DOSSIER · 13F Holders · Q1 2026CyclicalNet sold
RLY

SSGA ACTIVE ETF TR

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

CUSIP 78467V103·162 13F holders·last filed Mar 31, 2026
Market cap
6.3%
vs prior quarter
13F value held
$533M
71.0% inst. owned
of float
Holders
162
+135 QoQ
filers reporting
Activity
+38 / −81
+885 added · −899 reduced
this quarter
Concentration
13.26%
ENVESTNET ASSET MANAGEMENT INC #1
top holder share
AI Holders Summary · Q1 2026

162 institutions reported RLY in Q1 2026. ENVESTNET ASSET MANAGEMENT INC leads at 13.3% of the visible book. +135 net new institutions vs prior quarter — accumulation reading.

Top holders

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

#HolderValueShares% port.Quarter
01
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$71M2.0M0.02%Q1 2026
02
D.A. DAVIDSON & CO.
CIK 0001080107
$56M1.5M0.34%Q1 2026
03
TOBIAS FINANCIAL ADVISORS, INC.
CIK 0001802080
$39M1.1M5.39%Q1 2026
04
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$35M964K0.01%Q1 2026
05
MORGAN STANLEY
CIK 0000895421
$34M949K0.00%Q1 2026
06
BANK OF AMERICA CORP /DE/
CIK 0000070858
$32M888K0.00%Q1 2026
07
LPL Financial LLC
CIK 0001403438
$27M734K0.01%Q1 2026
08
Corrigan Financial, Inc.
CIK 0001990951
$26M904K5.32%Q1 2025
09
Savant Capital, LLC
CIK 0001482880
$25M685K0.12%Q1 2026
10
First International Bank & Trust
CIK 0001910370
$24M777K9.21%Q3 2025
11
Wealth Enhancement Trust Services, Inc.
CIK 0002067696
$22M621K2.72%Q1 2026
12
SENTINEL PENSION ADVISORS, LLC
CIK 0001802290
$19M519K2.77%Q1 2026
13
New England Capital Financial Advisors LLC
CIK 0001964652
$18M497K4.92%Q1 2026
14
HighTower Advisors, LLC
CIK 0001462245
$18M493K0.02%Q1 2026
15
Johnson Bixby & Associates, LLC
CIK 0001844238
$18M492K2.21%Q1 2026
16
First National Advisers, LLC
CIK 0001941030
$15M422K2.23%Q1 2026
17
Smartleaf Asset Management LLC
CIK 0002010393
$14M400K0.52%Q1 2026
18
EARNED WEALTH ADVISORS, LLC
CIK 0001905663
$14M382K0.92%Q1 2026
19
Eldridge Investment Advisors, Inc.
CIK 0001727993
$14M382K3.02%Q1 2026
20
Private Wealth Asset Management, LLC
CIK 0001883006
$13M366K1.42%Q1 2026
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