13F Insight
DOSSIER · 13F Holders · Q2 2026
ALLW

SSGA ACTIVE TR

166 institutions still hold SSGA ACTIVE TR as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 78470P630·166 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$490M
visible holders
Holders
166
filers reporting
Concentration
21.84%
LPL Financial LLC #1
top holder share
AI Holders Summary · Q2 2026

166 institutions reported ALLW in Q2 2026. LPL Financial LLC leads at 21.8% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
LPL Financial LLC
CIK 0001403438
$107M3.7M0.02%Q2 202602
AE Wealth Management LLC
CIK 0001697723
$71M2.4M0.33%Q2 202603
BANK OF AMERICA CORP /DE/
CIK 0000070858
$63M2.1M0.00%Q2 202604
JANE STREET GROUP, LLC
CIK 0001595888· Market maker
$32M1.1M0.00%Q1 202605
ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP
CIK 0001103139
$32M1.1M1.01%Q2 202606
Rockefeller Capital Management L.P.
CIK 0001739439
$25M841K0.04%Q2 202607
CATALYST PRIVATE WEALTH, LLC
CIK 0001831193
$18M624K7.44%Q3 202608
Pinnacle Wealth Management, LLC
CIK 0001911464
$14M464K8.40%Q2 202609
Marshall Financial Group, LLC
CIK 0001841496
$13M447K1.91%Q2 202610
Owl Creek Wealth Partners LLC
CIK 0002133805
$13M453K3.65%Q3 202611
SteelPeak Wealth, LLC
CIK 0001801868
$13M444K0.31%Q3 202612
Crusonia Wealth Advisors LLC
CIK 0002112003
$12M418K2.01%Q2 202613
Mariner, LLC
CIK 0001373442
$12M405K0.01%Q2 202614
National Philanthropic Trust
CIK 0001785342
$11M364K0.15%Q2 202615
Family Management Corp
CIK 0001539947
$10M357K1.07%Q2 202616
Astoria Portfolio Advisors LLC.
CIK 0001931642
$10M333K1.64%Q2 202617
FLAGSHIP HARBOR ADVISORS, LLC
CIK 0001691766
$10M330K0.37%Q2 202618
Atria Investments, Inc
CIK 0001535865
$9M325K0.09%Q3 202619
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$9M298K0.01%Q2 202620
Stratos Investment Management, LLC
CIK 0001707206
$9M291K0.31%Q2 2026
Page 1 of 9
146 more holders available. Log in →