We are live on ! Find out more
TOTL icon

State Street DoubleLine Total Return Tactical ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WAM
26
Weatherly Asset Management
California
$19.5M +$176K +4,315 +0.9%
PWMA
27
Pension & Wealth Management Advisors
Massachusetts
$19.2M +$7.18M +175,901 +61%
MSFS
28
Main Street Financial Solutions
Pennsylvania
$17.3M +$236K +5,784 +1%
HFS
29
Howard Financial Services
Texas
$16.1M +$620K +15,207 +4%
DP
30
Denver PWM
Colorado
$16M +$538K +13,193 +4%
SIG
31
Spinnaker Investment Group
California
$15.9M +$8.2K +201 +0.1%
QWM
32
Quadcap Wealth Management
Texas
$15.1M +$6.2M +151,908 +71%
Cetera Investment Advisers
33
Cetera Investment Advisers
Illinois
$15M +$1.86M +45,504 +14%
WWA
34
WCG Wealth Advisors
Nevada
$14.8M +$14.1M +346,556 +3,060%
JBA
35
Johnson Bixby & Associates
Washington
$14.1M -$4.37M -107,043 -24%
KAS
36
Kestra Advisory Services
Texas
$14.1M +$3.42M +83,804 +33%
Cerity Partners
37
Cerity Partners
New York
$14.1M +$41.5K +1,016 +0.3%
SHJ
38
Sharkey, Howes & Javer
Colorado
$13.9M +$13.7M +334,589 New
AWM
39
Austin Wealth Management
Texas
$13.8M +$724K +17,739 +6%
DWP
40
Destiny Wealth Partners
Florida
$13.6M +$630K +15,444 +5%
Envestnet Portfolio Solutions
41
Envestnet Portfolio Solutions
Illinois
$13.3M +$1.19M +29,093 +10%
CCM
42
Canal Capital Management
Virginia
$13.3M +$808K +19,793 +7%
FWP
43
FAS Wealth Partners
Kansas
$12.8M +$299K +7,327 +2%
VC
44
Vicus Capital
Pennsylvania
$11.4M +$1.91M +46,889 +21%
CRC
45
Curi RMB Capital
Illinois
$11.1M +$712K +17,460 +7%
PAG
46
Private Advisor Group
New Jersey
$11M +$1.11M +27,320 +11%
Focus Partners Wealth
47
Focus Partners Wealth
Massachusetts
$10.6M +$1M +24,628 +11%
LGWM
48
Litman Gregory Wealth Management
California
$9.35M +$655K +16,050 +8%
CAPTRUST Financial Advisors
49
CAPTRUST Financial Advisors
North Carolina
$9.16M +$337K +8,256 +4%
WCM
50
Weaver Capital Management
Georgia
$9.14M +$1.51M +37,045 +20%