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 |
| Visionary Horizons, LLC | 2.06% | Add +0.8% | 90,846 | $3.7M |
| Family Capital Trust Co | 1.22% | No change | 89,744 | $3.6M |
| Smartleaf Asset Management LLC | 0.22% | Add +1.4% | 88,974 | $3.6M |
| Wakefield Asset Management LLLP | 0.97% | Add +4.4% | 87,585 | $3.6M |
| Entrewealth, LLC | 1.80% | Add +32.5% | 86,337 | $3.5M |
| CreativeOne Wealth, LLC | 0.08% | Add +1.6% | 81,378 | $3.3M |
| Redwood Park Advisors LLC | 2.44% | Add +0.9% | 80,859 | $3.3M |
| Lido Advisors, LLC | 0.01% | Add +110.0% | 77,352 | $3.1M |
| Axxcess Wealth Management, LLC | 0.07% | Reduce -7.7% | 76,340 | $3.1M |
| USAdvisors Wealth Management, LLC | 1.06% | Add +11.6% | 75,527 | $3.1M |
| Beacon Pointe Advisors, LLC | 0.03% | New | 74,296 | $3.0M |
| Pinnacle Financial Group, LLC / IL | 0.91% | Add +71.7% | 74,001 | $3.0M |
| Stifel Financial Corp. | 0.00% | Reduce -7.3% | 72,954 | $3.0M |
| John W. Brooker & Co., CPAs | 5.87% | Add +1.9% | 71,266 | $2.9M |
| Renaissance Technologies | 0.00% | Add +265.3% | 71,030 | $2.9M |
| SK Wealth Management, LLC | 1.04% | Reduce -1.0% | 68,884 | $2.8M |
| Heritage Wealth Management, Inc. | 1.85% | Add +4.5% | 66,857 | $2.7M |
| Geneos Wealth Management Inc. | 0.07% | Reduce -2.1% | 65,194 | $2.6M |
| Sanctuary Advisors, LLC | 0.01% | Reduce -1.1% | 61,647 | $2.5M |
| Leeward Financial Partners, LLC | 0.71% | Add +3.5% | 61,626 | $2.5M |
| Capital Asset Advisory Services LLC | 0.11% | Reduce -8.0% | 61,156 | $2.5M |
| Ethos Financial Group, LLC | 0.19% | Reduce -46.0% | 60,091 | $2.4M |
| VestGen Advisors, LLC | 0.08% | Add +79.5% | 59,816 | $2.4M |
| Lionsbridge Wealth Management LLC | 2.30% | Reduce -3.9% | 57,493 | $2.3M |
| Jacobi Capital Management LLC | 0.14% | Reduce -3.0% | 56,399 | $2.3M |
| Fortis Advisors, LLC | 1.24% | Reduce -12.9% | 53,606 | $2.2M |
| JPMorgan Chase & Co. | 0.00% | Add +317.5% | 53,447 | $2.2M |
| All Terrain Financial Advisors, LLC | 0.69% | Reduce -0.5% | 52,963 | $2.1M |
| Medallion Wealth Advisors, LLC | 0.72% | Add +2.6% | 49,740 | $2.0M |
| Connecticut Wealth Management, LLC | 0.09% | Reduce -18.4% | 48,296 | $2.0M |
| Glen Eagle Advisors, LLC | 0.26% | Add +0.1% | 46,504 | $1.9M |
| Hollencrest Capital Management | 0.06% | Reduce -13.8% | 43,003 | $1.7M |
| 1620 Investment Advisors, Inc. | 1.17% | Reduce -1.2% | 42,362 | $1.7M |
| Tranquilli Financial Advisor LLC | 0.99% | Add +1.5% | 41,502 | $1.7M |
| Lanark Financial, Inc. | 0.12% | Reduce -2.6% | 39,359 | $1.6M |
| Capital Advisors, Ltd. LLC | 0.18% | Add +136.6% | 38,906 | $1.6M |
| Cooper Financial Group | 0.17% | Reduce -15.7% | 38,797 | $1.6M |
| Bouchey Financial Group, Ltd. | 0.12% | Reduce -3.3% | 38,592 | $1.6M |
| MBL Wealth, LLC | 0.14% | Reduce -32.4% | 38,138 | $1.5M |
| Advyzon Investment Management, LLC | 0.27% | Add +5.4% | 38,086 | $1.5M |
| Equitable Holdings, Inc. | 0.01% | Reduce -14.7% | 37,090 | $1.5M |
| Rockefeller Capital Management L.P. | 0.00% | Add +4.8% | 37,078 | $1.5M |
| Atlas Wealth LLC | 0.63% | New | 36,345 | $1.5M |
| Great Valley Advisor Group, Inc. | 0.03% | Reduce -5.9% | 36,089 | $1.5M |
| Lifeworks Advisors, LLC | 0.20% | Reduce -2.9% | 35,939 | $1.5M |
| Peak Financial Management, Inc. | 0.38% | Reduce -4.8% | 35,069 | $1.4M |
| Strategic Family Wealth Counselors, L.L.C. | 0.35% | Add +59.0% | 33,448 | $1.4M |
| Pointe Capital Management LLC | 0.63% | Add +2.3% | 31,591 | $1.3M |
| Baird Financial Group, Inc. | 0.00% | Add +5.9% | 31,359 | $1.3M |
| PFG Investments, LLC | 0.07% | Add +11.6% | 30,891 | $1.3M |
| Marshall Financial Group, LLC | 0.24% | Reduce -10.8% | 30,364 | $1.2M |
| Cobblestone Capital Advisors LLC | 0.06% | Reduce -5.6% | 29,568 | $1.2M |
| Webster Bank, N. A. | 0.11% | Add +0.1% | 28,756 | $1.2M |
| First Foundation Advisors | 0.04% | Add +2.7% | 26,036 | $1.1M |
| Strathmore Capital Advisors, Inc. | 0.42% | Reduce -3.9% | 25,300 | $1.0M |
| Dudley Capital Management, LLC | 0.44% | Reduce -0.5% | 23,900 | $970K |
| Perennial Investment Advisors, LLC | 0.08% | Reduce -2.8% | 23,852 | $967K |
| Greatmark Investment Partners, Inc. | 0.11% | Add +1.3% | 23,275 | $944K |
| Consolidated Portfolio Review Corp | 0.12% | Reduce -12.8% | 23,238 | $943K |
| Northwest Financial Advisors | 1.18% | Add +60.6% | 22,643 | $919K |
| Farther Finance Advisors, LLC | 0.01% | Add +6.8% | 22,228 | $902K |
| Motco | 0.08% | Reduce -1.3% | 21,432 | $869K |
| Sachetta, LLC | 0.32% | Add +4.6% | 21,229 | $861K |
| Flagship Harbor Advisors, LLC | 0.04% | Reduce -6.4% | 20,367 | $826K |
| BCS Wealth Management | 0.18% | Reduce -7.7% | 20,121 | $816K |
| Spinnaker Investment Group, LLC | 0.15% | Add +29.5% | 19,933 | $809K |
| Ariadne Wealth Management, LP | 0.36% | Add +3.6% | 19,976 | $807K |
| Creative Planning | 0.00% | Add +22.4% | 19,856 | $806K |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 0.27% | Reduce -0.3% | 19,416 | $792K |
| Crossmark Global Holdings, Inc. | 0.01% | Add +50.5% | 19,234 | $780K |
| Oppenheimer & Co. Inc. | 0.01% | Add +18.7% | 18,586 | $754K |
| American Institute for Advanced Investment Management, LLP | 0.49% | Add +9.3% | 18,575 | $754K |
| Mutual Advisors, LLC | 0.02% | New | 18,419 | $749K |
| Trilogy Capital Inc. | 0.03% | Add +29.8% | 18,076 | $733K |
| MML Investors Services, LLC | 0.00% | Add +25.3% | 18,036 | $732K |
| Valmark Advisers, Inc. | 0.01% | Add +1.1% | 17,923 | $727K |
| Cibc World Market Inc. | 0.00% | Add +2.1% | 17,917 | $727K |
| Jackson Hole Capital Partners, LLC | 0.12% | No change | 17,706 | $718K |
| Private Trust Co. NA | 0.06% | Add +5.6% | 17,555 | $712K |
| Arkadios Wealth Advisors | 0.02% | Reduce -0.8% | 17,525 | $711K |
| Beckerman Institutional, LLC | 0.40% | Reduce -8.7% | 16,646 | $675K |
| Addison Capital Co | 0.19% | Reduce -32.2% | 16,138 | $655K |
| PFG Advisors | 0.03% | Add +1.6% | 16,015 | $650K |
| Founders Financial Securities LLC | 0.04% | Add +2.3% | 15,928 | $646K |
| Western Wealth Management, LLC | 0.03% | Add +0.7% | 15,670 | $636K |
| Eq LLC | 0.21% | Add +5.1% | 15,252 | $619K |
| Unified Investment Management | 0.60% | Add +98.9% | 14,945 | $606K |
| McElhenny Sheffield Capital Management, LLC | 0.14% | Reduce -1.0% | 14,734 | $598K |
| Midwest Financial Network, LLC | 0.48% | New | 14,549 | $590K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.07% | Add +3.4% | 14,513 | $589K |
| Chicago Partners Investment Group LLC | 0.02% | Reduce -4.3% | 14,220 | $580K |
| Flagstar Securities, Inc. | 0.18% | Reduce -27.1% | 14,120 | $573K |
| Paragon Capital Management Ltd | 0.11% | Reduce -0.1% | 13,961 | $566K |
| Keybank National Association | 0.00% | Reduce -16.7% | 13,911 | $564K |
| Calton & Associates, Inc. | 0.08% | Reduce -6.7% | 13,881 | $563K |
| Williams Jones Wealth Management, LLC. | 0.01% | No change | 13,375 | $543K |
| Crux Wealth Advisors | 0.21% | Reduce -11.4% | 13,281 | $539K |
| EverSource Wealth Advisors, LLC | 0.02% | Reduce -0.5% | 12,821 | $520K |
| Laird Norton Wetherby Wealth Management, LLC | 0.02% | No change | 12,787 | $519K |
| WJ Wealth Management, LLC | 0.23% | New | 12,646 | $513K |
| Clearstead Advisors, LLC | 0.01% | Add +7.1% | 12,260 | $497K |
| Westmount Partners, LLC | 0.13% | Add +9.9% | 12,244 | $496K |
| Claro Advisors Inc. | 0.07% | New | 12,190 | $495K |
| Global Retirement Partners, LLC | 0.01% | Add +0.0% | 12,142 | $493K |
| Susquehanna International Group, LLP | 0.00% | New | 11,841 | $480K |
| Blue Zone Wealth Advisors, LLC | 0.10% | Add +2.3% | 11,796 | $479K |
| Verdence Capital Advisors LLC | 0.03% | Add +1.6% | 11,647 | $475K |
| Barnes Wealth Management Group, Inc | 0.26% | Add +9.9% | 11,597 | $470K |
| Collaborative Wealth Managment Inc. | 0.19% | Reduce -10.5% | 11,353 | $461K |
| Curtis Advisory Group, LLC | 0.10% | Add +1.1% | 11,032 | $448K |
| Macroview Investment Management LLC | 0.33% | Add +14.9% | 10,896 | $442K |
| Alaethes Wealth, LLC | 0.13% | Reduce -0.5% | 10,867 | $441K |
| Kingswood Wealth Advisors, LLC | 0.03% | Reduce -4.9% | 10,800 | $438K |
| Intrua Financial, LLC | 0.05% | New | 10,571 | $429K |
| DAVENPORT & Co LLC | 0.00% | Add +15.9% | 10,532 | $427K |
| Heritage Financial Services, LLC | 0.04% | No change | 10,521 | $427K |
| Citizens Financial Group Inc. | 0.01% | Reduce -3.6% | 10,346 | $420K |
| Cornell Pochily Investment Advisors, Inc. | 0.12% | Reduce -17.6% | 9,911 | $402K |
| WNY Asset Management, LLC | 0.04% | Reduce -28.8% | 9,716 | $394K |
| LexAurum Advisors, LLC | 0.06% | Add +10.4% | 9,633 | $391K |
| Smart Portfolios, LLC | 0.37% | Add +5.2% | 9,405 | $382K |
| Principia Wealth Advisory, LLC | 0.27% | New | 9,355 | $380K |
| Diversify Advisory Services, LLC | 0.01% | Reduce -4.3% | 9,314 | $376K |
| Symphony Financial, Ltd. Co. | 0.04% | Add +87.4% | 9,075 | $368K |
| Beaumont Financial Advisors, LLC | 0.02% | Reduce -4.6% | 8,858 | $359K |
| Waterloo Capital, L.P. | 0.03% | Reduce -0.1% | 8,852 | $359K |
| Endowment Wealth Management, Inc. | 0.16% | Add +0.5% | 8,825 | $358K |
| American Trust | 0.03% | Add +2.2% | 8,809 | $357K |
| Continuum Advisory, LLC | 0.04% | Reduce -18.8% | 8,737 | $354K |
| Atria Investments, Inc | 0.00% | Add +1.1% | 8,359 | $339K |
| Colton Groome Financial Advisors, LLC | 0.10% | Add +0.6% | 8,016 | $325K |
| Financial Strategies Group, Inc. | 0.06% | Reduce -1.3% | 7,867 | $318K |
| BlueChip Wealth Advisors LLC | 0.13% | Reduce -62.1% | 7,771 | $315K |
| Financial Engines Advisors L.L.C. | 0.00% | No change | 7,718 | $313K |
| SYM FINANCIAL Corp | 0.03% | Reduce -2.4% | 7,688 | $312K |
| Clifford Swan Investment Counsel LLC | 0.01% | Reduce -75.8% | 7,675 | $311K |
| Savant Capital, LLC | 0.00% | Reduce -6.3% | 7,608 | $309K |
| Hilltop Holdings Inc. | 0.02% | Reduce -9.3% | 7,589 | $308K |
| Verus Capital Partners, LLC | 0.02% | Add +4.3% | 7,519 | $305K |
| Aufman Associates Inc | 0.17% | Add +2.2% | 7,471 | $303K |
| Essex Financial Services, Inc. | 0.02% | Add +1.1% | 7,464 | $303K |
| Onyx Bridge Wealth Group LLC | 0.03% | New | 7,227 | $293K |
| Country Club Bank | 0.02% | Reduce -14.1% | 7,113 | $289K |
| Cherry Tree Wealth Management, LLC | 0.06% | Reduce -3.7% | 7,092 | $288K |
| Independent Advisor Alliance | 0.01% | New | 6,842 | $278K |
| Keystone Financial Group | 0.02% | Reduce -96.4% | 6,738 | $273K |
| Ameriflex Group, Inc. | 0.10% | Add +881.7% | 6,558 | $266K |
| Money Concepts Capital Corp. | 0.02% | Reduce -11.9% | 6,527 | $265K |
| First Heartland Consultants, Inc. | 0.02% | Add +22.9% | 6,483 | $263K |
| True North Advisors, LLC | 0.04% | Add +1.8% | 6,478 | $263K |
| M3 Advisory Group, LLC | 0.16% | Add +2.6% | 6,475 | $263K |
| Gateway Wealth Partners, LLC | 0.03% | Reduce -23.6% | 6,199 | $251K |
| Tiaa Trust, National Association | 0.00% | Reduce -7.1% | 6,085 | $247K |
| DKM Wealth Management, Inc. | 0.20% | No change | 6,076 | $247K |
| Strategic Blueprint, LLC | 0.01% | Reduce -18.3% | 5,994 | $243K |
| GW Henssler & Associates Ltd. | 0.01% | Add +2.3% | 5,947 | $241K |
| IFP Advisors, Inc | 0.01% | Reduce -1.2% | 5,926 | $240K |
| Helium Advisors LLC | 0.20% | Add +1.2% | 5,841 | $237K |
| Vise Technologies, Inc. | 0.01% | Reduce -44.7% | 5,747 | $233K |
| Betterment LLC | 0.00% | Add +4.6% | 5,748 | $233K |
| Richardson Financial Services Inc. | 0.14% | Reduce -63.3% | 5,480 | $222K |
| Signet Financial Management, LLC | 0.03% | Reduce -3.5% | 5,404 | $219K |
| Deltec Asset Management LLC | 0.04% | No change | 5,400 | $219K |
| LongView Asset Management LLC | 0.15% | Add +6.2% | 5,349 | $217K |
| J.W. Cole Advisors, Inc. | 0.00% | New | 5,168 | $210K |
| IHT Wealth Management, LLC | 0.01% | New | 5,152 | $209K |
| Saiph Capital, LLC | 0.07% | New | 5,045 | $205K |
| Valley National Advisers Inc. | 0.03% | Reduce -0.3% | 4,966 | $201K |
| SBI Securities Co., Ltd. | 0.01% | Add +0.5% | 4,875 | $198K |
| MCF Advisors LLC | 0.01% | Add +1.3% | 4,859 | $197K |
| Westside Investment Management, Inc. | 0.03% | No change | 4,800 | $195K |
| FWL Investment Management, LLC | 0.05% | Add +12.6% | 4,774 | $194K |
| Perritt Capital Management Inc | 0.09% | Add +6.3% | 4,745 | $193K |
| Laraway Financial Advisors Inc | 0.12% | No change | 4,290 | $174K |
| Allworth Financial LP | 0.00% | Add +1.3% | 4,110 | $167K |
| PNC Financial Services Group, Inc. | 0.00% | Add +0.2% | 3,933 | $160K |
| Prestige Wealth Management Group LLC | 0.03% | No change | 3,740 | $152K |
| Northwest Capital Management Inc | 0.16% | Add +87.1% | 3,672 | $149K |
| Advisory Services Network, LLC | 0.00% | New | 3,435 | $139K |
| NFSG Corp | 0.02% | Add +1.3% | 2,901 | $118K |
| Bellevue Asset Management, LLC | 0.05% | Add +7.1% | 2,834 | $115K |
| Eastern Bank | 0.00% | Reduce -83.2% | 2,635 | $107K |
| GPS Wealth Strategies Group, LLC | 0.01% | Reduce -17.0% | 2,555 | $104K |
| Raffa Wealth Management, LLC | 0.02% | Reduce -19.7% | 2,232 | $91K |
| Mather Group, Llc. | 0.00% | New | 2,134 | $87K |
| Citigroup Inc. | 0.00% | Reduce -0.2% | 1,707 | $69K |
| Archer Investment Corp | 0.02% | Add +4.2% | 1,654 | $67K |
| US Bancorp \de | 0.00% | Reduce -32.3% | 1,649 | $67K |
| Wealthspire Advisors, LLC | 0.00% | New | 1,625 | $66K |
| North Capital, Inc. | 0.05% | Add +0.1% | 1,604 | $65K |
| TD Waterhouse Canada Inc. | 0.00% | No change | 1,600 | $65K |
| Pinnacle Bancorp, Inc. | 0.02% | Reduce -2.5% | 1,509 | $61K |
| Private Wealth Management Group, LLC | 0.02% | New | 1,496 | $61K |
| CoreCap Advisors, LLC | 0.00% | No change | 1,478 | $60K |
| Pacifica Partners Inc. | 0.02% | Add +0.1% | 1,387 | $56K |
| Paladin Advisory Group, LLC | 0.04% | No change | 1,306 | $53K |
| Fourth Dimension Wealth, LLC | 0.02% | Reduce -10.6% | 1,243 | $50K |
| Caldwell Sutter Capital, Inc. | 0.02% | No change | 1,171 | $48K |
| United Community Bank | 0.01% | Reduce -97.0% | 1,000 | $41K |
| New Millennium Group LLC | 0.02% | No change | 979 | $40K |
| Tidemark, LLC | 0.01% | No change | 921 | $37K |
| Aptus Capital Advisors, LLC | 0.00% | Add +96.4% | 917 | $37K |
| Investors Research Corp | 0.01% | No change | 822 | $33K |
| Qube Research & Technologies Ltd | 0.00% | Reduce -83.0% | 811 | $33K |
| Washington Trust Advisors, Inc. | 0.00% | No change | 795 | $32K |
| Bare Financial Services, Inc | 0.01% | New | 773 | $31K |
| Abound Wealth Management | 0.01% | New | 772 | $31K |
| Sunbelt Securities, Inc. | 0.00% | New | 718 | $29K |
| Larson Financial Group LLC | 0.00% | Reduce -13.0% | 688 | $28K |
| Bank of Montreal | 0.00% | No change | 535 | $22K |
| Parallel Advisors, LLC | 0.00% | New | 514 | $21K |
| National Bank of Canada | 0.00% | New | 423 | $17K |
| Anfield Capital Management, LLC | 0.00% | No change | 404 | $16K |
| Principal Securities, Inc. | 0.00% | Add +1.6% | 371 | $15K |
| Tortoise Investment Management, LLC | 0.00% | No change | 370 | $15K |
| Cullen/Frost Bankers, Inc. | 0.00% | New | 367 | $15K |
| AE Wealth Management LLC | 0.00% | Add +13.8% | 297 | $12K |
| Ameritas Advisory Services, LLC | 0.00% | Reduce -87.8% | 250 | $10K |
| SOA Wealth Advisors, LLC. | 0.00% | No change | 201 | $8K |
| TD Capital Management LLC | 0.00% | Add +0.8% | 127 | $5K |
| Quest 10 Wealth Builders, Inc. | 0.00% | Reduce -1.7% | 113 | $5K |
| Rossmore Private Capital | 0.00% | New | 89 | $4K |
| Franklin Resources Inc. | 0.00% | New | 88 | $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 |
| Atlantic Union Bankshares Corp | 0.00% | New | 34 | $1K |
| BankPlus Trust Department | 0.00% | No change | 28 | $1K |
| BNP Paribas Financial Markets | 0.00% | New | 25 | $1K |
| Versant Capital Management, Inc | 0.00% | No change | 16 | $649 |
| Root Financial Partners, LLC | 0.00% | New | 15 | $609 |
"% 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.