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

SSGA ACTIVE ETF TR

122 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 78467V707·122 13F holders·last filed Mar 31, 2026
Market cap
—
13F value held
$406M
visible holders
Holders
122
filers reporting
Concentration
39.42%
CWM, LLC #1
top holder share
AI Holders Summary · Q1 2026

122 institutions reported ULST in Q1 2026. CWM, LLC leads at 39.4% 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
$56M1.4M0.01%Q2 202603
MORGAN STANLEY
CIK 0000895421
$31M767K0.00%Q2 202604
BIP Wealth, LLC
CIK 0001590214
$27M665K0.76%Q2 202605
Avestar Capital, LLC
CIK 0001704404
$25M629K1.42%Q2 202606
PTM WEALTH MANAGEMENT, LLC
CIK 0002061027
$21M515K9.36%Q2 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
$6M158K5.46%Q2 202612
Norris Financial Group, LLC
CIK 0002129318
$5M123K1.98%Q2 202613
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
CIK 0001632972
$5M120K0.01%Q2 202614
David Kennon Inc
CIK 0001954126
$4M106K1.42%Q2 202615
Kraft, Davis & Associates, LLC
CIK 0001919438
$4M105K0.88%Q2 202616
Moloney Securities Asset Management, LLC
CIK 0001697934
$4M89K0.43%Q3 202517
WT Wealth Management
CIK 0001780507
$3M79K0.89%Q2 202618
UBS Group AG
CIK 0001610520
$3M74K0.00%Q2 202619
VERUS CAPITAL PARTNERS, LLC
CIK 0001796874
$3M72K0.16%Q2 202620
BridgePort Financial Solutions, LLC
CIK 0002031775
$3M69K0.71%Q2 2026
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