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

SSGA ACTIVE TR

103 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 78470P846·103 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$373M
visible holders
Holders
103
filers reporting
Concentration
14.48%
ZEGA Investments, LLC #1
top holder share
AI Holders Summary · Q2 2026

103 institutions reported HYBL in Q2 2026. ZEGA Investments, LLC leads at 14.5% 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
$54M1.9M5.55%Q2 202602
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$41M1.5M0.01%Q2 202603
Concord Wealth Partners
CIK 0001814214
$35M1.3M4.04%Q2 202604
MORGAN STANLEY
CIK 0000895421
$35M1.2M0.00%Q2 202605
Concord Asset Management, LLC/VA
CIK 0002031885
$33M1.2M5.13%Q2 202606
LPL Financial LLC
CIK 0001403438
$29M1.0M0.01%Q2 202607
UBS Group AG
CIK 0001610520
$29M1.0M0.00%Q2 202608
BANK OF AMERICA CORP /DE/
CIK 0000070858
$17M613K0.00%Q2 202609
WELLS FARGO & COMPANY/MN
CIK 0000072971
$17M593K0.00%Q2 202610
Rathbones Group PLC
CIK 0001351991
$12M436K0.04%Q2 202611
Advance Capital Management, Inc.
CIK 0001536029
$11M410K0.37%Q2 202612
Decker Wealth Management LLC
CIK 0002129751
$10M376K2.23%Q2 202613
Luken Investment Analytics, LLC
CIK 0001730546
$8M296K2.89%Q2 202614
OneAscent Financial Services LLC
CIK 0001780985
$8M283K0.38%Q2 202615
Equitable Holdings, Inc.
CIK 0001333986
$7M265K0.04%Q2 202616
Hedeker Wealth, LLC
CIK 0001633910
$6M217K1.16%Q2 202617
Orion Portfolio Solutions, LLC
CIK 0001802647
$5M189K0.03%Q1 202518
Farther Finance Advisors, LLC
CIK 0001992825
$5M178K0.04%Q2 202619
CWM, LLC
CIK 0001535847
$5M176K0.01%Q1 202620
ROYAL BANK OF CANADA
CIK 0001000275
$5M172K0.00%Q2 2026
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