SS Doubleline TR Tact ETFTOTLETF
13F holders, Q3 2024 (September 30)339holders +13
35new positions
21sold out
2famous investors
$41.32avg. 13F price*
At the end of Q3 2024, 339 institutions reported holding SS Doubleline TR Tact ETF (TOTL) in their 13F filings, up 13 from Q2 2024. 35 opened new positions and 21 sold out. The largest holders were Signature Estate & Investment Advisors LLC ($310.2M), Morgan Stanley ($232.3M) and Envestnet Asset Management Inc. ($130.4M). 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 (Q3 2024)
- CUSIP
- 78467V848
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 35 | $36.5M |
| Exits | 21 | $10.0M |
All 13F filers, Q2 2024 → Q3 2024: 5,383,571 shares bought and 1,571,327 shares sold, net +3,812,244 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 339 holders
| Signature Estate & Investment Advisors LLC | 7.16% | Add +2.4% | 7,493,333 | $310.2M |
| Morgan Stanley | 0.02% | Add +7.1% | 5,611,062 | $232.3M |
| Envestnet Asset Management Inc. | 0.04% | Add +12.9% | 3,150,831 | $130.4M |
| LPL Financial LLC | 0.05% | Add +7.9% | 2,549,058 | $105.5M |
| Bank of America Corp. | 0.01% | Add +13.9% | 2,502,490 | $103.6M |
| Tectonic Advisors LLC | 6.38% | Add +1.7% | 2,348,104 | $97.2M |
| Wealth Enhancement Advisory Services, LLC | 0.20% | Reduce -10.5% | 2,204,349 | $91.3M |
| Osaic Holdings, Inc. | 0.18% | Add +3.7% | 1,877,964 | $77.7M |
| Cwm, LLC | 0.32% | Add +43.4% | 1,812,312 | $75.0M |
| UBS Group AG | 0.02% | Add +2.1% | 1,586,368 | $65.7M |
| Capital Advisors Inc. | 1.24% | Reduce -0.8% | 1,496,678 | $62.0M |
| Wells Fargo & Company | 0.01% | Add +11.3% | 1,459,960 | $60.4M |
| Bank of New York Mellon Corp | 0.01% | Reduce -0.2% | 1,444,183 | $59.8M |
| Kestra Investment Management, LLC | 2.26% | Add +0.3% | 1,269,077 | $52.5M |
| Morling Financial Advisors, LLC | 15.35% | Add +10.9% | 973,305 | $40.3M |
| Royal Bank of Canada | 0.01% | Add +9.0% | 889,882 | $36.8M |
| Janney Capital Management LLC | 2.15% | Reduce -1.8% | 767,954 | $31.8M |
| Thrivent Financial for Lutherans | 0.05% | Add +11.9% | 693,423 | $28.7M |
| Stadion Money Management, LLC | 2.10% | Add +5.0% | 675,916 | $27.9M |
| HighTower Advisors, LLC | 0.04% | Add +2.0% | 667,716 | $27.6M |
| Horizon Investments, LLC | 0.73% | Add +1.3% | 667,428 | $27.4M |
| McNamara Financial Services, Inc. | 5.09% | Add +0.7% | 623,893 | $25.8M |
| Raymond James & Associates | 0.01% | Reduce -5.9% | 532,291 | $22.0M |
| Cambridge Investment Research Advisors, Inc. | 0.07% | Add +2.8% | 494,495 | $20.5M |
| Koshinski Asset Management, Inc. | 1.70% | Add +3.4% | 473,009 | $19.6M |
| Weatherly Asset Management L. P. | 1.71% | Add +0.9% | 471,071 | $19.5M |
| Pension & Wealth Management Advisors, Inc. | 9.85% | Add +61.0% | 464,103 | $19.2M |
| Main Street Financial Solutions, LLC | 1.59% | Add +1.4% | 417,104 | $17.3M |
| Howard Financial Services, LTD. | 2.33% | Add +4.1% | 389,243 | $16.1M |
| Denver PWM, LLC | 6.09% | Add +3.5% | 387,475 | $16.0M |
| Spinnaker Investment Group, LLC | 3.88% | Add +0.1% | 383,464 | $15.9M |
| Quadcap Wealth Management, LLC | 2.36% | Add +71.5% | 364,485 | $15.1M |
| Cetera Investment Advisers | 0.03% | Add +14.3% | 363,382 | $15.0M |
| WCG Wealth Advisors LLC | 1.00% | Add +3059.6% | 357,883 | $14.8M |
| Johnson Bixby & Associates, LLC | 2.15% | Reduce -23.9% | 340,806 | $14.1M |
| Kestra Advisory Services, LLC | 0.08% | Add +32.7% | 340,002 | $14.1M |
| Cerity Partners LLC | 0.03% | Add +0.3% | 339,565 | $14.1M |
| Sharkey, Howes & Javer | 1.97% | New | 334,589 | $13.9M |
| Austin Wealth Management, LLC | 3.03% | Add +5.6% | 335,002 | $13.8M |
| Destiny Wealth Partners, LLC | 2.38% | Add +5.0% | 327,447 | $13.6M |
| Envestnet Portfolio Solutions, Inc. | 0.04% | Add +9.9% | 321,677 | $13.3M |
| Canal Capital Management, LLC | 2.12% | Add +6.6% | 320,208 | $13.3M |
| FAS Wealth Partners, Inc. | 1.01% | Add +2.4% | 308,069 | $12.8M |
| Vicus Capital | 1.01% | Add +20.6% | 274,801 | $11.4M |
| Curi Capital, LLC | 0.25% | Add +7.0% | 267,921 | $11.1M |
| Private Advisor Group, LLC | 0.07% | Add +11.4% | 265,962 | $11.0M |
| Focus Partners Wealth | 0.03% | Add +10.7% | 255,016 | $10.6M |
| Litman Gregory Wealth Management LLC | 0.78% | Add +7.7% | 225,765 | $9.3M |
| Captrust Financial Advisors | 0.03% | Add +3.9% | 221,157 | $9.2M |
| Weaver Capital Management LLC | 2.75% | Add +20.2% | 220,733 | $9.1M |
| Barry Investment Advisors, LLC | 2.77% | Reduce -11.7% | 218,861 | $9.1M |
| Assetmark, Inc. | 0.03% | Add +43.5% | 216,138 | $8.9M |
| Raymond James Financial Services Advisors, Inc. | 0.01% | Reduce -40.7% | 207,731 | $8.6M |
| Bedel Financial Consulting, Inc. | 1.18% | Add +1.7% | 202,649 | $8.4M |
| Pinnacle Wealth Management Advisory Group, LLC | 0.79% | Add +99.7% | 198,707 | $8.2M |
| Ballew Advisors, Inc | 5.47% | Reduce -4.8% | 200,561 | $8.2M |
| Trivium Point Advisory, LLC | 1.03% | Add +35.6% | 186,041 | $7.4M |
| Stapp Wealth Management, PLLC | 11.21% | Add +0.3% | 167,774 | $6.9M |
| Elmwood Wealth Management, Inc. | 2.74% | Reduce -7.8% | 160,702 | $6.7M |
| John W. Brooker & Co., CPAs | 2.73% | Reduce -1.6% | 143,922 | $6.0M |
| Pinnacle Associates Ltd. | 0.10% | Reduce -18.5% | 141,475 | $5.7M |
| World Investment Advisors | 0.17% | New | 129,771 | $5.4M |
| Steward Partners Investment Advisory, LLC | 0.05% | Reduce -61.5% | 124,856 | $5.2M |
| Orion Porfolio Solutions, LLC | 0.05% | Add +6.9% | 124,492 | $5.2M |
| Orion Portfolio Solutions, LLC | 0.05% | Add +6.9% | 124,492 | $5.2M |
| Connecticut Wealth Management, LLC | 0.25% | Reduce -9.5% | 124,139 | $5.1M |
| Family Firm, Inc. | 1.10% | Add +1.1% | 180,470 | $5.0M |
| Transamerica Financial Advisors, LLC | 0.49% | Reduce -14.7% | 121,132 | $5.0M |
| Cornerstone Wealth Management, LLC | 0.35% | Add +8.2% | 118,371 | $4.9M |
| Milestone Asset Management, LLC | 1.10% | Add +4.9% | 117,973 | $4.9M |
| Prime Capital Investment Advisors, LLC | 0.07% | Reduce -13.2% | 111,897 | $4.6M |
| Corient Private Wealth LP | 0.01% | New | 109,022 | $4.5M |
| NewEdge Advisors, LLC | 0.03% | Add +12.2% | 104,215 | $4.3M |
| Paragon Capital Management Inc. | 3.16% | Add +0.8% | 103,482 | $4.3M |
| New Potomac Partners, LLC | 2.20% | Add +17.5% | 103,265 | $4.3M |
| RE Dickinson Investment Advisors, LLC | 2.33% | Add +6.4% | 99,740 | $4.1M |
| Smartleaf Asset Management LLC | 0.50% | Add +10.2% | 99,393 | $4.1M |
| HB Wealth Management, LLC | 0.04% | Reduce -10.5% | 99,055 | $4.1M |
| US Financial Advisors, LLC | 1.26% | Add +4.8% | 98,068 | $4.1M |
| MBL Wealth, LLC | 0.42% | Reduce -39.3% | 93,035 | $3.9M |
| Atria Wealth Solutions, Inc. | 0.04% | Add +11.4% | 92,236 | $3.8M |
| V2 Financial group LLC | 2.44% | Add +0.3% | 91,482 | $3.8M |
| Mercer Global Advisors Inc. | 0.01% | Add +358.5% | 118,266 | $3.8M |
| Visionary Wealth Advisors | 0.23% | Add +4.2% | 90,123 | $3.7M |
| Callan Capital, LLC | 0.26% | Reduce -5.3% | 90,068 | $3.7M |
| Family Capital Trust Co | 1.19% | No change | 89,744 | $3.7M |
| Commonwealth Equity Services, LLC | 0.01% | Add +3.7% | 88,434 | $3.7M |
| Janney Montgomery Scott LLC | 0.01% | Add +4.2% | 86,125 | $3.6M |
| Axxcess Wealth Management, LLC | 0.09% | Reduce -23.2% | 83,319 | $3.4M |
| Cerro Pacific Wealth Advisors LLC | 1.28% | Add +3.6% | 85,473 | $3.4M |
| Capital Asset Advisory Services LLC | 0.17% | Reduce -23.1% | 82,556 | $3.4M |
| Truist Financial Corp. | 0.01% | Add +0.8% | 80,993 | $3.4M |
| Alpha Cubed Investments, LLC | 0.15% | Reduce -3.1% | 80,610 | $3.3M |
| Eastern Bank | 0.06% | Add +3.5% | 78,364 | $3.2M |
| Mariner, LLC | 0.01% | Add +61.5% | 78,310 | $3.2M |
| Great Valley Advisor Group, Inc. | 0.07% | Reduce -6.4% | 73,710 | $3.1M |
| EWG Elevate Inc. | 1.20% | Reduce -3.2% | 72,393 | $3.0M |
| Eldridge Investment Advisors, Inc. | 0.70% | Add +14.3% | 72,581 | $3.0M |
| Flputnam Investment Management Co. | 0.05% | Reduce -16.6% | 70,497 | $2.9M |
| SeaBridge Investment Advisors LLC | 0.71% | Add +2.6% | 69,878 | $2.9M |
"% 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.