SS Doubleline TR Tact ETFTOTLETF
13F holders, Q4 2024 (December 31)362holders +23
37new positions
36sold out
3famous investors
$39.37avg. 13F price*
At the end of Q4 2024, 362 institutions reported holding SS Doubleline TR Tact ETF (TOTL) in their 13F filings, up 23 from Q3 2024. 37 opened new positions and 36 sold out. The largest holders were Signature Estate & Investment Advisors LLC ($255.6M), FMR LLC ($246.4M) and Morgan Stanley ($219.7M). 3 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio), Ken Griffin (0.0% of Citadel Advisors's portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- SS Doubleline TR Tact ETF
- Filed as
- SSGA ACTIVE ETF TR (Q4 2024)
- CUSIP
- 78467V848
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 37 | $33.6M |
| Exits | 36 | $20.5M |
All 13F filers, Q3 2024 → Q4 2024: 11,741,036 shares bought and 3,565,565 shares sold, net +8,175,471 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 362 holders
| Signature Estate & Investment Advisors LLC | 6.40% | Reduce -13.4% | 6,487,974 | $255.6M |
| FMR LLC | 0.01% | Add +312734450.0% | 6,254,691 | $246.4M |
| Morgan Stanley | 0.02% | Reduce -0.6% | 5,578,185 | $219.7M |
| Envestnet Asset Management Inc. | 0.04% | Add +4.6% | 3,294,658 | $129.8M |
| LPL Financial LLC | 0.05% | Add +13.9% | 2,902,674 | $114.3M |
| Wealth Enhancement Advisory Services, LLC | 0.21% | Add +23.7% | 2,726,718 | $107.4M |
| Tectonic Advisors LLC | 6.27% | Add +3.7% | 2,435,836 | $95.9M |
| Bank of America Corp. | 0.01% | Reduce -3.2% | 2,422,385 | $95.4M |
| Cwm, LLC | 0.33% | Add +11.1% | 2,012,588 | $79.3M |
| Osaic Holdings, Inc. | 0.15% | Reduce -10.2% | 1,686,524 | $66.4M |
| Bank of New York Mellon Corp | 0.01% | Add +4.1% | 1,503,537 | $59.2M |
| Wells Fargo & Company | 0.01% | Add +2.2% | 1,492,348 | $58.8M |
| UBS Group AG | 0.01% | Reduce -8.7% | 1,448,584 | $57.1M |
| Capital Advisors Inc. | 1.11% | Reduce -5.9% | 1,408,361 | $55.5M |
| Kestra Investment Management, LLC | 2.00% | Add +1.6% | 1,288,872 | $50.8M |
| Morling Financial Advisors, LLC | 13.29% | Reduce -0.6% | 967,502 | $38.1M |
| Royal Bank of Canada | 0.01% | Reduce -1.8% | 873,996 | $34.4M |
| Stadion Money Management, LLC | 2.45% | Add +17.6% | 794,756 | $31.3M |
| WCG Wealth Advisors LLC | 1.91% | Add +104.6% | 732,171 | $28.8M |
| Janney Capital Management LLC | 1.87% | Reduce -6.5% | 717,924 | $28.3M |
| Thrivent Financial for Lutherans | 0.05% | Reduce -1.3% | 684,520 | $27.4M |
| Horizon Investments, LLC | 0.76% | Add +0.7% | 672,066 | $26.4M |
| HighTower Advisors, LLC | 0.04% | Reduce -0.8% | 662,113 | $26.1M |
| Raymond James Financial Inc. | 0.01% | — | 631,143 | $24.9M |
| Quadcap Wealth Management, LLC | 3.45% | Add +63.2% | 594,737 | $23.4M |
| Weatherly Asset Management L. P. | 1.77% | Add +7.4% | 505,998 | $19.9M |
| Koshinski Asset Management, Inc. | 1.69% | Add +6.2% | 502,240 | $19.8M |
| Pension & Wealth Management Advisors, Inc. | 7.79% | Add +6.7% | 495,197 | $19.5M |
| McNamara Financial Services, Inc. | 4.24% | Reduce -26.6% | 458,070 | $18.0M |
| Howard Financial Services, LTD. | 2.45% | Add +17.3% | 456,461 | $18.0M |
| Kestra Advisory Services, LLC | 0.09% | Add +28.7% | 437,491 | $17.2M |
| Main Street Financial Solutions, LLC | 1.69% | Add +4.4% | 435,458 | $17.2M |
| Pinnacle Associates Ltd. | 0.22% | Add +185.8% | 404,397 | $15.9M |
| HB Wealth Management, LLC | 0.16% | Add +306.3% | 402,418 | $15.9M |
| Cetera Investment Advisers | 0.03% | Add +3.5% | 376,061 | $14.8M |
| Cambridge Investment Research Advisors, Inc. | 0.05% | Reduce -27.4% | 358,944 | $14.1M |
| Destiny Wealth Partners, LLC | 2.31% | Add +9.5% | 358,562 | $14.1M |
| Denver PWM, LLC | 5.43% | Reduce -8.0% | 356,438 | $14.0M |
| 1 North Wealth Services LLC | 5.94% | — | 356,119 | $14.0M |
| Austin Wealth Management, LLC | 2.81% | Add +2.5% | 343,249 | $13.5M |
| Envestnet Portfolio Solutions, Inc. | 0.04% | Add +4.6% | 336,407 | $13.3M |
| Cerity Partners LLC | 0.03% | Reduce -1.0% | 336,297 | $13.2M |
| FAS Wealth Partners, Inc. | 1.10% | Add +7.5% | 331,326 | $13.1M |
| Spinnaker Investment Group, LLC | 3.12% | Reduce -14.3% | 328,798 | $13.0M |
| Canal Capital Management, LLC | 2.01% | Reduce -1.7% | 314,828 | $12.4M |
| Concurrent Investment Advisors, LLC | 0.32% | Add +1026.0% | 302,278 | $11.9M |
| Focus Partners Wealth | 0.03% | Add +10.7% | 282,262 | $11.1M |
| M Wealth Management, LLC | 10.10% | — | 280,850 | $11.1M |
| Vicus Capital | 0.98% | Add +1.9% | 280,078 | $11.0M |
| Curi Capital, LLC | 0.25% | Add +4.5% | 279,969 | $11.0M |
| Sharkey, Howes & Javer | 1.55% | Reduce -16.5% | 279,259 | $11.0M |
| Corient Private Wealth LP | 0.02% | Add +156.3% | 279,381 | $10.7M |
| Johnson Bixby & Associates, LLC | 1.54% | Reduce -24.6% | 256,937 | $10.1M |
| Captrust Financial Advisors | 0.03% | Add +12.8% | 249,546 | $9.8M |
| Private Advisor Group, LLC | 0.05% | Reduce -12.7% | 232,210 | $9.1M |
| Weaver Capital Management LLC | 2.42% | Reduce -0.9% | 218,728 | $8.6M |
| Pinnacle Wealth Management Advisory Group, LLC | 0.80% | Add +9.0% | 216,590 | $8.5M |
| Ballew Advisors, Inc | 5.15% | Add +3.1% | 206,757 | $8.1M |
| Bedel Financial Consulting, Inc. | 1.12% | Reduce -0.4% | 201,909 | $8.0M |
| Keystone Financial Group | 0.75% | Add +1140.8% | 192,400 | $7.6M |
| MAI Capital Management | 0.05% | New | 185,091 | $7.3M |
| NewEdge Advisors, LLC | 0.04% | Add +72.1% | 179,356 | $7.1M |
| Litman Gregory Wealth Management LLC | 0.61% | Reduce -21.0% | 178,390 | $7.0M |
| Stapp Wealth Management, PLLC | 10.71% | Add +3.9% | 174,355 | $6.9M |
| Summit Asset Management, LLC | 1.16% | Add +196.7% | 168,255 | $6.6M |
| Mariner, LLC | 0.01% | Add +110.0% | 164,489 | $6.5M |
| Barry Investment Advisors, LLC | 2.03% | Reduce -26.7% | 160,491 | $6.3M |
| Elmwood Wealth Management, Inc. | 2.55% | Reduce -0.2% | 160,374 | $6.3M |
| Inman Jager Wealth Management, LLC | 4.81% | — | 156,761 | $6.2M |
| Trivium Point Advisory, LLC | 0.76% | Reduce -17.9% | 152,833 | $6.0M |
| Cornerstone Wealth Management, LLC | 0.38% | Add +21.9% | 144,316 | $5.7M |
| Assetmark, Inc. | 0.01% | Reduce -36.7% | 136,720 | $5.4M |
| John W. Brooker & Co., CPAs | 2.29% | Reduce -6.3% | 134,826 | $5.3M |
| Cerro Pacific Wealth Advisors LLC | 1.72% | Add +46.6% | 125,286 | $5.2M |
| Alpha Cubed Investments, LLC | 0.23% | Add +59.7% | 128,721 | $5.1M |
| Steward Partners Investment Advisory, LLC | 0.04% | Add +2.9% | 128,499 | $5.1M |
| Orion Porfolio Solutions, LLC | 0.05% | Add +3.1% | 128,413 | $5.1M |
| Orion Portfolio Solutions, LLC | 0.05% | Add +3.1% | 128,413 | $5.1M |
| Commonwealth Equity Services, LLC | 0.01% | Add +45.1% | 128,340 | $5.1M |
| Family Firm, Inc. | 1.08% | Add +0.4% | 181,255 | $4.8M |
| KWB Wealth | 0.60% | New | 116,751 | $4.8M |
| Transamerica Financial Advisors, LLC | 0.46% | Reduce -1.9% | 118,890 | $4.7M |
| V2 Financial group LLC | 2.76% | Add +26.0% | 115,284 | $4.5M |
| Redwood Park Advisors LLC | 3.71% | — | 110,230 | $4.3M |
| RE Dickinson Investment Advisors, LLC | 3.68% | Add +9.6% | 109,270 | $4.3M |
| Jane Street Group, LLC | 0.01% | Add +550.1% | 108,542 | $4.3M |
| Prime Capital Investment Advisors, LLC | 0.06% | Reduce -3.4% | 108,128 | $4.3M |
| Freedom Financial Partners LLC | 1.99% | — | 104,940 | $4.1M |
| Paragon Capital Management Inc. | 3.12% | Reduce -2.1% | 101,270 | $4.0M |
| PMG Wealth Management, Inc. | 3.62% | — | 101,054 | $4.0M |
| US Financial Advisors, LLC | 1.21% | Add +1.8% | 99,802 | $3.9M |
| Callan Capital, LLC | 0.28% | Add +6.3% | 95,703 | $3.8M |
| Visionary Wealth Advisors | 0.22% | Add +4.4% | 94,096 | $3.7M |
| Smartleaf Asset Management LLC | 0.37% | Reduce -6.8% | 92,673 | $3.7M |
| Lunt Capital Management, Inc. | 1.42% | Add +33.5% | 92,551 | $3.6M |
| Connecticut Wealth Management, LLC | 0.18% | Reduce -25.6% | 92,423 | $3.6M |
| Janney Montgomery Scott LLC | 0.01% | Add +5.8% | 91,158 | $3.6M |
| Truist Financial Corp. | 0.01% | Add +10.9% | 89,792 | $3.5M |
| Family Capital Trust Co | 1.20% | No change | 89,744 | $3.5M |
| Essential Planning, LLC. | 0.02% | New | 84,214 | $3.4M |
| Jaffetilchin Investment Partners, LLC | 0.23% | Add +34.9% | 80,641 | $3.2M |
| Axxcess Wealth Management, LLC | 0.08% | Reduce -5.1% | 79,079 | $3.1M |
| Eastern Bank | 0.06% | No change | 78,364 | $3.1M |
| EWG Elevate Inc. | 0.94% | Add +8.1% | 78,230 | $3.1M |
| Wakefield Asset Management LLLP | 1.02% | New | 77,032 | $3.0M |
| MBL Wealth, LLC | 0.30% | Reduce -18.6% | 75,763 | $3.0M |
| Entrewealth, LLC | 2.73% | — | 71,427 | $3.0M |
| Capital Asset Advisory Services LLC | 0.14% | Reduce -14.9% | 70,267 | $2.8M |
| Flputnam Investment Management Co. | 0.05% | Reduce -1.3% | 69,587 | $2.7M |
| SeaBridge Investment Advisors LLC | 0.57% | Reduce -0.8% | 69,346 | $2.7M |
| SK Wealth Management, LLC | 1.36% | No change | 67,722 | $2.7M |
| CreativeOne Wealth, LLC | 0.08% | Add +0.7% | 67,006 | $2.6M |
| Redhawk Wealth Advisors, Inc. | 0.35% | Reduce -2.2% | 66,237 | $2.6M |
| Stifel Financial Corp. | 0.00% | Reduce -7.6% | 63,180 | $2.5M |
| Geneos Wealth Management Inc. | 0.09% | Add +4.7% | 62,198 | $2.4M |
| Fortis Advisors, LLC | 1.60% | Add +1.9% | 61,842 | $2.4M |
| Heritage Wealth Management, Inc. | 2.08% | Add +5.1% | 61,704 | $2.4M |
| Silver Oak Securities, Incorporated | 0.22% | Add +190.2% | 59,894 | $2.4M |
| USAdvisors Wealth Management, LLC | 0.76% | Add +24.5% | 59,725 | $2.4M |
| Sanctuary Advisors, LLC | 0.01% | Add +4.3% | 58,618 | $2.3M |
| Marshall Financial Group, LLC | 0.55% | Reduce -12.1% | 57,400 | $2.3M |
| Kestra Private Wealth Services, LLC | 0.04% | Reduce -15.3% | 55,463 | $2.2M |
| Auour Investments LLC | 0.76% | Add +2.8% | 55,024 | $2.2M |
| Hollencrest Capital Management | 0.08% | Reduce -0.2% | 53,142 | $2.1M |
| Jacobi Capital Management LLC | 0.15% | Add +2.3% | 52,688 | $2.1M |
| Great Valley Advisor Group, Inc. | 0.05% | Reduce -29.1% | 52,221 | $2.1M |
| Private Portfolio Partners LLC | 0.37% | Add +6.7% | 51,458 | $2.0M |
| Cooper Financial Group | 0.23% | Reduce -1.8% | 48,738 | $1.9M |
| All Terrain Financial Advisors, LLC | 0.72% | Add +1.4% | 47,171 | $1.9M |
| Leeward Financial Partners, LLC | 0.66% | Add +11.4% | 46,723 | $1.8M |
| Independent Advisor Alliance | 0.02% | New | 45,678 | $1.8M |
| Glen Eagle Advisors, LLC | 0.30% | Add +7.8% | 45,664 | $1.8M |
| Advyzon Investment Management, LLC | 0.64% | — | 42,004 | $1.7M |
| Peak Financial Management, Inc. | 0.49% | Add +1.4% | 41,881 | $1.6M |
| Bouchey Financial Group, Ltd. | 0.14% | Reduce -3.1% | 41,542 | $1.6M |
| Avantax Advisory Services, Inc. | 0.01% | Reduce -10.1% | 41,058 | $1.6M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -31.0% | 40,591 | $1.6M |
| Webster Bank, N. A. | 0.17% | Reduce -5.5% | 40,339 | $1.6M |
| 1620 Investment Advisors, Inc. | 1.22% | Reduce -0.6% | 39,905 | $1.6M |
| BCS Wealth Management | 0.38% | Reduce -8.9% | 39,228 | $1.5M |
| Gateway Wealth Partners, LLC | 0.38% | Add +7.3% | 37,712 | $1.5M |
| Delta Investment Management, LLC | 0.29% | Add +3.6% | 37,306 | $1.5M |
| Kingswood Wealth Advisors, LLC | 0.11% | New | 37,167 | $1.5M |
| Tranquilli Financial Advisor LLC | 0.91% | Add +8.0% | 36,570 | $1.4M |
| Comerica Bank | 0.01% | Reduce -17.6% | 36,367 | $1.4M |
| Capital Analysts, LLC | 0.06% | Add +45.8% | 36,114 | $1.4M |
| Paragon Capital Management Ltd | 0.28% | Reduce -13.7% | 35,974 | $1.4M |
| Medallion Wealth Advisors, LLC | 0.70% | — | 36,310 | $1.4M |
| Reston Wealth Management LLC | 0.52% | Add +0.4% | 35,718 | $1.4M |
| Equitable Holdings, Inc. | 0.01% | Reduce -8.9% | 35,278 | $1.4M |
| True North Advisors, LLC | 0.30% | Add +89.9% | 32,831 | $1.3M |
| Cobblestone Capital Advisors LLC | 0.07% | Add +18.3% | 32,367 | $1.3M |
| Ausdal Financial Partners, Inc. | 0.11% | New | 32,226 | $1.3M |
| Clifford Swan Investment Counsel LLC | 0.04% | No change | 31,675 | $1.2M |
| United Community Bank | 0.47% | Add +16.3% | 30,399 | $1.2M |
| Freedom Investment Management, Inc. | 0.10% | Reduce -13.7% | 30,181 | $1.2M |
| Merit Financial Group, LLC | 0.02% | Add +30.6% | 29,570 | $1.2M |
| Jones Financial Companies LLLP | 0.00% | Add +11.7% | 29,411 | $1.2M |
| Worth Financial Advisory Group, LLC | 0.71% | Reduce -0.7% | 29,359 | $1.2M |
| Pointe Capital Management LLC | 0.65% | Add +3.5% | 28,933 | $1.1M |
| Renaissance Technologies | 0.00% | Reduce -47.5% | 28,600 | $1.1M |
| Baird Financial Group, Inc. | 0.00% | New | 28,143 | $1.1M |
| Avitas Wealth Management LLC | 0.15% | Add +7.0% | 28,113 | $1.1M |
| Motco | 0.11% | Add +8.6% | 26,422 | $1.0M |
| Crux Wealth Advisors | 0.56% | — | 25,739 | $1.0M |
| Bay Capital Advisors, LLC | 0.81% | — | 25,691 | $1.0M |
| Perennial Investment Advisors, LLC | 0.12% | Add +4.7% | 25,516 | $1.0M |
| Good Life Advisors, LLC | 0.07% | Add +2.1% | 24,954 | $983K |
| Addison Capital Co | 0.39% | Reduce -28.0% | 24,879 | $980K |
| Wealthspire Retirement, LLC | 0.08% | Add +1.3% | 24,605 | $969K |
| Atria Wealth Solutions, Inc. | 0.01% | Reduce -73.4% | 24,536 | $966K |
| Dudley Capital Management, LLC | 0.49% | Reduce -4.7% | 24,260 | $956K |
| Rockefeller Capital Management L.P. | 0.00% | Add +4.7% | 24,161 | $952K |
| Consolidated Portfolio Review Corp | 0.15% | Add +1.1% | 24,056 | $948K |
| Diversified Portfolios, Inc. | 0.10% | New | 23,603 | $930K |
| Flow Traders U.S. LLC | 0.04% | New | 22,549 | $888K |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 0.31% | Reduce -7.1% | 21,220 | $845K |
| Calton & Associates, Inc. | 0.36% | Add +26.3% | 20,863 | $822K |
| Ameriflex Group, Inc. | 0.36% | — | 20,074 | $797K |
| Eq LLC | 0.37% | Reduce -4.0% | 20,182 | $795K |
| Chicago Partners Investment Group LLC | 0.03% | Add +52.6% | 20,072 | $788K |
| Visionary Horizons, LLC | 0.51% | New | 19,663 | $775K |
| Citadel Advisors | 0.00% | Reduce -68.6% | 19,126 | $753K |
| Keybank National Association | 0.00% | No change | 18,304 | $721K |
| Farther Finance Advisors, LLC | 0.03% | New | 18,235 | $718K |
| Strategic Family Wealth Counselors, L.L.C. | 0.23% | Reduce -10.9% | 18,104 | $713K |
| Lionsbridge Wealth Management LLC | 0.59% | Reduce -5.3% | 17,941 | $707K |
| Flagship Harbor Advisors, LLC | 0.04% | Add +0.8% | 17,931 | $706K |
| Jackson Hole Capital Partners, LLC | 0.14% | No change | 17,706 | $697K |
| PFG Investments, LLC | 0.04% | Add +2.4% | 17,463 | $688K |
| JPMorgan Chase & Co. | 0.00% | Add +26.6% | 17,453 | $687K |
| MML Investors Services, LLC | 0.00% | Add +0.5% | 17,356 | $684K |
| Arkadios Wealth Advisors | 0.04% | Reduce -6.5% | 17,102 | $674K |
| Cibc World Market Inc. | 0.00% | Reduce -3.0% | 15,944 | $628K |
| Pinnacle Financial Group, LLC / IL | 0.25% | Add +51.6% | 15,917 | $627K |
| Stonehaven Wealth & Tax Solutions, LLC | 0.68% | — | 15,912 | $627K |
| Flagstar Securities, Inc. | 0.16% | Reduce -5.1% | 15,894 | $626K |
| Strategic Financial Concepts, LLC | 0.12% | New | 15,703 | $619K |
| Beaumont Financial Advisors, LLC | 0.05% | Add +0.0% | 15,647 | $616K |
| Oppenheimer & Co. Inc. | 0.01% | Reduce -25.4% | 15,509 | $611K |
| Founders Financial Securities LLC | 0.05% | Add +1.6% | 15,200 | $599K |
| Westmount Partners, LLC | 0.18% | Reduce -41.5% | 15,163 | $597K |
| Beckerman Institutional, LLC | 0.48% | Reduce -9.2% | 15,165 | $597K |
| Western Wealth Management, LLC | 0.03% | Add +5.4% | 15,035 | $592K |
| Financial Advocates Investment Management | 0.03% | Reduce -7.8% | 15,019 | $592K |
| Creative Planning | 0.00% | New | 14,933 | $588K |
| Collaborative Wealth Managment Inc. | 0.26% | Reduce -24.6% | 14,342 | $565K |
| Trilogy Capital Inc. | 0.03% | Add +5.3% | 14,263 | $562K |
| American Institute for Advanced Investment Management, LLP | 0.41% | Add +18.8% | 14,115 | $556K |
| Private Trust Co. NA | 0.06% | Add +26.7% | 14,043 | $553K |
| Greatmark Investment Partners, Inc. | 0.08% | New | 14,025 | $552K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.08% | Add +16.3% | 13,539 | $533K |
| Williams Jones Wealth Management, LLC. | 0.01% | No change | 13,375 | $527K |
| Northwest Financial Advisors | 0.42% | Add +0.6% | 13,015 | $513K |
| EverSource Wealth Advisors, LLC | 0.03% | Add +0.0% | 12,841 | $506K |
| Exencial Wealth Advisors, LLC | 0.02% | Reduce -16.0% | 12,837 | $506K |
| Level Four Advisory Services, LLC | 0.02% | Reduce -4.3% | 12,792 | $504K |
| Laird Norton Wetherby Wealth Management, LLC | 0.02% | No change | 12,787 | $504K |
| First Foundation Advisors | 0.02% | No change | 12,431 | $490K |
| Richardson Financial Services Inc. | 0.34% | Reduce -21.6% | 12,175 | $480K |
| Strategic Investment Advisors / MI | 0.05% | Reduce -36.2% | 12,135 | $478K |
| AQR Capital Management | 0.00% | New | 12,042 | $474K |
| Cornell Pochily Investment Advisors, Inc. | 0.16% | Add +0.6% | 11,635 | $458K |
| Valley National Advisers Inc. | 0.08% | Reduce -24.6% | 11,496 | $452K |
| PFG Advisors | 0.03% | Add +8.3% | 11,397 | $449K |
| Clearstead Advisors, LLC | 0.01% | Add +36.2% | 11,172 | $440K |
| Verdence Capital Advisors LLC | 0.04% | Add +0.9% | 11,113 | $438K |
| Smart Portfolios, LLC | 0.45% | Reduce -7.5% | 11,027 | $434K |
| Priebe Wealth Holdings LLC | 0.29% | Add +35.8% | 11,000 | $433K |
| Continuum Advisory, LLC | 0.05% | Add +29.9% | 10,719 | $422K |
| Blue Zone Wealth Advisors, LLC | 0.12% | Reduce -0.0% | 10,709 | $422K |
| Hummer Financial Advisory Services Inc | 0.33% | Reduce -1.9% | 10,500 | $414K |
| McElhenny Sheffield Capital Management, LLC | 0.14% | Reduce -16.7% | 10,279 | $405K |
| New England Professional Planning Group Inc. | 0.20% | New | 10,127 | $399K |
| American Trust | 0.03% | New | 9,920 | $391K |
| SYM FINANCIAL Corp | 0.05% | Add +21.5% | 9,829 | $387K |
| IHT Wealth Management, LLC | 0.01% | Add +7.0% | 9,656 | $380K |
| Diversify Advisory Services, LLC | 0.02% | Add +1.0% | 9,626 | $376K |
| Waterloo Capital, L.P. | 0.04% | Reduce -47.2% | 9,347 | $368K |
| DAVENPORT & Co LLC | 0.00% | Add +15.1% | 9,336 | $368K |
| Essex Financial Services, Inc. | 0.03% | New | 9,197 | $362K |
| Savant Capital, LLC | 0.00% | Reduce -1.7% | 8,971 | $353K |
| LexAurum Advisors, LLC | 0.07% | Add +20.7% | 8,805 | $347K |
| Curtis Advisory Group, LLC | 0.09% | New | 8,653 | $341K |
| Country Club Bank | 0.02% | No change | 8,590 | $338K |
| Citizens Financial Group Inc. | 0.01% | Add +12.4% | 8,560 | $337K |
| Financial Strategies Group, Inc. | 0.08% | Reduce -4.5% | 8,551 | $334K |
| Aveo Capital Partners, LLC | 0.04% | Reduce -13.2% | 8,391 | $331K |
| Verus Capital Partners, LLC | 0.03% | Reduce -0.2% | 8,385 | $330K |
| Barnes Wealth Management Group, Inc | 0.22% | — | 8,382 | $330K |
| Hofer & Associates. Inc | 0.22% | Add +3.7% | 8,242 | $325K |
| Colton Groome Financial Advisors, LLC | 0.12% | Reduce -20.7% | 8,167 | $322K |
| Macroview Investment Management LLC | 0.33% | Add +8.7% | 8,128 | $320K |
| Financial Engines Advisors L.L.C. | 0.00% | Add +7.4% | 8,111 | $319K |
| Strategic Blueprint, LLC | 0.02% | New | 7,965 | $314K |
| Global Retirement Partners, LLC | 0.01% | No change | 7,814 | $308K |
| Valmark Advisers, Inc. | 0.00% | New | 7,813 | $308K |
| Townsquare Capital LLC | 0.00% | Reduce -51.5% | 7,804 | $307K |
| BlueChip Wealth Advisors LLC | 0.17% | Reduce -73.9% | 7,771 | $306K |
| Thompson David Blair | 0.22% | — | 7,733 | $305K |
| Money Concepts Capital Corp. | 0.02% | Add +2.7% | 7,649 | $301K |
| New Century Financial Group, LLC | 0.13% | Reduce -4.3% | 7,553 | $297K |
| Virtu Financial LLC | 0.02% | New | 7,463 | $294K |
| NTV Asset Management LLC | 0.04% | Reduce -27.6% | 7,425 | $292K |
| Cherry Tree Wealth Management, LLC | 0.07% | No change | 7,363 | $290K |
| WMS Partners, LLC | 0.02% | Reduce -24.2% | 7,362 | $290K |
| Aufman Associates Inc | 0.19% | Add +1.8% | 7,279 | $287K |
| Ariadne Wealth Management, LP | 0.13% | New | 7,071 | $281K |
| Forum Private Client Group LLC | 0.12% | Reduce -2.8% | 7,055 | $278K |
| Heritage Financial Services, LLC | 0.04% | No change | 6,772 | $267K |
| Van Hulzen Asset Management, LLC | 0.02% | No change | 6,700 | $264K |
| Tiaa Trust, National Association | 0.00% | Add +0.1% | 6,550 | $258K |
| WNY Asset Management, LLC | 0.03% | Reduce -50.7% | 6,486 | $255K |
| Keel Point, LLC | 0.02% | Reduce -14.3% | 6,121 | $241K |
| Sachetta, LLC | 0.09% | Add +0.4% | 6,106 | $241K |
| DKM Wealth Management, Inc. | 0.23% | — | 6,076 | $239K |
| M3 Advisory Group, LLC | 0.17% | Add +9.3% | 6,032 | $238K |
| Symphony Financial, Ltd. Co. | 0.04% | Add +10.3% | 6,021 | $237K |
| Center For Asset Management LLC | 0.15% | Reduce -14.3% | 6,003 | $236K |
| Mercer Global Advisors Inc. | 0.00% | Reduce -95.0% | 5,918 | $233K |
| Eldridge Investment Advisors, Inc. | 0.05% | Reduce -92.0% | 5,834 | $230K |
| Endowment Wealth Management, Inc. | 0.15% | New | 5,770 | $227K |
| Brookstone Capital Management | 0.00% | Reduce -0.8% | 5,732 | $226K |
| Red Crane Wealth Management, LLC | 0.21% | — | 5,688 | $224K |
| Unified Investment Management | 0.25% | — | 5,613 | $221K |
| Signet Financial Management, LLC | 0.03% | Reduce -35.5% | 5,603 | $221K |
| Dock Street Asset Management Inc. | 0.03% | No change | 5,585 | $220K |
| Betterment LLC | 0.00% | Reduce -29.2% | 5,460 | $215K |
| Deltec Asset Management LLC | 0.04% | No change | 5,400 | $213K |
| Atria Investments, Inc | 0.00% | New | 5,303 | $209K |
| Transatlantique Private Wealth LLC | 0.08% | Add +5.8% | 5,290 | $208K |
| Executive Wealth Management, LLC | 0.02% | Reduce -56.8% | 5,131 | $202K |
| Absolute Capital Management, LLC | 0.11% | New | 5,114 | $201K |
| Drucker Wealth 3.0, LLC | 0.05% | Reduce -59.5% | 5,108 | $201K |
| Stratos Wealth Partners, LTD. | 0.00% | New | 5,102 | $201K |
| MCF Advisors LLC | 0.01% | Add +1.9% | 5,060 | $199K |
| Westside Investment Management, Inc. | 0.04% | No change | 4,800 | $189K |
| Laraway Financial Advisors Inc | 0.14% | Add +4.4% | 4,744 | $187K |
| SBI Securities Co., Ltd. | 0.01% | — | 4,713 | $186K |
| Wilmington Savings Fund Society, FSB | 0.00% | Reduce -21.8% | 4,605 | $181K |
| GPS Wealth Strategies Group, LLC | 0.02% | Add +0.5% | 4,516 | $178K |
| Parallel Advisors, LLC | 0.00% | New | 4,377 | $172K |
| US Bancorp \de | 0.00% | Add +190.5% | 4,293 | $169K |
| Capital Advisors, Ltd. LLC | 0.02% | Add +19.0% | 4,195 | $165K |
| Allworth Financial LP | 0.00% | No change | 4,025 | $159K |
| Prestige Wealth Management Group LLC | 0.03% | No change | 3,740 | $147K |
| Raffa Wealth Management, LLC | 0.03% | No change | 2,970 | $117K |
| NFSG Corp | 0.03% | Add +1.9% | 2,805 | $110K |
| PNC Financial Services Group, Inc. | 0.00% | Add +4248.4% | 2,783 | $110K |
| Bellevue Asset Management, LLC | 0.05% | Add +51.3% | 2,657 | $105K |
| Householder Group Estate & Retirement Specialist, LLC | 0.07% | Reduce -20.0% | 2,528 | $99K |
| Perritt Capital Management Inc | 0.05% | Add +29.5% | 2,366 | $93K |
| Fourth Dimension Wealth, LLC | 0.05% | — | 2,251 | $91K |
| Cape Investment Advisory, Inc. | 0.03% | Add +11.9% | 1,990 | $78K |
| Citigroup Inc. | 0.00% | Reduce -82.1% | 1,989 | $78K |
| FWL Investment Management, LLC | 0.03% | Add +3.1% | 1,812 | $71K |
| IFP Advisors, Inc | 0.00% | Reduce -8.4% | 1,612 | $64K |
| TD Waterhouse Canada Inc. | 0.00% | No change | 1,600 | $63K |
| Archer Investment Corp | 0.02% | No change | 1,587 | $63K |
| Pinnacle Bancorp, Inc. | 0.02% | No change | 1,489 | $59K |
| CoreCap Advisors, LLC | 0.00% | Reduce -18.5% | 1,484 | $58K |
| Pacifica Partners Inc. | 0.02% | Reduce -0.5% | 1,380 | $54K |
| Bank of Montreal | 0.00% | Add +44.1% | 1,324 | $52K |
| Wood Tarver Financial Group, LLC | 0.02% | — | 1,187 | $46K |
| Caldwell Sutter Capital, Inc. | 0.02% | No change | 1,160 | $46K |
| Montag A & Associates Inc. | 0.00% | No change | 1,118 | $44K |
| AE Wealth Management LLC | 0.00% | New | 1,084 | $43K |
| Tidemark, LLC | 0.02% | Reduce -17.5% | 1,072 | $42K |
| Concourse Financial Group Securities, Inc. | 0.00% | Reduce -12.8% | 1,066 | $42K |
| Richard W. Paul & Associates, LLC | 0.02% | No change | 1,050 | $41K |
| New Millennium Group LLC | 0.02% | New | 979 | $39K |
| Atwood & Palmer Inc. | 0.00% | No change | 922 | $36K |
| Oarsman Capital, Inc. | 0.01% | No change | 900 | $35K |
| Investors Research Corp | 0.01% | No change | 822 | $32K |
| Washington Trust Advisors, Inc. | 0.00% | No change | 795 | $31K |
| Larson Financial Group LLC | 0.00% | Reduce -1.5% | 777 | $31K |
| Tortoise Investment Management, LLC | 0.00% | No change | 730 | $29K |
| Castleview Partners, LLC | 0.01% | Reduce -0.2% | 517 | $20K |
| FPC Investment Advisory, Inc. | 0.01% | New | 498 | $20K |
| Anfield Capital Management, LLC | 0.01% | No change | 404 | $16K |
| Synergy Asset Management, LLC | 0.00% | New | 339 | $14K |
| Kozak & Associates, Inc. | 0.00% | New | 306 | $12K |
| Park Square Financial Group, LLC | 0.01% | — | 265 | $10K |
| Northwest Capital Management Inc | 0.00% | Add +13.9% | 262 | $10K |
| First Horizon Advisors, Inc. | 0.00% | Add +2.0% | 207 | $8K |
| SOA Wealth Advisors, LLC. | 0.00% | No change | 201 | $8K |
| MilWealth Group LLC | 0.00% | New | 200 | $8K |
| NewSquare Capital LLC | 0.00% | No change | 177 | $7K |
| Transce3nd, LLC | 0.00% | — | 153 | $6K |
| Quest 10 Wealth Builders, Inc. | 0.00% | — | 124 | $5K |
| TD Capital Management LLC | 0.00% | Add +1.6% | 123 | $5K |
| WR Wealth Planners, LLC | 0.00% | No change | 115 | $5K |
| Glass Jacobson Investment Advisors llc | 0.00% | No change | 90 | $4K |
| Rothschild Investment LLC | 0.00% | No change | 85 | $3K |
| Golden State Wealth Management, LLC | 0.00% | — | 68 | $3K |
| LRI Investments, LLC | 0.00% | No change | 66 | $3K |
| Lanark Financial, Inc. | 0.15% | — | 41 | $2K |
| BankPlus Trust Department | 0.00% | — | 28 | $1K |
| Financial Gravity Companies, Inc. | 0.00% | New | 28 | $1K |
| Global Financial Private Client, LLC | 0.00% | New | 25 | $985 |
| Versant Capital Management, Inc | 0.00% | No change | 16 | $630 |
| Tower Research Capital LLC (TRC) | 0.00% | Add +114.3% | 15 | $591 |
"% 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.