SSGA ACTIVE TR
CUSIP 78470P408
Ssga Active Tr has 132 institutional holders in Filings Flow’s 13F database, together reporting 14.37M shares worth $807M as of Q1 2026. The largest reported holders are Lpl Financial LLC, Envestnet Portfolio Solutions, Inc., and Envestnet Asset Management Inc.
Institutional Holders
132
Q1 2026
Reported Value
$807M
Ticker
unmapped
private placement or foreign
Quarters Tracked
8
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| Hibernia Wealth Partners, LLC$338M AUM | 7.08% | $24M | 414.6K | Q1 2026OLDER |
| LANDMARK WEALTH MANAGEMENT, INC.$265M AUM | 6.32% | $17M | 290.3K | Q1 2026OLDER |
| Mosley Wealth Management$221M AUM | 5.40% | $12M | 199.9K | Q1 2026OLDER |
| Midwest Financial Network, LLC$146M AUM | 3.34% | $5M | 75.3K | Q2 2026 |
| Raleigh Capital Management Inc.$290M AUM | 2.99% | $9M | 150.2K | Q1 2026OLDER |
| Aspire Private Capital, LLC$443M AUM | 2.84% | $13M | 218.0K | Q1 2026OLDER |
| International Private Wealth Advisors LLC$163M AUM | 2.47% | $4M | 70.0K | Q1 2026OLDER |
| Austin Private Wealth, LLC$1.3B AUM | 1.59% | $21M | 342.4K | Q4 2025OLDER |
| WealthPoint Financial, LLC$119M AUM | 1.42% | $2M | 29.4K | Q2 2026 |
| Integrity Wealth Partners, LLC$111M AUM | 1.29% | $1M | 24.8K | Q1 2026OLDER |
| Global Financial Private Client, LLC$306M AUM | 1.26% | $4M | 66.5K | Q1 2026OLDER |
| Legacy Wealth Partners, LLC$399M AUM | 1.07% | $4M | 73.8K | Q1 2026OLDER |
| Worth Financial Advisory Group, LLC$229M AUM | 1.07% | $2M | 35.3K | Q4 2025OLDER |
| Signal Advisors Wealth, LLC$1.5B AUM | 0.89% | $13M | 224.3K | Q1 2026OLDER |
| Aegis Wealth Management, Inc.$127M AUM | 0.78% | $998,821 | 17.3K | Q1 2026OLDER |
| Envestnet Portfolio Solutions, Inc.$18.1B AUM | 0.72% | $130M | 2.24M | Q1 2026OLDER |
| Spectrum Planning & Advisory Services Inc.$223M AUM | 0.59% | $1M | 20.3K | Q2 2026 |
| Outlook Wealth Advisors, LLC$413M AUM | 0.52% | $2M | 37.1K | Q1 2026OLDER |
| EVOLUTION WEALTH MANAGEMENT INC.$137M AUM | 0.43% | $584,560 | 10.1K | Q1 2026OLDER |
| Lokken Investment Group LLC$291M AUM | 0.34% | $1M | 16.9K | Q3 2025OLDER |
| ABSOLUTE CAPITAL MANAGEMENT, LLC$301M AUM | 0.34% | $1M | 17.8K | Q1 2026OLDER |
| FWG Investments, LLC.$157M AUM | 0.33% | $512,439 | 8.9K | Q1 2026OLDER |
| FSA Advisors, Inc.$152M AUM | 0.32% | $487,271 | 8.4K | Q1 2026OLDER |
| Zullo Investment Group, Inc.$264M AUM | 0.30% | $798,891 | 13.8K | Q1 2026OLDER |
| Ruggiero Investments, Inc.$103M AUM | 0.28% | $292,395 | 5.1K | Q1 2026OLDER |
| Balboa Wealth Partners$596M AUM | 0.28% | $2M | 29.2K | Q1 2026OLDER |
| Sharkey, Howes & Javer$829M AUM | 0.27% | $2M | 34.8K | Q2 2026 |
| J2 Capital Management Inc$146M AUM | 0.26% | $378,314 | 6.6K | Q1 2026OLDER |
| True Vision MN LLC$194M AUM | 0.25% | $486,113 | 8.4K | Q1 2026OLDER |
| Kraft, Davis & Associates, LLC$479M AUM | 0.22% | $1M | 16.1K | Q2 2026 |
| Richard W. Paul & Associates, LLC$297M AUM | 0.20% | $603,556 | 10.5K | Q1 2026OLDER |
| CreativeOne Wealth, LLC$4.3B AUM | 0.20% | $8M | 146.8K | Q1 2026OLDER |
| ONE WEALTH CAPITAL MANAGEMENT, LLC$229M AUM | 0.19% | $426,033 | 6.8K | Q1 2026OLDER |
| M1 Capital Management LLC$217M AUM | 0.16% | $351,165 | 6.1K | Q1 2026OLDER |
| Castleview Partners, LLC$195M AUM | 0.16% | $313,932 | 5.4K | Q1 2026OLDER |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.16% | $10M | 180.2K | Q1 2026OLDER |
| Spinnaker Investment Group, LLC$491M AUM | 0.15% | $833,272 | 13.4K | Q4 2025OLDER |
| Triumph Capital Management$491M AUM | 0.14% | $682,487 | 11.8K | Q1 2026OLDER |
| Kelly Financial Services LLC$467M AUM | 0.14% | $636,066 | 9.8K | Q2 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC$3.1B AUM | 0.13% | $4M | 71.8K | Q1 2026OLDER |
| MeadowBrook Investment Advisors LLC$113M AUM | 0.13% | $144,870 | 2.5K | Q1 2026OLDER |
| GeoWealth Management, LLC$2.8B AUM | 0.12% | $3M | 55.7K | Q1 2026OLDER |
| CROBAN$213M AUM | 0.11% | $228,673 | 3.7K | Q4 2025OLDER |
| Pinnacle Family Advisors, LLC$213M AUM | 0.10% | $217,507 | 3.8K | Q1 2026OLDER |
| IAMS WEALTH MANAGEMENT, LLC$332M AUM | 0.10% | $330,616 | 5.1K | Q2 2026 |
| Signature Equity Partners, LLC$186M AUM | 0.09% | $168,832 | 2.9K | Q1 2026OLDER |
| SILVERLAKE WEALTH MANAGEMENT LLC$479M AUM | 0.08% | $380,800 | 6.6K | Q1 2026OLDER |
| Hilltop Holdings Inc.$1.1B AUM | 0.08% | $1M | 21.4K | Q4 2025OLDER |
| Summit Financial, LLC$7.8B AUM | 0.08% | $6M | 102.2K | Q1 2026OLDER |
| Bison Wealth, LLC$1.1B AUM | 0.07% | $759,057 | 11.7K | Q2 2026 |
| PRIVATE CLIENT SERVICES, LLC$381M AUM | 0.07% | $260,464 | 4.0K | Q2 2026 |
| LPL Financial LLC$376.6B AUM | 0.07% | $252M | 4.36M | Q1 2026OLDER |
| PRINCIPAL SECURITIES, INC.$6.8B AUM | 0.06% | $4M | 74.0K | Q1 2026OLDER |
| RICHARDSON FINANCIAL SERVICES INC.$160M AUM | 0.06% | $98,562 | 1.7K | Q1 2026OLDER |
| NewEdge Advisors, LLC$27.7B AUM | 0.06% | $17M | 287.6K | Q2 2026 |
| Key Capital Management, INC$151M AUM | 0.06% | $85,224 | 1.5K | Q1 2026OLDER |
| SILVER OAK SECURITIES, INCORPORATED$1.4B AUM | 0.05% | $703,053 | 12.2K | Q1 2026OLDER |
| Balefire, LLC$613M AUM | 0.05% | $305,361 | 4.7K | Q2 2026 |
| Maia Wealth LLC$591M AUM | 0.05% | $293,825 | 5.1K | Q1 2026OLDER |
| AE Wealth Management LLC$18.5B AUM | 0.05% | $9M | 157.4K | Q1 2026OLDER |
| FLAGSHIP HARBOR ADVISORS, LLC$2.3B AUM | 0.05% | $1M | 16.4K | Q4 2025OLDER |
| Quest 10 Wealth Builders, Inc.$114M AUM | 0.05% | $55,026 | 953 | Q1 2026OLDER |
| ADAMSBROWN WEALTH CONSULTANTS LLC$530M AUM | 0.05% | $250,619 | 3.9K | Q2 2026 |
| Gladstone Institutional Advisory LLC$2.7B AUM | 0.04% | $1M | 18.9K | Q1 2026OLDER |
| CREATIVE FINANCIAL DESIGNS INC /ADV$1.6B AUM | 0.04% | $585,022 | 10.1K | Q1 2026OLDER |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.03% | $129M | 2.24M | Q1 2026OLDER |
| Virtue Capital Management, LLC$657M AUM | 0.03% | $213,004 | 3.8K | Q1 2026OLDER |
| Cerity Partners LLC$70.8B AUM | 0.03% | $23M | 389.7K | Q1 2026OLDER |
| First Heartland Consultants, Inc.$1.5B AUM | 0.03% | $488,915 | 7.5K | Q2 2026 |
| Sanctuary Advisors, LLC$18.5B AUM | 0.03% | $5M | 94.3K | Q1 2026OLDER |
| Capital Asset Advisory Services LLC$2.6B AUM | 0.03% | $651,667 | 10.5K | Q1 2026OLDER |
| Private Advisor Group, LLC$21.3B AUM | 0.02% | $5M | 89.7K | Q1 2026OLDER |
| Apella Capital, LLC$7.1B AUM | 0.02% | $2M | 26.0K | Q2 2026 |
| Patriot Financial Group Insurance Agency, LLC$1.8B AUM | 0.02% | $415,844 | 7.2K | Q1 2026OLDER |
| Argent Trust Co$2.9B AUM | 0.02% | $681,970 | 11.8K | Q1 2026OLDER |
| BROWN, LISLE/CUMMINGS, INC.$400M AUM | 0.02% | $88,689 | 1.5K | Q1 2026OLDER |
| VestGen Advisors, LLC$3.8B AUM | 0.02% | $787,090 | 12.1K | Q1 2026OLDER |
| World Investment Advisors$6.2B AUM | 0.02% | $1M | 21.8K | Q1 2026OLDER |
| Mariner, LLC$85.7B AUM | 0.02% | $16M | 277.1K | Q1 2026OLDER |
| Kestra Advisory Services, LLC$26.4B AUM | 0.02% | $5M | 84.9K | Q1 2026OLDER |
| NWAM LLC$1.7B AUM | 0.02% | $312,258 | 5.4K | Q1 2026OLDER |
| Frazier Financial Advisors, LLC$181M AUM | 0.02% | $32,398 | 561 | Q1 2026OLDER |
| J.W. COLE ADVISORS, INC.$3.0B AUM | 0.02% | $529,292 | 9.2K | Q1 2026OLDER |
| Dakota Wealth Management$4.6B AUM | 0.02% | $815,668 | 14.1K | Q1 2026OLDER |
| Smartleaf Asset Management LLC$2.8B AUM | 0.02% | $448,942 | 8.0K | Q1 2026OLDER |
| MML INVESTORS SERVICES, LLC$36.1B AUM | 0.02% | $6M | 97.2K | Q1 2026OLDER |
| Merkkuri Wealth Advisors LLC$151M AUM | 0.02% | $22,910 | 397 | Q1 2026OLDER |
| Western Wealth Management, LLC$2.6B AUM | 0.01% | $383,801 | 6.6K | Q2 2026 |
| Compound Planning, Inc.$3.3B AUM | 0.01% | $381,153 | 6.6K | Q1 2026OLDER |
| Cetera Investment Advisers$94.0B AUM | 0.01% | $10M | 181.0K | Q1 2026OLDER |
| Stone House Investment Management, LLC$558M AUM | 0.01% | $57,451 | 995 | Q1 2026OLDER |
| PRIVATE TRUST CO NA$1.1B AUM | 0.01% | $111,034 | 1.9K | Q1 2026OLDER |
| Stratos Wealth Partners, LTD.$8.8B AUM | 0.01% | $858,058 | 14.9K | Q1 2026OLDER |
| HighTower Advisors, LLC$94.2B AUM | 0.01% | $8M | 144.7K | Q1 2026OLDER |
| GAMMA Investing LLC$2.7B AUM | 0.01% | $232,783 | 3.6K | Q2 2026 |
| TD Capital Management LLC$1.1B AUM | 0.01% | $78,815 | 1.4K | Q1 2026OLDER |
| Future Financial Wealth Managment LLC$155M AUM | 0.01% | $10,789 | 181 | Q3 2025OLDER |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC$4.9B AUM | 0.01% | $324,267 | 5.6K | Q1 2026OLDER |
| Sigma Planning Corp$3.6B AUM | 0.01% | $212,150 | 3.4K | Q4 2025OLDER |
| NorthRock Partners, LLC$6.2B AUM | 0.01% | $345,216 | 5.5K | Q4 2025OLDER |
| Independent Advisor Alliance$9.3B AUM | 0.01% | $539,025 | 9.3K | Q1 2026OLDER |
| Atria Investments, Inc$8.9B AUM | 0.01% | $478,087 | 8.3K | Q1 2026OLDER |
| REAP Financial Group, LLC$507M AUM | 0.01% | $27,022 | 468 | Q1 2026OLDER |
| Annis Gardner Whiting Capital Advisors, LLC$625M AUM | 0.00% | $29,852 | 517 | Q1 2026OLDER |
| Ethic Inc.$6.4B AUM | 0.00% | $305,098 | 5.3K | Q1 2026OLDER |
| Kingdom Financial Group LLC.$349M AUM | 0.00% | $15,658 | 271 | Q1 2026OLDER |
| Lloyd Advisory Services, LLC.$349M AUM | 0.00% | $15,658 | 271 | Q1 2026OLDER |
| CHELSEA COUNSEL CO$225M AUM | 0.00% | $10,219 | 164 | Q1 2026OLDER |
| Advisory Services Network, LLC$7.5B AUM | 0.00% | $298,465 | 4.8K | Q4 2025OLDER |
| Networth Advisors, LLC$141M AUM | 0.00% | $4,446 | 77 | Q1 2026OLDER |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.00% | $2M | 26.8K | Q1 2026OLDER |
| Equitable Holdings, Inc.$15.5B AUM | 0.00% | $263,260 | 4.2K | Q1 2026OLDER |
| Integrated Wealth Concepts LLC$12.5B AUM | 0.00% | $210,982 | 3.7K | Q1 2026OLDER |
| Merit Financial Group, LLC$13.5B AUM | 0.00% | $212,495 | 3.7K | Q1 2026OLDER |
| CoreCap Advisors, LLC$3.4B AUM | 0.00% | $50,267 | 775 | Q2 2026 |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.00% | $3M | 59.7K | Q1 2026OLDER |
| Farther Finance Advisors, LLC$10.6B AUM | 0.00% | $111,413 | 1.9K | Q1 2026OLDER |
| Ascentis Independent Advisors$1.3B AUM | 0.00% | $13,395 | 232 | Q1 2026OLDER |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 0.00% | $2M | 27.3K | Q1 2026OLDER |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.00% | $506,600 | 8.8K | Q1 2026OLDER |
| TRUIST FINANCIAL CORP$74.2B AUM | 0.00% | $519,454 | 9.0K | Q1 2026OLDER |
| STIFEL FINANCIAL CORP$108.8B AUM | 0.00% | $656,157 | 11.4K | Q1 2026OLDER |
| AdvisorNet Financial, Inc$1.9B AUM | 0.00% | $11,490 | 199 | Q1 2026OLDER |
| Aptus Capital Advisors, LLC$12.7B AUM | 0.00% | $68,552 | 1.1K | Q3 2025OLDER |
| Global Retirement Partners, LLC$5.6B AUM | 0.00% | $26,357 | 423 | Q4 2025OLDER |
| Arax Advisory Partners$3.5B AUM | 0.00% | $14,897 | 258 | Q1 2026OLDER |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.00% | $64,498 | 1.1K | Q3 2025OLDER |
| Rossby Financial, LCC$489M AUM | 0.00% | $1,631 | 28 | Q1 2026OLDER |
| Creative Planning$147.4B AUM | 0.00% | $394,951 | 6.8K | Q1 2026OLDER |
| MORGAN STANLEY$1.67T AUM | 0.00% | $3M | 48.2K | Q1 2026OLDER |
| Allworth Financial LP$24.7B AUM | 0.00% | $28,524 | 494 | Q1 2026OLDER |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $630,000 | 10.9K | Q1 2026OLDER |
| MPWM ADVISORY SOLUTIONS, LLC$189M AUM | 0.00% | $188 | 3 | Q4 2025OLDER |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $498,238 | 8.6K | Q1 2026OLDER |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $281,828 | 4.5K | Q4 2025OLDER |
| CWM, LLC$38.1B AUM | 0.00% | $14,493 | 251 | Q1 2026OLDER |
| CITIGROUP INC$234.5B AUM | 0.00% | $81,003 | 1.3K | Q4 2025OLDER |
| VANGUARD ADVISERS INC$25.5B AUM | 0.00% | $7,044 | 122 | Q1 2026OLDER |
| GOLDMAN SACHS GROUP INC$870.9B AUM | 0.00% | $207,113 | 3.6K | Q1 2026OLDER |
| US BANCORP \DE\$82.4B AUM | 0.00% | $17,260 | 277 | Q4 2025OLDER |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.00% | $252,728 | 4.4K | Q1 2026OLDER |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.00% | $84,427 | 1.5K | Q2 2026 |
| Blue Trust, Inc.$8.7B AUM | 0.00% | $1,192 | 20 | Q3 2025OLDER |
| PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM | 0.00% | $5,774 | 100 | Q1 2026OLDER |
| JPMORGAN CHASE & CO$1.56T AUM | 0.00% | $12,362 | 221 | Q1 2026OLDER |
| FMR LLC$1.90T AUM | 0.00% | $58 | 1 | Q1 2026OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.