13F Insight
DOSSIER · 13F Holders · Q1 2026
HYBL

SSGA ACTIVE TR

96 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 78470P846·96 13F holders·last filed Mar 31, 2026
Market cap
—
13F value held
$360M
visible holders
Holders
96
filers reporting
Concentration
14.66%
ZEGA Investments, LLC #1
top holder share
AI Holders Summary · Q1 2026

96 institutions reported HYBL in Q1 2026. ZEGA Investments, LLC leads at 14.7% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
ZEGA Investments, LLC
CIK 0002045703
$53M1.9M5.93%Q1 202602
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$36M1.3M0.01%Q1 202603
Concord Wealth Partners
CIK 0001814214
$34M1.2M4.39%Q1 202604
Concord Asset Management, LLC/VA
CIK 0002031885
$32M1.1M5.38%Q1 202605
MORGAN STANLEY
CIK 0000895421
$30M1.1M0.00%Q1 202606
LPL Financial LLC
CIK 0001403438
$27M982K0.01%Q1 202607
UBS Group AG
CIK 0001610520
$25M896K0.00%Q1 202608
WELLS FARGO & COMPANY/MN
CIK 0000072971
$20M719K0.00%Q1 202609
BANK OF AMERICA CORP /DE/
CIK 0000070858
$19M667K0.00%Q1 202610
Rathbones Group PLC
CIK 0001351991
$12M436K0.04%Q2 202611
Decker Wealth Management LLC
CIK 0002129751
$12M419K2.65%Q1 202612
Advance Capital Management, Inc.
CIK 0001536029
$10M373K0.39%Q1 202613
Luken Investment Analytics, LLC
CIK 0001730546
$9M328K3.49%Q1 202614
OneAscent Financial Services LLC
CIK 0001780985
$7M266K0.40%Q1 202615
Hedeker Wealth, LLC
CIK 0001633910
$7M238K1.40%Q1 202616
Equitable Holdings, Inc.
CIK 0001333986
$6M227K0.04%Q1 202617
Orion Portfolio Solutions, LLC
CIK 0001802647
$5M189K0.03%Q1 202518
OSAIC HOLDINGS, INC.
CIK 0001677044
$5M191K0.01%Q1 202619
ROYAL BANK OF CANADA
CIK 0001000275
$5M188K0.00%Q1 202620
Farther Finance Advisors, LLC
CIK 0001992825
$5M178K0.04%Q2 2026
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