13F Insight
DOSSIER · 13F Holders · Q1 2026High-convictionMulti-bagger
XLSR

SSGA ACTIVE TR

137 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 78470P408·137 13F holders·last filed Mar 31, 2026
Market cap
—
▼ 9.2%
vs prior quarter
13F value held
$732M
78.0% inst. owned
of float
Holders
137
+14 QoQ
filers reporting
Activity
+28 / −93
+852 added · −844 reduced
this quarter
Concentration
34.36%
LPL Financial LLC #1
top holder share
AI Holders Summary · Q1 2026

137 institutions reported XLSR in Q1 2026. LPL Financial LLC leads at 34.4% of the visible book. +14 net new institutions vs prior quarter — accumulation reading.

Top holders

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

#HolderValueShares% port.Quarter
01
LPL Financial LLC
CIK 0001403438
$252M4.4M0.07%Q1 202602
Envestnet Portfolio Solutions, Inc.
CIK 0001998033
$130M2.2M0.72%Q1 202603
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$129M2.2M0.03%Q1 202604
Hibernia Wealth Partners, LLC
CIK 0001950637
$24M415K7.08%Q1 202605
Cerity Partners LLC
CIK 0001566475
$23M390K0.03%Q1 202606
Austin Private Wealth, LLC
CIK 0001800328
$21M342K1.59%Q4 202507
LANDMARK WEALTH MANAGEMENT, INC.
CIK 0001985016
$17M290K6.32%Q1 202608
NewEdge Advisors, LLC
CIK 0001633516
$17M288K0.06%Q1 202609
Mariner, LLC
CIK 0001373442
$16M277K0.02%Q1 202610
Signal Advisors Wealth, LLC
CIK 0002010926
$13M224K0.89%Q1 202611
Aspire Private Capital, LLC
CIK 0001767340
$13M218K2.84%Q1 202612
Mosley Wealth Management
CIK 0002011849
$12M200K5.39%Q1 202613
Cetera Investment Advisers
CIK 0001666741
$10M181K0.01%Q1 202614
HARBOUR INVESTMENTS, INC.
CIK 0000810121
$10M180K0.16%Q1 202615
AE Wealth Management LLC
CIK 0001697723
$9M157K0.05%Q1 202616
Raleigh Capital Management Inc.
CIK 0001911726
$9M150K2.99%Q1 202617
CreativeOne Wealth, LLC
CIK 0001739728
$8M147K0.20%Q1 202618
HighTower Advisors, LLC
CIK 0001462245
$8M145K0.01%Q1 202619
Summit Financial, LLC
CIK 0001765536
$6M102K0.08%Q1 202620
MML INVESTORS SERVICES, LLC
CIK 0000701059
$6M97K0.02%Q1 2026
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