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 |
| Wakefield Asset Management LLLP | 0.95% | Add +10.3% | 90,520 | $3.6M |
| Family Capital Trust Co | 1.29% | No change | 89,744 | $3.6M |
| USAdvisors Wealth Management, LLC | 1.17% | Add +3.0% | 88,735 | $3.5M |
| Johnson Bixby & Associates, LLC | 0.43% | Reduce -14.4% | 86,521 | $3.4M |
| Capital Financial Group Inc\co\ | 1.88% | Add +8.8% | 86,205 | $3.4M |
| Redwood Park Advisors LLC | 2.50% | Reduce -5.5% | 85,085 | $3.4M |
| CreativeOne Wealth, LLC | 0.08% | Add +0.3% | 84,901 | $3.4M |
| Smartleaf Asset Management LLC | 0.12% | Reduce -12.1% | 81,106 | $3.2M |
| Fifth Third Bancorp | 0.01% | New | 80,752 | $3.2M |
| Heritage Wealth Management, Inc. | 1.71% | Add +9.0% | 77,302 | $3.1M |
| John W. Brooker & Co., CPAs | 4.57% | Reduce -3.8% | 73,066 | $2.9M |
| Castlekeep Investment Advisors LLC | 1.50% | Add +107.1% | 69,645 | $2.8M |
| Stifel Financial Corp. | 0.00% | Reduce -9.7% | 69,634 | $2.8M |
| Axxcess Wealth Management, LLC | 0.09% | Reduce -14.7% | 67,643 | $2.7M |
| Sanctuary Advisors, LLC | 0.01% | Add +6.7% | 60,971 | $2.4M |
| Cerity Partners LLC | 0.00% | Reduce -48.9% | 59,754 | $2.4M |
| Leeward Financial Partners, LLC | 0.69% | Reduce -1.4% | 58,778 | $2.3M |
| Lionsbridge Wealth Management LLC | 2.33% | Reduce -2.9% | 58,242 | $2.3M |
| Capital Advisors, Ltd. LLC | 0.26% | Add +29.9% | 57,854 | $2.3M |
| Jacobi Capital Management LLC | 0.12% | Add +0.4% | 56,201 | $2.2M |
| All Terrain Financial Advisors, LLC | 0.68% | Add +2.1% | 55,054 | $2.2M |
| Medallion Wealth Advisors, LLC | 0.71% | Add +5.8% | 54,854 | $2.2M |
| Cornerstone Advisory, LLC | 0.20% | Add +516.8% | 53,267 | $2.1M |
| Advyzon Investment Management, LLC | 0.19% | Add +5.7% | 52,969 | $2.1M |
| Midwest Financial Network, LLC | 1.64% | Reduce -4.7% | 51,896 | $2.1M |
| Fortis Advisors, LLC | 1.03% | Reduce -5.3% | 51,732 | $2.1M |
| ARS Wealth Advisors Group, LLC | 0.17% | New | 50,253 | $2.0M |
| Glen Eagle Advisors, LLC | 0.28% | Add +2.0% | 50,149 | $2.0M |
| Koshinski Asset Management, Inc. | 0.12% | Reduce -57.8% | 49,914 | $2.0M |
| Selby Wealth Management, LLC | 0.74% | Reduce -1.1% | 47,396 | $1.9M |
| Capital Asset Advisory Services LLC | 0.07% | Reduce -16.3% | 46,070 | $1.8M |
| Principia Wealth Advisory, LLC | 1.01% | Add +202.5% | 45,015 | $1.8M |
| Lido Advisors, LLC | 0.01% | Reduce -45.4% | 44,847 | $1.8M |
| Bank of New Hampshire | 0.39% | New | 43,041 | $1.7M |
| Ariadne Wealth Management, LP | 0.76% | Add +0.0% | 42,338 | $1.7M |
| Summit Asset Management, LLC | 0.23% | Reduce -61.8% | 41,551 | $1.7M |
| Hollencrest Capital Management | 0.06% | Reduce -5.4% | 39,364 | $1.6M |
| 1620 Investment Advisors, Inc. | 1.05% | Reduce -0.1% | 39,042 | $1.6M |
| Connecticut Wealth Management, LLC | 0.06% | Reduce -1.3% | 38,679 | $1.5M |
| Shelton Capital Management | 0.03% | New | 38,015 | $1.5M |
| William John Sempolinski | 0.76% | New | 37,995 | $1.5M |
| Jefferson Bridge Capital, LLC | 1.47% | Add +40.8% | 37,194 | $1.5M |
| Pointe Capital Management LLC | 0.72% | Add +9.2% | 36,735 | $1.5M |
| SK Wealth Management, LLC | 0.40% | Reduce -0.9% | 36,744 | $1.5M |
| Marshall Financial Group, LLC | 0.23% | Add +2.1% | 36,456 | $1.4M |
| Strategic Family Wealth Counselors, L.L.C. | 0.37% | Add +10.6% | 35,549 | $1.4M |
| Bouchey Financial Group, Ltd. | 0.10% | Reduce -1.0% | 35,389 | $1.4M |
| PFG Investments, LLC | 0.07% | Add +11.2% | 35,172 | $1.4M |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -16.1% | 35,167 | $1.4M |
| Lanark Financial, Inc. | 0.10% | Reduce -3.5% | 35,134 | $1.4M |
| Cooper Financial Group | 0.14% | Reduce -1.1% | 34,789 | $1.4M |
| MPWM Advisory Solutions, LLC | 0.73% | New | 34,769 | $1.4M |
| Great Valley Advisor Group, Inc. | 0.03% | Reduce -0.9% | 34,657 | $1.4M |
| Peak Financial Management, Inc. | 0.33% | Reduce -1.5% | 33,030 | $1.3M |
| Baird Financial Group, Inc. | 0.00% | Reduce -0.0% | 32,856 | $1.3M |
| Atlas Wealth LLC | 0.50% | Reduce -32.4% | 31,618 | $1.3M |
| Webster Bank, N. A. | 0.11% | Add +2.4% | 30,513 | $1.2M |
| Equitable Holdings, Inc. | 0.01% | Add +7.4% | 29,988 | $1.2M |
| Tranquilli Financial Advisor LLC | 0.70% | Reduce -26.3% | 30,130 | $1.2M |
| Steel Grove Capital Advisors, LLC | 0.13% | Add +200.0% | 30,000 | $1.2M |
| MBL Wealth, LLC | 0.09% | Reduce -3.9% | 28,414 | $1.1M |
| Mutual Advisors, LLC | 0.02% | Add +5.1% | 28,039 | $1.1M |
| Symphony Financial, Ltd. Co. | 0.14% | Add +30.6% | 27,491 | $1.1M |
| Motco | 0.10% | Reduce -1.0% | 26,556 | $1.1M |
| First Foundation Advisors | 0.04% | No change | 26,036 | $1.0M |
| Valmark Advisers, Inc. | 0.01% | Add +23.8% | 26,014 | $1.0M |
| Strathmore Capital Advisors, Inc. | 0.27% | Reduce -0.3% | 24,250 | $968K |
| Perennial Investment Advisors, LLC | 0.08% | Add +12.4% | 24,293 | $965K |
| Susquehanna International Group, LLP | 0.00% | New | 24,202 | $962K |
| Merit Financial Group, LLC | 0.01% | Reduce -44.8% | 24,064 | $956K |
| Greatmark Investment Partners, Inc. | 0.11% | No change | 23,975 | $953K |
| Farther Finance Advisors, LLC | 0.01% | Reduce -21.8% | 23,472 | $929K |
| Wealth Enhancement Trust Services, Inc. | 0.11% | Reduce -0.8% | 23,179 | $921K |
| Independent Advisor Alliance | 0.01% | New | 22,966 | $912K |
| VestGen Advisors, LLC | 0.03% | Add +11.6% | 23,155 | $912K |
| American Institute for Advanced Investment Management, LLP | 0.59% | Add +21.4% | 22,762 | $904K |
| BCS Wealth Management | 0.17% | Reduce -45.0% | 21,314 | $847K |
| Flagship Harbor Advisors, LLC | 0.04% | Add +5.6% | 21,294 | $846K |
| Alaethes Wealth, LLC | 0.23% | Add +53.3% | 20,216 | $803K |
| Aprio Wealth Management, LLC | 0.04% | New | 20,040 | $796K |
| PFG Advisors | 0.04% | Add +13.3% | 19,704 | $783K |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 0.26% | Add +0.9% | 19,367 | $772K |
| Private Trust Co. NA | 0.07% | Reduce -0.3% | 19,420 | $772K |
| Flow Traders U.S. LLC | 0.02% | New | 19,133 | $760K |
| Sachetta, LLC | 0.40% | Reduce -8.3% | 18,672 | $742K |
| Arkadios Wealth Advisors | 0.01% | Add +2.1% | 18,184 | $722K |
| Trilogy Capital Inc. | 0.03% | Add +0.0% | 18,115 | $720K |
| Cibc World Market Inc. | 0.00% | Reduce -0.3% | 17,730 | $704K |
| Jackson Hole Capital Partners, LLC | 0.12% | No change | 17,706 | $703K |
| Summit Financial, LLC | 0.01% | Add +91.7% | 17,022 | $676K |
| Creative Planning | 0.00% | Reduce -7.5% | 16,649 | $661K |
| Unified Investment Management | 0.68% | Add +4.3% | 16,519 | $656K |
| Dudley Capital Management, LLC | 0.28% | No change | 16,265 | $646K |
| Beckerman Institutional, LLC | 0.34% | Reduce -1.3% | 16,226 | $645K |
| WJ Wealth Management, LLC | 0.30% | Add +55.8% | 15,909 | $632K |
| Western Wealth Management, LLC | 0.02% | Reduce -7.0% | 15,851 | $630K |
| Strategic Investment Advisors / MI | 0.04% | Add +184.2% | 15,701 | $624K |
| Independent Wealth Network Inc. | 0.19% | New | 15,654 | $622K |
| Verdence Capital Advisors LLC | 0.04% | Add +32.3% | 15,409 | $612K |
| McNamara Financial Services, Inc. | 0.12% | Add +13.3% | 15,314 | $608K |
| Founders Financial Securities LLC | 0.03% | Reduce -6.5% | 14,934 | $594K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.07% | Add +0.6% | 14,846 | $590K |
| Clearstead Advisors, LLC | 0.01% | Add +10.1% | 14,799 | $588K |
| Pinnacle Family Advisors, LLC | 0.28% | Add +5.4% | 14,758 | $586K |
| Chicago Partners Investment Group LLC | 0.01% | Add +1.9% | 14,680 | $586K |
| Centaurus Financial, Inc. | 0.03% | Add +466.3% | 14,655 | $582K |
| Gateway Wealth Partners, LLC | 0.02% | Add +132.4% | 14,483 | $575K |
| Flagstar Securities, Inc. | 0.20% | Reduce -2.3% | 14,044 | $558K |
| Paragon Capital Management Ltd | 0.12% | Reduce -0.9% | 13,829 | $549K |
| Renaissance Technologies | 0.00% | Add +84.0% | 13,800 | $548K |
| Calton & Associates, Inc. | 0.08% | Reduce -1.3% | 13,785 | $548K |
| Keybank National Association | 0.00% | No change | 13,661 | $543K |
| Laird Norton Wetherby Trust Company, LLC | 0.01% | Add +4.8% | 13,407 | $533K |
| Macroview Investment Management LLC | 0.37% | Add +14.4% | 13,370 | $531K |
| Crux Wealth Advisors | 0.20% | Add +0.8% | 13,052 | $519K |
| Westmount Partners, LLC | 0.13% | Add +6.6% | 12,834 | $510K |
| MML Investors Services, LLC | 0.00% | Reduce -5.5% | 12,472 | $495K |
| M Holdings Securities, Inc. | 0.03% | Reduce -4.4% | 12,464 | $495K |
| Triumph Capital Management | 0.10% | Add +149.2% | 12,336 | $490K |
| Addison Capital Co | 0.09% | Add +23.5% | 12,315 | $489K |
| Blue Zone Wealth Advisors, LLC | 0.10% | Add +2.1% | 11,963 | $475K |
| Asset One Wealth Management LLC | 0.05% | Reduce -5.4% | 11,770 | $469K |
| DAVENPORT & Co LLC | 0.00% | Add +19.3% | 11,742 | $467K |
| Aspiriant, LLC | 0.01% | Add +2.8% | 11,592 | $461K |
| Curtis Advisory Group, LLC | 0.10% | No change | 11,444 | $455K |
| Barnes Wealth Management Group, Inc | 0.23% | Add +6.4% | 11,304 | $449K |
| AE Wealth Management LLC | 0.00% | Add +3.9% | 11,086 | $440K |
| Ethos Financial Group, LLC | 0.03% | Reduce -90.9% | 10,979 | $436K |
| Ballast Financial Advisors LLC | 0.44% | No change | 10,771 | $428K |
| World Investment Advisors | 0.01% | Add +4.4% | 10,575 | $420K |
| Spinnaker Investment Group, LLC | 0.09% | Reduce -40.0% | 10,501 | $417K |
| Citizens Financial Group Inc. | 0.01% | Add +0.3% | 10,425 | $414K |
| Oppenheimer & Co. Inc. | 0.01% | Reduce -2.2% | 10,350 | $411K |
| Bitterroot Capital Advisors LLC | 0.24% | Add +0.6% | 10,120 | $402K |
| Thompson David Blair | 0.23% | Reduce -4.0% | 9,929 | $394K |
| Northbridge Financial Group, LLC | 0.16% | Reduce -6.3% | 9,593 | $382K |
| LexAurum Advisors, LLC | 0.05% | — | 9,583 | $381K |
| Smart Portfolios, LLC | 0.37% | Add +2.1% | 9,380 | $373K |
| Elevation Advisory Partners LLC | 0.35% | — | 9,174 | $370K |
| Richardson Financial Services Inc. | 0.23% | Add +26.2% | 9,213 | $366K |
| Gladstone Institutional Advisory LLC | 0.01% | Reduce -6.3% | 9,147 | $363K |
| GeoWealth Management, LLC | 0.01% | New | 9,029 | $359K |
| Diversify Wealth Management, LLC | 0.01% | New | 8,872 | $352K |
| Beaumont Financial Advisors, LLC | 0.02% | No change | 8,858 | $352K |
| Cornell Pochily Investment Advisors, Inc. | 0.10% | Reduce -8.2% | 8,829 | $351K |
| Continuum Advisory, LLC | 0.03% | Add +0.3% | 8,814 | $350K |
| Blair William & Co. | 0.00% | New | 8,763 | $348K |
| American Trust | 0.03% | Reduce -1.1% | 8,671 | $344K |
| Atria Investments, Inc | 0.00% | Add +1.2% | 8,542 | $339K |
| Helium Advisors LLC | 0.32% | Reduce -19.8% | 8,368 | $332K |
| Strategic Financial Concepts, LLC | 0.08% | Reduce -13.2% | 8,175 | $325K |
| First Heartland Consultants, Inc. | 0.02% | Add +13.8% | 8,064 | $320K |
| Stratos Wealth Partners, LTD. | 0.00% | Add +14.5% | 7,912 | $314K |
| SYM FINANCIAL Corp | 0.03% | Add +1.6% | 7,866 | $313K |
| PMG Wealth Management, Inc. | 0.22% | Reduce -93.4% | 7,850 | $311K |
| Money Concepts Capital Corp. | 0.02% | Add +11.7% | 7,714 | $306K |
| Clifford Swan Investment Counsel LLC | 0.01% | No change | 7,675 | $305K |
| Aufman Associates Inc | 0.15% | Reduce -0.9% | 7,653 | $304K |
| Patten Group, Inc. | 0.05% | Add +1.8% | 7,494 | $298K |
| Saiph Capital, LLC | 0.11% | Add +11.6% | 7,412 | $294K |
| Fiduciary Trust Co | 0.00% | New | 7,400 | $294K |
| U.S. Capital Wealth Advisors, LLC | 0.01% | Reduce -8.1% | 7,367 | $293K |
| First National Bank of Omaha | 0.01% | Reduce -25.7% | 7,348 | $291K |
| Wealthgarden F.S. LLC | 0.20% | Add +22.9% | 7,194 | $286K |
| Cherry Tree Wealth Management, LLC | 0.06% | Reduce -11.8% | 7,138 | $284K |
| Financial Engines Advisors L.L.C. | 0.00% | Add +0.3% | 7,135 | $283K |
| Betterment LLC | 0.00% | Add +12.1% | 6,932 | $275K |
| BIP Wealth, LLC | 0.01% | Reduce -3.1% | 6,915 | $275K |
| Essex Financial Services, Inc. | 0.02% | Add +0.7% | 6,870 | $273K |
| Endowment Wealth Management, Inc. | 0.12% | Add +3.3% | 6,756 | $268K |
| Objective Capital Management, LLC | 0.27% | New | 6,700 | $266K |
| Collaborative Wealth Managment Inc. | 0.12% | Reduce -28.1% | 6,682 | $265K |
| Inspire Advisors, LLC | 0.02% | New | 6,645 | $264K |
| Vise Technologies, Inc. | 0.01% | No change | 6,478 | $261K |
| McElhenny Sheffield Capital Management, LLC | 0.06% | Reduce -56.3% | 6,537 | $260K |
| J.W. Cole Advisors, Inc. | 0.01% | New | 6,349 | $252K |
| Insigneo Advisory Services, LLC | 0.02% | Reduce -17.4% | 6,236 | $248K |
| Tiaa-Cref Individual & Institutional Services, LLC | 0.00% | — | 6,194 | $246K |
| Signature Equity Partners, LLC | 0.13% | Add +12.8% | 6,188 | $246K |
| Colton Groome Financial Advisors, LLC | 0.07% | Reduce -18.7% | 6,168 | $245K |
| Signet Financial Management, LLC | 0.03% | Reduce -2.4% | 6,146 | $244K |
| DKM Wealth Management, Inc. | 0.17% | No change | 6,076 | $241K |
| FWL Investment Management, LLC | 0.05% | Add +10.4% | 6,052 | $240K |
| Financial Strategies Group, Inc. | 0.04% | Reduce -22.9% | 6,025 | $240K |
| GW Henssler & Associates Ltd. | 0.01% | No change | 5,811 | $231K |
| QP Wealth Management, LLC | 0.39% | Reduce -80.4% | 5,770 | $229K |
| Pettinga Financial Advisors LLC | 0.04% | New | 5,738 | $228K |
| Center For Asset Management LLC | 0.11% | New | 5,654 | $225K |
| Chris Bulman Inc | 0.10% | Reduce -1.1% | 5,553 | $221K |
| Hudson Capital Management LLC | 0.06% | New | 5,520 | $219K |
| Deltec Asset Management LLC | 0.04% | No change | 5,400 | $215K |
| IFP Advisors, Inc | 0.00% | Reduce -11.8% | 5,343 | $212K |
| Lifeworks Advisors, LLC | 0.03% | Reduce -85.5% | 5,302 | $211K |
| Savant Capital, LLC | 0.00% | Reduce -19.2% | 5,300 | $211K |
| Thompson Davis & Co., Inc. | 0.14% | New | 5,250 | $209K |
| Ameriflex Group, Inc. | 0.11% | Add +8.9% | 5,226 | $208K |
| Verus Capital Partners, LLC | 0.01% | Reduce -0.2% | 5,145 | $204K |
| Westside Investment Management, Inc. | 0.03% | No change | 4,800 | $191K |
| Valley National Advisers Inc. | 0.02% | Reduce -3.7% | 4,508 | $179K |
| Allworth Financial LP | 0.00% | No change | 4,186 | $166K |
| Laraway Financial Advisors Inc | 0.12% | Add +0.0% | 4,143 | $165K |
| TD Private Client Wealth LLC | 0.00% | New | 3,523 | $140K |
| Advisory Services Network, LLC | 0.00% | New | 3,514 | $140K |
| McGuire Capital Advisors Inc. | 0.09% | No change | 3,435 | $136K |
| US Bancorp \de | 0.00% | Add +99.8% | 3,372 | $134K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 3,283 | $130K |
| NFSG Corp | 0.02% | Add +0.8% | 2,979 | $118K |
| Eastern Bank | 0.00% | No change | 2,635 | $105K |
| SBI Securities Co., Ltd. | 0.00% | Reduce -5.6% | 2,258 | $90K |
| Mather Group, Llc. | 0.00% | New | 2,134 | $85K |
| Prestige Wealth Management Group LLC | 0.02% | Reduce -18.1% | 2,080 | $83K |
| Raffa Wealth Management, LLC | 0.01% | Reduce -10.3% | 2,001 | $80K |
| National Bank of Canada | 0.00% | New | 1,932 | $77K |
| Citigroup Inc. | 0.00% | Add +0.1% | 1,709 | $68K |
| Destiny Wealth Partners, LLC | 0.01% | Reduce -99.6% | 1,642 | $65K |
| Capital Analysts, LLC | 0.00% | Reduce -39.8% | 1,626 | $65K |
| TD Waterhouse Canada Inc. | 0.00% | No change | 1,600 | $63K |
| Archer Investment Corp | 0.01% | No change | 1,587 | $63K |
| Pinnacle Bancorp, Inc. | 0.02% | No change | 1,583 | $63K |
| CoreCap Advisors, LLC | 0.00% | Reduce -0.1% | 1,478 | $59K |
| Fourth Dimension Wealth, LLC | 0.02% | Reduce -2.9% | 1,206 | $48K |
| Caldwell Sutter Capital, Inc. | 0.02% | No change | 1,171 | $47K |
| GHP Investment Advisors, Inc. | 0.00% | Add +121.8% | 1,109 | $44K |
| Paladin Advisory Group, LLC | 0.03% | Reduce -23.2% | 1,003 | $40K |
| United Community Bank | 0.01% | New | 1,000 | $40K |
| Tidemark, LLC | 0.01% | No change | 921 | $37K |
| Pacifica Partners Inc. | 0.01% | Reduce -18.9% | 885 | $35K |
| EverSource Wealth Advisors, LLC | 0.00% | No change | 877 | $35K |
| Investors Research Corp | 0.01% | No change | 822 | $33K |
| Washington Trust Advisors, Inc. | 0.00% | No change | 795 | $32K |
| Parallel Advisors, LLC | 0.00% | Add +21.3% | 770 | $31K |
| Sunbelt Securities, Inc. | 0.00% | Add +0.8% | 737 | $29K |
| Protective Life Corp. | 0.08% | New | 643 | $26K |
| Larson Financial Group LLC | 0.00% | Reduce -10.7% | 626 | $25K |
| Pinnacle Wealth Planning Services, Inc. | 0.00% | No change | 552 | $22K |
| Bank of Montreal | 0.00% | No change | 535 | $21K |
| Johnson Financial Group, Inc. | 0.00% | New | 510 | $20K |
| Aptus Capital Advisors, LLC | 0.00% | Reduce -54.5% | 417 | $17K |
| Anfield Capital Management, LLC | 0.00% | No change | 404 | $16K |
| Zions Bancorporation, National Association | 0.00% | New | 315 | $13K |
| Keating Financial Advisory Services, Inc. | 0.00% | New | 206 | $8K |
| SOA Wealth Advisors, LLC. | 0.00% | No change | 201 | $8K |
| Godfrey Financial Associates, Inc. | 0.01% | No change | 185 | $7K |
| Sound Income Strategies, LLC | 0.00% | Add +19.7% | 158 | $6K |
| Lam Group, Inc. | 0.00% | New | 155 | $6K |
| Vision Retirement, LLC | 0.00% | No change | 136 | $5K |
| TD Capital Management LLC | 0.00% | Add +0.8% | 131 | $5K |
| Quest 10 Wealth Builders, Inc. | 0.00% | No change | 113 | $4K |
| Bellevue Asset Management, LLC | 0.00% | Reduce -97.5% | 90 | $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 |
| Eukles Asset Management | 0.00% | New | 63 | $3K |
| O'shaughnessy Asset Management, LLC | 0.00% | New | 63 | $3K |
| Cullen/Frost Bankers, Inc. | 0.00% | No change | 46 | $2K |
| BNP Paribas Financial Markets | 0.00% | Add +75.0% | 35 | $1K |
| BankPlus Trust Department | 0.00% | No change | 28 | $1K |
| Graney & King, LLC | 0.00% | New | 26 | $1K |
| Versant Capital Management, Inc | 0.00% | No change | 16 | $636 |
| Financial Gravity Asset Management, Inc. | 0.00% | New | 14 | $556 |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -75.6% | 11 | $437 |
"% 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.