.00% | New | 34 | $1K |
| Versant Capital Management, Inc | 0.00% | No change | 16 | $636 |
| Tower Research Capital LLC (TRC) | 0.00% | New | 13 | $516 |
| Cornerstone Planning Group LLC | 0.00% | New | 2 | $83 |
| FMR LLC | 0.00% | Reduce -50.0% | 1 | $40 |
| Aspire Private Capital, LLC | 0.00% | Reduce -99.5% | 1 | $40 |
"% 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.