SS Doubleline TR Tact ETFTOTLETF
13F holders, Q2 2025 (June 30)340holders −8
20new positions
28sold out
3famous investors
$40.09avg. 13F price*
At the end of Q2 2025, 340 institutions reported holding SS Doubleline TR Tact ETF (TOTL) in their 13F filings, down 8 from Q1 2025. 20 opened new positions and 28 sold out. The largest holders were FMR LLC ($554.2M), Morgan Stanley ($220.5M) and Signature Estate & Investment Advisors LLC ($212.3M). 3 famous investors held it, including Cliff Asness (0.0% of AQR Capital Management's portfolio), Ken Griffin (0.0% of Citadel Advisors'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 (Q2 2025)
- CUSIP
- 78467V848
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 20 | $48.6M |
| Exits | 28 | $12.4M |
All 13F filers, Q1 2025 → Q2 2025: 11,844,505 shares bought and 7,337,388 shares sold, net +4,507,117 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 340 holders
| FMR LLC | 0.03% | Add +120.9% | 13,817,325 | $554.2M |
| Morgan Stanley | 0.01% | Reduce -4.2% | 5,498,369 | $220.5M |
| Signature Estate & Investment Advisors LLC | 4.90% | Reduce -22.1% | 5,293,089 | $212.3M |
| Envestnet Asset Management Inc. | 0.04% | Reduce -0.2% | 3,571,048 | $143.2M |
| Cwm, LLC | 0.48% | Add +14.8% | 3,372,540 | $135.3M |
| LPL Financial LLC | 0.04% | Add +4.6% | 3,196,045 | $128.2M |
| Tectonic Advisors LLC | 5.65% | Reduce -1.6% | 2,424,193 | $97.2M |
| Wealth Enhancement Advisory Services, LLC | 0.16% | Reduce -3.7% | 2,438,182 | $97.0M |
| Bank of America Corp. | 0.01% | Add +1.7% | 2,142,734 | $85.9M |
| Osaic Holdings, Inc. | 0.13% | Add +1.0% | 1,847,501 | $74.1M |
| UBS Group AG | 0.01% | Add +5.1% | 1,747,830 | $70.1M |
| Wells Fargo & Company | 0.01% | Add +8.5% | 1,610,108 | $64.6M |
| Bank of New York Mellon Corp | 0.01% | Add +2.1% | 1,572,014 | $63.1M |
| Kestra Investment Management, LLC | 1.79% | Reduce -70.3% | 1,471,668 | $59.0M |
| Capital Advisors Inc. | 1.01% | Add +0.4% | 1,401,888 | $56.2M |
| Royal Bank of Canada | 0.01% | Add +2.4% | 976,994 | $39.2M |
| Cheviot Value Management, LLC | 4.49% | Add +1.0% | 977,509 | $39.1M |
| Morling Financial Advisors, LLC | 11.75% | Reduce -1.9% | 893,262 | $35.8M |
| Horizon Investments, LLC | 0.52% | Add +12.0% | 821,760 | $32.7M |
| Jane Street Group, LLC | 0.05% | New | 796,280 | $31.9M |
| Janney Capital Management LLC | 1.87% | Reduce -1.7% | 721,102 | $28.9M |
| Stadion Money Management, LLC | 2.29% | Reduce -6.5% | 699,607 | $27.9M |
| HighTower Advisors, LLC | 0.03% | Add +0.3% | 662,080 | $26.6M |
| WCG Wealth Advisors LLC | 1.65% | Reduce -16.1% | 636,851 | $25.5M |
| Raymond James Financial Inc. | 0.01% | Add +5.3% | 611,658 | $24.5M |
| Pension & Wealth Management Advisors, Inc. | 7.81% | Add +20.1% | 581,054 | $23.3M |
| Weatherly Asset Management L. P. | 1.91% | Add +2.8% | 560,026 | $22.5M |
| Koshinski Asset Management, Inc. | 1.61% | Add +1.1% | 533,103 | $21.4M |
| Corient Private Wealth LP | 0.03% | Add +28.1% | 526,738 | $21.1M |
| Howard Financial Services, LTD. | 2.78% | Add +2.3% | 526,422 | $21.1M |
| Captrust Financial Advisors | 0.05% | Add +111.6% | 514,531 | $20.6M |
| Pinnacle Associates Ltd. | 0.29% | Add +8.5% | 493,006 | $19.8M |
| McNamara Financial Services, Inc. | 3.90% | Add +1.1% | 490,991 | $19.7M |
| Kestra Advisory Services, LLC | 0.09% | Add +2.3% | 470,400 | $18.9M |
| Main Street Financial Solutions, LLC | 1.34% | Add +3.7% | 460,791 | $18.5M |
| Cambridge Investment Research Advisors, Inc. | 0.05% | Add +23.0% | 420,775 | $16.9M |
| Concurrent Investment Advisors, LLC | 0.31% | Add +10.3% | 399,379 | $16.0M |
| Denver PWM, LLC | 4.98% | Add +7.7% | 397,767 | $16.0M |
| Destiny Wealth Partners, LLC | 2.04% | Add +1.7% | 378,330 | $15.2M |
| Cetera Investment Advisers | 0.03% | Reduce -0.4% | 374,053 | $15.0M |
| FAS Wealth Partners, Inc. | 1.08% | Add +3.9% | 364,567 | $14.6M |
| Canal Capital Management, LLC | 2.25% | Add +0.5% | 356,460 | $14.3M |
| 1 North Wealth Services LLC | 5.59% | Add +8.2% | 351,017 | $14.1M |
| KWB Wealth | 1.70% | Add +33.4% | 348,119 | $14.0M |
| Focus Partners Wealth | 0.03% | Add +16.1% | 334,622 | $13.4M |
| Envestnet Portfolio Solutions, Inc. | 0.05% | Reduce -8.4% | 334,266 | $13.4M |
| Austin Wealth Management, LLC | 2.38% | Reduce -8.8% | 335,708 | $13.4M |
| Sharkey, Howes & Javer | 1.68% | Add +29.8% | 312,358 | $12.5M |
| Cerity Partners LLC | 0.02% | Reduce -2.8% | 311,427 | $12.5M |
| Vicus Capital | 0.96% | Add +3.5% | 287,942 | $11.5M |
| Steward Partners Investment Advisory, LLC | 0.09% | Add +16.0% | 281,691 | $11.3M |
| M Wealth Management, LLC | 9.96% | Reduce -0.7% | 269,259 | $10.8M |
| Pinnacle Wealth Management Advisory Group, LLC | 0.89% | Add +9.9% | 268,141 | $10.8M |
| Curi Capital, LLC | 0.20% | Reduce -4.8% | 262,438 | $10.5M |
| Assetmark, Inc. | 0.02% | Add +56.8% | 245,274 | $9.8M |
| Private Advisor Group, LLC | 0.05% | Add +3.3% | 244,264 | $9.8M |
| Janney Montgomery Scott LLC | 0.03% | Reduce -6.3% | 239,293 | $9.6M |
| NewEdge Advisors, LLC | 0.05% | Add +13.6% | 230,540 | $9.2M |
| Bedel Financial Consulting, Inc. | 1.18% | Add +0.3% | 215,515 | $8.6M |
| MAI Capital Management | 0.06% | Add +17.5% | 208,812 | $8.4M |
| Stapp Wealth Management, PLLC | 11.75% | Add +2.7% | 203,592 | $8.2M |
| Ballew Advisors, Inc | 4.81% | Reduce -4.2% | 203,638 | $8.1M |
| Journey Advisory Group, LLC | 0.60% | Add +21.0% | 191,509 | $7.7M |
| Keystone Financial Group | 0.68% | Reduce -2.4% | 187,083 | $7.5M |
| Mariner, LLC | 0.01% | Add +16.5% | 176,812 | $7.1M |
| Cerro Pacific Wealth Advisors LLC | 1.96% | Add +25.8% | 175,938 | $7.1M |
| Cornerstone Wealth Management, LLC | 0.43% | Add +11.2% | 175,826 | $7.1M |
| Inman Jager Wealth Management, LLC | 4.76% | Reduce -1.6% | 175,378 | $7.0M |
| Litman Gregory Wealth Management LLC | 0.55% | Add +10.3% | 174,597 | $7.0M |
| Summit Asset Management, LLC | 1.11% | Add +0.4% | 169,644 | $6.8M |
| Diversified Portfolios, Inc. | 0.61% | Add +47.6% | 160,502 | $6.4M |
| Trivium Point Advisory, LLC | 0.66% | Reduce -0.9% | 151,732 | $6.1M |
| HB Wealth Management, LLC | 0.05% | Reduce -57.2% | 151,661 | $6.1M |
| Elmwood Wealth Management, Inc. | 2.39% | Add +0.4% | 150,129 | $6.0M |
| Truist Financial Corp. | 0.01% | Reduce -6.5% | 144,418 | $5.8M |
| Jaffetilchin Investment Partners, LLC | 0.34% | Add +41.0% | 131,414 | $5.3M |
| V2 Financial group LLC | 3.09% | Add +4.3% | 127,948 | $5.1M |
| Waverly Advisors, LLC | 0.06% | Add +7.1% | 125,107 | $5.0M |
| Family Firm, Inc. | 1.18% | Add +1.1% | 122,426 | $4.9M |
| Freedom Financial Partners LLC | 2.06% | Add +3.7% | 121,684 | $4.9M |
| Barry Investment Advisors, LLC | 1.20% | Reduce -12.4% | 120,390 | $4.8M |
| AQR Capital Management | 0.00% | Add +116.0% | 118,292 | $4.7M |
| Johnson Bixby & Associates, LLC | 0.65% | Add +54.9% | 117,301 | $4.7M |
| PMG Wealth Management, Inc. | 3.85% | Add +8.8% | 116,656 | $4.7M |
| Transamerica Financial Advisors, LLC | 0.43% | Reduce -2.2% | 114,737 | $4.6M |
| Redhawk Wealth Advisors, Inc. | 0.58% | Add +66.1% | 114,503 | $4.6M |
| Lunt Capital Management, Inc. | 1.73% | Add +17.0% | 112,775 | $4.5M |
| Orion Porfolio Solutions, LLC | 0.04% | Reduce -1.3% | 112,315 | $4.5M |
| Harbour Investments, Inc. | 0.11% | Add +20.2% | 112,193 | $4.5M |
| Ethos Financial Group, LLC | 0.39% | New | 111,377 | $4.5M |
| Commonwealth Equity Services, LLC | 0.01% | Add +0.5% | 108,622 | $4.4M |
| Prime Capital Investment Advisors, LLC | 0.06% | Reduce -2.9% | 106,381 | $4.3M |
| AlphaCore Capital LLC | 0.16% | New | 104,146 | $4.2M |
| SeaBridge Investment Advisors LLC | 0.76% | Add +26.4% | 102,426 | $4.1M |
| EWG Elevate Inc. | 1.26% | Reduce -0.4% | 102,307 | $4.1M |
| Visionary Wealth Advisors | 0.21% | Add +4.3% | 101,911 | $4.1M |
| Merit Financial Group, LLC | 0.04% | Add +133.8% | 100,543 | $4.0M |
| Alpha Cubed Investments, LLC | 0.15% | Reduce -21.3% | 99,134 | $4.0M |
| Paragon Capital Management Inc. | 2.95% | Reduce -0.5% | 96,295 | $3.9M |
| Citadel Advisors | 0.00% | New | 91,493 | $3.7M |
"% 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.