SS Doubleline TR Tact ETFTOTLETF
13F holders, Q3 2025 (September 30)331holders −9
30new positions
34sold out
2famous investors
$40.56avg. 13F price*
At the end of Q3 2025, 331 institutions reported holding SS Doubleline TR Tact ETF (TOTL) in their 13F filings, down 9 from Q2 2025. 30 opened new positions and 34 sold out. The largest holders were FMR LLC ($560.6M), Morgan Stanley ($230.9M) and Signature Estate & Investment Advisors LLC ($217.9M). 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 (Q3 2025)
- CUSIP
- 78467V848
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 30 | $34.1M |
| Exits | 34 | $50.2M |
All 13F filers, Q2 2025 → Q3 2025: 5,314,965 shares bought and 3,989,909 shares sold, net +1,325,056 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 331 holders
| FMR LLC | 0.03% | Add +0.0% | 13,817,523 | $560.6M |
| Morgan Stanley | 0.01% | Add +3.5% | 5,691,970 | $230.9M |
| Signature Estate & Investment Advisors LLC | 4.66% | Add +1.5% | 5,371,992 | $217.9M |
| Cwm, LLC | 0.52% | Add +27.0% | 4,283,204 | $173.8M |
| Envestnet Asset Management Inc. | 0.04% | Add +6.7% | 3,810,752 | $154.6M |
| LPL Financial LLC | 0.04% | Add +11.4% | 3,559,374 | $144.4M |
| Tectonic Advisors LLC | 5.35% | Reduce -0.4% | 2,414,132 | $97.9M |
| Wealth Enhancement Advisory Services, LLC | 0.14% | Reduce -7.1% | 2,266,089 | $91.7M |
| Bank of America Corp. | 0.01% | Reduce -9.2% | 1,945,582 | $78.9M |
| Osaic Holdings, Inc. | 0.10% | Reduce -1.0% | 1,828,383 | $74.1M |
| UBS Group AG | 0.01% | Add +0.9% | 1,763,751 | $71.6M |
| Wells Fargo & Company | 0.01% | Add +0.7% | 1,621,230 | $65.8M |
| Kestra Investment Management, LLC | 1.66% | Add +3.8% | 1,527,200 | $62.0M |
| Capital Advisors Inc. | 0.95% | Reduce -0.6% | 1,393,972 | $56.6M |
| Cheviot Value Management, LLC | 4.69% | Add +10.5% | 1,080,501 | $44.1M |
| Royal Bank of Canada | 0.01% | Add +6.2% | 1,037,836 | $42.1M |
| Morling Financial Advisors, LLC | 12.68% | Add +5.5% | 942,042 | $38.2M |
| Horizon Investments, LLC | 0.44% | Add +1.6% | 834,945 | $33.6M |
| Bank of New York Mellon Corp | 0.01% | Reduce -48.4% | 811,141 | $32.9M |
| Thrivent Financial for Lutherans | 0.06% | Add +1468.4% | 780,724 | $31.7M |
| Janney Capital Management LLC | 1.79% | Reduce -1.6% | 709,661 | $28.8M |
| Stadion Money Management, LLC | 2.30% | Add +1.7% | 711,648 | $28.8M |
| HighTower Advisors, LLC | 0.03% | Reduce -0.8% | 656,556 | $26.6M |
| WCG Wealth Advisors LLC | 1.65% | Add +1.6% | 647,181 | $26.3M |
| Raymond James Financial Inc. | 0.01% | Add +3.0% | 629,981 | $25.6M |
| Corient Private Wealth LP | 0.04% | Add +16.9% | 615,598 | $25.0M |
| Pension & Wealth Management Advisors, Inc. | 7.67% | Add +3.2% | 599,422 | $24.3M |
| San Luis Wealth Advisors LLC | 4.38% | New | 598,459 | $24.3M |
| Weatherly Asset Management L. P. | 2.00% | Add +6.8% | 597,989 | $24.3M |
| Pinnacle Associates Ltd. | 0.29% | Add +9.3% | 539,082 | $21.9M |
| Captrust Financial Advisors | 0.04% | Add +1.2% | 520,670 | $21.1M |
| Howard Financial Services, LTD. | 2.58% | Reduce -1.3% | 519,430 | $21.1M |
| McNamara Financial Services, Inc. | 3.77% | Add +1.8% | 499,598 | $20.3M |
| Main Street Financial Solutions, LLC | 1.26% | Add +4.9% | 483,203 | $19.6M |
| Concurrent Investment Advisors, LLC | 0.31% | Add +11.3% | 444,385 | $18.0M |
| Cetera Investment Advisers | 0.02% | Add +15.4% | 431,724 | $17.5M |
| Cambridge Investment Research Advisors, Inc. | 0.05% | Reduce -1.9% | 412,621 | $16.7M |
| Destiny Wealth Partners, LLC | 2.02% | Add +7.7% | 407,439 | $16.5M |
| Denver PWM, LLC | 4.98% | Add +0.1% | 397,961 | $16.0M |
| AQR Capital Management | 0.01% | Add +223.8% | 382,986 | $15.5M |
| FAS Wealth Partners, Inc. | 1.05% | Add +4.3% | 380,422 | $15.4M |
| Canal Capital Management, LLC | 2.22% | Add +2.2% | 364,254 | $14.8M |
| Envestnet Portfolio Solutions, Inc. | 0.05% | Add +6.3% | 355,487 | $14.4M |
| Austin Wealth Management, LLC | 2.25% | Add +4.6% | 351,248 | $14.3M |
| 1 North Wealth Services LLC | 5.76% | Reduce -1.2% | 346,823 | $14.1M |
| Focus Partners Wealth | 0.02% | Add +0.6% | 336,599 | $13.7M |
| KWB Wealth | 1.43% | Reduce -7.4% | 322,432 | $12.9M |
| Steward Partners Investment Advisory, LLC | 0.07% | Add +10.7% | 311,829 | $12.7M |
| Vicus Capital | 0.93% | Add +4.6% | 301,141 | $12.2M |
| Pinnacle Wealth Management Advisory Group, LLC | 0.89% | Add +8.9% | 292,122 | $11.9M |
| Sharkey, Howes & Javer | 1.47% | Reduce -9.5% | 282,697 | $11.5M |
| Kestra Advisory Services, LLC | 0.05% | Reduce -41.0% | 277,472 | $11.3M |
| Janney Montgomery Scott LLC | 0.03% | Add +15.7% | 276,800 | $11.2M |
| M Wealth Management, LLC | 9.74% | Add +1.5% | 273,342 | $11.1M |
| NewEdge Advisors, LLC | 0.05% | Add +16.0% | 267,530 | $10.9M |
| MAI Capital Management | 0.06% | Add +20.3% | 251,259 | $10.2M |
| Curi Capital, LLC | 0.18% | Reduce -6.6% | 245,065 | $9.9M |
| Private Advisor Group, LLC | 0.05% | Reduce -4.5% | 233,351 | $9.5M |
| Koshinski Asset Management, Inc. | 0.65% | Reduce -57.5% | 226,485 | $9.2M |
| Bedel Financial Consulting, Inc. | 1.08% | Reduce -3.5% | 208,014 | $8.4M |
| Stapp Wealth Management, PLLC | 11.29% | Add +1.7% | 207,101 | $8.4M |
| Mariner, LLC | 0.01% | Add +11.6% | 197,276 | $8.0M |
| Ballew Advisors, Inc | 4.45% | Reduce -3.8% | 195,842 | $8.0M |
| Litman Gregory Wealth Management LLC | 0.58% | Add +10.5% | 192,965 | $7.8M |
| Journey Advisory Group, LLC | 0.58% | Add +0.0% | 191,582 | $7.8M |
| Truist Financial Corp. | 0.01% | Add +32.6% | 191,497 | $7.8M |
| Cerro Pacific Wealth Advisors LLC | 2.09% | Add +6.7% | 187,694 | $7.6M |
| Cornerstone Wealth Management, LLC | 0.42% | Add +6.5% | 187,295 | $7.6M |
| Summit Asset Management, LLC | 1.05% | Reduce -0.4% | 169,030 | $6.9M |
| Diversified Portfolios, Inc. | 0.60% | Add +5.0% | 168,596 | $6.8M |
| Inman Jager Wealth Management, LLC | 4.33% | Reduce -4.7% | 167,208 | $6.8M |
| Jaffetilchin Investment Partners, LLC | 0.40% | Add +24.0% | 162,981 | $6.6M |
| Trivium Point Advisory, LLC | 0.64% | Add +2.4% | 155,415 | $6.3M |
| Elmwood Wealth Management, Inc. | 2.22% | Add +3.0% | 154,581 | $6.3M |
| V2 Financial group LLC | 3.31% | Add +15.1% | 147,216 | $6.0M |
| Waverly Advisors, LLC | 0.05% | Add +7.1% | 134,016 | $5.4M |
| Freedom Financial Partners LLC | 2.01% | Add +6.9% | 130,057 | $5.3M |
| Orion Porfolio Solutions, LLC | 0.04% | Add +12.5% | 126,312 | $5.1M |
| Johnson Bixby & Associates, LLC | 0.64% | Add +5.7% | 123,969 | $5.0M |
| Redhawk Wealth Advisors, Inc. | 0.58% | Add +7.3% | 122,886 | $5.0M |
| HB Wealth Management, LLC | 0.03% | Reduce -20.3% | 120,870 | $4.9M |
| PMG Wealth Management, Inc. | 3.65% | Add +1.2% | 118,087 | $4.8M |
| Harbour Investments, Inc. | 0.11% | Add +4.8% | 117,537 | $4.8M |
| Transamerica Financial Advisors, LLC | 0.38% | Reduce -0.9% | 113,681 | $4.6M |
| EWG Elevate Inc. | 1.41% | Add +9.0% | 111,513 | $4.5M |
| Lunt Capital Management, Inc. | 1.72% | Reduce -1.8% | 110,741 | $4.5M |
| Prime Capital Investment Advisors, LLC | 0.06% | Add +2.5% | 109,060 | $4.4M |
| Capital Analysts, LLC | 0.13% | Add +55.2% | 108,565 | $4.4M |
| Merit Financial Group, LLC | 0.04% | Add +7.8% | 108,403 | $4.4M |
| AlphaCore Capital LLC | 0.14% | Add +0.2% | 104,379 | $4.2M |
| Visionary Wealth Advisors | 0.19% | Add +0.7% | 102,616 | $4.2M |
| Jones Financial Companies LLLP | 0.00% | Add +27.6% | 99,212 | $4.0M |
| Paragon Capital Management Inc. | 2.99% | Add +2.4% | 98,560 | $4.0M |
| Alpha Cubed Investments, LLC | 0.14% | Reduce -0.9% | 98,197 | $4.0M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +9.8% | 96,012 | $3.9M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -11.8% | 95,785 | $3.9M |
| Cerity Partners LLC | 0.01% | Reduce -69.8% | 93,914 | $3.8M |
| Assetmark, Inc. | 0.01% | Reduce -62.1% | 92,965 | $3.8M |
| Barry Investment Advisors, LLC | 0.85% | Reduce -24.3% | 91,087 | $3.7M |
| Comerica Bank | 0.01% | Add +142.1% | 90,978 | $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.