13F Insight
DOSSIER · 13F Holders · Q1 2026CyclicalNet sold
FISR

SSGA ACTIVE TR

84 institutions still hold SSGA ACTIVE TR as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 78470P507·84 13F holders·last filed Mar 31, 2026
Market cap
—
▼ 8.4%
vs prior quarter
13F value held
$440M
60.0% inst. owned
of float
Holders
84
+103 QoQ
filers reporting
Activity
+9 / −43
+827 added · −839 reduced
this quarter
Concentration
25.46%
LPL Financial LLC #1
top holder share
AI Holders Summary · Q1 2026

84 institutions reported FISR in Q1 2026. LPL Financial LLC leads at 25.5% of the visible book. +103 net new institutions vs prior quarter — accumulation reading.

Top holders

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

#HolderValueShares% port.Quarter
01
LPL Financial LLC
CIK 0001403438
$112M4.4M0.03%Q1 202602
Envestnet Portfolio Solutions, Inc.
CIK 0001998033
$96M3.7M0.53%Q1 202603
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$75M2.9M0.02%Q1 202604
Aspire Private Capital, LLC
CIK 0001767340
$23M897K5.20%Q1 202605
NewEdge Advisors, LLC
CIK 0001633516
$22M851K0.08%Q1 202606
Hibernia Wealth Partners, LLC
CIK 0001950637
$20M759K5.77%Q1 202607
Cerity Partners LLC
CIK 0001566475
$16M620K0.02%Q1 202608
Raleigh Capital Management Inc.
CIK 0001911726
$13M519K4.61%Q1 202609
Austin Private Wealth, LLC
CIK 0001800328
$12M449K0.86%Q4 202510
HighTower Advisors, LLC
CIK 0001462245
$11M427K0.01%Q1 202611
LANDMARK WEALTH MANAGEMENT, INC.
CIK 0001985016
$10M383K3.71%Q1 202612
AXXCESS WEALTH MANAGEMENT, LLC
CIK 0001911056
$5M179K0.15%Q1 202613
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$4M161K0.00%Q1 202614
Signal Advisors Wealth, LLC
CIK 0002010926
$4M146K0.26%Q1 202615
MML INVESTORS SERVICES, LLC
CIK 0000701059
$4M140K0.01%Q1 202616
AE Wealth Management LLC
CIK 0001697723
$3M134K0.02%Q1 202617
NOVUS ADVISORS, LLC
CIK 0002042508
$3M125K7.20%Q1 202618
HARBOUR INVESTMENTS, INC.
CIK 0000810121
$3M121K0.05%Q1 202619
LOCKERMAN FINANCIAL GROUP, INC.
CIK 0001906539
$3M103K4.79%Q1 202620
CreativeOne Wealth, LLC
CIK 0001739728
$3M100K0.06%Q1 2026
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