SS Doubleline TR Tact ETFTOTLETF
13F holders, Q1 2025 (March 31)348holders −14
27new positions
32sold out
2famous investors
$39.71avg. 13F price*
At the end of Q1 2025, 348 institutions reported holding SS Doubleline TR Tact ETF (TOTL) in their 13F filings, down 14 from Q4 2024. 27 opened new positions and 32 sold out. The largest holders were Signature Estate & Investment Advisors LLC ($273.7M), FMR LLC ($252.0M) and Morgan Stanley ($231.3M). 2 famous investors held it, including Cliff Asness (0.0% of AQR Capital Management's portfolio) and Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).
- Company
- SS Doubleline TR Tact ETF
- Filed as
- SSGA ACTIVE ETF TR (Q1 2025)
- CUSIP
- 78467V848
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 27 | $63.4M |
| Exits | 32 | $53.6M |
All 13F filers, Q4 2024 → Q1 2025: 9,547,241 shares bought and 3,248,699 shares sold, net +6,298,542 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 348 holders
| Signature Estate & Investment Advisors LLC | 7.21% | Add +4.7% | 6,792,837 | $273.7M |
| FMR LLC | 0.02% | Add +0.0% | 6,255,275 | $252.0M |
| Morgan Stanley | 0.02% | Add +2.9% | 5,740,234 | $231.3M |
| Kestra Investment Management, LLC | 3.01% | Add +284.2% | 4,951,422 | $156.1M |
| Envestnet Asset Management Inc. | 0.05% | Add +8.6% | 3,576,902 | $144.1M |
| LPL Financial LLC | 0.05% | Add +5.3% | 3,055,596 | $123.1M |
| Cwm, LLC | 0.47% | Add +46.0% | 2,938,217 | $118.4M |
| Wealth Enhancement Advisory Services, LLC | 0.20% | Reduce -7.1% | 2,532,676 | $102.0M |
| Tectonic Advisors LLC | 6.20% | Add +1.1% | 2,462,316 | $99.2M |
| Bank of America Corp. | 0.01% | Reduce -13.0% | 2,107,576 | $84.9M |
| Osaic Holdings, Inc. | 0.16% | Add +8.5% | 1,829,382 | $73.7M |
| UBS Group AG | 0.01% | Add +14.8% | 1,663,084 | $67.0M |
| Bank of New York Mellon Corp | 0.01% | Add +2.4% | 1,539,922 | $62.0M |
| Wells Fargo & Company | 0.01% | Reduce -0.5% | 1,484,380 | $59.8M |
| Capital Advisors Inc. | 1.12% | Reduce -0.9% | 1,396,074 | $56.2M |
| Cheviot Value Management, LLC | 4.73% | New | 967,923 | $38.5M |
| Royal Bank of Canada | 0.01% | Add +9.2% | 954,397 | $38.5M |
| Morling Financial Advisors, LLC | 12.64% | Reduce -5.8% | 911,008 | $36.7M |
| WCG Wealth Advisors LLC | 2.32% | Add +3.7% | 759,359 | $30.6M |
| Stadion Money Management, LLC | 3.00% | Reduce -5.8% | 748,381 | $30.2M |
| Janney Capital Management LLC | 2.03% | Add +2.2% | 733,582 | $29.6M |
| Horizon Investments, LLC | 0.87% | Add +9.2% | 733,837 | $29.3M |
| Thrivent Financial for Lutherans | 0.06% | Reduce -1.9% | 671,650 | $26.9M |
| HighTower Advisors, LLC | 0.04% | Reduce -0.3% | 660,249 | $26.6M |
| Raymond James Financial Inc. | 0.01% | Reduce -8.0% | 580,663 | $23.4M |
| Weatherly Asset Management L. P. | 1.97% | Add +7.7% | 544,954 | $22.0M |
| Koshinski Asset Management, Inc. | 1.80% | Add +4.9% | 527,017 | $21.2M |
| Howard Financial Services, LTD. | 2.82% | Add +12.8% | 514,756 | $20.7M |
| McNamara Financial Services, Inc. | 4.21% | Add +6.0% | 485,413 | $19.6M |
| Pension & Wealth Management Advisors, Inc. | 7.25% | Reduce -2.3% | 483,761 | $19.5M |
| Kestra Advisory Services, LLC | 0.09% | Add +5.2% | 460,062 | $18.5M |
| Pinnacle Associates Ltd. | 0.27% | Add +12.3% | 454,208 | $18.3M |
| Main Street Financial Solutions, LLC | 1.56% | Add +2.0% | 444,401 | $17.9M |
| Corient Private Wealth LP | 0.03% | Add +47.1% | 411,069 | $16.6M |
| Cetera Investment Advisers | 0.03% | Reduce -0.1% | 375,650 | $15.1M |
| Destiny Wealth Partners, LLC | 2.38% | Add +3.8% | 372,137 | $15.0M |
| Denver PWM, LLC | 5.36% | Add +3.7% | 369,501 | $14.9M |
| Envestnet Portfolio Solutions, Inc. | 0.06% | Add +8.5% | 365,104 | $14.7M |
| Austin Wealth Management, LLC | 2.94% | Add +7.3% | 368,168 | $14.7M |
| Concurrent Investment Advisors, LLC | 0.36% | Add +19.8% | 362,011 | $14.6M |
| Canal Capital Management, LLC | 2.39% | Add +12.7% | 354,758 | $14.3M |
| HB Wealth Management, LLC | 0.12% | Reduce -12.0% | 354,146 | $14.3M |
| FAS Wealth Partners, Inc. | 1.15% | Add +5.9% | 350,743 | $14.1M |
| Cambridge Investment Research Advisors, Inc. | 0.05% | Reduce -4.7% | 342,217 | $13.8M |
| 1 North Wealth Services LLC | 6.05% | Reduce -8.9% | 324,365 | $13.1M |
| Cerity Partners LLC | 0.03% | Reduce -4.8% | 320,323 | $12.9M |
| Focus Partners Wealth | 0.03% | Add +2.1% | 288,092 | $11.6M |
| Vicus Capital | 1.04% | Reduce -0.7% | 278,159 | $11.2M |
| Curi Capital, LLC | 0.27% | Reduce -1.5% | 275,803 | $11.1M |
| M Wealth Management, LLC | 10.18% | Reduce -3.4% | 271,248 | $10.9M |
| Janney Montgomery Scott LLC | 0.03% | Add +180.1% | 255,348 | $10.3M |
| KWB Wealth | 1.24% | Add +123.5% | 260,912 | $10.3M |
| Pinnacle Wealth Management Advisory Group, LLC | 0.92% | Add +12.7% | 244,025 | $9.8M |
| Captrust Financial Advisors | 0.02% | Reduce -2.6% | 243,149 | $9.8M |
| Steward Partners Investment Advisory, LLC | 0.09% | Add +89.0% | 242,808 | $9.8M |
| Sharkey, Howes & Javer | 1.39% | Reduce -13.8% | 240,692 | $9.7M |
| Private Advisor Group, LLC | 0.06% | Add +1.8% | 236,457 | $9.5M |
| Bedel Financial Consulting, Inc. | 1.23% | Add +6.5% | 214,967 | $8.6M |
| Ballew Advisors, Inc | 5.63% | Add +2.8% | 212,603 | $8.4M |
| NewEdge Advisors, LLC | 0.05% | Add +13.2% | 203,036 | $8.2M |
| Stapp Wealth Management, PLLC | 12.30% | Add +13.7% | 198,154 | $8.0M |
| Keystone Financial Group | 0.78% | Reduce -0.3% | 191,720 | $7.6M |
| Inman Jager Wealth Management, LLC | 5.38% | Add +13.7% | 178,215 | $7.2M |
| MAI Capital Management | 0.05% | Reduce -4.0% | 177,747 | $7.2M |
| Summit Asset Management, LLC | 1.18% | Add +0.4% | 168,975 | $6.8M |
| Litman Gregory Wealth Management LLC | 0.55% | Reduce -11.3% | 158,310 | $6.4M |
| Journey Advisory Group, LLC | 0.52% | New | 158,274 | $6.4M |
| Cornerstone Wealth Management, LLC | 0.43% | Add +9.5% | 158,080 | $6.4M |
| Assetmark, Inc. | 0.02% | Add +14.4% | 156,404 | $6.3M |
| Truist Financial Corp. | 0.01% | Add +71.9% | 154,388 | $6.2M |
| Trivium Point Advisory, LLC | 0.77% | Add +0.2% | 153,131 | $6.2M |
| Mariner, LLC | 0.01% | Reduce -7.7% | 151,828 | $6.1M |
| Elmwood Wealth Management, Inc. | 2.47% | Reduce -6.7% | 149,574 | $6.0M |
| John W. Brooker & Co., CPAs | 2.36% | Add +5.1% | 141,702 | $5.7M |
| Barry Investment Advisors, LLC | 1.47% | Reduce -14.4% | 137,404 | $5.5M |
| Cerro Pacific Wealth Advisors LLC | 1.79% | Add +11.6% | 139,852 | $5.5M |
| Alpha Cubed Investments, LLC | 0.23% | Reduce -2.1% | 126,017 | $5.1M |
| V2 Financial group LLC | 3.18% | Add +6.5% | 122,730 | $4.9M |
| Family Firm, Inc. | 1.09% | Reduce -33.2% | 121,133 | $4.9M |
| Transamerica Financial Advisors, LLC | 0.48% | Reduce -1.3% | 117,351 | $4.7M |
| Freedom Financial Partners LLC | 2.20% | Add +11.8% | 117,304 | $4.7M |
| Waverly Advisors, LLC | 0.06% | New | 116,828 | $4.7M |
| Orion Porfolio Solutions, LLC | 0.04% | Reduce -11.4% | 113,826 | $4.6M |
| Orion Portfolio Solutions, LLC | 0.04% | Reduce -11.4% | 113,826 | $4.6M |
| Prime Capital Investment Advisors, LLC | 0.05% | Add +1.3% | 109,564 | $4.4M |
| Diversified Portfolios, Inc. | 0.46% | Add +360.6% | 108,714 | $4.4M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +166.4% | 108,153 | $4.4M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -15.8% | 108,127 | $4.4M |
| PMG Wealth Management, Inc. | 4.57% | Add +6.1% | 107,244 | $4.3M |
| US Financial Advisors, LLC | 1.23% | Add +3.5% | 103,325 | $4.2M |
| EWG Elevate Inc. | 1.57% | Add +31.3% | 102,734 | $4.1M |
| Callan Capital, LLC | 0.30% | Add +5.1% | 100,626 | $4.1M |
| Visionary Wealth Advisors | 0.24% | Add +3.9% | 97,742 | $3.9M |
| Paragon Capital Management Inc. | 3.15% | Reduce -4.4% | 96,812 | $3.9M |
| Lunt Capital Management, Inc. | 1.41% | Add +4.2% | 96,399 | $3.9M |
| Harbour Investments, Inc. | 0.11% | New | 93,359 | $3.8M |
| Jaffetilchin Investment Partners, LLC | 0.27% | Add +15.6% | 93,189 | $3.8M |
| Smartleaf Asset Management LLC | 0.36% | Reduce -0.9% | 91,856 | $3.7M |
| Family Capital Trust Co | 1.30% | No change | 89,744 | $3.6M |
| Axxcess Wealth Management, LLC | 0.10% | Add +9.6% | 86,698 | $3.5M |
"% 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.