DaveManuel.com · Institutional Ownership · Who Owns It
SSGA ACTIVE TR (HYBL)
Institutional ownership reported to the SEC as of Q2 2026, across 19 quarters.
96
Reporting holders
$445.7M
Reported value
0.0%
Calls
0.0%
Puts
+5
Holder change
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| ZEGA Investments, LLC | $54.0M | 1,933,377 | 5.55% | 7q | +2.0%+$1.1M |
| RAYMOND JAMES FINANCIAL INC | $41.1M | 1,470,601 | 0.01% | 7q | +12.7%+$4.6M |
| Concord Wealth Partners | $35.3M | 1,262,818 | 4.04% | 7q | +4.0%+$1.4M |
| MORGAN STANLEY | $34.6M | 1,239,465 | 0.00% | 8q | +16.6%+$4.9M |
| Concord Asset Management, LLC/VA | $33.1M | 1,185,108 | 5.13% | 7q | +3.7%+$1.2M |
| LPL Financial LLC | $28.8M | 1,031,256 | 0.01% | 12q | +5.0%+$1.4M |
| UBS Group AG | $28.6M | 1,024,477 | 0.00% | 18q | +14.3%+$3.6M |
| BANK OF AMERICA CORP /DE/ | $17.1M | 613,243 | 0.00% | 8q | -8.0%-$1.5M |
| WELLS FARGO & COMPANY/MN | $16.6M | 592,897 | 0.00% | 7q | -17.5%-$3.5M |
| Rathbones Group PLC | $12.2M | 436,000 | 0.04% | 7q | -50.0%-$12.2M |
| Cambridge Investment Research Advisors, Inc. | $11.9M | 426,726 | 0.01% | 14q | +160.2%+$7.3M |
| Advance Capital Management, Inc. | $11.5M | 410,330 | 0.37% | 6q | +10.0%+$1.0M |
| Decker Wealth Management LLC | $10.5M | 375,667 | 2.23% | 3q | -10.4%-$1.2M |
| Luken Investment Analytics, LLC | $8.3M | 296,160 | 2.89% | 12q | -9.7%-$886.0K |
| OneAscent Financial Services LLC | $7.9M | 282,794 | 0.38% | 4q | +6.3%+$466.8K |
| Equitable Holdings, Inc. | $7.4M | 265,148 | 0.04% | 11q | +16.8%+$1.1M |
| Hedeker Wealth, LLC | $6.1M | 217,379 | 1.16% | 16q | -8.8%-$585.7K |
| JANE STREET GROUP, LLC | $5.1M | 182,564 | 0.00% | 6q | +51.6%+$1.7M |
| Farther Finance Advisors, LLC | $5.0M | 178,382 | 0.04% | 3q | +50433.1%+$5.0M |
| ROYAL BANK OF CANADA | $4.8M | 171,887 | 0.00% | 9q | -8.5%-$447.6K |
| Auour Investments LLC | $4.2M | 148,579 | 1.19% | 13q | +40.4%+$1.2M |
| OneAscent Wealth Management LLC | $4.1M | 148,273 | 1.24% | 4q | -2.6%-$112.2K |
| OLD MISSION CAPITAL LLC | $3.9M | 139,938 | 0.06% | new | NEW |
| Coppell Advisory Solutions LLC | $3.4M | 227,894 | 0.28% | new | NEW |
| OSAIC HOLDINGS, INC. | $3.3M | 116,837 | 0.00% | 14q | -38.9%-$2.1M |
| Wealth Watch Advisors, INC | $3.0M | 107,230 | 0.97% | 5q | +71.5%+$1.2M |
| ORBA Wealth Advisors, L.L.C. | $2.4M | 86,707 | 2.07% | 8q | +58.5%+$894.6K |
| OneAscent Family Office, LLC | $2.4M | 86,560 | 1.22% | 4q | +55.3%+$861.5K |
| Inspire Advisors, LLC | $2.1M | 76,555 | 0.15% | 5q | -50.1%-$2.2M |
| SK Wealth Management, LLC | $2.0M | 71,958 | 0.45% | 8q | -48.7%-$1.9M |
| Midwest Financial Network, LLC | $1.4M | 51,126 | 0.98% | 3q | +275.1%+$1.0M |
| HighPoint Advisor Group LLC | $1.3M | 47,371 | 0.05% | 3q | +32.4%+$323.9K |
| Savvy Advisors, Inc. | $1.3M | 44,766 | 0.03% | 3q | HELD |
| MML INVESTORS SERVICES, LLC | $1.2M | 44,278 | 0.00% | 2q | +20.1%+$206.9K |
| STIFEL FINANCIAL CORP | $1.2M | 43,414 | 0.00% | 5q | +11.9%+$128.6K |
| Sharkey, Howes & Javer | $1.2M | 43,174 | 0.15% | 8q | -53.3%-$1.4M |
| NewEdge Wealth, LLC | $1.2M | 42,872 | 0.01% | 2q | -8.1%-$105.5K |
| ENVESTNET ASSET MANAGEMENT INC | $1.1M | 41,084 | 0.00% | 14q | -33.9%-$589.9K |
| Gotham Asset Management, LLC | $1.1M | 40,301 | 0.00% | 7q | +17.9%+$170.7K |
| TORONTO DOMINION BANK | $1.1M | 39,766 | 0.00% | new | NEW |
| Private Advisor Group, LLC | $1.0M | 36,835 | 0.00% | 4q | HELD |
| Western Wealth Management, LLC | $988.6K | 35,369 | 0.03% | new | NEW |
| L & S Advisors Inc | $974.5K | 34,865 | 0.10% | 13q | +0.7%+$7.2K |
| Legacy Wealth Managment, LLC/ID | $969.3K | 34,680 | 0.40% | new | NEW |
| SHEETS SMITH WEALTH MANAGEMENT | $936.7K | 33,514 | 0.09% | 13q | +9.2%+$79.1K |
| Atria Investments, Inc | $913.3K | 32,676 | 0.01% | 4q | -7.7%-$75.8K |
| Breakwater Investment Management | $800.6K | 28,645 | 0.27% | 3q | +267.7%+$582.9K |
| CITADEL ADVISORS LLC | $785.6K | 28,108 | 0.00% | 2q | +229.7%+$547.3K |
| NewEdge Advisors, LLC | $744.7K | 26,643 | 0.00% | 12q | -2.1%-$16.2K |
| Creative Planning | $647.0K | 23,150 | 0.00% | 7q | -17.4%-$136.0K |
| Portfolio Strategies, Inc. | $589.3K | 21,084 | 0.06% | 4q | +1.7%+$9.9K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $584.5K | 20,952 | 0.00% | 2q | +154.9%+$355.2K |
| HANOVER ADVISORS INC | $572.4K | 20,481 | 0.21% | 11q | +1.2%+$6.9K |
| Triad Wealth Partners, LLC | $539.7K | 19,379 | 0.03% | 2q | -2.8%-$15.5K |
| NFSG Corp | $521.6K | 18,662 | 0.06% | 7q | +22.4%+$95.4K |
| Moors & Cabot, Inc. | $512.8K | 18,347 | 0.02% | 7q | -1.9%-$9.8K |
| Collaborative Wealth Managment Inc. | $512.3K | 18,331 | 0.21% | 12q | -32.6%-$247.7K |
| PARK AVENUE SECURITIES LLC | $489.0K | 17,498 | 0.00% | 7q | -9.6%-$52.1K |
| HighTower Advisors, LLC | $481.5K | 17,226 | 0.00% | 11q | +1.5%+$7.0K |
| Virtue Capital Management, LLC | $475.4K | 17,009 | 0.06% | 2q | +17.6%+$71.3K |
| BayBridge Capital Group, LLC | $474.6K | 16,980 | 0.25% | 7q | +11.1%+$47.4K |
| World Investment Advisors | $437.8K | 15,665 | 0.01% | 9q | HELD |
| Marshall Financial Group, LLC | $436.6K | 15,622 | 0.06% | 15q | -4.7%-$21.5K |
| WOODMONT INVESTMENT COUNSEL LLC | $434.8K | 15,556 | 0.02% | 9q | HELD |
| MERCER GLOBAL ADVISORS INC /ADV | $413.6K | 14,796 | 0.00% | 2q | -1.2%-$4.9K |
| Glass Jacobson Investment Advisors llc | $411.1K | 14,708 | 0.13% | 3q | -1.2%-$4.9K |
| Authentikos Wealth Advisory, LLC | $393.4K | 14,075 | 0.25% | 5q | -20.9%-$103.9K |
| M.E. ALLISON & CO., INC. | $391.3K | 14,000 | 0.23% | 4q | HELD |
| FIFTH THIRD BANCORP | $391.2K | 13,998 | 0.00% | 2q | -6.7%-$27.9K |
| THOMPSON DAVIS & CO., INC. | $385.7K | 13,800 | 0.23% | new | NEW |
| Shared Vision Wealth Group LLC | $379.4K | 13,575 | 0.13% | new | NEW |
| Tempo Wealth, LLC | $372.6K | 13,332 | 0.06% | 3q | -7.9%-$31.8K |
| Allen Capital Group, LLC | $314.6K | 11,257 | 0.03% | 4q | HELD |
| Gateway Wealth Partners, LLC | $274.3K | 9,814 | 0.02% | 5q | -48.0%-$252.8K |
| Tactive Advisors, LLC | $272.9K | 9,766 | 0.07% | 2q | +35.8%+$71.9K |
| Rockefeller Capital Management L.P. | $272.7K | 9,757 | 0.00% | 4q | +11.4%+$27.9K |
| IHT Wealth Management, LLC | $263.6K | 9,431 | 0.01% | new | NEW |
| VestGen Advisors, LLC | $261.0K | 9,339 | 0.01% | 6q | -4.8%-$13.1K |
| Accurate Wealth Management, LLC | $248.4K | 8,904 | 0.02% | new | NEW |
| NWAM LLC | $225.3K | 8,062 | 0.01% | 2q | +6.8%+$14.4K |
| Advisory Services Network, LLC | $221.0K | 7,908 | 0.00% | 14q | HELD |
| GREAT VALLEY ADVISOR GROUP, INC. | $210.8K | 7,557 | 0.00% | new | NEW |
| Pinnacle Family Advisors, LLC | $206.5K | 7,389 | 0.09% | new | NEW |
| IFP Advisors, Inc | $192.7K | 6,895 | 0.00% | new | NEW |
| JONES FINANCIAL COMPANIES LLLP | $188.4K | 6,744 | 0.00% | 4q | +15.5%+$25.3K |
| Fairman Group, LLC | $149.5K | 5,350 | 0.12% | 8q | +8.3%+$11.5K |
| PRIVATE TRUST CO NA | $111.8K | 4,000 | 0.01% | 2q | -11.1%-$14.0K |
| Clearstead Trust, LLC | $38.4K | 1,373 | 0.01% | 11q | HELD |
| AE Wealth Management LLC | $35.9K | 1,285 | 0.00% | 7q | +1.3% |
| Global Retirement Partners, LLC | $30.3K | 1,082 | 0.00% | new | NEW |
| Steward Partners Investment Advisory, LLC | $29.4K | 1,053 | 0.00% | 2q | -5.8%-$1.8K |
| Larson Financial Group LLC | $14.0K | 500 | 0.00% | 9q | HELD |
| SBI Securities Co., Ltd. | $6.2K | 223 | 0.00% | 7q | +40.3%+$1.8K |
| HOEY INVESTMENTS, INC | $2.9K | 105 | 0.00% | new | NEW |
| Spurstone Advisory Services, LLC | $111 | 4 | 0.00% | 6q | HELD |
| MCGUIRE CAPITAL ADVISORS INC | $56 | 2 | 0.00% | 2q | HELD |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 36 | $53.1M | 1,924,669 | 6 | 17 | 8 | 0.0% |
| Q2 2026 | 96 | $445.7M | 16,052,323 | 14 | 40 | 31 | 0.0% |
| Q1 2026 | 91 | $426.9M | 15,330,631 | 16 | 39 | 25 | 0.0% |
| Q4 2025 | 89 | $435.1M | 15,299,586 | 9 | 41 | 26 | 0.0% |
| Q3 2025 | 94 | $409.3M | 14,289,422 | 24 | 42 | 20 | 0.0% |
| Q2 2025 | 75 | $335.6M | 11,741,147 | 12 | 37 | 15 | 0.0% |
| Q1 2025 | 73 | $270.3M | 9,627,570 | 8 | 39 | 11 | 0.0% |
| Q4 2024 | 71 | $190.1M | 6,698,434 | 20 | 30 | 9 | 0.0% |
| Q3 2024 | 61 | $116.0M | 4,044,608 | 11 | 28 | 10 | 0.0% |
| Q2 2024 | 60 | $111.5M | 3,857,051 | 11 | 27 | 12 | 0.0% |
| Q1 2024 | 50 | $116.6M | 4,108,830 | 9 | 22 | 8 | 0.0% |
| Q4 2023 | 52 | $97.9M | 3,480,007 | 15 | 20 | 8 | 0.0% |
| Q3 2023 | 36 | $69.8M | 2,534,999 | 14 | 11 | 5 | 0.0% |
| Q2 2023 | 23 | $38.7M | 1,395,942 | 8 | 4 | 5 | 0.0% |
| Q1 2023 | 14 | $22.9M | 823,897 | 9 | 1 | 3 | 0.0% |
| Q4 2022 | 6 | $17.5M | 642,527 | 2 | 0 | 3 | 0.0% |
| Q3 2022 | 7 | $54.1M | 2,016,790 | 3 | 0 | 2 | 0.0% |
| Q2 2022 | 5 | $58.4M | 2,126,508 | 0 | 2 | 1 | 0.0% |
| Q1 2022 | 5 | $63.5M | 2,121,129 | 5 | 0 | 0 | 0.0% |