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

SSGA ACTIVE ETF TR

121 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 78467V707·121 13F holders·last filed Mar 31, 2026
Market cap
—
13F value held
$408M
visible holders
Holders
121
filers reporting
Concentration
39.19%
CWM, LLC #1
top holder share
AI Holders Summary · Q1 2026

121 institutions reported ULST in Q1 2026. CWM, LLC leads at 39.2% 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
$56M1.4M0.01%Q2 202603
MORGAN STANLEY
CIK 0000895421
$31M767K0.00%Q2 202604
BIP Wealth, LLC
CIK 0001590214
$28M705K0.77%Q3 202605
Avestar Capital, LLC
CIK 0001704404
$25M629K1.42%Q2 202606
PTM WEALTH MANAGEMENT, LLC
CIK 0002061027
$22M536K9.16%Q3 202607
AQR CAPITAL MANAGEMENT LLC
CIK 0001167557
$14M358K0.01%Q2 202608
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$11M273K0.00%Q2 202609
BANK OF AMERICA CORP /DE/
CIK 0000070858
$11M272K0.00%Q2 202610
Stablepoint Partners, LLC
CIK 0002011237
$9M221K1.24%Q2 202611
ORBA Wealth Advisors, L.L.C.
CIK 0002010248
$6M149K5.11%Q3 202612
PW Nova Financial Services LLC
CIK 0002127408
$5M133K1.09%Q3 202613
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
CIK 0001632972
$5M127K0.01%Q3 202614
Norris Financial Group, LLC
CIK 0002129318
$5M123K1.98%Q2 202615
David Kennon Inc
CIK 0001954126
$4M107K1.42%Q3 202616
Moloney Securities Asset Management, LLC
CIK 0001697934
$4M89K0.43%Q3 202517
UBS Group AG
CIK 0001610520
$3M74K0.00%Q2 202618
VERUS CAPITAL PARTNERS, LLC
CIK 0001796874
$3M72K0.16%Q2 202619
BridgePort Financial Solutions, LLC
CIK 0002031775
$3M69K0.71%Q2 202620
ROYAL BANK OF CANADA
CIK 0001000275
$2M59K0.00%Q2 2026
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