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
SEIA
1
Signature Estate & Investment Advisors
California
$256M -$40.4M -1,005,359 -13%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$246M +$251M +6,254,689 +312,734,450%
Morgan Stanley
3
Morgan Stanley
New York
$220M -$1.32M -32,877 -0.6%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$130M +$5.78M +143,827 +5%
LPL Financial
5
LPL Financial
California
$114M +$14.2M +353,616 +14%
Wealth Enhancement Advisory Services
6
Wealth Enhancement Advisory Services
Minnesota
$107M +$21M +522,369 +24%
TA
7
Tectonic Advisors
Texas
$95.9M +$3.52M +87,732 +4%
Bank of America
8
Bank of America
North Carolina
$95.4M -$3.22M -80,105 -3%
Carson Wealth (CWM LLC)
9
Carson Wealth (CWM LLC)
Nebraska
$79.3M +$8.04M +200,276 +11%
Osaic Holdings
10
Osaic Holdings
Arizona
$66.4M -$7.69M -191,440 -10%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$59.2M +$2.38M +59,354 +4%
Wells Fargo
12
Wells Fargo
California
$58.8M +$1.3M +32,388 +2%
UBS Group
13
UBS Group
Switzerland
$57.1M -$5.53M -137,784 -9%
CAI
14
Capital Advisors Inc
Oklahoma
$55.5M -$3.55M -88,317 -6%
KIM
15
Kestra Investment Management
Texas
$50.8M +$795K +19,795 +2%
MFA
16
Morling Financial Advisors
California
$38.1M -$233K -5,803 -0.6%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$34.4M -$638K -15,886 -2%
SMM
18
Stadion Money Management
Georgia
$31.3M +$4.77M +118,840 +18%
WWA
19
WCG Wealth Advisors
Nevada
$28.8M +$15M +374,288 +105%
JCM
20
Janney Capital Management
Pennsylvania
$28.3M -$2.01M -50,030 -7%
Thrivent Financial for Lutherans
21
Thrivent Financial for Lutherans
Minnesota
$27.4M -$358K -8,903 -1%
HI
22
Horizon Investments
North Carolina
$26.4M +$186K +4,638 +0.7%
HighTower Advisors
23
HighTower Advisors
Illinois
$26.1M -$225K -5,603 -0.8%
Raymond James Financial
24
Raymond James Financial
Florida
$24.9M +$25.3M +631,143 New
QWM
25
Quadcap Wealth Management
Texas
$23.4M +$9.25M +230,252 +63%