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

SSGA ACTIVE ETF TR

111 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 78467V707·111 13F holders·last filed Mar 31, 2026
Market cap
—
13F value held
$417M
visible holders
Holders
111
filers reporting
Concentration
38.39%
CWM, LLC #1
top holder share
AI Holders Summary · Q1 2026

111 institutions reported ULST in Q1 2026. CWM, LLC leads at 38.4% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
CWM, LLC
CIK 0001535847
$160M3.9M0.42%Q1 202602
LPL Financial LLC
CIK 0001403438
$52M1.3M0.01%Q1 202603
MORGAN STANLEY
CIK 0000895421
$28M693K0.00%Q1 202604
Avestar Capital, LLC
CIK 0001704404
$24M590K1.53%Q1 202605
BIP Wealth, LLC
CIK 0001590214
$24M588K0.97%Q1 202606
PTM WEALTH MANAGEMENT, LLC
CIK 0002061027
$19M472K10.09%Q1 202607
AQR CAPITAL MANAGEMENT LLC
CIK 0001167557
$19M460K0.01%Q1 202608
CITADEL ADVISORS LLC
CIK 0001423053
$13M325K0.00%Q4 202509
BANK OF AMERICA CORP /DE/
CIK 0000070858
$11M278K0.00%Q1 202610
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$11M277K0.00%Q1 202611
Stablepoint Partners, LLC
CIK 0002011237
$9M221K1.24%Q2 202612
IEQ CAPITAL, LLC
CIK 0001779789
$8M193K0.04%Q1 202613
Elevation Capital Advisory, LLC
CIK 0001871112
$7M179K3.08%Q1 202614
ORBA Wealth Advisors, L.L.C.
CIK 0002010248
$6M158K5.46%Q2 202615
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
CIK 0001632972
$5M120K0.01%Q2 202616
Norris Financial Group, LLC
CIK 0002129318
$4M106K1.41%Q1 202617
David Kennon Inc
CIK 0001954126
$4M106K1.42%Q2 202618
Kraft, Davis & Associates, LLC
CIK 0001919438
$4M105K0.88%Q2 202619
Moloney Securities Asset Management, LLC
CIK 0001697934
$4M89K0.43%Q3 202520
UBS Group AG
CIK 0001610520
$4M88K0.00%Q1 2026
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