DaveManuel.com · Institutional Ownership · Who Owns It
SSGA ACTIVE ETF TR (SRLN)
Institutional ownership reported to the SEC as of Q2 2026, across 32 quarters.
482
Reporting holders
$4.2B
Reported value
0.0%
Calls
0.1%
Puts
-11
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 |
|---|---|---|---|---|---|
| MORGAN STANLEY | $306.1M | 7,597,224 | 0.02% | 35q | +10.2%+$28.4M |
| BANK OF AMERICA CORP /DE/ | $300.8M | 7,466,384 | 0.02% | 31q | -1.4%-$4.4M |
| Arizona PSPRS Trust | $260.7M | 6,470,566 | 9.71% | 9q | -23.5%-$80.0M |
| Liberty Mutual Group Asset Management Inc. | $189.4M | 4,699,823 | 16.53% | 4q | +55.7%+$67.7M |
| State of Tennessee, Department of Treasury | $177.9M | 4,414,977 | 0.53% | 31q | -25.7%-$61.5M |
| Ensign Peak Advisors, Inc | $161.2M | 4,000,098 | 0.27% | 22q | -11.0%-$19.9M |
| LPL Financial LLC | $144.5M | 3,586,924 | 0.03% | 31q | +3.4%+$4.7M |
| STATE STREET CORP | $141.4M | 3,509,642 | 0.00% | 31q | -3.9%-$5.8M |
| Ocean Park Asset Management, LLC | $127.4M | 3,162,200 | 6.14% | 13q | +148.0%+$76.0M |
| ROYAL BANK OF CANADA | $105.0M | 2,607,022 | 0.02% | 31q | +15.8%+$14.3M |
| UBS Group AG | $101.5M | 2,519,303 | 0.01% | 31q | -3.6%-$3.7M |
| Advisory Alpha, LLC | $90.5M | 2,246,592 | 2.22% | 14q | -3.5%-$3.3M |
| WELLS FARGO & COMPANY/MN | $88.4M | 2,195,295 | 0.01% | 31q | HELD |
| BlackRock, Inc. | $72.6M | 1,803,154 | 0.00% | 8q | +19.5%+$11.8M |
| 1832 Asset Management L.P. | $66.9M | 1,661,384 | 0.03% | 7q | +3.6%+$2.3M |
| GOLDMAN SACHS GROUP INC | $66.6M | 1,653,488 | 0.01% | 31q | -40.2%-$44.8M |
| Symetra Investment Management Co | $62.6M | 1,554,851 | 5.48% | 11q | +4.0%+$2.4M |
| JPMORGAN CHASE & CO | $55.6M | 1,383,526 | 0.00% | 31q | +2331.4%+$53.3M |
| Aristotle Pacific Capital, LLC | $54.9M | 1,367,066 | 26.13% | 12q | +37.1%+$14.9M |
| Diversify Advisory Services, LLC | $54.9M | 1,360,178 | 0.92% | new | NEW |
| DIVERSIFY WEALTH MANAGEMENT, LLC | $54.9M | 1,360,178 | 0.92% | 9q | +34.4%+$14.0M |
| Horizon Investments, LLC | $48.3M | 1,213,236 | 0.53% | 14q | +1102841.8%+$48.3M |
| WELLINGTON MANAGEMENT GROUP LLP | $47.3M | 1,174,850 | 0.01% | 31q | -32.8%-$23.1M |
| ENVESTNET ASSET MANAGEMENT INC | $36.5M | 905,792 | 0.01% | 31q | -3.5%-$1.3M |
| Cambridge Investment Research Advisors, Inc. | $34.9M | 865,522 | 0.04% | 31q | +154.0%+$21.1M |
| CNO Financial Group, Inc. | $34.7M | 862,000 | 19.88% | 6q | HELD |
| HighTower Advisors, LLC | $31.3M | 777,643 | 0.03% | 31q | +3.5%+$1.0M |
| RAYMOND JAMES FINANCIAL INC | $31.3M | 776,016 | 0.01% | 7q | -14.8%-$5.5M |
| OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC | $29.2M | 723,630 | 1.62% | 22q | -5.8%-$1.8M |
| Thrivent Financial for Lutherans | $28.5M | 708,493 | 0.05% | 21q | +7.0%+$1.9M |
| Coppell Advisory Solutions LLC | $27.0M | 1,248,706 | 2.23% | new | NEW |
| Amundi | $26.6M | 659,591 | 0.01% | 2q | +79.5%+$11.8M |
| CONNING INC. | $25.8M | 641,275 | 0.77% | 31q | HELD |
| JANE STREET GROUP, LLC | $25.7M | 638,836 | 0.00% | 3q | +5611.0%+$25.3M |
| Asset Allocation & Management Company, LLC | $23.8M | 591,546 | 7.77% | 19q | +12.3%+$2.6M |
| Blackstone Inc. | $22.4M | 555,591 | 0.06% | 14q | HELD |
| Donoghue Forlines LLC | $21.7M | 538,939 | 5.62% | new | NEW |
| FEDERATED HERMES, INC. | $21.6M | 535,650 | 0.03% | 13q | HELD |
| Creative Planning | $20.9M | 517,812 | 0.01% | 20q | +1.8%+$376.4K |
| Bramshill Investments, LLC | $19.1M | 473,743 | 1.46% | 6q | -9.7%-$2.1M |
| Cetera Investment Advisers | $18.7M | 462,910 | 0.02% | 27q | -8.7%-$1.8M |
| Twelve Points Wealth Management LLC | $18.6M | 461,725 | 3.73% | 19q | +21.8%+$3.3M |
| STIFEL FINANCIAL CORP | $18.1M | 448,972 | 0.02% | 31q | +3.3%+$579.3K |
| Envestnet Portfolio Solutions, Inc. | $17.1M | 425,289 | 0.08% | 12q | +17.0%+$2.5M |
| OSAIC HOLDINGS, INC. | $15.8M | 392,272 | 0.02% | 26q | +20.4%+$2.7M |
| Secure Asset Management, LLC | $15.3M | 379,830 | 2.14% | 23q | +6.7%+$956.1K |
| Catalyst Capital Advisors LLC | $15.1M | 374,591 | 0.25% | 15q | HELD |
| FORTEM FINANCIAL GROUP, LLC | $15.0M | 372,511 | 3.06% | 6q | +3.5%+$510.8K |
| ARS Wealth Advisors Group, LLC | $14.7M | 366,035 | 1.15% | 20q | +91.5%+$7.0M |
| GUGGENHEIM CAPITAL LLC | $14.6M | 362,070 | 0.09% | 31q | HELD |
| Ninety One UK Ltd | $14.5M | 359,410 | 0.03% | 7q | +1.8%+$250.8K |
| Cerity Partners LLC | $14.1M | 350,264 | 0.02% | 19q | +3.7%+$505.0K |
| ASSETMARK, INC | $13.8M | 342,445 | 0.02% | 31q | +8.9%+$1.1M |
| Palogic Value Management, L.P. | $13.1M | 326,322 | 2.16% | 15q | +96.1%+$6.4M |
| Calamos Advisors LLC | $12.7M | 316,100 | 0.04% | 10q | HELD |
| Baird Financial Group, Inc. | $12.2M | 303,914 | 0.02% | 9q | +403.0%+$9.8M |
| VICTORY CAPITAL MANAGEMENT INC | $12.1M | 300,000 | 0.01% | new | NEW |
| LORD, ABBETT & CO. LLC | $11.7M | 291,156 | 0.03% | 9q | -51.9%-$12.7M |
| Ameritas Advisory Services, LLC | $11.4M | 282,644 | 0.23% | 19q | -16.9%-$2.3M |
| Merit Financial Group, LLC | $11.4M | 282,233 | 0.07% | 17q | +37.6%+$3.1M |
| COUNTRY TRUST BANK | $11.2M | 278,522 | 0.20% | 31q | HELD |
| KESTRA PRIVATE WEALTH SERVICES, LLC | $11.0M | 272,468 | 0.12% | 12q | +5.1%+$529.2K |
| Stablepoint Partners, LLC | $10.9M | 269,885 | 1.50% | 11q | +1.2%+$123.7K |
| INDEPENDENT FINANCIAL GROUP, LLC | $10.8M | 269,167 | 0.20% | 19q | +21.4%+$1.9M |
| Fragasso Financial Advisors Inc | $10.8M | 267,428 | 0.57% | 18q | +2.9%+$304.1K |
| KMG FIDUCIARY PARTNERS, LLC | $10.5M | 260,160 | 0.97% | 17q | -1.6%-$174.3K |
| MRA Advisory Group | $10.5M | 259,585 | 3.79% | 14q | +2.7%+$274.3K |
| HORIZON FINANCIAL SERVICES, LLC | $10.4M | 258,638 | 4.00% | 6q | -6.2%-$684.1K |
| Goldstone Financial Group, LLC | $10.3M | 255,058 | 0.94% | 14q | -7.9%-$879.3K |
| Integrated Wealth Concepts LLC | $9.2M | 228,380 | 0.06% | 22q | HELD |
| COMMONWEALTH EQUITY SERVICES, LLC | $8.7M | 215,406 | 0.01% | 31q | -12.5%-$1.2M |
| NEUBERGER BERMAN GROUP LLC | $8.6M | 212,397 | 0.01% | 31q | HELD |
| Whitford Management LLC | $8.5M | 212,000 | 7.63% | new | NEW |
| Matthew Goff Investment Advisor, LLC | $8.5M | 211,865 | 1.44% | new | NEW |
| Hennion & Walsh Asset Management, Inc. | $8.5M | 209,986 | 0.24% | 22q | +8.1%+$634.7K |
| ZEGA Investments, LLC | $8.1M | 199,821 | 0.83% | 7q | HELD |
| Summit Global Investments | $8.0M | 199,604 | 0.44% | 6q | +7.7%+$577.8K |
| Janney Montgomery Scott LLC | $7.8M | 192,437 | 0.02% | 23q | -49.6%-$7.6M |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | $7.5M | 150,114 | 0.01% | new | NEW |
| Sanctuary Advisors, LLC | $7.0M | 173,417 | 0.03% | 9q | -2.1%-$146.3K |
| WEDBUSH SECURITIES INC | $6.9M | 171,603 | 0.18% | 25q | +18.1%+$1.1M |
| RPg Family Wealth Advisory, LLC | $6.6M | 163,258 | 0.61% | 30q | +139.3%+$3.8M |
| CreativeOne Wealth, LLC | $6.6M | 162,635 | 0.14% | 21q | +3.7%+$232.4K |
| Canal Capital Management, LLC | $6.5M | 160,735 | 0.79% | 31q | -8.5%-$602.6K |
| Plan Group Financial, LLC | $6.5M | 160,458 | 1.33% | 6q | +15.6%+$874.0K |
| Simplicity Wealth,LLC | $6.4M | 159,229 | 0.22% | 11q | +173.5%+$4.1M |
| Advisory Services Network, LLC | $6.4M | 158,101 | 0.07% | 18q | -9.0%-$630.0K |
| Westview Management dba Westview Investment Advisors | $6.4M | 157,912 | 3.11% | 3q | +5.3%+$318.5K |
| Live Oak Investment Partners | $6.4M | 157,789 | 3.42% | 14q | +2.8%+$175.8K |
| BLUELINE ADVISORS LLC | $6.2M | 153,628 | 4.29% | 3q | +2.1%+$126.8K |
| Vertrix Wealth Management, LLC | $5.9M | 146,567 | 1.99% | new | NEW |
| OPPENHEIMER & CO INC | $5.9M | 146,130 | 0.06% | 20q | +3.4%+$196.0K |
| Aspire Private Capital, LLC | $5.7M | 140,554 | 1.17% | 21q | +5.0%+$269.7K |
| RAINEY & RANDALL WEALTH ADVISORS INC. | $5.6M | 139,709 | 0.80% | 21q | HELD |
| J HAGAN CAPITAL, INC. | $5.6M | 138,997 | 2.59% | 6q | +10.7%+$540.7K |
| Steward Partners Investment Advisory, LLC | $5.5M | 136,428 | 0.03% | 31q | +11.6%+$571.2K |
| CAPTRUST FINANCIAL ADVISORS | $5.4M | 135,221 | 0.01% | 23q | -1.4%-$77.7K |
| Prudent Man Advisors, LLC | $5.4M | 135,100 | 1.24% | new | NEW |
| Windsor Capital Management, LLC | $5.1M | 126,416 | 1.32% | 28q | -2.6%-$136.4K |
| NewSquare Capital LLC | $5.1M | 125,902 | 0.38% | 31q | +0.7%+$33.2K |
Showing the largest 100 of 482 reported holders.
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 | 169 | $755.0M | 18,728,289 | 16 | 71 | 50 | 0.0% |
| Q2 2026 | 482 | $4.2B | 105,923,541 | 46 | 204 | 154 | 0.1% |
| Q1 2026 | 493 | $4.0B | 98,722,539 | 39 | 203 | 174 | 0.4% |
| Q4 2025 | 528 | $5.1B | 123,701,335 | 59 | 213 | 159 | 0.1% |
| Q3 2025 | 503 | $5.5B | 131,883,000 | 35 | 225 | 147 | 0.0% |
| Q2 2025 | 526 | $5.9B | 141,974,268 | 55 | 170 | 200 | 0.0% |
| Q1 2025 | 526 | $6.2B | 150,086,800 | 50 | 212 | 165 | 0.0% |
| Q4 2024 | 533 | $6.1B | 145,696,186 | 47 | 232 | 147 | 0.1% |
| Q3 2024 | 507 | $4.8B | 116,990,911 | 40 | 190 | 195 | 0.1% |
| Q2 2024 | 513 | $5.1B | 122,305,920 | 65 | 218 | 147 | 0.0% |
| Q1 2024 | 480 | $5.4B | 127,761,355 | 50 | 204 | 149 | 0.4% |
| Q4 2023 | 481 | $4.1B | 96,806,865 | 46 | 163 | 180 | 1.5% |
| Q3 2023 | 454 | $3.3B | 77,011,162 | 33 | 161 | 181 | 0.7% |
| Q2 2023 | 460 | $3.3B | 77,746,732 | 39 | 139 | 213 | 0.7% |
| Q1 2023 | 483 | $3.5B | 83,231,893 | 37 | 139 | 221 | 0.8% |
| Q4 2022 | 517 | $4.8B | 116,952,108 | 63 | 124 | 252 | 0.4% |
| Q3 2022 | 515 | $50.3B | 1,229,663,749 | 50 | 158 | 238 | 0.1% |
| Q2 2022 | 537 | $37.0B | 889,159,652 | 69 | 207 | 200 | 0.0% |
| Q1 2022 | 538 | $72.4B | 1,610,718,812 | 111 | 251 | 119 | 0.0% |
| Q4 2021 | 467 | $53.8B | 1,178,173,333 | 80 | 234 | 75 | 0.0% |
| Q3 2021 | 388 | $48.3B | 1,049,821,587 | 55 | 217 | 60 | 0.0% |
| Q2 2021 | 351 | $27.4B | 591,638,006 | 81 | 167 | 54 | 0.0% |
| Q1 2021 | 290 | $13.6B | 297,386,981 | 89 | 118 | 44 | 0.0% |
| Q4 2020 | 221 | $8.7B | 190,067,198 | 38 | 72 | 61 | 0.0% |
| Q3 2020 | 193 | $3.4B | 76,771,904 | 34 | 67 | 58 | 0.0% |
| Q2 2020 | 176 | $2.8B | 64,583,839 | 21 | 51 | 75 | 0.0% |
| Q1 2020 | 190 | $3.2B | 79,062,500 | 24 | 62 | 83 | 0.0% |
| Q4 2019 | 218 | $6.4B | 136,370,178 | 23 | 81 | 60 | 0.0% |
| Q3 2019 | 201 | $13.2B | 285,158,515 | 19 | 58 | 82 | 0.0% |
| Q2 2019 | 214 | $13.3B | 286,884,840 | 22 | 79 | 76 | 0.0% |
| Q1 2019 | 221 | $13.5B | 292,254,286 | 28 | 65 | 87 | 0.0% |
| Q4 2018 | 229 | $8.3B | 186,442,704 | 4 | 8 | 4 | 0.0% |