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 |
| Entrewealth, LLC | 1.83% | Add +16.9% | 100,944 | $4.1M |
| Paragon Capital Management Inc. | 3.11% | Add +1.2% | 99,784 | $4.0M |
| Orion Porfolio Solutions, LLC | 0.03% | Reduce -22.3% | 98,177 | $4.0M |
| Smartleaf Asset Management LLC | 0.14% | Add +3.7% | 92,277 | $3.7M |
| Alpha Cubed Investments, LLC | 0.12% | Reduce -8.2% | 90,132 | $3.6M |
| Pinnacle Financial Group, LLC / IL | 1.05% | Add +21.7% | 90,083 | $3.6M |
| Redwood Park Advisors LLC | 2.47% | Add +11.4% | 90,061 | $3.6M |
| Family Capital Trust Co | 1.18% | No change | 89,744 | $3.6M |
| USAdvisors Wealth Management, LLC | 1.14% | Add +14.1% | 86,190 | $3.5M |
| CreativeOne Wealth, LLC | 0.08% | Add +4.0% | 84,607 | $3.4M |
| Lido Advisors, LLC | 0.01% | Add +6.2% | 82,165 | $3.3M |
| Wakefield Asset Management LLLP | 0.90% | Reduce -6.3% | 82,087 | $3.3M |
| Comerica Bank | 0.01% | Reduce -12.6% | 79,507 | $3.2M |
| Axxcess Wealth Management, LLC | 0.06% | Add +3.9% | 79,327 | $3.2M |
| Capital Financial Group Inc\co\ | 1.78% | — | 79,205 | $3.2M |
| HighPoint Advisor Group LLC | 0.07% | New | 78,023 | $3.1M |
| Stifel Financial Corp. | 0.00% | Add +5.7% | 77,138 | $3.1M |
| John W. Brooker & Co., CPAs | 5.47% | Add +6.5% | 75,927 | $3.1M |
| Heritage Wealth Management, Inc. | 1.85% | Add +6.1% | 70,926 | $2.9M |
| Geneos Wealth Management Inc. | 0.07% | Add +6.6% | 69,486 | $2.8M |
| Lionsbridge Wealth Management LLC | 2.44% | Add +4.3% | 59,964 | $2.4M |
| Leeward Financial Partners, LLC | 0.67% | Reduce -3.3% | 59,599 | $2.4M |
| Sanctuary Advisors, LLC | 0.01% | Reduce -7.3% | 57,145 | $2.3M |
| Jacobi Capital Management LLC | 0.13% | Reduce -0.8% | 55,973 | $2.3M |
| Capital Asset Advisory Services LLC | 0.09% | Reduce -10.0% | 55,057 | $2.2M |
| Fortis Advisors, LLC | 1.21% | Add +1.9% | 54,612 | $2.2M |
| Midwest Financial Network, LLC | 1.69% | Add +274.4% | 54,477 | $2.2M |
| All Terrain Financial Advisors, LLC | 0.67% | Add +1.8% | 53,917 | $2.2M |
| Medallion Wealth Advisors, LLC | 0.70% | Add +4.3% | 51,866 | $2.1M |
| Advyzon Investment Management, LLC | 0.23% | Add +31.6% | 50,125 | $2.0M |
| Glen Eagle Advisors, LLC | 0.27% | Add +5.7% | 49,151 | $2.0M |
| Selby Wealth Management, LLC | 0.78% | — | 47,902 | $1.9M |
| Goldman Sachs Group Inc. | 0.00% | New | 47,135 | $1.9M |
| Atlas Wealth LLC | 0.75% | Add +28.7% | 46,781 | $1.9M |
| Capital Advisors, Ltd. LLC | 0.20% | Add +14.5% | 44,556 | $1.8M |
| Merit Financial Group, LLC | 0.01% | Reduce -59.8% | 43,592 | $1.8M |
| Ariadne Wealth Management, LP | 0.71% | Add +111.9% | 42,334 | $1.7M |
| Rockefeller Capital Management L.P. | 0.00% | Add +13.1% | 41,932 | $1.7M |
| Hollencrest Capital Management | 0.06% | Reduce -3.2% | 41,620 | $1.7M |
| Jane Street Group, LLC | 0.00% | New | 41,087 | $1.7M |
| Tranquilli Financial Advisor LLC | 0.95% | Reduce -1.6% | 40,857 | $1.6M |
| Connecticut Wealth Management, LLC | 0.07% | Reduce -18.9% | 39,181 | $1.6M |
| 1620 Investment Advisors, Inc. | 1.05% | Reduce -7.7% | 39,087 | $1.6M |
| BCS Wealth Management | 0.16% | Add +92.5% | 38,730 | $1.6M |
| SK Wealth Management, LLC | 0.42% | Reduce -46.2% | 37,077 | $1.5M |
| Lifeworks Advisors, LLC | 0.19% | Add +1.6% | 36,519 | $1.5M |
| Lanark Financial, Inc. | 0.11% | Reduce -7.5% | 36,396 | $1.5M |
| Bouchey Financial Group, Ltd. | 0.11% | Reduce -7.3% | 35,761 | $1.4M |
| Marshall Financial Group, LLC | 0.28% | Add +17.6% | 35,695 | $1.4M |
| Cooper Financial Group | 0.15% | Reduce -9.3% | 35,172 | $1.4M |
| Great Valley Advisor Group, Inc. | 0.03% | Reduce -3.1% | 34,975 | $1.4M |
| Pointe Capital Management LLC | 0.67% | Add +6.5% | 33,648 | $1.4M |
| Castlekeep Investment Advisors LLC | 0.61% | New | 33,630 | $1.4M |
| Peak Financial Management, Inc. | 0.35% | Reduce -4.4% | 33,530 | $1.3M |
| Baird Financial Group, Inc. | 0.00% | Add +4.8% | 32,868 | $1.3M |
| Strategic Family Wealth Counselors, L.L.C. | 0.29% | Reduce -3.9% | 32,139 | $1.3M |
| PFG Investments, LLC | 0.06% | Add +2.4% | 31,644 | $1.3M |
| Worth Financial Advisory Group, LLC | 0.60% | New | 31,029 | $1.2M |
| Farther Finance Advisors, LLC | 0.01% | Add +35.0% | 30,017 | $1.2M |
| Webster Bank, N. A. | 0.11% | Add +3.7% | 29,812 | $1.2M |
| MBL Wealth, LLC | 0.10% | Reduce -22.4% | 29,575 | $1.2M |
| QP Wealth Management, LLC | 1.04% | — | 29,408 | $1.2M |
| Equitable Holdings, Inc. | 0.01% | Reduce -24.7% | 27,932 | $1.1M |
| Motco | 0.10% | Add +25.2% | 26,826 | $1.1M |
| Mutual Advisors, LLC | 0.02% | Add +44.9% | 26,683 | $1.1M |
| Jefferson Bridge Capital, LLC | 1.07% | — | 26,422 | $1.1M |
| First Foundation Advisors | 0.04% | No change | 26,036 | $1.0M |
| Strathmore Capital Advisors, Inc. | 0.32% | Reduce -3.9% | 24,320 | $979K |
| Greatmark Investment Partners, Inc. | 0.11% | Add +3.0% | 23,975 | $965K |
| Wealth Enhancement Trust Services, Inc. | 0.12% | — | 23,361 | $940K |
| Perennial Investment Advisors, LLC | 0.07% | Reduce -9.4% | 21,606 | $870K |
| True North Advisors, LLC | 0.11% | Add +230.9% | 21,439 | $863K |
| Symphony Financial, Ltd. Co. | 0.11% | Add +132.0% | 21,052 | $849K |
| Valmark Advisers, Inc. | 0.01% | Add +17.2% | 21,012 | $846K |
| VestGen Advisors, LLC | 0.04% | Reduce -65.3% | 20,751 | $835K |
| BlueChip Wealth Advisors LLC | 0.35% | Add +164.1% | 20,524 | $826K |
| Sachetta, LLC | 0.45% | Reduce -4.1% | 20,355 | $819K |
| Flagship Harbor Advisors, LLC | 0.04% | Reduce -1.0% | 20,172 | $812K |
| Private Trust Co. NA | 0.07% | Add +11.0% | 19,488 | $784K |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 0.26% | Reduce -1.2% | 19,189 | $772K |
| American Institute for Advanced Investment Management, LLP | 0.49% | Add +0.9% | 18,750 | $755K |
| Trilogy Capital Inc. | 0.03% | Add +0.2% | 18,111 | $729K |
| Creative Planning | 0.00% | Reduce -9.4% | 17,991 | $724K |
| Arkadios Wealth Advisors | 0.01% | Add +1.6% | 17,811 | $717K |
| Cibc World Market Inc. | 0.00% | Reduce -0.8% | 17,779 | $716K |
| Jackson Hole Capital Partners, LLC | 0.12% | No change | 17,706 | $713K |
| Spinnaker Investment Group, LLC | 0.13% | Reduce -12.3% | 17,489 | $704K |
| PFG Advisors | 0.03% | Add +8.6% | 17,385 | $700K |
| Western Wealth Management, LLC | 0.03% | Add +8.8% | 17,049 | $686K |
| Beckerman Institutional, LLC | 0.37% | Reduce -1.2% | 16,442 | $662K |
| Dudley Capital Management, LLC | 0.29% | Reduce -31.9% | 16,265 | $655K |
| Founders Financial Securities LLC | 0.04% | Add +0.3% | 15,971 | $643K |
| Unified Investment Management | 0.64% | Add +6.0% | 15,845 | $638K |
| McElhenny Sheffield Capital Management, LLC | 0.15% | Add +1.6% | 14,962 | $602K |
| Principia Wealth Advisory, LLC | 0.37% | Add +59.1% | 14,882 | $599K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.07% | Add +1.7% | 14,764 | $594K |
| Chicago Partners Investment Group LLC | 0.01% | Add +1.3% | 14,406 | $580K |
| Flagstar Securities, Inc. | 0.19% | Add +1.8% | 14,379 | $579K |
| Pinnacle Family Advisors, LLC | 0.25% | New | 14,004 | $564K |
| Calton & Associates, Inc. | 0.08% | Add +0.6% | 13,969 | $562K |
| Paragon Capital Management Ltd | 0.11% | No change | 13,961 | $562K |
| Global Retirement Partners, LLC | 0.01% | Add +13.2% | 13,748 | $553K |
| Keybank National Association | 0.00% | Reduce -1.8% | 13,661 | $550K |
| McNamara Financial Services, Inc. | 0.10% | Reduce -97.3% | 13,512 | $544K |
| Clearstead Advisors, LLC | 0.01% | Add +9.6% | 13,442 | $541K |
| Williams Jones Wealth Management, LLC. | 0.01% | Reduce -0.2% | 13,350 | $537K |
| MML Investors Services, LLC | 0.00% | Reduce -26.8% | 13,200 | $531K |
| Alaethes Wealth, LLC | 0.15% | Add +21.4% | 13,188 | $531K |
| M Holdings Securities, Inc. | 0.04% | New | 13,033 | $525K |
| Crux Wealth Advisors | 0.19% | Reduce -2.5% | 12,948 | $521K |
| Laird Norton Wetherby Trust Company, LLC | 0.01% | New | 12,787 | $515K |
| Asset One Wealth Management LLC | 0.07% | — | 12,443 | $499K |
| Westmount Partners, LLC | 0.12% | Reduce -1.7% | 12,041 | $485K |
| Vantus Wealth LLC | 0.36% | — | 11,990 | $483K |
| Blue Zone Wealth Advisors, LLC | 0.09% | Reduce -0.7% | 11,715 | $472K |
| Macroview Investment Management LLC | 0.32% | Add +7.3% | 11,687 | $470K |
| Verdence Capital Advisors LLC | 0.03% | Add +0.0% | 11,649 | $469K |
| Curtis Advisory Group, LLC | 0.10% | Add +3.7% | 11,444 | $461K |
| Aspiriant, LLC | 0.01% | New | 11,272 | $454K |
| Kingswood Wealth Advisors, LLC | 0.02% | No change | 10,800 | $435K |
| Ballast Financial Advisors LLC | 0.45% | — | 10,771 | $434K |
| AE Wealth Management LLC | 0.00% | Add +3491.6% | 10,667 | $429K |
| Barnes Wealth Management Group, Inc | 0.23% | Reduce -8.4% | 10,624 | $428K |
| Oppenheimer & Co. Inc. | 0.01% | Reduce -43.1% | 10,581 | $426K |
| Heritage Financial Services, LLC | 0.04% | No change | 10,521 | $423K |
| Helium Advisors LLC | 0.43% | Add +78.7% | 10,437 | $420K |
| Citizens Financial Group Inc. | 0.01% | Add +0.5% | 10,397 | $418K |
| Thompson David Blair | 0.24% | — | 10,343 | $416K |
| Northbridge Financial Group, LLC | 0.18% | — | 10,239 | $412K |
| WJ Wealth Management, LLC | 0.18% | Reduce -19.3% | 10,210 | $411K |
| World Investment Advisors | 0.01% | New | 10,127 | $408K |
| Intrua Financial, LLC | 0.04% | Reduce -4.8% | 10,066 | $405K |
| Bitterroot Capital Advisors LLC | 0.28% | — | 10,059 | $405K |
| Steel Grove Capital Advisors, LLC | 0.04% | New | 10,000 | $403K |
| Addison Capital Co | 0.10% | Reduce -38.2% | 9,974 | $401K |
| First National Bank of Omaha | 0.01% | New | 9,893 | $399K |
| DAVENPORT & Co LLC | 0.00% | Reduce -6.5% | 9,843 | $396K |
| Gladstone Institutional Advisory LLC | 0.01% | New | 9,761 | $393K |
| Tiaa Trust, National Association | 0.00% | Add +59.8% | 9,722 | $391K |
| Cornell Pochily Investment Advisors, Inc. | 0.11% | Reduce -2.9% | 9,620 | $387K |
| Strategic Financial Concepts, LLC | 0.35% | New | 9,422 | $379K |
| Collaborative Wealth Managment Inc. | 0.13% | Reduce -18.1% | 9,295 | $374K |
| Smart Portfolios, LLC | 0.37% | Reduce -2.3% | 9,188 | $370K |
| Mercer Global Advisors Inc. | 0.00% | New | 10,533 | $368K |
| Diversify Advisory Services, LLC | 0.01% | Reduce -3.1% | 9,021 | $363K |
| Summit Financial, LLC | 0.01% | New | 8,878 | $357K |
| Beaumont Financial Advisors, LLC | 0.02% | No change | 8,858 | $357K |
| Continuum Advisory, LLC | 0.04% | Add +0.6% | 8,789 | $354K |
| American Trust | 0.03% | Reduce -0.5% | 8,764 | $353K |
| Cornerstone Advisory, LLC | 0.03% | New | 8,636 | $348K |
| Atria Investments, Inc | 0.00% | Add +1.0% | 8,443 | $340K |
| Waterloo Capital, L.P. | 0.02% | Reduce -5.1% | 8,399 | $338K |
| Cherry Tree Wealth Management, LLC | 0.07% | Add +14.1% | 8,092 | $326K |
| U.S. Capital Wealth Advisors, LLC | 0.01% | New | 8,018 | $323K |
| Financial Strategies Group, Inc. | 0.06% | Reduce -0.7% | 7,815 | $315K |
| SYM FINANCIAL Corp | 0.03% | Add +0.7% | 7,743 | $312K |
| Aufman Associates Inc | 0.16% | Add +3.4% | 7,725 | $311K |
| Clifford Swan Investment Counsel LLC | 0.01% | No change | 7,675 | $309K |
| Colton Groome Financial Advisors, LLC | 0.09% | Reduce -5.4% | 7,583 | $305K |
| Insigneo Advisory Services, LLC | 0.02% | New | 7,548 | $304K |
| Renaissance Technologies | 0.00% | Reduce -89.4% | 7,500 | $302K |
| Patten Group, Inc. | 0.05% | New | 7,365 | $296K |
| Richardson Financial Services Inc. | 0.10% | Add +33.3% | 7,302 | $294K |
| BIP Wealth, LLC | 0.01% | New | 7,136 | $287K |
| Financial Engines Advisors L.L.C. | 0.00% | Reduce -7.8% | 7,115 | $286K |
| First Heartland Consultants, Inc. | 0.02% | Add +9.3% | 7,087 | $285K |
| Stratos Wealth Partners, LTD. | 0.00% | New | 6,912 | $278K |
| Money Concepts Capital Corp. | 0.02% | Add +5.8% | 6,907 | $278K |
| Essex Financial Services, Inc. | 0.02% | Reduce -8.6% | 6,820 | $274K |
| Saiph Capital, LLC | 0.10% | Add +31.7% | 6,643 | $267K |
| Savant Capital, LLC | 0.00% | Reduce -13.8% | 6,558 | $264K |
| Endowment Wealth Management, Inc. | 0.12% | Reduce -25.9% | 6,542 | $263K |
| Two Sigma Securities, LLC | 0.04% | New | 6,489 | $261K |
| Vise Technologies, Inc. | 0.01% | Add +12.7% | 6,478 | $261K |
| Hilltop Holdings Inc. | 0.02% | Reduce -14.9% | 6,459 | $260K |
| Signet Financial Management, LLC | 0.03% | Add +16.5% | 6,296 | $253K |
| Gateway Wealth Partners, LLC | 0.03% | Add +0.5% | 6,232 | $251K |
| Betterment LLC | 0.00% | Add +7.6% | 6,185 | $249K |
| IHT Wealth Management, LLC | 0.01% | Add +18.4% | 6,102 | $246K |
| DKM Wealth Management, Inc. | 0.18% | No change | 6,076 | $245K |
| IFP Advisors, Inc | 0.01% | Add +2.2% | 6,059 | $244K |
| Wealthgarden F.S. LLC | 0.16% | New | 5,851 | $236K |
| GW Henssler & Associates Ltd. | 0.01% | Reduce -2.3% | 5,811 | $234K |
| ADG Wealth Management Group, LLC | 0.18% | New | 5,789 | $233K |
| Chris Bulman Inc | 0.10% | New | 5,615 | $226K |
| Strategic Investment Advisors / MI | 0.02% | New | 5,524 | $222K |
| Signature Equity Partners, LLC | 0.12% | — | 5,486 | $221K |
| FWL Investment Management, LLC | 0.05% | Add +14.8% | 5,480 | $221K |
| Deltec Asset Management LLC | 0.04% | No change | 5,400 | $217K |
| LongView Asset Management LLC | 0.15% | Add +0.2% | 5,361 | $216K |
| Quantinno Capital Management LP | 0.00% | New | 5,257 | $212K |
| Verus Capital Partners, LLC | 0.01% | Reduce -31.4% | 5,157 | $208K |
| Boston Family Office LLC | 0.01% | New | 5,000 | $201K |
| Triumph Capital Management | 0.04% | New | 4,951 | $199K |
| MCF Advisors LLC | 0.01% | Add +1.9% | 4,950 | $199K |
| Westside Investment Management, Inc. | 0.03% | No change | 4,800 | $193K |
| Ameriflex Group, Inc. | 0.10% | Reduce -26.9% | 4,797 | $193K |
| Valley National Advisers Inc. | 0.03% | Reduce -5.7% | 4,682 | $188K |
| Allworth Financial LP | 0.00% | Add +1.9% | 4,186 | $169K |
| Laraway Financial Advisors Inc | 0.11% | Reduce -3.5% | 4,142 | $167K |
| Qube Research & Technologies Ltd | 0.00% | Add +383.6% | 3,922 | $158K |
| Northwest Capital Management Inc | 0.64% | No change | 3,672 | $148K |
| McGuire Capital Advisors Inc. | 0.09% | — | 3,435 | $138K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -16.5% | 3,283 | $132K |
| NFSG Corp | 0.02% | Add +1.9% | 2,955 | $119K |
| Capital Analysts, LLC | 0.00% | Reduce -97.5% | 2,703 | $108K |
| Eastern Bank | 0.00% | No change | 2,635 | $106K |
| Centaurus Financial, Inc. | 0.00% | New | 2,588 | $104K |
| Prestige Wealth Management Group LLC | 0.02% | Reduce -32.1% | 2,540 | $102K |
| SBI Securities Co., Ltd. | 0.00% | Reduce -50.9% | 2,392 | $96K |
| Raffa Wealth Management, LLC | 0.01% | No change | 2,232 | $90K |
| SageView Advisory Group, LLC | 0.00% | New | 2,090 | $84K |
| Citigroup Inc. | 0.00% | No change | 1,707 | $69K |
| US Bancorp \de | 0.00% | Add +2.4% | 1,688 | $68K |
| TD Waterhouse Canada Inc. | 0.00% | No change | 1,600 | $64K |
| Archer Investment Corp | 0.01% | Reduce -4.0% | 1,587 | $64K |
| Pinnacle Bancorp, Inc. | 0.02% | Add +4.9% | 1,583 | $64K |
| Cape Investment Advisory, Inc. | 0.02% | New | 1,581 | $64K |
| CoreCap Advisors, LLC | 0.00% | Add +0.1% | 1,479 | $60K |
| Motiv8 Investments LLC | 0.03% | New | 1,338 | $54K |
| Paladin Advisory Group, LLC | 0.04% | No change | 1,306 | $53K |
| Fourth Dimension Wealth, LLC | 0.02% | Reduce -0.1% | 1,242 | $50K |
| Caldwell Sutter Capital, Inc. | 0.02% | No change | 1,171 | $47K |
| Pacifica Partners Inc. | 0.02% | Reduce -21.3% | 1,091 | $44K |
| Tidemark, LLC | 0.01% | No change | 921 | $37K |
| New Millennium Group LLC | 0.02% | Reduce -6.0% | 920 | $37K |
| Aptus Capital Advisors, LLC | 0.00% | No change | 917 | $37K |
| EverSource Wealth Advisors, LLC | 0.00% | Reduce -93.2% | 877 | $35K |
| Investors Research Corp | 0.01% | No change | 822 | $33K |
| Washington Trust Advisors, Inc. | 0.00% | No change | 795 | $32K |
| Sunbelt Securities, Inc. | 0.00% | Add +1.8% | 731 | $29K |
| Larson Financial Group LLC | 0.00% | Add +1.9% | 701 | $28K |
| Parallel Advisors, LLC | 0.00% | Add +23.5% | 635 | $26K |
| Pinnacle Wealth Planning Services, Inc. | 0.00% | New | 552 | $22K |
| Bank of Montreal | 0.00% | No change | 535 | $22K |
| GHP Investment Advisors, Inc. | 0.00% | New | 500 | $20K |
| Abound Wealth Management | 0.00% | Reduce -35.9% | 495 | $20K |
| Anfield Capital Management, LLC | 0.01% | No change | 404 | $16K |
| GPS Wealth Strategies Group, LLC | 0.01% | Reduce -87.8% | 312 | $13K |
| Atlantic Union Bankshares Corp | 0.00% | Add +705.9% | 274 | $11K |
| SOA Wealth Advisors, LLC. | 0.00% | No change | 201 | $8K |
| Godfrey Financial Associates, Inc. | 0.01% | — | 185 | $7K |
| Vision Retirement, LLC | 0.00% | — | 136 | $5K |
| Sound Income Strategies, LLC | 0.00% | New | 132 | $5K |
| TD Capital Management LLC | 0.00% | Add +2.4% | 130 | $5K |
| Quest 10 Wealth Builders, Inc. | 0.00% | No change | 113 | $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 |
| MidFirst Bank | 0.00% | — | 47 | $2K |
| Wilkerson Advisory Group LLC | 0.00% | — | 46 | $2K |
| Cullen/Frost Bankers, Inc. | 0.00% | Reduce -87.5% | 46 | $2K |
| Tower Research Capital LLC (TRC) | 0.00% | New | 45 | $2K |
| BankPlus Trust Department | 0.00% | No change | 28 | $1K |
| BNP Paribas Financial Markets | 0.00% | Reduce -20.0% | 20 | $805 |
| Versant Capital Management, Inc | 0.00% | No change | 16 | $644 |
| Bellevue Asset Management, LLC | 0.00% | Add +27.8% | 3,622 | $90 |
"% 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.