SS Doubleline TR Tact ETFTOTLETF
13F holders, Q2 2026 (June 30)369holders +8
30new positions
19sold out
3famous investors
$39.46avg. 13F price*
At the end of Q2 2026, 369 institutions reported holding SS Doubleline TR Tact ETF (TOTL) in their 13F filings, up 8 from Q1 2026. 30 opened new positions and 19 sold out. The largest holders were FMR LLC ($470.5M), Morgan Stanley ($272.0M) and Signature Estate & Investment Advisors LLC ($235.9M). 3 famous investors held it, including Cliff Asness (0.0% of AQR Capital Management's portfolio), Ken Griffin (0.0% of Citadel Advisors'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 (Q2 2026)
- CUSIP
- 78467V848
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 30 | $21.8M |
| Exits | 19 | $10.0M |
All 13F filers, Q1 2026 → Q2 2026: 5,232,017 shares bought and 5,224,311 shares sold, net +7,706 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 369 holders
| FMR LLC | 0.02% | Reduce -13.7% | 11,920,830 | $470.5M |
| Morgan Stanley | 0.01% | Add +1.1% | 6,891,190 | $272.0M |
| Signature Estate & Investment Advisors LLC | 4.25% | Add +5.9% | 5,976,076 | $235.9M |
| Envestnet Asset Management Inc. | 0.05% | Add +20.2% | 4,950,940 | $195.4M |
| LPL Financial LLC | 0.04% | Add +6.1% | 4,356,684 | $172.0M |
| Tectonic Advisors LLC | 5.02% | Add +4.2% | 2,646,939 | $104.5M |
| Osaic Holdings, Inc. | 0.11% | Add +29.5% | 2,266,827 | $89.5M |
| UBS Group AG | 0.01% | Add +4.2% | 2,263,548 | $89.3M |
| Bank of America Corp. | 0.01% | Add +3.4% | 2,221,408 | $87.7M |
| Wells Fargo & Company | 0.01% | Reduce -4.3% | 1,808,018 | $71.4M |
| Corient Private Wealth LP | 0.09% | Add +27.9% | 1,704,332 | $67.3M |
| Kestra Investment Management, LLC | 1.29% | Reduce -14.8% | 1,688,835 | $66.7M |
| Capital Advisors Inc. | 0.80% | Reduce -1.6% | 1,368,928 | $54.0M |
| Cheviot Value Management, LLC | 5.49% | Reduce -0.8% | 1,368,052 | $54.0M |
| Royal Bank of Canada | 0.01% | Reduce -6.0% | 1,279,492 | $50.5M |
| Morling Financial Advisors, LLC | 12.62% | Add +4.1% | 1,147,703 | $45.3M |
| Wealth Enhancement Advisory Services, LLC | 0.07% | Reduce -7.9% | 1,107,462 | $43.4M |
| Janney Montgomery Scott LLC | 0.07% | Reduce -0.8% | 948,830 | $37.5M |
| Bank of New York Mellon Corp | 0.01% | Add +3.4% | 852,368 | $33.6M |
| FAS Wealth Partners, Inc. | 1.40% | Add +26.0% | 682,427 | $26.9M |
| Weatherly Asset Management L. P. | 1.91% | Add +3.4% | 678,852 | $26.8M |
| Horizon Investments, LLC | 0.29% | Reduce -0.3% | 675,591 | $26.4M |
| WCG Wealth Advisors LLC | 0.63% | Reduce -2.1% | 669,685 | $26.4M |
| HighTower Advisors, LLC | 0.02% | Reduce -3.6% | 657,787 | $26.0M |
| Pension & Wealth Management Advisors, Inc. | 6.93% | Add +0.7% | 651,453 | $25.7M |
| Pinnacle Associates Ltd. | 0.27% | Add +4.9% | 636,581 | $25.1M |
| Thrivent Financial for Lutherans | 0.04% | Reduce -9.3% | 602,894 | $23.8M |
| San Luis Wealth Advisors LLC | 3.34% | Reduce -22.6% | 561,780 | $22.2M |
| Captrust Financial Advisors | 0.03% | Reduce -24.3% | 559,128 | $22.1M |
| AQR Capital Management | 0.01% | Add +10.7% | 554,518 | $21.9M |
| Woodmont Investment Counsel LLC | 1.15% | Add +14.2% | 533,286 | $21.0M |
| Main Street Financial Solutions, LLC | 1.35% | Add +3.8% | 532,256 | $21.0M |
| Lighthouse Financial Services Inc. | 4.16% | Reduce -0.4% | 504,610 | $19.8M |
| Howard Financial Services, LTD. | 1.94% | Reduce -8.2% | 492,358 | $19.4M |
| Raymond James Financial Inc. | 0.00% | Reduce -9.2% | 458,569 | $18.1M |
| Canal Capital Management, LLC | 2.04% | Add +3.5% | 423,789 | $16.7M |
| Cetera Investment Advisers | 0.02% | Reduce -3.2% | 422,881 | $16.7M |
| Cambridge Investment Research Advisors, Inc. | 0.04% | Reduce -7.9% | 397,943 | $15.7M |
| Focus Partners Wealth | 0.02% | Add +5.1% | 383,836 | $15.2M |
| 1 North Wealth Services LLC | 4.92% | Add +7.9% | 381,624 | $15.1M |
| Steward Partners Investment Advisory, LLC | 0.08% | Add +5.4% | 381,539 | $15.1M |
| Pinnacle Wealth Management Advisory Group, LLC | 0.85% | Add +6.9% | 360,810 | $14.2M |
| MAI Capital Management | 0.05% | Add +2.8% | 357,308 | $14.1M |
| Denver PWM, LLC | 4.42% | Add +7.8% | 348,315 | $13.5M |
| Cornerstone Wealth Management, LLC | 0.57% | Add +25.1% | 335,057 | $13.2M |
| Vicus Capital | 0.82% | Add +1.1% | 323,184 | $12.8M |
| NewEdge Advisors, LLC | 0.04% | Reduce -0.8% | 321,032 | $12.7M |
| Ballew Advisors, Inc | 5.85% | Add +5.5% | 288,031 | $11.3M |
| M Wealth Management, LLC | 8.81% | Add +2.1% | 284,278 | $11.2M |
| Mariner, LLC | 0.01% | Add +11.1% | 281,531 | $11.1M |
| Envestnet Portfolio Solutions, Inc. | 0.05% | Add +37.3% | 279,962 | $11.1M |
| Concurrent Investment Advisors, LLC | 0.09% | Reduce -57.9% | 273,074 | $10.8M |
| Journey Advisory Group, LLC | 0.81% | Reduce -48.0% | 267,195 | $10.5M |
| Brookstone Capital Management | 0.11% | Reduce -15.4% | 265,559 | $10.5M |
| Bedel Financial Consulting, Inc. | 1.00% | Add +4.2% | 264,075 | $10.4M |
| Finivi Inc. | 5.29% | Reduce -1.1% | 261,512 | $10.3M |
| Austin Wealth Management, LLC | 2.09% | Reduce -3.6% | 253,097 | $9.9M |
| Cerro Pacific Wealth Advisors LLC | 2.22% | Add +10.7% | 248,697 | $9.8M |
| Truist Financial Corp. | 0.01% | Add +16.3% | 230,218 | $9.1M |
| Stablepoint Partners, LLC | 1.20% | Add +3.9% | 219,753 | $8.7M |
| JPMorgan Chase & Co. | 0.00% | Add +28.0% | 212,412 | $8.4M |
| Rose Capital Advisors LLC | 4.14% | — | 195,822 | $7.7M |
| Kestra Advisory Services, LLC | 0.02% | Add +9.9% | 193,349 | $7.6M |
| Curi Capital, LLC | 0.12% | Reduce -15.7% | 188,859 | $7.5M |
| Valmark Advisers, Inc. | 0.08% | Add +612.1% | 185,235 | $7.3M |
| Elmwood Wealth Management, Inc. | 1.79% | Add +3.7% | 181,738 | $7.2M |
| Inman Jager Wealth Management, LLC | 3.79% | Add +7.3% | 180,465 | $7.1M |
| Beacon Pointe Advisors, LLC | 0.03% | Reduce -21.6% | 179,976 | $7.1M |
| V2 Financial group LLC | 2.53% | Add +1.0% | 172,117 | $6.8M |
| Trivium Point Advisory, LLC | 0.55% | New | 153,544 | $6.1M |
| Visionary Wealth Advisors | 0.24% | Add +8.3% | 152,547 | $6.0M |
| Visionary Horizons, LLC | 2.47% | Reduce -2.7% | 149,889 | $5.9M |
| Private Advisor Group, LLC | 0.03% | Reduce -50.0% | 147,841 | $5.8M |
| Diversified Portfolios, Inc. | 0.42% | Reduce -36.7% | 147,256 | $5.8M |
| Waverly Advisors, LLC | 0.03% | Add +8.7% | 147,004 | $5.8M |
| Jones Financial Companies LLLP | 0.00% | Add +3.9% | 143,956 | $5.7M |
| Keystone Financial Group | 0.33% | Reduce -2.3% | 141,445 | $5.6M |
| Freedom Financial Partners LLC | 1.79% | Reduce -1.1% | 139,407 | $5.5M |
| Aprio Wealth Management, LLC | 0.27% | Add +588.1% | 137,894 | $5.4M |
| Summit Financial, LLC | 0.06% | Add +704.9% | 137,001 | $5.4M |
| Transamerica Financial Advisors, LLC | 0.45% | Reduce -4.7% | 135,004 | $5.3M |
| Harbour Investments, Inc. | 0.07% | Add +4.2% | 134,017 | $5.3M |
| ARS Wealth Advisors Group, LLC | 0.41% | Add +163.6% | 132,445 | $5.2M |
| USAdvisors Wealth Management, LLC | 1.48% | Add +47.0% | 130,426 | $5.1M |
| Geneos Wealth Management Inc. | 0.10% | Add +38.4% | 126,930 | $5.0M |
| Summitpoint Capital Management | 5.34% | Add +10.0% | 125,522 | $5.0M |
| Castlekeep Investment Advisors LLC | 2.45% | Add +77.7% | 123,744 | $4.9M |
| Lunt Capital Management, Inc. | 1.77% | Reduce -1.6% | 122,326 | $4.8M |
| Citadel Advisors | 0.00% | New | 121,534 | $4.8M |
| Napier Financial, LLC | 0.94% | Add +3.2% | 114,819 | $4.5M |
| HighPoint Advisor Group LLC | 0.16% | Add +22.0% | 114,224 | $4.5M |
| Prime Capital Investment Advisors, LLC | 0.04% | Add +4.0% | 113,694 | $4.5M |
| Assetmark, Inc. | 0.01% | Reduce -36.6% | 113,305 | $4.5M |
| Pinnacle Financial Group, LLC / IL | 1.08% | Add +2.4% | 111,788 | $4.4M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -4.2% | 111,151 | $4.4M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -1.7% | 110,891 | $4.4M |
| AlphaCore Capital LLC | 0.08% | Reduce -0.6% | 103,779 | $4.1M |
| Capital Financial Group Inc\co\ | 2.14% | Add +20.1% | 103,496 | $4.1M |
| Entrewealth, LLC | 1.51% | Add +2.5% | 104,795 | $4.1M |
| Paragon Capital Management Inc. | 2.95% | Add +3.6% | 100,125 | $4.0M |
| Avior Wealth Management, LLC | 0.10% | Reduce -27.9% | 97,481 | $3.8M |
| Wakefield Asset Management LLLP | 0.86% | Add +7.2% | 97,044 | $3.8M |
| EP Wealth Advisors, LLC | 0.01% | Reduce -8.7% | 94,869 | $3.7M |
| Orion Porfolio Solutions, LLC | 0.03% | Add +1.5% | 94,274 | $3.7M |
| Premier Private Wealth Management LLC | 3.15% | Reduce -5.1% | 91,342 | $3.6M |
| Family Capital Trust Co | 1.15% | No change | 89,744 | $3.5M |
| Redwood Park Advisors LLC | 2.48% | Add +2.3% | 87,049 | $3.4M |
| CreativeOne Wealth, LLC | 0.07% | Add +1.4% | 86,055 | $3.4M |
| HB Wealth Management, LLC | 0.02% | Reduce -11.4% | 85,449 | $3.4M |
| Heritage Wealth Management, Inc. | 1.66% | Add +9.1% | 84,336 | $3.3M |
| Smartleaf Asset Management LLC | 0.10% | No change | 81,106 | $3.2M |
| Sharkey, Howes & Javer | 0.39% | Reduce -47.2% | 81,325 | $3.2M |
| Stifel Financial Corp. | 0.00% | Add +15.8% | 80,618 | $3.2M |
| John W. Brooker & Co., CPAs | 3.71% | Add +6.6% | 77,886 | $3.1M |
| Bank of New Hampshire | 0.64% | Add +80.3% | 77,590 | $3.1M |
| Susquehanna International Group, LLP | 0.00% | Add +177.9% | 67,260 | $2.7M |
| Lido Advisors, LLC | 0.01% | Add +45.2% | 65,135 | $2.6M |
| Axxcess Wealth Management, LLC | 0.04% | Reduce -3.8% | 65,069 | $2.6M |
| Leeward Financial Partners, LLC | 0.67% | Add +10.4% | 64,911 | $2.6M |
| Midwest Financial Network, LLC | 1.66% | Add +18.4% | 61,471 | $2.4M |
| Sanctuary Advisors, LLC | 0.01% | Reduce -1.3% | 60,152 | $2.4M |
| Advyzon Investment Management, LLC | 0.17% | Add +12.4% | 59,534 | $2.3M |
| Johnson Bixby & Associates, LLC | 0.26% | Reduce -32.0% | 58,851 | $2.3M |
| Capital Advisors, Ltd. LLC | 0.23% | Add +1.4% | 58,670 | $2.3M |
| Cerity Partners LLC | 0.00% | Reduce -2.9% | 58,033 | $2.3M |
| Lionsbridge Wealth Management LLC | 2.17% | Reduce -3.8% | 56,045 | $2.2M |
| Cornerstone Advisory, LLC | 0.18% | Add +3.2% | 54,969 | $2.2M |
| All Terrain Financial Advisors, LLC | 0.45% | Reduce -0.4% | 54,832 | $2.2M |
| Jacobi Capital Management LLC | 0.10% | Reduce -3.9% | 54,023 | $2.1M |
| Principia Wealth Advisory, LLC | 1.04% | Add +17.2% | 52,765 | $2.1M |
| Old Mission Capital LLC | 0.05% | New | 52,596 | $2.1M |
| Fortis Advisors, LLC | 0.97% | Add +1.1% | 52,283 | $2.1M |
| Medallion Wealth Advisors, LLC | 0.64% | Reduce -5.8% | 51,681 | $2.0M |
| Glen Eagle Advisors, LLC | 0.26% | Add +2.5% | 51,412 | $2.0M |
| Cooper Financial Group | 0.17% | Add +45.9% | 50,745 | $2.0M |
| Capital Asset Advisory Services LLC | 0.06% | Reduce -1.8% | 45,245 | $1.8M |
| Ariadne Wealth Management, LP | 0.78% | Add +6.2% | 44,951 | $1.8M |
| Renaissance Technologies | 0.00% | Add +223.3% | 44,609 | $1.8M |
| Rockefeller Capital Management L.P. | 0.00% | Add +25.4% | 44,094 | $1.7M |
| MPWM Advisory Solutions, LLC | 0.78% | Add +24.8% | 43,404 | $1.7M |
| William John Sempolinski | 0.65% | Add +7.8% | 40,976 | $1.6M |
| Pointe Capital Management LLC | 0.71% | Add +8.7% | 39,926 | $1.6M |
| Selby Wealth Management, LLC | 0.55% | Reduce -17.3% | 39,199 | $1.5M |
| Hollencrest Capital Management | 0.10% | Reduce -1.2% | 38,881 | $1.5M |
| Connecticut Wealth Management, LLC | 0.06% | Add +0.2% | 38,753 | $1.5M |
| Symphony Financial, Ltd. Co. | 0.16% | Add +37.9% | 37,912 | $1.5M |
| 1620 Investment Advisors, Inc. | 0.92% | Reduce -4.0% | 37,480 | $1.5M |
| TD Private Client Wealth LLC | 0.03% | Add +954.0% | 37,131 | $1.5M |
| Marshall Financial Group, LLC | 0.21% | Add +1.9% | 37,129 | $1.5M |
| Jefferson Bridge Capital, LLC | 1.26% | Reduce -1.2% | 36,760 | $1.5M |
| Wealth Enhancement Trust Services, Inc. | 0.15% | Add +49.5% | 34,652 | $1.4M |
| Great Valley Advisor Group, Inc. | 0.02% | Reduce -2.2% | 33,881 | $1.3M |
| Baird Financial Group, Inc. | 0.00% | Add +2.4% | 33,647 | $1.3M |
| Tranquilli Financial Advisor LLC | 0.71% | Add +11.1% | 33,478 | $1.3M |
| Equitable Holdings, Inc. | 0.01% | Add +10.9% | 33,266 | $1.3M |
| Bouchey Financial Group, Ltd. | 0.08% | Reduce -6.8% | 32,987 | $1.3M |
| Steel Grove Capital Advisors, LLC | 0.12% | Add +8.3% | 32,500 | $1.3M |
| Peak Financial Management, Inc. | 0.29% | Reduce -1.7% | 32,465 | $1.3M |
| Summit Asset Management, LLC | 0.16% | Reduce -23.0% | 31,992 | $1.3M |
| Koshinski Asset Management, Inc. | 0.07% | Reduce -36.2% | 31,858 | $1.3M |
| Webster Bank, N. A. | 0.11% | Add +4.0% | 31,721 | $1.3M |
| Jane Street Group, LLC | 0.00% | Reduce -92.4% | 30,400 | $1.2M |
| Mutual Advisors, LLC | 0.02% | Add +7.9% | 30,244 | $1.2M |
| Worth Financial Advisory Group, LLC | 0.49% | New | 29,717 | $1.2M |
| Fifth Third Bancorp | 0.00% | Reduce -63.3% | 29,658 | $1.2M |
| Lanark Financial, Inc. | 0.08% | Reduce -18.4% | 28,687 | $1.1M |
| SK Wealth Management, LLC | 0.24% | Reduce -24.8% | 27,627 | $1.1M |
| PFG Investments, LLC | 0.04% | Reduce -23.4% | 26,959 | $1.1M |
| MBL Wealth, LLC | 0.07% | Reduce -6.8% | 26,492 | $1.0M |
| Motco | 0.09% | Reduce -0.8% | 26,342 | $1.0M |
| First Foundation Advisors | 0.04% | No change | 26,036 | $1.0M |
| Strategic Family Wealth Counselors, L.L.C. | 0.24% | Reduce -27.4% | 25,810 | $1.0M |
| Veracity Capital LLC | 0.27% | New | 25,136 | $992K |
| Pettinga Financial Advisors LLC | 0.15% | Add +320.7% | 24,141 | $953K |
| Perennial Investment Advisors, LLC | 0.06% | Reduce -1.9% | 23,822 | $940K |
| Strathmore Capital Advisors, Inc. | 0.25% | Reduce -1.6% | 23,850 | $928K |
| American Institute for Advanced Investment Management, LLP | 0.53% | Add +2.8% | 23,394 | $923K |
| Goldman Sachs Group Inc. | 0.00% | New | 23,271 | $919K |
| Merit Financial Group, LLC | 0.01% | Reduce -7.1% | 22,358 | $882K |
| Arkadios Wealth Advisors | 0.01% | Add +22.4% | 22,263 | $879K |
| IFP Advisors, Inc | 0.02% | Add +310.8% | 21,951 | $866K |
| VestGen Advisors, LLC | 0.03% | Reduce -6.3% | 21,684 | $856K |
| Flagship Harbor Advisors, LLC | 0.03% | Add +1.2% | 21,551 | $851K |
| BCS Wealth Management | 0.15% | Add +0.2% | 21,361 | $843K |
| Alaethes Wealth, LLC | 0.25% | Add +5.6% | 21,344 | $842K |
| Farther Finance Advisors, LLC | 0.01% | Reduce -10.2% | 21,070 | $832K |
| Greatmark Investment Partners, Inc. | 0.09% | Reduce -15.6% | 20,225 | $798K |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 0.24% | Reduce -1.0% | 19,173 | $744K |
| Shelton Capital Management | 0.01% | Reduce -50.7% | 18,727 | $739K |
| Cibc World Market Inc. | 0.00% | Add +2.8% | 18,230 | $720K |
| PFG Advisors | 0.04% | Reduce -9.0% | 17,935 | $708K |
| MML Investors Services, LLC | 0.00% | Add +42.5% | 17,772 | $701K |
| Independent Wealth Network Inc. | 0.17% | Add +11.0% | 17,377 | $686K |
| McNamara Financial Services, Inc. | 0.11% | Add +8.3% | 16,588 | $655K |
| Sachetta, LLC | 0.32% | Reduce -11.7% | 16,492 | $651K |
| Centaurus Financial, Inc. | 0.03% | Add +11.6% | 16,355 | $646K |
| Dudley Capital Management, LLC | 0.26% | No change | 16,265 | $642K |
| Spinnaker Investment Group, LLC | 0.10% | Add +54.9% | 16,262 | $642K |
| Beckerman Institutional, LLC | 0.30% | Reduce -0.2% | 16,195 | $639K |
| Pinnacle Family Advisors, LLC | 0.26% | Add +8.0% | 15,942 | $629K |
| Trilogy Capital Inc. | 0.02% | Reduce -12.7% | 15,817 | $624K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.07% | Add +6.5% | 15,810 | $624K |
| Creative Planning | 0.00% | Reduce -5.1% | 15,797 | $624K |
| Triumph Capital Management | 0.11% | Add +24.5% | 15,353 | $606K |
| Unified Investment Management | 0.56% | Reduce -7.2% | 15,324 | $605K |
| Founders Financial Securities LLC | 0.03% | Add +2.2% | 15,260 | $602K |
| Arax Advisory Partners | 0.00% | New | 14,832 | $585K |
| Vantus Wealth LLC | 0.31% | — | 14,631 | $577K |
| Clearstead Advisors, LLC | 0.01% | Reduce -2.9% | 14,366 | $567K |
| Atlas Wealth LLC | 0.09% | Reduce -54.8% | 14,297 | $564K |
| Flagstar Securities, Inc. | 0.17% | Add +1.1% | 14,201 | $561K |
| JBR Co Financial Management Inc | 0.20% | New | 13,767 | $543K |
| Paragon Capital Management Ltd | 0.10% | Reduce -0.9% | 13,704 | $541K |
| Macroview Investment Management LLC | 0.34% | Add +2.3% | 13,683 | $540K |
| Keybank National Association | 0.00% | No change | 13,661 | $539K |
| Chicago Partners Investment Group LLC | 0.01% | Reduce -6.5% | 13,728 | $532K |
| Laird Norton Wetherby Trust Company, LLC | 0.01% | No change | 13,407 | $529K |
| Western Wealth Management, LLC | 0.02% | Reduce -15.8% | 13,347 | $527K |
| Barnes Wealth Management Group, Inc | 0.24% | Add +16.7% | 13,192 | $521K |
| Crux Wealth Advisors | 0.18% | Add +0.2% | 13,075 | $516K |
| Savant Capital, LLC | 0.00% | Add +137.8% | 12,601 | $497K |
| Westmount Partners, LLC | 0.11% | Reduce -2.4% | 12,529 | $495K |
| M Holdings Securities, Inc. | 0.07% | Add +0.3% | 12,508 | $493K |
| Global Retirement Partners, LLC | 0.01% | — | 12,157 | $480K |
| Blue Zone Wealth Advisors, LLC | 0.08% | Add +1.3% | 12,114 | $478K |
| DAVENPORT & Co LLC | 0.00% | Add +3.1% | 12,101 | $478K |
| Northbridge Financial Group, LLC | 0.18% | Add +21.8% | 11,679 | $461K |
| Hudson Capital Management LLC | 0.11% | Add +106.8% | 11,415 | $451K |
| Asset One Wealth Management LLC | 0.05% | Reduce -6.6% | 10,989 | $430K |
| AE Wealth Management LLC | 0.00% | Reduce -3.6% | 10,690 | $422K |
| Atria Investments, Inc | 0.00% | Add +23.2% | 10,521 | $415K |
| Ballast Financial Advisors LLC | 0.38% | Reduce -2.3% | 10,519 | $415K |
| First Heartland Consultants, Inc. | 0.03% | Add +29.8% | 10,465 | $413K |
| Diversify Advisory Services, LLC | 0.01% | New | 10,606 | $412K |
| Diversify Wealth Management, LLC | 0.01% | Add +19.5% | 10,606 | $412K |
| Bitterroot Capital Advisors LLC | 0.24% | Add +0.9% | 10,215 | $403K |
| Blueprint Investment Partners LLC | 0.03% | New | 10,209 | $403K |
| World Investment Advisors | 0.01% | Reduce -4.0% | 10,156 | $401K |
| LexAurum Advisors, LLC | 0.04% | No change | 9,583 | $378K |
| Monument Capital Management | 0.08% | New | 9,561 | $377K |
| Nwam LLC | 0.02% | New | 9,548 | $377K |
| Addison Capital Co | 0.06% | Reduce -24.1% | 9,341 | $369K |
| Strategic Investment Advisors / MI | 0.02% | Reduce -40.8% | 9,303 | $367K |
| Signature Equity Partners, LLC | 0.16% | Add +46.9% | 9,087 | $359K |
| Beaumont Financial Advisors, LLC | 0.02% | No change | 8,858 | $350K |
| Objective Capital Management, LLC | 0.31% | Add +31.3% | 8,800 | $347K |
| Blair William & Co. | 0.00% | No change | 8,763 | $346K |
| Betterment LLC | 0.00% | Add +24.9% | 8,661 | $342K |
| American Trust | 0.03% | Reduce -0.2% | 8,657 | $342K |
| Helium Advisors LLC | 0.28% | Add +1.2% | 8,467 | $334K |
| Two Sigma Securities, LLC | 0.03% | New | 8,430 | $333K |
| Saiph Capital, LLC | 0.10% | Add +13.7% | 8,427 | $333K |
| GeoWealth Management, LLC | 0.01% | Reduce -6.8% | 8,415 | $332K |
| Calton & Associates, Inc. | 0.05% | Reduce -40.0% | 8,272 | $326K |
| SYM FINANCIAL Corp | 0.03% | Add +4.6% | 8,225 | $325K |
| 49 Wealth Management, LLC | 0.06% | New | 8,194 | $323K |
| Alongside, LLC | 0.06% | — | 8,194 | $323K |
| Thompson David Blair | 0.16% | Reduce -18.8% | 8,064 | $318K |
| Private Trust Co. NA | 0.03% | Reduce -59.1% | 7,947 | $314K |
| Aufman Associates Inc | 0.12% | Add +1.1% | 7,738 | $305K |
| Clifford Swan Investment Counsel LLC | 0.01% | No change | 7,675 | $303K |
| Money Concepts Capital Corp. | 0.01% | Reduce -1.5% | 7,597 | $300K |
| Financial Engines Advisors L.L.C. | 0.00% | Add +6.4% | 7,592 | $300K |
| Fiduciary Trust Co | 0.00% | No change | 7,400 | $292K |
| Mercer Global Advisors Inc. | 0.00% | New | 7,395 | $292K |
| Wealthgarden F.S. LLC | 0.16% | Add +0.1% | 7,205 | $284K |
| Vise Technologies, Inc. | 0.00% | Add +9.8% | 7,116 | $281K |
| Endowment Wealth Management, Inc. | 0.11% | Add +4.6% | 7,064 | $279K |
| HRT Financial LP | 0.00% | New | 7,028 | $277K |
| Essex Financial Services, Inc. | 0.01% | Add +1.2% | 6,950 | $274K |
| Cherry Tree Wealth Management, LLC | 0.05% | Reduce -3.2% | 6,908 | $273K |
| Oppenheimer & Co. Inc. | 0.00% | Reduce -34.3% | 6,800 | $268K |
| Aspiriant, LLC | 0.01% | Reduce -41.6% | 6,770 | $267K |
| First National Bank of Omaha | 0.01% | Reduce -8.4% | 6,729 | $266K |
| Gateway Wealth Partners, LLC | 0.02% | Reduce -53.8% | 6,687 | $264K |
| Collaborative Wealth Managment Inc. | 0.11% | Reduce -1.2% | 6,602 | $261K |
| Thompson Davis & Co., Inc. | 0.15% | Add +21.9% | 6,400 | $253K |
| Patten Group, Inc. | 0.04% | Reduce -15.2% | 6,354 | $251K |
| Insigneo Advisory Services, LLC | 0.01% | Reduce -0.1% | 6,233 | $246K |
| J.W. Cole Advisors, Inc. | 0.00% | Reduce -2.4% | 6,198 | $245K |
| Citizens Financial Group Inc. | 0.00% | Reduce -41.1% | 6,136 | $242K |
| Manhattan West Asset Management, LLC | 0.04% | New | 6,130 | $242K |
| Continuum Advisory, LLC | 0.02% | Reduce -30.7% | 6,110 | $241K |
| DKM Wealth Management, Inc. | 0.16% | No change | 6,076 | $240K |
| Ethos Financial Group, LLC | 0.02% | Reduce -44.0% | 6,143 | $239K |
| Independent Financial Group, LLC | 0.00% | New | 5,995 | $237K |
| Financial Strategies Group, Inc. | 0.04% | Add +0.8% | 6,070 | $236K |
| Colton Groome Financial Advisors, LLC | 0.06% | Reduce -3.0% | 5,982 | $236K |
| Richardson Financial Services Inc. | 0.13% | Reduce -36.2% | 5,878 | $232K |
| Cornell Pochily Investment Advisors, Inc. | 0.06% | Reduce -33.9% | 5,839 | $230K |
| FWL Investment Management, LLC | 0.04% | Reduce -3.9% | 5,819 | $230K |
| GW Henssler & Associates Ltd. | 0.01% | No change | 5,811 | $229K |
| Inspire Advisors, LLC | 0.02% | Reduce -16.4% | 5,554 | $219K |
| Chris Bulman Inc | 0.08% | No change | 5,553 | $219K |
| Tiaa-Cref Individual & Institutional Services, LLC | 0.00% | Reduce -10.4% | 5,547 | $219K |
| Ameriflex Group, Inc. | 0.09% | Add +4.6% | 5,466 | $216K |
| Deltec Asset Management LLC | 0.03% | No change | 5,400 | $213K |
| Rothschild Wealth LLC | 0.02% | New | 5,357 | $211K |
| Stratos Wealth Partners, LTD. | 0.00% | Reduce -32.3% | 5,354 | $211K |
| McElhenny Sheffield Capital Management, LLC | 0.05% | Reduce -18.4% | 5,337 | $211K |
| PMG Wealth Management, Inc. | 0.13% | Reduce -31.9% | 5,350 | $210K |
| Verus Capital Partners, LLC | 0.01% | Add +3.1% | 5,303 | $209K |
| Quantinno Capital Management LP | 0.00% | New | 5,279 | $208K |
| StoneX Group Inc. | 0.01% | New | 5,134 | $203K |
| Westside Investment Management, Inc. | 0.02% | No change | 4,800 | $189K |
| IFG Advisory, LLC | 0.01% | New | 4,737 | $187K |
| Qube Research & Technologies Ltd | 0.00% | New | 4,508 | $178K |
| Planning Strategies Inc. | 0.11% | — | 4,346 | $172K |
| Valley National Advisers Inc. | 0.02% | Reduce -5.0% | 4,284 | $169K |
| Allworth Financial LP | 0.00% | Reduce -0.6% | 4,162 | $164K |
| Laraway Financial Advisors Inc | 0.10% | Add +0.0% | 4,144 | $164K |
| PNC Financial Services Group, Inc. | 0.00% | Add +18.0% | 3,874 | $153K |
| McGuire Capital Advisors Inc. | 0.07% | No change | 3,435 | $136K |
| NFSG Corp | 0.01% | Add +1.2% | 3,016 | $119K |
| Parallel Advisors, LLC | 0.00% | Add +274.0% | 2,880 | $114K |
| Eastern Bank | 0.00% | No change | 2,635 | $104K |
| US Bancorp \de | 0.00% | Reduce -24.1% | 2,559 | $101K |
| National Bank of Canada | 0.00% | Add +31.3% | 2,537 | $100K |
| Ameritas Advisory Services, LLC | 0.00% | New | 2,375 | $94K |
| Institute for Wealth Management, LLC. | 0.01% | New | 2,278 | $90K |
| SBI Securities Co., Ltd. | 0.00% | Add +0.1% | 2,261 | $89K |
| Mather Group, Llc. | 0.00% | No change | 2,134 | $84K |
| Citigroup Inc. | 0.00% | Add +15.8% | 1,979 | $78K |
| Brown Brothers Harriman & Co. | 0.00% | New | 1,963 | $77K |
| Raffa Wealth Management, LLC | 0.01% | Reduce -2.4% | 1,954 | $77K |
| Pinnacle Bancorp, Inc. | 0.02% | Add +11.1% | 1,759 | $69K |
| Capital Analysts, LLC | 0.00% | No change | 1,626 | $64K |
| Cape Investment Advisory, Inc. | 0.02% | New | 1,614 | $64K |
| TD Waterhouse Canada Inc. | 0.00% | No change | 1,600 | $63K |
| Archer Investment Corp | 0.01% | No change | 1,587 | $63K |
| Oakmont Advisory Group, LLC | 0.04% | New | 1,340 | $53K |
| Prestige Wealth Management Group LLC | 0.01% | Reduce -40.4% | 1,240 | $49K |
| GHP Investment Advisors, Inc. | 0.00% | Add +1.3% | 1,123 | $44K |
| CoreCap Advisors, LLC | 0.00% | Reduce -29.3% | 1,045 | $41K |
| United Community Bank | 0.01% | No change | 1,000 | $39K |
| Fourth Dimension Wealth, LLC | 0.01% | Reduce -18.9% | 978 | $39K |
| Caldwell Sutter Capital, Inc. | 0.01% | Reduce -21.2% | 923 | $36K |
| Tidemark, LLC | 0.01% | No change | 921 | $36K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +0.2% | 879 | $35K |
| Investors Research Corp | 0.01% | No change | 822 | $32K |
| Washington Trust Advisors, Inc. | 0.00% | No change | 795 | $31K |
| Paladin Advisory Group, LLC | 0.02% | Reduce -30.9% | 693 | $27K |
| Bank of Montreal | 0.00% | Add +19.6% | 640 | $25K |
| Larson Financial Group LLC | 0.00% | Add +1.3% | 634 | $25K |
| Pinnacle Wealth Planning Services, Inc. | 0.00% | No change | 552 | $22K |
| Johnson Financial Group, Inc. | 0.00% | No change | 510 | $20K |
| Aptus Capital Advisors, LLC | 0.00% | No change | 417 | $16K |
| Silver Grove Financial Group, Inc. | 0.01% | New | 372 | $15K |
| Fiduciary Financial Advisors | 0.00% | New | 336 | $13K |
| Keating Financial Advisory Services, Inc. | 0.00% | Add +1.0% | 208 | $8K |
| SOA Wealth Advisors, LLC. | 0.00% | No change | 201 | $8K |
| Pacifica Partners Inc. | 0.00% | Reduce -77.4% | 200 | $8K |
| Godfrey Financial Associates, Inc. | 0.01% | No change | 185 | $7K |
| Vision Retirement, LLC | 0.00% | No change | 136 | $5K |
| TD Capital Management LLC | 0.00% | Add +0.8% | 132 | $5K |
| Lam Group, Inc. | 0.00% | Reduce -22.6% | 120 | $5K |
| Quest 10 Wealth Builders, Inc. | 0.00% | No change | 113 | $4K |
| Bellevue Asset Management, LLC | 0.00% | No change | 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 |
| Cullen/Frost Bankers, Inc. | 0.00% | No change | 46 | $2K |
| O'shaughnessy Asset Management, LLC | 0.00% | Reduce -41.3% | 37 | $1K |
| BNP Paribas Financial Markets | 0.00% | No change | 35 | $1K |
| BankPlus Trust Department | 0.00% | No change | 28 | $1K |
| Graney & King, LLC | 0.00% | No change | 26 | $1K |
| Versant Capital Management, Inc | 0.00% | No change | 16 | $632 |
| Financial Gravity Companies, Inc. | 0.00% | — | 14 | $553 |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -81.8% | 2 | $79 |
"% 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.