SS Doubleline TR Tact ETFTOTLETF
13F holders, Q1 2026 (March 31)361holders +4
39new positions
27sold out
2famous investors
$39.73avg. 13F price*
At the end of Q1 2026, 361 institutions reported holding SS Doubleline TR Tact ETF (TOTL) in their 13F filings, up 4 from Q4 2025. 39 opened new positions and 27 sold out. The largest holders were FMR LLC ($549.1M), Morgan Stanley ($270.7M) and Signature Estate & Investment Advisors LLC ($224.3M). 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 (Q1 2026)
- CUSIP
- 78467V848
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 39 | $36.8M |
| Exits | 27 | $27.2M |
All 13F filers, Q4 2025 → Q1 2026: 7,819,535 shares bought and 3,778,927 shares sold, net +4,040,608 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 361 holders
| FMR LLC | 0.03% | Reduce 0.0% | 13,819,749 | $549.1M |
| Morgan Stanley | 0.02% | Add +3.2% | 6,814,213 | $270.7M |
| Signature Estate & Investment Advisors LLC | 4.55% | Add +3.7% | 5,644,596 | $224.3M |
| Cwm, LLC | 0.57% | Add +15.1% | 5,455,083 | $216.7M |
| Envestnet Asset Management Inc. | 0.04% | Add +9.8% | 4,117,743 | $163.6M |
| LPL Financial LLC | 0.04% | Add +6.6% | 4,104,498 | $163.1M |
| Tectonic Advisors LLC | 5.34% | Add +3.6% | 2,540,874 | $100.9M |
| UBS Group AG | 0.02% | Add +6.3% | 2,172,239 | $86.3M |
| Bank of America Corp. | 0.01% | Add +8.2% | 2,149,047 | $85.4M |
| Kestra Investment Management, LLC | 1.36% | Add +27.9% | 1,981,354 | $78.7M |
| Wells Fargo & Company | 0.01% | Add +11.2% | 1,889,500 | $75.1M |
| Osaic Holdings, Inc. | 0.10% | Reduce -2.3% | 1,750,407 | $69.5M |
| Capital Advisors Inc. | 0.89% | Reduce -2.8% | 1,391,299 | $55.3M |
| Cheviot Value Management, LLC | 5.51% | Add +8.7% | 1,379,788 | $54.8M |
| Royal Bank of Canada | 0.01% | Add +16.0% | 1,361,468 | $54.1M |
| Corient Private Wealth LP | 0.08% | Add +25.5% | 1,332,420 | $52.8M |
| Wealth Enhancement Advisory Services, LLC | 0.10% | Reduce -43.2% | 1,202,762 | $47.7M |
| Morling Financial Advisors, LLC | 13.50% | Add +9.0% | 1,102,242 | $43.8M |
| Janney Montgomery Scott LLC | 0.09% | Add +213.8% | 956,335 | $38.0M |
| Bank of New York Mellon Corp | 0.01% | Add +3.2% | 824,067 | $32.7M |
| Captrust Financial Advisors | 0.05% | Add +56.7% | 738,492 | $29.3M |
| San Luis Wealth Advisors LLC | 4.77% | Add +10.4% | 725,961 | $28.8M |
| WCG Wealth Advisors LLC | 0.76% | Reduce -0.9% | 684,407 | $27.2M |
| HighTower Advisors, LLC | 0.03% | Add +2.2% | 682,564 | $27.1M |
| Horizon Investments, LLC | 0.30% | Reduce -20.1% | 677,572 | $26.7M |
| Thrivent Financial for Lutherans | 0.05% | Reduce -0.8% | 664,368 | $26.4M |
| Weatherly Asset Management L. P. | 2.11% | Add +4.2% | 656,496 | $26.1M |
| Concurrent Investment Advisors, LLC | 0.28% | Add +11.3% | 648,377 | $25.8M |
| Pension & Wealth Management Advisors, Inc. | 7.62% | Reduce -0.5% | 646,731 | $25.7M |
| Pinnacle Associates Ltd. | 0.31% | Add +5.0% | 606,616 | $24.1M |
| FAS Wealth Partners, Inc. | 1.34% | Add +28.6% | 541,776 | $21.5M |
| Howard Financial Services, LTD. | 2.40% | Add +1.9% | 536,169 | $21.3M |
| Journey Advisory Group, LLC | 1.75% | Add +161.7% | 513,876 | $20.4M |
| Main Street Financial Solutions, LLC | 1.49% | Add +3.8% | 512,638 | $20.4M |
| Lighthouse Financial Services Inc. | 4.56% | Add +4.2% | 506,805 | $20.2M |
| Raymond James Financial Inc. | 0.01% | Reduce -20.6% | 504,844 | $20.1M |
| AQR Capital Management | 0.01% | Add +23.8% | 500,961 | $19.9M |
| Woodmont Investment Counsel LLC | 1.14% | Add +23.6% | 467,143 | $18.6M |
| Cetera Investment Advisers | 0.02% | Reduce -8.3% | 437,046 | $17.4M |
| Cambridge Investment Research Advisors, Inc. | 0.04% | Add +5.9% | 431,982 | $17.2M |
| Canal Capital Management, LLC | 2.20% | Add +7.3% | 409,472 | $16.3M |
| Jane Street Group, LLC | 0.02% | Add +870.7% | 398,826 | $15.8M |
| Focus Partners Wealth | 0.02% | Add +2.3% | 365,058 | $14.5M |
| Steward Partners Investment Advisory, LLC | 0.07% | Add +12.0% | 361,910 | $14.4M |
| 1 North Wealth Services LLC | 5.07% | Add +0.5% | 353,704 | $14.1M |
| MAI Capital Management | 0.08% | Add +17.4% | 347,446 | $13.8M |
| Pinnacle Wealth Management Advisory Group, LLC | 0.92% | Add +8.4% | 337,663 | $13.4M |
| NewEdge Advisors, LLC | 0.05% | Add +2.4% | 323,517 | $12.9M |
| Denver PWM, LLC | 4.40% | Reduce -18.8% | 323,044 | $12.8M |
| Vicus Capital | 0.93% | Add +5.5% | 319,644 | $12.7M |
| Jaffetilchin Investment Partners, LLC | 0.75% | Add +43.0% | 318,012 | $12.6M |
| Brookstone Capital Management | 0.14% | Add +5.0% | 313,792 | $12.5M |
| Private Advisor Group, LLC | 0.06% | Add +10.8% | 295,837 | $11.8M |
| M Wealth Management, LLC | 9.31% | Add +1.4% | 278,293 | $11.1M |
| Ballew Advisors, Inc | 6.13% | Add +3.4% | 273,058 | $10.9M |
| Cornerstone Wealth Management, LLC | 0.53% | Add +20.3% | 267,823 | $10.6M |
| Finivi Inc. | 5.74% | Add +14.6% | 264,473 | $10.5M |
| Austin Wealth Management, LLC | 2.36% | Reduce -32.8% | 262,695 | $10.4M |
| Bedel Financial Consulting, Inc. | 1.16% | Add +11.1% | 253,475 | $10.1M |
| Mariner, LLC | 0.01% | Add +4.0% | 253,323 | $10.1M |
| Diversified Portfolios, Inc. | 0.76% | Add +32.4% | 232,668 | $9.2M |
| Beacon Pointe Advisors, LLC | 0.05% | Add +13.0% | 229,637 | $9.1M |
| Cerro Pacific Wealth Advisors LLC | 2.34% | Add +14.5% | 224,720 | $8.9M |
| Curi Capital, LLC | 0.16% | Reduce -4.1% | 223,913 | $8.9M |
| Stablepoint Partners, LLC | 1.25% | New | 211,583 | $8.4M |
| Envestnet Portfolio Solutions, Inc. | 0.04% | Reduce -43.6% | 203,856 | $8.1M |
| Truist Financial Corp. | 0.01% | Reduce -0.5% | 197,909 | $7.9M |
| Assetmark, Inc. | 0.01% | Add +31.3% | 178,869 | $7.1M |
| Kestra Advisory Services, LLC | 0.03% | Reduce -40.6% | 175,883 | $7.0M |
| Elmwood Wealth Management, Inc. | 1.92% | Add +11.2% | 175,201 | $7.0M |
| V2 Financial group LLC | 3.15% | Add +2.6% | 170,341 | $6.8M |
| Inman Jager Wealth Management, LLC | 3.91% | Reduce -0.3% | 168,226 | $6.7M |
| JPMorgan Chase & Co. | 0.00% | Add +20.2% | 165,906 | $6.6M |
| Visionary Horizons, LLC | 3.01% | Add +48.0% | 153,999 | $6.1M |
| Sharkey, Howes & Javer | 0.82% | Reduce -32.9% | 153,949 | $6.1M |
| Keystone Financial Group | 0.40% | Reduce -6.8% | 144,755 | $5.8M |
| Transamerica Financial Advisors, LLC | 0.48% | Add +29.6% | 141,694 | $5.6M |
| Freedom Financial Partners LLC | 1.99% | Add +2.7% | 140,883 | $5.6M |
| Visionary Wealth Advisors | 0.25% | Add +6.9% | 140,813 | $5.6M |
| Jones Financial Companies LLLP | 0.00% | Add +7.8% | 138,583 | $5.5M |
| Waverly Advisors, LLC | 0.04% | Reduce -4.2% | 135,209 | $5.4M |
| Avior Wealth Management, LLC | 0.15% | New | 135,199 | $5.4M |
| Harbour Investments, Inc. | 0.08% | Add +14.4% | 128,625 | $5.1M |
| Lunt Capital Management, Inc. | 1.90% | Add +15.1% | 124,334 | $4.9M |
| Commonwealth Equity Services, LLC | 0.01% | Add +2.5% | 116,015 | $4.6M |
| Summitpoint Capital Management | 5.83% | — | 114,083 | $4.6M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +8.7% | 112,837 | $4.5M |
| Napier Financial, LLC | 1.01% | Reduce -1.2% | 111,265 | $4.4M |
| ADG Wealth Management Group, LLC | 3.05% | Add +1575.2% | 96,976 | $4.4M |
| Prime Capital Investment Advisors, LLC | 0.05% | Reduce -1.0% | 109,333 | $4.3M |
| Pinnacle Financial Group, LLC / IL | 1.19% | Add +21.2% | 109,144 | $4.3M |
| AlphaCore Capital LLC | 0.10% | Reduce -5.8% | 104,383 | $4.1M |
| EP Wealth Advisors, LLC | 0.02% | New | 103,887 | $4.1M |
| Entrewealth, LLC | 1.82% | Add +1.3% | 102,220 | $4.1M |
| Paragon Capital Management Inc. | 3.25% | Reduce -3.2% | 96,608 | $3.8M |
| HB Wealth Management, LLC | 0.02% | Reduce -10.7% | 96,470 | $3.8M |
| Premier Private Wealth Management LLC | 4.03% | Reduce -6.7% | 96,285 | $3.8M |
| HighPoint Advisor Group LLC | 0.16% | Add +20.0% | 93,614 | $3.7M |
| Orion Porfolio Solutions, LLC | 0.03% | Reduce -5.4% | 92,878 | $3.7M |
| Geneos Wealth Management Inc. | 0.08% | Add +32.0% | 91,695 | $3.6M |
"% 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.