SS Doubleline TR Tact ETFTOTLETF
13F holders, Q4 2025 (December 31)357holders +26
41new positions
29sold out
2famous investors
$40.25avg. 13F price*
At the end of Q4 2025, 357 institutions reported holding SS Doubleline TR Tact ETF (TOTL) in their 13F filings, up 26 from Q3 2025. 41 opened new positions and 29 sold out. The largest holders were FMR LLC ($556.2M), Morgan Stanley ($265.9M) and Signature Estate & Investment Advisors LLC ($219.0M). 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 (Q4 2025)
- CUSIP
- 78467V848
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 41 | $54.6M |
| Exits | 29 | $51.7M |
All 13F filers, Q3 2025 → Q4 2025: 6,476,451 shares bought and 3,061,084 shares sold, net +3,415,367 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 357 holders
| FMR LLC | 0.03% | Add +0.0% | 13,819,781 | $556.2M |
| Morgan Stanley | 0.02% | Add +16.0% | 6,604,998 | $265.9M |
| Signature Estate & Investment Advisors LLC | 4.42% | Add +1.3% | 5,441,216 | $219.0M |
| Cwm, LLC | 0.52% | Add +10.7% | 4,740,178 | $190.8M |
| LPL Financial LLC | 0.04% | Add +8.2% | 3,849,612 | $154.9M |
| Envestnet Asset Management Inc. | 0.04% | Reduce -1.6% | 3,748,797 | $150.9M |
| Tectonic Advisors LLC | 5.20% | Add +1.6% | 2,452,051 | $98.7M |
| Wealth Enhancement Advisory Services, LLC | 0.12% | Reduce -6.6% | 2,117,423 | $85.4M |
| UBS Group AG | 0.02% | Add +15.8% | 2,042,902 | $82.2M |
| Bank of America Corp. | 0.01% | Add +2.1% | 1,986,965 | $80.0M |
| Osaic Holdings, Inc. | 0.11% | Reduce -2.0% | 1,791,611 | $72.1M |
| Wells Fargo & Company | 0.01% | Add +4.8% | 1,699,340 | $68.4M |
| Kestra Investment Management, LLC | 1.52% | Add +1.4% | 1,548,613 | $62.3M |
| Capital Advisors Inc. | 0.93% | Add +2.6% | 1,430,907 | $57.6M |
| Cheviot Value Management, LLC | 5.02% | Add +17.5% | 1,269,271 | $51.2M |
| Royal Bank of Canada | 0.01% | Add +13.1% | 1,174,085 | $47.3M |
| Corient Private Wealth LP | 0.06% | Add +72.5% | 1,061,750 | $42.7M |
| Morling Financial Advisors, LLC | 12.83% | Add +7.3% | 1,011,006 | $40.7M |
| Horizon Investments, LLC | 0.43% | Add +1.5% | 847,744 | $34.1M |
| Bank of New York Mellon Corp | 0.01% | Reduce -1.6% | 798,208 | $32.1M |
| WCG Wealth Advisors LLC | 0.78% | Add +6.7% | 690,443 | $27.8M |
| Janney Capital Management LLC | 1.70% | Reduce -5.0% | 674,136 | $27.1M |
| Thrivent Financial for Lutherans | 0.05% | Reduce -14.2% | 669,671 | $27.0M |
| HighTower Advisors, LLC | 0.03% | Add +1.8% | 668,143 | $26.9M |
| San Luis Wealth Advisors LLC | 4.43% | Add +9.9% | 657,598 | $26.5M |
| Pension & Wealth Management Advisors, Inc. | 7.75% | Add +8.4% | 649,763 | $26.2M |
| Raymond James Financial Inc. | 0.01% | Add +0.9% | 635,691 | $25.6M |
| Weatherly Asset Management L. P. | 1.95% | Add +5.4% | 630,110 | $25.4M |
| Concurrent Investment Advisors, LLC | 0.27% | Add +31.1% | 582,684 | $23.5M |
| Pinnacle Associates Ltd. | 0.30% | Add +7.1% | 577,580 | $23.2M |
| Howard Financial Services, LTD. | 2.48% | Add +1.3% | 526,120 | $21.2M |
| Main Street Financial Solutions, LLC | 1.49% | Add +2.2% | 493,688 | $19.9M |
| Lighthouse Financial Services Inc. | 4.50% | — | 486,548 | $19.6M |
| Cetera Investment Advisers | 0.02% | Add +10.4% | 476,648 | $19.2M |
| Captrust Financial Advisors | 0.04% | Reduce -9.5% | 471,243 | $19.0M |
| Destiny Wealth Partners, LLC | 1.97% | Add +4.4% | 425,508 | $17.2M |
| FAS Wealth Partners, Inc. | 1.10% | Add +10.8% | 421,309 | $17.0M |
| Cambridge Investment Research Advisors, Inc. | 0.04% | Reduce -1.2% | 407,789 | $16.4M |
| AQR Capital Management | 0.01% | Add +5.6% | 404,543 | $16.3M |
| Denver PWM, LLC | 5.33% | No change | 397,961 | $16.0M |
| Austin Wealth Management, LLC | 2.33% | Add +11.2% | 390,656 | $15.7M |
| Canal Capital Management, LLC | 2.18% | Add +4.8% | 381,783 | $15.4M |
| Woodmont Investment Counsel LLC | 0.95% | New | 378,080 | $15.2M |
| Envestnet Portfolio Solutions, Inc. | 0.05% | Add +1.6% | 361,167 | $14.5M |
| Focus Partners Wealth | 0.02% | Add +6.0% | 356,828 | $14.3M |
| 1 North Wealth Services LLC | 4.98% | Add +1.5% | 351,883 | $14.2M |
| Steward Partners Investment Advisory, LLC | 0.07% | Add +3.6% | 323,183 | $13.0M |
| NewEdge Advisors, LLC | 0.05% | Add +18.1% | 315,864 | $12.7M |
| Pinnacle Wealth Management Advisory Group, LLC | 0.86% | Add +6.7% | 311,607 | $12.5M |
| Janney Montgomery Scott LLC | 0.03% | Add +10.1% | 304,735 | $12.3M |
| Vicus Capital | 0.91% | Add +0.6% | 302,833 | $12.2M |
| Brookstone Capital Management | 0.14% | New | 298,893 | $12.0M |
| Kestra Advisory Services, LLC | 0.05% | Add +6.8% | 296,234 | $11.9M |
| MAI Capital Management | 0.07% | Add +17.8% | 295,894 | $11.9M |
| M Wealth Management, LLC | 9.61% | Add +0.4% | 274,389 | $11.0M |
| Private Advisor Group, LLC | 0.05% | Add +14.4% | 266,951 | $10.7M |
| Ballew Advisors, Inc | 6.00% | Add +34.9% | 264,135 | $10.6M |
| Mariner, LLC | 0.01% | Add +23.5% | 243,649 | $9.8M |
| Curi Capital, LLC | 0.16% | Reduce -4.7% | 233,521 | $9.4M |
| Finivi Inc. | 5.37% | New | 230,699 | $9.3M |
| Sharkey, Howes & Javer | 1.17% | Reduce -18.9% | 229,396 | $9.2M |
| Bedel Financial Consulting, Inc. | 0.99% | Add +9.7% | 228,099 | $9.2M |
| Cornerstone Wealth Management, LLC | 0.47% | Add +18.9% | 222,662 | $9.0M |
| Jaffetilchin Investment Partners, LLC | 0.52% | Add +36.5% | 222,459 | $9.0M |
| Beacon Pointe Advisors, LLC | 0.06% | Add +173.5% | 203,223 | $8.2M |
| Truist Financial Corp. | 0.01% | Add +3.8% | 198,798 | $8.0M |
| Journey Advisory Group, LLC | 0.66% | Add +2.5% | 196,353 | $7.9M |
| Cerro Pacific Wealth Advisors LLC | 2.13% | Add +4.6% | 196,303 | $7.9M |
| Stapp Wealth Management, PLLC | 9.75% | Reduce -9.2% | 188,134 | $7.6M |
| Litman Gregory Wealth Management LLC | 0.52% | Reduce -8.8% | 175,958 | $7.1M |
| Diversified Portfolios, Inc. | 0.59% | Add +4.3% | 175,789 | $7.1M |
| Inman Jager Wealth Management, LLC | 4.16% | Add +0.9% | 168,735 | $6.8M |
| V2 Financial group LLC | 3.29% | Add +12.7% | 165,978 | $6.7M |
| Elmwood Wealth Management, Inc. | 2.00% | Add +2.0% | 157,623 | $6.3M |
| Keystone Financial Group | 0.46% | Add +2205.8% | 155,362 | $6.3M |
| Trivium Point Advisory, LLC | 0.60% | Reduce -4.4% | 148,572 | $6.0M |
| Waverly Advisors, LLC | 0.05% | Add +5.3% | 141,148 | $5.7M |
| JPMorgan Chase & Co. | 0.00% | Add +158.3% | 138,070 | $5.6M |
| Freedom Financial Partners LLC | 2.01% | Add +5.5% | 137,216 | $5.5M |
| Assetmark, Inc. | 0.01% | Add +46.6% | 136,252 | $5.5M |
| Visionary Wealth Advisors | 0.24% | Add +28.4% | 131,778 | $5.3M |
| Jones Financial Companies LLLP | 0.00% | Add +29.6% | 128,587 | $5.2M |
| Ethos Financial Group, LLC | 0.36% | Add +99.8% | 120,055 | $4.8M |
| PMG Wealth Management, Inc. | 3.50% | Add +0.4% | 118,606 | $4.8M |
| Koshinski Asset Management, Inc. | 0.31% | Reduce -47.8% | 118,131 | $4.8M |
| Cerity Partners LLC | 0.01% | Add +24.6% | 116,996 | $4.7M |
| Commonwealth Equity Services, LLC | 0.01% | Add +18.1% | 113,157 | $4.6M |
| Napier Financial, LLC | 1.13% | — | 112,603 | $4.5M |
| Harbour Investments, Inc. | 0.09% | Reduce -4.3% | 112,437 | $4.5M |
| AlphaCore Capital LLC | 0.10% | Add +6.1% | 110,770 | $4.5M |
| Prime Capital Investment Advisors, LLC | 0.05% | Add +1.2% | 110,414 | $4.4M |
| Transamerica Financial Advisors, LLC | 0.37% | Reduce -3.8% | 109,312 | $4.4M |
| Summit Asset Management, LLC | 0.62% | Reduce -35.6% | 108,826 | $4.4M |
| Lunt Capital Management, Inc. | 1.63% | Reduce -2.4% | 108,057 | $4.3M |
| HB Wealth Management, LLC | 0.03% | Reduce -10.6% | 108,013 | $4.3M |
| Redhawk Wealth Advisors, Inc. | 0.47% | Reduce -14.8% | 104,763 | $4.2M |
| Visionary Horizons, LLC | 2.17% | Add +14.5% | 104,022 | $4.2M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +8.1% | 103,824 | $4.2M |
| Premier Private Wealth Management LLC | 4.29% | — | 103,209 | $4.1M |
| Johnson Bixby & Associates, LLC | 0.50% | Reduce -18.4% | 101,091 | $4.1M |
"% 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.