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 |
| Redwood Park Advisors LLC | 2.91% | Reduce -21.9% | 86,080 | $3.5M |
| SeaBridge Investment Advisors LLC | 0.71% | Add +16.9% | 81,045 | $3.3M |
| Eastern Bank | 0.06% | No change | 78,364 | $3.2M |
| Entrewealth, LLC | 2.42% | Add +9.4% | 78,140 | $3.1M |
| Wakefield Asset Management LLLP | 0.94% | Add +0.2% | 77,206 | $3.1M |
| Johnson Bixby & Associates, LLC | 0.46% | Reduce -70.5% | 75,746 | $3.1M |
| CreativeOne Wealth, LLC | 0.09% | Add +10.4% | 74,001 | $3.0M |
| Peapack Gladstone Financial Corp. | 0.04% | New | 70,104 | $2.8M |
| Redhawk Wealth Advisors, Inc. | 0.37% | Add +4.1% | 68,927 | $2.8M |
| Capital Asset Advisory Services LLC | 0.14% | Reduce -1.7% | 69,050 | $2.8M |
| MBL Wealth, LLC | 0.28% | Reduce -10.7% | 67,663 | $2.7M |
| SK Wealth Management, LLC | 1.45% | Add +0.7% | 68,198 | $2.7M |
| Spinnaker Investment Group, LLC | 0.61% | Reduce -79.6% | 67,029 | $2.7M |
| Stifel Financial Corp. | 0.00% | Add +5.3% | 66,504 | $2.7M |
| Connecticut Wealth Management, LLC | 0.14% | Reduce -30.6% | 64,129 | $2.6M |
| Geneos Wealth Management Inc. | 0.08% | Add +1.1% | 62,911 | $2.5M |
| Visionary Horizons, LLC | 1.77% | Add +217.7% | 62,469 | $2.5M |
| Heritage Wealth Management, Inc. | 2.14% | Add +0.7% | 62,133 | $2.5M |
| Sanctuary Advisors, LLC | 0.02% | Add +5.4% | 61,797 | $2.5M |
| Fortis Advisors, LLC | 1.62% | Reduce -0.5% | 61,550 | $2.5M |
| USAdvisors Wealth Management, LLC | 0.82% | Reduce -2.6% | 58,162 | $2.3M |
| Jacobi Capital Management LLC | 0.17% | Add +6.7% | 56,191 | $2.3M |
| AQR Capital Management | 0.00% | Add +354.8% | 54,765 | $2.2M |
| Leeward Financial Partners, LLC | 0.82% | Add +16.5% | 54,420 | $2.2M |
| Jones Financial Companies LLLP | 0.00% | Add +76.8% | 51,993 | $2.1M |
| Cooper Financial Group | 0.27% | Add +5.3% | 51,330 | $2.1M |
| All Terrain Financial Advisors, LLC | 0.80% | Add +7.4% | 50,648 | $2.0M |
| Hollencrest Capital Management | 0.09% | Reduce -5.2% | 50,396 | $2.0M |
| Capital Analysts, LLC | 0.07% | Add +38.0% | 49,832 | $2.0M |
| Marshall Financial Group, LLC | 0.41% | Reduce -18.1% | 47,006 | $1.9M |
| Equitable Holdings, Inc. | 0.02% | Add +30.7% | 46,116 | $1.9M |
| Glen Eagle Advisors, LLC | 0.30% | Add +0.1% | 45,710 | $1.8M |
| Gateway Wealth Partners, LLC | 0.41% | Add +19.8% | 45,162 | $1.8M |
| Great Valley Advisor Group, Inc. | 0.04% | Reduce -17.4% | 43,152 | $1.7M |
| Merit Financial Group, LLC | 0.03% | Add +45.5% | 43,010 | $1.7M |
| Pinnacle Financial Group, LLC / IL | 0.62% | Add +166.7% | 42,451 | $1.7M |
| Medallion Wealth Advisors, LLC | 0.77% | Add +15.6% | 41,968 | $1.7M |
| Avantax Advisory Services, Inc. | 0.01% | Add +1.3% | 41,593 | $1.7M |
| Bouchey Financial Group, Ltd. | 0.15% | Reduce -0.8% | 41,199 | $1.7M |
| Lanark Financial, Inc. | 0.14% | — | 41,171 | $1.7M |
| 1620 Investment Advisors, Inc. | 1.28% | Add +2.0% | 40,690 | $1.6M |
| Tranquilli Financial Advisor LLC | 1.02% | Add +9.8% | 40,148 | $1.6M |
| Comerica Bank | 0.01% | Add +8.1% | 39,318 | $1.6M |
| Advyzon Investment Management, LLC | 0.56% | Reduce -6.5% | 39,270 | $1.6M |
| Lifeworks Advisors, LLC | 0.26% | New | 39,267 | $1.6M |
| Peak Financial Management, Inc. | 0.46% | Reduce -8.2% | 38,447 | $1.5M |
| Ausdal Financial Partners, Inc. | 0.11% | Add +11.6% | 35,952 | $1.4M |
| BCS Wealth Management | 0.37% | Reduce -10.0% | 35,304 | $1.4M |
| Kestra Private Wealth Services, LLC | 0.02% | Reduce -36.9% | 34,985 | $1.4M |
| Worth Financial Advisory Group, LLC | 0.89% | Add +18.0% | 34,643 | $1.4M |
| Lionsbridge Wealth Management LLC | 1.21% | Add +90.0% | 34,079 | $1.4M |
| United Community Bank | 0.50% | Add +9.2% | 33,207 | $1.3M |
| Lido Advisors, LLC | 0.01% | New | 32,725 | $1.3M |
| Atria Wealth Solutions, Inc. | 0.02% | Add +31.3% | 32,204 | $1.3M |
| Webster Bank, N. A. | 0.14% | Reduce -20.4% | 32,121 | $1.3M |
| Clifford Swan Investment Counsel LLC | 0.05% | No change | 31,675 | $1.3M |
| Cobblestone Capital Advisors LLC | 0.07% | Reduce -2.7% | 31,498 | $1.3M |
| Moloney Securities Asset Management, LLC | 0.17% | New | 30,894 | $1.2M |
| Pointe Capital Management LLC | 0.71% | Add +4.7% | 30,296 | $1.2M |
| Silver Oak Securities, Incorporated | 0.11% | Reduce -50.3% | 29,782 | $1.2M |
| Freedom Investment Management, Inc. | 0.10% | Reduce -2.2% | 29,511 | $1.2M |
| Bay Capital Advisors, LLC | 0.94% | Add +9.2% | 28,063 | $1.1M |
| Consolidated Portfolio Review Corp | 0.18% | Add +13.4% | 27,281 | $1.1M |
| Paragon Capital Management Ltd | 0.22% | Reduce -25.4% | 26,840 | $1.1M |
| Baird Financial Group, Inc. | 0.00% | Reduce -4.9% | 26,764 | $1.1M |
| Perennial Investment Advisors, LLC | 0.12% | Add +0.5% | 25,635 | $1.0M |
| Crux Wealth Advisors | 0.54% | Reduce -0.5% | 25,606 | $1.0M |
| VestGen Advisors, LLC | 0.05% | — | 25,300 | $1.0M |
| Good Life Advisors, LLC | 0.07% | Add +0.8% | 25,161 | $1.0M |
| Rockefeller Capital Management L.P. | 0.00% | Add +1.5% | 24,534 | $988K |
| Dudley Capital Management, LLC | 0.52% | Reduce -1.0% | 24,010 | $967K |
| Farther Finance Advisors, LLC | 0.02% | Add +27.3% | 23,214 | $933K |
| PFG Investments, LLC | 0.06% | Add +31.5% | 22,969 | $925K |
| Addison Capital Co | 0.36% | Reduce -8.6% | 22,734 | $916K |
| Greatmark Investment Partners, Inc. | 0.12% | Add +58.5% | 22,225 | $895K |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 0.35% | No change | 21,220 | $844K |
| BlueChip Wealth Advisors LLC | 0.41% | Add +168.6% | 20,874 | $841K |
| Strategic Family Wealth Counselors, L.L.C. | 0.27% | Add +14.9% | 20,798 | $838K |
| Eq LLC | 0.38% | Add +0.5% | 20,289 | $817K |
| Creative Planning | 0.00% | Add +33.6% | 19,944 | $804K |
| Beckerman Institutional, LLC | 0.55% | Add +24.8% | 18,919 | $762K |
| Kingswood Wealth Advisors, LLC | 0.07% | Reduce -49.0% | 18,948 | $761K |
| Renaissance Technologies | 0.00% | Reduce -34.6% | 18,700 | $753K |
| Flagship Harbor Advisors, LLC | 0.04% | Add +0.9% | 18,097 | $729K |
| Flagstar Securities, Inc. | 0.18% | Add +12.8% | 17,930 | $722K |
| Western Wealth Management, LLC | 0.05% | Add +19.1% | 17,910 | $722K |
| Jackson Hole Capital Partners, LLC | 0.14% | No change | 17,706 | $713K |
| Arkadios Wealth Advisors | 0.03% | Add +3.1% | 17,632 | $710K |
| Financial Advocates Investment Management | 0.05% | Add +17.1% | 17,594 | $709K |
| Motco | 0.07% | Reduce -33.6% | 17,540 | $707K |
| Keybank National Association | 0.00% | Reduce -8.7% | 16,704 | $673K |
| American Institute for Advanced Investment Management, LLP | 0.51% | Add +17.8% | 16,627 | $670K |
| Cibc World Market Inc. | 0.00% | Add +1.3% | 16,152 | $651K |
| Calton & Associates, Inc. | 0.15% | Reduce -23.7% | 15,921 | $641K |
| Founders Financial Securities LLC | 0.05% | Add +3.5% | 15,730 | $631K |
| Beaumont Financial Advisors, LLC | 0.05% | Add +0.0% | 15,648 | $630K |
| Strategic Financial Concepts, LLC | 0.12% | Reduce -1.6% | 15,448 | $622K |
| McElhenny Sheffield Capital Management, LLC | 0.23% | Add +48.9% | 15,308 | $617K |
| MML Investors Services, LLC | 0.00% | Reduce -12.2% | 15,233 | $614K |
| Oppenheimer & Co. Inc. | 0.01% | Reduce -2.8% | 15,073 | $607K |
| Chicago Partners Investment Group LLC | 0.02% | Reduce -26.1% | 14,842 | $592K |
| Trilogy Capital Inc. | 0.03% | Reduce -2.1% | 13,968 | $563K |
| Private Trust Co. NA | 0.06% | Reduce -0.7% | 13,944 | $562K |
| WNY Asset Management, LLC | 0.07% | Add +112.8% | 13,801 | $556K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.08% | Add +0.4% | 13,596 | $547K |
| Richardson Financial Services Inc. | 0.41% | Add +11.0% | 13,519 | $545K |
| PFG Advisors | 0.03% | Add +17.4% | 13,379 | $539K |
| Williams Jones Wealth Management, LLC. | 0.01% | No change | 13,375 | $539K |
| Collaborative Wealth Managment Inc. | 0.25% | Reduce -8.3% | 13,150 | $530K |
| Northwest Financial Advisors | 0.44% | Add +0.3% | 13,048 | $526K |
| EverSource Wealth Advisors, LLC | 0.03% | Add +0.4% | 12,889 | $519K |
| Strategic Investment Advisors / MI | 0.05% | Add +3.8% | 12,594 | $507K |
| First Foundation Advisors | 0.02% | No change | 12,431 | $501K |
| Valmark Advisers, Inc. | 0.01% | Add +55.8% | 12,173 | $490K |
| Westmount Partners, LLC | 0.15% | Reduce -21.3% | 11,930 | $481K |
| Cornell Pochily Investment Advisors, Inc. | 0.17% | Add +0.3% | 11,668 | $470K |
| JPMorgan Chase & Co. | 0.00% | Reduce -33.2% | 11,657 | $470K |
| Verdence Capital Advisors LLC | 0.03% | Add +1.9% | 11,329 | $456K |
| Clearstead Advisors, LLC | 0.01% | Add +1.0% | 11,280 | $454K |
| Heritage Financial Services, LLC | 0.04% | Add +66.1% | 11,251 | $453K |
| Alaethes Wealth, LLC | 0.16% | New | 11,065 | $446K |
| Blue Zone Wealth Advisors, LLC | 0.12% | Add +1.3% | 10,849 | $437K |
| Continuum Advisory, LLC | 0.06% | Reduce -0.6% | 10,656 | $429K |
| Barnes Wealth Management Group, Inc | 0.27% | Add +25.5% | 10,521 | $424K |
| Crossmark Global Holdings, Inc. | 0.01% | New | 9,852 | $397K |
| Diversify Advisory Services, LLC | 0.02% | Add +1.0% | 9,720 | $391K |
| Smart Portfolios, LLC | 0.42% | Reduce -13.2% | 9,568 | $386K |
| SYM FINANCIAL Corp | 0.05% | Reduce -5.0% | 9,333 | $376K |
| Waterloo Capital, L.P. | 0.03% | Reduce -0.5% | 9,304 | $375K |
| DAVENPORT & Co LLC | 0.00% | Reduce -2.7% | 9,088 | $366K |
| IHT Wealth Management, LLC | 0.01% | Reduce -6.9% | 8,987 | $362K |
| Curtis Advisory Group, LLC | 0.11% | Add +2.7% | 8,890 | $358K |
| Ameriflex Group, Inc. | 0.14% | Reduce -56.3% | 8,768 | $353K |
| LexAurum Advisors, LLC | 0.07% | Reduce -0.9% | 8,725 | $352K |
| New Century Financial Group, LLC | 0.40% | Add +14.6% | 8,653 | $349K |
| Hofer & Associates. Inc | 0.23% | Add +4.2% | 8,590 | $346K |
| Citizens Financial Group Inc. | 0.01% | Add +0.3% | 8,586 | $346K |
| Savant Capital, LLC | 0.00% | Reduce -4.7% | 8,554 | $345K |
| Country Club Bank | 0.02% | Reduce -3.6% | 8,280 | $333K |
| Macroview Investment Management LLC | 0.31% | Add +0.3% | 8,156 | $329K |
| Financial Strategies Group, Inc. | 0.08% | Reduce -4.7% | 8,152 | $324K |
| Endowment Wealth Management, Inc. | 0.21% | Add +37.7% | 7,945 | $320K |
| Money Concepts Capital Corp. | 0.02% | Add +0.8% | 7,714 | $311K |
| Exencial Wealth Advisors, LLC | 0.01% | Reduce -39.9% | 7,714 | $311K |
| Unified Investment Management | 0.36% | Add +35.6% | 7,613 | $307K |
| Flputnam Investment Management Co. | 0.01% | Reduce -89.1% | 7,560 | $305K |
| Financial Engines Advisors L.L.C. | 0.00% | Reduce -7.1% | 7,536 | $304K |
| Goldman Sachs Group Inc. | 0.00% | New | 7,478 | $301K |
| Verus Capital Partners, LLC | 0.03% | Reduce -11.3% | 7,441 | $300K |
| Strategic Blueprint, LLC | 0.02% | Reduce -7.3% | 7,387 | $298K |
| Cherry Tree Wealth Management, LLC | 0.07% | No change | 7,363 | $297K |
| Essex Financial Services, Inc. | 0.02% | Reduce -20.0% | 7,359 | $297K |
| Aufman Associates Inc | 0.20% | Add +0.8% | 7,335 | $296K |
| Waterford Advisors, LLC | 0.12% | New | 7,271 | $293K |
| Colton Groome Financial Advisors, LLC | 0.11% | Reduce -12.1% | 7,178 | $289K |
| Parallel Advisors, LLC | 0.01% | Add +61.3% | 7,060 | $284K |
| Thompson Davis & Co., Inc. | 0.22% | New | 6,975 | $281K |
| Capital Advisors, Ltd. LLC | 0.04% | Add +63.7% | 6,866 | $277K |
| Van Hulzen Asset Management, LLC | 0.02% | No change | 6,700 | $270K |
| Tiaa Trust, National Association | 0.00% | Reduce -0.1% | 6,547 | $264K |
| Valley National Advisers Inc. | 0.05% | Reduce -43.6% | 6,481 | $261K |
| True North Advisors, LLC | 0.05% | Reduce -80.6% | 6,365 | $256K |
| Ariadne Wealth Management, LP | 0.13% | Reduce -8.8% | 6,449 | $256K |
| M3 Advisory Group, LLC | 0.20% | Add +2.2% | 6,167 | $248K |
| Sachetta, LLC | 0.10% | Add +0.8% | 6,158 | $248K |
| Symphony Financial, Ltd. Co. | 0.15% | Add +3.1% | 6,206 | $247K |
| Level Four Advisory Services, LLC | 0.01% | Reduce -52.3% | 6,105 | $246K |
| DKM Wealth Management, Inc. | 0.24% | No change | 6,076 | $245K |
| Forum Private Client Group LLC | 0.11% | Reduce -14.1% | 6,060 | $244K |
| Signet Financial Management, LLC | 0.03% | Add +6.9% | 5,992 | $241K |
| Betterment LLC | 0.00% | Add +7.5% | 5,872 | $237K |
| GW Henssler & Associates Ltd. | 0.01% | New | 5,811 | $234K |
| Eldridge Investment Advisors, Inc. | 0.05% | No change | 5,834 | $234K |
| IFP Advisors, Inc | 0.01% | Add +255.3% | 5,727 | $231K |
| Brookstone Capital Management | 0.00% | Reduce -0.1% | 5,726 | $231K |
| Dock Street Asset Management Inc. | 0.03% | No change | 5,585 | $225K |
| Aveo Capital Partners, LLC | 0.04% | Reduce -33.7% | 5,561 | $222K |
| Deltec Asset Management LLC | 0.05% | No change | 5,400 | $218K |
| Atria Investments, Inc | 0.00% | Add +1.4% | 5,380 | $217K |
| Red Crane Wealth Management, LLC | 0.20% | Reduce -7.0% | 5,292 | $213K |
| Csenge Advisory Group | 0.01% | New | 5,350 | $213K |
| Stratos Wealth Partners, LTD. | 0.00% | Add +2.1% | 5,207 | $210K |
| MCF Advisors LLC | 0.01% | Add +0.8% | 5,103 | $206K |
| Absolute Capital Management, LLC | 0.12% | Reduce -1.9% | 5,019 | $202K |
| LongView Asset Management LLC | 0.17% | New | 5,005 | $202K |
| Galvin, Gaustad & Stein, LLC | 0.02% | New | 5,000 | $201K |
| Prosperity Consulting Group, LLC | 0.02% | New | 4,978 | $201K |
| Westside Investment Management, Inc. | 0.04% | No change | 4,800 | $193K |
| SBI Securities Co., Ltd. | 0.01% | Reduce -0.3% | 4,698 | $189K |
| Wilmington Savings Fund Society, FSB | 0.00% | Add +1.4% | 4,669 | $188K |
| Laraway Financial Advisors Inc | 0.15% | Reduce -2.2% | 4,639 | $187K |
| Perritt Capital Management Inc | 0.10% | Add +87.4% | 4,434 | $179K |
| Allworth Financial LP | 0.00% | No change | 4,025 | $161K |
| FWL Investment Management, LLC | 0.06% | Add +106.6% | 3,744 | $151K |
| Prestige Wealth Management Group LLC | 0.03% | No change | 3,740 | $151K |
| Private Wealth Management Group, LLC | 0.05% | New | 3,076 | $124K |
| GPS Wealth Strategies Group, LLC | 0.02% | Reduce -32.4% | 3,053 | $123K |
| Raffa Wealth Management, LLC | 0.03% | No change | 2,970 | $120K |
| NFSG Corp | 0.03% | Add +0.8% | 2,828 | $114K |
| PNC Financial Services Group, Inc. | 0.00% | Add +1.3% | 2,819 | $114K |
| Bellevue Asset Management, LLC | 0.06% | Reduce -2.1% | 2,602 | $105K |
| Mather Group, Llc. | 0.00% | New | 2,134 | $86K |
| Citigroup Inc. | 0.00% | Add +3.3% | 2,054 | $83K |
| US Bancorp \de | 0.00% | Reduce -62.1% | 1,625 | $65K |
| North Capital, Inc. | 0.06% | — | 1,603 | $65K |
| TD Waterhouse Canada Inc. | 0.00% | No change | 1,600 | $64K |
| Archer Investment Corp | 0.02% | No change | 1,587 | $64K |
| Pinnacle Bancorp, Inc. | 0.02% | Add +3.9% | 1,547 | $62K |
| Cape Investment Advisory, Inc. | 0.02% | Reduce -24.0% | 1,513 | $61K |
| CoreCap Advisors, LLC | 0.00% | No change | 1,484 | $60K |
| Fourth Dimension Wealth, LLC | 0.03% | Reduce -37.2% | 1,413 | $57K |
| Pacifica Partners Inc. | 0.03% | Add +0.1% | 1,382 | $56K |
| Caldwell Sutter Capital, Inc. | 0.02% | Add +0.9% | 1,171 | $47K |
| Tidemark, LLC | 0.02% | Add +0.1% | 1,073 | $43K |
| Richard W. Paul & Associates, LLC | 0.02% | No change | 1,050 | $42K |
| New Millennium Group LLC | 0.03% | No change | 979 | $39K |
| Coldstream Capital Management Inc. | 0.00% | New | 943 | $38K |
| Atwood & Palmer Inc. | 0.00% | No change | 922 | $37K |
| 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% | Add +0.8% | 783 | $32K |
| CENTRAL TRUST Co | 0.00% | New | 665 | $27K |
| Bank of Montreal | 0.00% | Reduce -59.6% | 535 | $22K |
| Aptus Capital Advisors, LLC | 0.00% | New | 467 | $19K |
| Anfield Capital Management, LLC | 0.01% | No change | 404 | $16K |
| Tortoise Investment Management, LLC | 0.00% | Reduce -49.3% | 370 | $15K |
| Wood Tarver Financial Group, LLC | 0.00% | Reduce -70.3% | 353 | $14K |
| Northwest Capital Management Inc | 0.01% | Add +34.7% | 353 | $14K |
| AE Wealth Management LLC | 0.00% | Reduce -73.4% | 288 | $12K |
| Park Square Financial Group, LLC | 0.01% | No change | 265 | $11K |
| First Horizon Advisors, Inc. | 0.00% | Add +19.3% | 247 | $10K |
| SOA Wealth Advisors, LLC. | 0.00% | No change | 201 | $8K |
| Arax Advisory Partners | 0.00% | New | 179 | $7K |
| NewSquare Capital LLC | 0.00% | No change | 177 | $7K |
| Transce3nd, LLC | 0.00% | No change | 153 | $6K |
| TD Capital Management LLC | 0.00% | Add +0.8% | 124 | $5K |
| Quest 10 Wealth Builders, Inc. | 0.01% | Reduce -4.8% | 118 | $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% | No change | 68 | $3K |
| LRI Investments, LLC | 0.00% | No change | 66 | $3K |
| Hurley Capital, LLC | 0.00% | New | 40 | $2K |
| Kiker Wealth Management, LLC | 0.00% | New | 33 | $1K |
| BankPlus Trust Department | 0.00% | No change | 28 | $1K |
| Financial Gravity Asset Management, Inc. | 0.00% | — | 28 | $1K |
| Global Financial Private Client, LLC | 0.00% | No change | 25 | $1K |
| Versant Capital Management, Inc | 0.00% | No change | 16 | $645 |
| Park Place Capital Corp | 0.00% | New | 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.