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 |
| Visionary Horizons, LLC | 2.29% | Add +44.2% | 90,098 | $3.6M |
| Family Capital Trust Co | 1.25% | No change | 89,744 | $3.6M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -19.1% | 87,473 | $3.5M |
| Smartleaf Asset Management LLC | 0.31% | Reduce -4.5% | 87,737 | $3.5M |
| Wakefield Asset Management LLLP | 0.94% | Add +8.6% | 83,863 | $3.4M |
| Axxcess Wealth Management, LLC | 0.08% | Reduce -4.6% | 82,690 | $3.3M |
| Redwood Park Advisors LLC | 2.47% | Reduce -6.9% | 80,173 | $3.2M |
| CreativeOne Wealth, LLC | 0.08% | Add +8.2% | 80,077 | $3.2M |
| Stifel Financial Corp. | 0.00% | Add +18.3% | 78,670 | $3.2M |
| Jones Financial Companies LLLP | 0.00% | Add +49.5% | 77,748 | $3.1M |
| Capital Analysts, LLC | 0.09% | Add +40.4% | 69,947 | $2.8M |
| John W. Brooker & Co., CPAs | 6.52% | Reduce -50.7% | 69,915 | $2.8M |
| SK Wealth Management, LLC | 1.20% | Add +2.0% | 69,583 | $2.8M |
| USAdvisors Wealth Management, LLC | 1.01% | Add +16.4% | 67,671 | $2.7M |
| Geneos Wealth Management Inc. | 0.07% | Add +5.9% | 66,608 | $2.7M |
| Capital Asset Advisory Services LLC | 0.12% | Reduce -3.7% | 66,467 | $2.7M |
| Entrewealth, LLC | 1.81% | Reduce -16.6% | 65,148 | $2.6M |
| Heritage Wealth Management, Inc. | 1.95% | Add +3.0% | 63,975 | $2.6M |
| Sanctuary Advisors, LLC | 0.02% | Add +0.8% | 62,314 | $2.5M |
| Fortis Advisors, LLC | 1.58% | Add +0.0% | 61,559 | $2.5M |
| Lionsbridge Wealth Management LLC | 2.39% | Add +75.5% | 59,818 | $2.4M |
| Leeward Financial Partners, LLC | 0.76% | Add +9.4% | 59,517 | $2.4M |
| Connecticut Wealth Management, LLC | 0.11% | Reduce -7.7% | 59,193 | $2.4M |
| Jacobi Capital Management LLC | 0.15% | Add +3.5% | 58,145 | $2.3M |
| MBL Wealth, LLC | 0.22% | Reduce -16.7% | 56,380 | $2.3M |
| All Terrain Financial Advisors, LLC | 0.77% | Add +5.1% | 53,234 | $2.1M |
| Hollencrest Capital Management | 0.09% | Reduce -1.0% | 49,903 | $2.0M |
| Thrivent Financial for Lutherans | 0.00% | Reduce -92.6% | 49,777 | $2.0M |
| Medallion Wealth Advisors, LLC | 0.75% | Add +15.5% | 48,491 | $1.9M |
| Glen Eagle Advisors, LLC | 0.29% | Add +1.6% | 46,442 | $1.9M |
| Cooper Financial Group | 0.22% | Reduce -10.3% | 46,037 | $1.8M |
| Avantax Advisory Services, Inc. | 0.01% | Add +8.3% | 45,039 | $1.8M |
| Equitable Holdings, Inc. | 0.01% | Reduce -5.7% | 43,471 | $1.7M |
| Pinnacle Financial Group, LLC / IL | 0.58% | Add +1.6% | 43,107 | $1.7M |
| 1620 Investment Advisors, Inc. | 1.25% | Add +5.4% | 42,894 | $1.7M |
| Tranquilli Financial Advisor LLC | 1.01% | Add +1.8% | 40,875 | $1.6M |
| Lanark Financial, Inc. | 0.13% | Reduce -1.8% | 40,415 | $1.6M |
| Bouchey Financial Group, Ltd. | 0.13% | Reduce -3.2% | 39,888 | $1.6M |
| Great Valley Advisor Group, Inc. | 0.03% | Reduce -11.1% | 38,368 | $1.5M |
| Comerica Bank | 0.01% | Reduce -4.4% | 37,580 | $1.5M |
| Silver Oak Securities, Incorporated | 0.12% | Add +24.8% | 37,157 | $1.5M |
| Lifeworks Advisors, LLC | 0.22% | Reduce -5.8% | 37,004 | $1.5M |
| Peak Financial Management, Inc. | 0.42% | Reduce -4.2% | 36,837 | $1.5M |
| Lido Advisors, LLC | 0.01% | Add +12.6% | 36,836 | $1.5M |
| Advyzon Investment Management, LLC | 0.32% | Reduce -8.0% | 36,126 | $1.4M |
| Rockefeller Capital Management L.P. | 0.00% | Add +44.2% | 35,387 | $1.4M |
| Marshall Financial Group, LLC | 0.27% | Reduce -27.5% | 34,061 | $1.4M |
| United Community Bank | 0.46% | Add +0.7% | 33,447 | $1.3M |
| VestGen Advisors, LLC | 0.05% | Add +31.7% | 33,319 | $1.3M |
| Clifford Swan Investment Counsel LLC | 0.04% | No change | 31,675 | $1.3M |
| Cobblestone Capital Advisors LLC | 0.06% | Reduce -0.6% | 31,325 | $1.3M |
| Pointe Capital Management LLC | 0.64% | Add +2.0% | 30,890 | $1.2M |
| Kestra Private Wealth Services, LLC | 0.02% | Reduce -13.7% | 30,211 | $1.2M |
| Baird Financial Group, Inc. | 0.00% | Add +10.6% | 29,611 | $1.2M |
| Webster Bank, N. A. | 0.12% | Reduce -10.6% | 28,726 | $1.2M |
| PFG Investments, LLC | 0.07% | Add +20.5% | 27,677 | $1.1M |
| Freedom Investment Management, Inc. | 0.09% | Reduce -7.2% | 27,397 | $1.1M |
| Consolidated Portfolio Review Corp | 0.15% | Reduce -2.3% | 26,656 | $1.1M |
| Strathmore Capital Advisors, Inc. | 0.46% | — | 26,320 | $1.0M |
| First Foundation Advisors | 0.04% | Add +104.0% | 25,362 | $1.0M |
| Good Life Advisors, LLC | 0.06% | Reduce -2.2% | 24,603 | $987K |
| Perennial Investment Advisors, LLC | 0.10% | Reduce -4.3% | 24,526 | $984K |
| Dudley Capital Management, LLC | 0.48% | No change | 24,010 | $963K |
| Addison Capital Co | 0.33% | Add +4.7% | 23,791 | $954K |
| Greatmark Investment Partners, Inc. | 0.12% | Add +3.4% | 22,975 | $922K |
| Flow Traders U.S. LLC | 0.03% | New | 22,846 | $916K |
| BCS Wealth Management | 0.19% | Reduce -38.3% | 21,798 | $874K |
| Flagship Harbor Advisors, LLC | 0.04% | Add +20.3% | 21,770 | $873K |
| Motco | 0.08% | Add +23.8% | 21,715 | $866K |
| Strategic Family Wealth Counselors, L.L.C. | 0.24% | Add +1.1% | 21,036 | $844K |
| Farther Finance Advisors, LLC | 0.02% | Reduce -10.4% | 20,806 | $835K |
| BlueChip Wealth Advisors LLC | 0.34% | Reduce -1.7% | 20,524 | $823K |
| Virtu Financial LLC | 0.04% | New | 20,435 | $820K |
| Sachetta, LLC | 0.32% | Add +229.7% | 20,303 | $814K |
| Renaissance Technologies | 0.00% | Add +4.0% | 19,445 | $780K |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 0.28% | Reduce -8.3% | 19,465 | $777K |
| Flagstar Securities, Inc. | 0.22% | Add +8.1% | 19,373 | $777K |
| Ariadne Wealth Management, LP | 0.37% | Add +199.1% | 19,287 | $775K |
| Beckerman Institutional, LLC | 0.49% | Reduce -3.6% | 18,232 | $731K |
| Valmark Advisers, Inc. | 0.01% | Add +45.6% | 17,727 | $711K |
| Jackson Hole Capital Partners, LLC | 0.13% | No change | 17,706 | $710K |
| Arkadios Wealth Advisors | 0.02% | Add +0.2% | 17,663 | $708K |
| Cibc World Market Inc. | 0.00% | Add +8.6% | 17,540 | $704K |
| American Institute for Advanced Investment Management, LLP | 0.48% | Add +2.3% | 17,002 | $682K |
| Keybank National Association | 0.00% | No change | 16,704 | $670K |
| Private Trust Co. NA | 0.06% | Add +19.2% | 16,621 | $667K |
| Capital Advisors, Ltd. LLC | 0.08% | Add +139.5% | 16,445 | $660K |
| Creative Planning | 0.00% | Reduce -18.6% | 16,225 | $651K |
| PFG Advisors | 0.03% | Add +17.9% | 15,767 | $632K |
| Eastern Bank | 0.01% | Reduce -80.0% | 15,673 | $629K |
| Oppenheimer & Co. Inc. | 0.01% | Add +3.9% | 15,655 | $628K |
| Founders Financial Securities LLC | 0.05% | Reduce -1.1% | 15,564 | $624K |
| Western Wealth Management, LLC | 0.04% | Reduce -13.1% | 15,564 | $624K |
| Spinnaker Investment Group, LLC | 0.14% | Reduce -77.0% | 15,392 | $617K |
| Crux Wealth Advisors | 0.26% | Reduce -41.5% | 14,988 | $601K |
| McElhenny Sheffield Capital Management, LLC | 0.16% | Reduce -2.8% | 14,881 | $597K |
| Calton & Associates, Inc. | 0.10% | Reduce -6.5% | 14,878 | $597K |
| Richardson Financial Services Inc. | 0.40% | Add +10.3% | 14,912 | $595K |
| Chicago Partners Investment Group LLC | 0.02% | Add +0.1% | 14,851 | $592K |
| Eq LLC | 0.23% | Reduce -28.5% | 14,506 | $582K |
| MML Investors Services, LLC | 0.00% | Reduce -5.5% | 14,395 | $577K |
| Northwest Financial Advisors | 0.79% | Add +8.1% | 14,098 | $565K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.08% | Add +3.2% | 14,032 | $563K |
| Paragon Capital Management Ltd | 0.10% | Reduce -48.0% | 13,969 | $560K |
| Trilogy Capital Inc. | 0.03% | Reduce -0.3% | 13,924 | $559K |
| WNY Asset Management, LLC | 0.06% | Reduce -1.1% | 13,649 | $547K |
| Financial Advocates Investment Management | 0.04% | Reduce -23.7% | 13,428 | $539K |
| Williams Jones Wealth Management, LLC. | 0.01% | No change | 13,375 | $536K |
| EverSource Wealth Advisors, LLC | 0.02% | Add +0.0% | 12,891 | $517K |
| JPMorgan Chase & Co. | 0.00% | Add +9.8% | 12,803 | $514K |
| Laird Norton Wetherby Wealth Management, LLC | 0.02% | — | 12,787 | $513K |
| Crossmark Global Holdings, Inc. | 0.01% | Add +29.8% | 12,784 | $513K |
| Collaborative Wealth Managment Inc. | 0.22% | Reduce -3.5% | 12,690 | $509K |
| Global Retirement Partners, LLC | 0.01% | — | 12,137 | $487K |
| Cornell Pochily Investment Advisors, Inc. | 0.16% | Add +3.0% | 12,022 | $482K |
| Strategic Investment Advisors / MI | 0.05% | Reduce -5.8% | 11,863 | $476K |
| M Holdings Securities, Inc. | 0.08% | New | 11,588 | $464K |
| Blue Zone Wealth Advisors, LLC | 0.12% | Add +6.3% | 11,528 | $462K |
| Verdence Capital Advisors LLC | 0.03% | Add +1.2% | 11,465 | $460K |
| Clearstead Advisors, LLC | 0.01% | Add +1.5% | 11,448 | $459K |
| Kingswood Wealth Advisors, LLC | 0.04% | Reduce -40.1% | 11,354 | $455K |
| Westmount Partners, LLC | 0.12% | Reduce -6.6% | 11,145 | $447K |
| Alaethes Wealth, LLC | 0.13% | Reduce -1.3% | 10,919 | $438K |
| Curtis Advisory Group, LLC | 0.11% | Add +22.7% | 10,909 | $438K |
| Continuum Advisory, LLC | 0.05% | Add +1.0% | 10,758 | $432K |
| Citizens Financial Group Inc. | 0.01% | Add +25.0% | 10,732 | $430K |
| Barnes Wealth Management Group, Inc | 0.25% | Add +0.3% | 10,550 | $423K |
| Heritage Financial Services, LLC | 0.04% | Reduce -6.5% | 10,521 | $422K |
| Vise Technologies, Inc. | 0.02% | — | 10,399 | $417K |
| Diversify Advisory Services, LLC | 0.01% | Add +0.2% | 9,737 | $390K |
| Macroview Investment Management LLC | 0.31% | Add +16.3% | 9,482 | $380K |
| Beaumont Financial Advisors, LLC | 0.03% | Reduce -40.7% | 9,284 | $372K |
| DAVENPORT & Co LLC | 0.00% | No change | 9,088 | $365K |
| Smart Portfolios, LLC | 0.36% | Reduce -6.5% | 8,941 | $359K |
| Waterloo Capital, L.P. | 0.03% | Reduce -4.8% | 8,857 | $355K |
| Endowment Wealth Management, Inc. | 0.18% | Add +10.5% | 8,780 | $352K |
| Bay Capital Advisors, LLC | 0.27% | Reduce -68.9% | 8,731 | $350K |
| LexAurum Advisors, LLC | 0.06% | No change | 8,725 | $350K |
| American Trust | 0.03% | New | 8,617 | $346K |
| Hilltop Holdings Inc. | 0.02% | New | 8,369 | $336K |
| Atria Investments, Inc | 0.00% | Add +53.7% | 8,271 | $332K |
| Country Club Bank | 0.02% | No change | 8,280 | $331K |
| Savant Capital, LLC | 0.00% | Reduce -5.1% | 8,121 | $326K |
| Gateway Wealth Partners, LLC | 0.06% | Reduce -82.0% | 8,114 | $325K |
| Colton Groome Financial Advisors, LLC | 0.11% | Add +11.0% | 7,966 | $320K |
| Financial Strategies Group, Inc. | 0.07% | Reduce -2.2% | 7,970 | $316K |
| SYM FINANCIAL Corp | 0.04% | Reduce -15.6% | 7,879 | $316K |
| Financial Engines Advisors L.L.C. | 0.00% | Add +2.4% | 7,718 | $310K |
| Unified Investment Management | 0.32% | Reduce -1.3% | 7,513 | $301K |
| Money Concepts Capital Corp. | 0.02% | Reduce -3.9% | 7,413 | $297K |
| Essex Financial Services, Inc. | 0.02% | Add +0.4% | 7,386 | $296K |
| Cherry Tree Wealth Management, LLC | 0.07% | No change | 7,363 | $295K |
| Strategic Blueprint, LLC | 0.01% | Reduce -0.7% | 7,334 | $294K |
| Aufman Associates Inc | 0.18% | Reduce -0.3% | 7,311 | $293K |
| Verus Capital Partners, LLC | 0.03% | Reduce -3.1% | 7,209 | $289K |
| Transatlantique Private Wealth LLC | 0.10% | New | 6,722 | $270K |
| Van Hulzen Asset Management, LLC | 0.02% | No change | 6,700 | $269K |
| Symphony Financial, Ltd. Co. | 0.03% | Reduce -22.0% | 4,843 | $264K |
| Tiaa Trust, National Association | 0.00% | No change | 6,547 | $263K |
| Eldridge Investment Advisors, Inc. | 0.05% | Add +11.9% | 6,531 | $261K |
| True North Advisors, LLC | 0.05% | No change | 6,365 | $255K |
| M3 Advisory Group, LLC | 0.18% | Add +2.3% | 6,310 | $253K |
| DKM Wealth Management, Inc. | 0.21% | No change | 6,076 | $244K |
| Thompson Davis & Co., Inc. | 0.17% | Reduce -12.9% | 6,075 | $244K |
| IFP Advisors, Inc | 0.01% | Add +4.8% | 6,000 | $241K |
| Goldman Sachs Group Inc. | 0.00% | Reduce -20.9% | 5,911 | $237K |
| Brookstone Capital Management | 0.00% | Add +2.6% | 5,878 | $236K |
| Two Sigma Securities, LLC | 0.03% | New | 5,847 | $235K |
| GW Henssler & Associates Ltd. | 0.01% | No change | 5,811 | $233K |
| Helium Advisors LLC | 0.15% | New | 5,773 | $232K |
| Signet Financial Management, LLC | 0.03% | Reduce -6.5% | 5,603 | $225K |
| Dock Street Asset Management Inc. | 0.02% | No change | 5,585 | $224K |
| Betterment LLC | 0.00% | Reduce -6.4% | 5,497 | $220K |
| Deltec Asset Management LLC | 0.04% | No change | 5,400 | $217K |
| Level Four Advisory Services, LLC | 0.01% | Reduce -12.0% | 5,375 | $216K |
| First Heartland Consultants, Inc. | 0.02% | New | 5,274 | $212K |
| Exencial Wealth Advisors, LLC | 0.01% | Reduce -33.6% | 5,123 | $206K |
| Stratos Wealth Partners, LTD. | 0.00% | Reduce -1.8% | 5,113 | $205K |
| Leo Wealth, LLC | 0.02% | New | 5,072 | $203K |
| LongView Asset Management LLC | 0.15% | Add +0.7% | 5,039 | $202K |
| Valley National Advisers Inc. | 0.03% | Reduce -23.1% | 4,982 | $199K |
| SBI Securities Co., Ltd. | 0.01% | Add +3.3% | 4,851 | $195K |
| Westside Investment Management, Inc. | 0.04% | No change | 4,800 | $193K |
| MCF Advisors LLC | 0.01% | Reduce -6.0% | 4,798 | $192K |
| Qube Research & Technologies Ltd | 0.00% | New | 4,780 | $192K |
| Wilmington Savings Fund Society, FSB | 0.00% | Reduce -3.3% | 4,514 | $181K |
| Perritt Capital Management Inc | 0.09% | Add +0.7% | 4,464 | $179K |
| Laraway Financial Advisors Inc | 0.13% | Reduce -7.5% | 4,290 | $172K |
| FWL Investment Management, LLC | 0.05% | Add +13.2% | 4,239 | $170K |
| Allworth Financial LP | 0.00% | Add +0.8% | 4,058 | $163K |
| PNC Financial Services Group, Inc. | 0.00% | Add +39.2% | 3,924 | $157K |
| Prestige Wealth Management Group LLC | 0.03% | No change | 3,740 | $150K |
| GPS Wealth Strategies Group, LLC | 0.01% | Add +0.8% | 3,077 | $123K |
| NFSG Corp | 0.02% | Add +1.3% | 2,864 | $115K |
| Raffa Wealth Management, LLC | 0.02% | Reduce -6.4% | 2,781 | $112K |
| Bellevue Asset Management, LLC | 0.05% | Add +1.7% | 2,646 | $106K |
| US Bancorp \de | 0.00% | Add +50.0% | 2,437 | $98K |
| Ameritas Advisory Services, LLC | 0.00% | New | 2,044 | $82K |
| Northwest Capital Management Inc | 0.04% | Add +456.1% | 1,963 | $79K |
| Citigroup Inc. | 0.00% | Reduce -16.8% | 1,710 | $69K |
| North Capital, Inc. | 0.06% | No change | 1,603 | $64K |
| 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% | No change | 1,547 | $62K |
| Cape Investment Advisory, Inc. | 0.02% | Add +1.3% | 1,532 | $61K |
| CoreCap Advisors, LLC | 0.00% | Reduce -0.4% | 1,478 | $59K |
| Fourth Dimension Wealth, LLC | 0.02% | Reduce -1.6% | 1,390 | $56K |
| Pacifica Partners Inc. | 0.02% | Add +0.2% | 1,385 | $55K |
| Paladin Advisory Group, LLC | 0.04% | New | 1,306 | $52K |
| Caldwell Sutter Capital, Inc. | 0.02% | No change | 1,171 | $47K |
| Richard W. Paul & Associates, LLC | 0.02% | No change | 1,050 | $42K |
| New Millennium Group LLC | 0.02% | No change | 979 | $39K |
| Tidemark, LLC | 0.01% | Reduce -14.2% | 921 | $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 +1.0% | 791 | $32K |
| Ameriflex Group, Inc. | 0.01% | Reduce -92.4% | 668 | $27K |
| Bank of Montreal | 0.00% | No change | 535 | $21K |
| Aptus Capital Advisors, LLC | 0.00% | No change | 467 | $19K |
| Anfield Capital Management, LLC | 0.01% | No change | 404 | $16K |
| Tortoise Investment Management, LLC | 0.00% | No change | 370 | $15K |
| Principal Securities, Inc. | 0.00% | New | 365 | $15K |
| Park Square Financial Group, LLC | 0.01% | No change | 265 | $11K |
| AE Wealth Management LLC | 0.00% | Reduce -9.4% | 261 | $10K |
| First Horizon Advisors, Inc. | 0.00% | Add +1.2% | 250 | $10K |
| Wood Tarver Financial Group, LLC | 0.00% | Reduce -27.5% | 256 | $10K |
| SOA Wealth Advisors, LLC. | 0.00% | No change | 201 | $8K |
| Toth Financial Advisory Corp. | 0.00% | New | 186 | $7K |
| Arax Advisory Partners | 0.00% | No change | 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 +1.6% | 126 | $5K |
| Quest 10 Wealth Builders, Inc. | 0.00% | Reduce -2.5% | 115 | $5K |
| 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 |
| Tower Research Capital LLC (TRC) | 0.00% | New | 39 | $2K |
| BankPlus Trust Department | 0.00% | No change | 28 | $1K |
| Versant Capital Management, Inc | 0.00% | No change | 16 | $642 |
| Financial Gravity Companies, Inc. | 0.00% | — | 14 | $562 |
"% 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.