DOSSIER · 13F Holders · Q1 2026BellwetherCompounder
HYBL

SSGA ACTIVE TR

98 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 78470P846·98 13F holders·last filed Mar 31, 2026
Market cap
8.2%
vs prior quarter
13F value held
$372M
53.0% inst. owned
of float
Holders
98
+23 QoQ
filers reporting
Activity
+91 / −36
+804 added · −781 reduced
this quarter
Concentration
14.18%
ZEGA Investments, LLC #1
top holder share
AI Holders Summary · Q1 2026

98 institutions reported HYBL in Q1 2026. ZEGA Investments, LLC leads at 14.2% of the visible book. +23 net new institutions vs prior quarter — accumulation reading.

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 2026
02
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$36M1.3M0.01%Q1 2026
03
Concord Wealth Partners
CIK 0001814214
$34M1.2M4.39%Q1 2026
04
Concord Asset Management, LLC/VA
CIK 0002031885
$32M1.1M5.38%Q1 2026
05
MORGAN STANLEY
CIK 0000895421
$30M1.1M0.00%Q1 2026
06
LPL Financial LLC
CIK 0001403438
$27M982K0.01%Q1 2026
07
UBS Group AG
CIK 0001610520
$25M896K0.00%Q1 2026
08
Rathbones Group PLC
CIK 0001351991
$24M872K0.05%Q1 2026
09
WELLS FARGO & COMPANY/MN
CIK 0000072971
$20M719K0.00%Q1 2026
10
BANK OF AMERICA CORP /DE/
CIK 0000070858
$19M667K0.00%Q1 2026
11
Decker Wealth Management LLC
CIK 0002129751
$12M419K2.65%Q1 2026
12
Advance Capital Management, Inc.
CIK 0001536029
$10M373K0.39%Q1 2026
13
Luken Investment Analytics, LLC
CIK 0001730546
$9M328K3.49%Q1 2026
14
OneAscent Financial Services LLC
CIK 0001780985
$7M266K0.40%Q1 2026
15
Hedeker Wealth, LLC
CIK 0001633910
$7M238K1.40%Q1 2026
16
Equitable Holdings, Inc.
CIK 0001333986
$6M227K0.04%Q1 2026
17
Orion Portfolio Solutions, LLC
CIK 0001802647
$5M189K0.03%Q1 2025
18
OSAIC HOLDINGS, INC.
CIK 0001677044
$5M191K0.01%Q1 2026
19
ROYAL BANK OF CANADA
CIK 0001000275
$5M188K0.00%Q1 2026
20
CWM, LLC
CIK 0001535847
$5M176K0.01%Q1 2026
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