SSGA Active Trust - INKM
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 1 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Manske Wealth Management | History | Added to | 90,606 | 2,989 | 0.88% | 0.83% | 1 | +8,618 | 10.51% | Q4 2025 | Feb 03, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 69,712 | 2,299 | 0.0% | 0.0% | 2 | +13,899 | 24.9% | Q4 2025 | Feb 10, 2026 |
| LPL Financial LLC | History | Added to | 64,015 | 2,111 | 0.0% | 0.0% | 3 | +18,523 | 40.72% | Q4 2025 | Feb 11, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 57,373 | 1,892 | 0.0% | 0.0% | 4 | +1,750 | 3.15% | Q4 2025 | Feb 02, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 43,757 | 1,444 | 0.0% | 0.01% | 5 | -23,572 | -35.01% | Q4 2025 | Feb 05, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 40,203 | 1,326 | 0.0% | 0.0% | 6 | +17,362 | 76.01% | Q4 2025 | Feb 13, 2026 |
| Rossmore Private Capital | History | Reduced | 27,015 | 891 | 0.08% | 0.1% | 7 | -130 | -0.48% | Q4 2025 | Feb 05, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 21,725 | 716 | 0.0% | 0.0% | 8 | -207 | -0.94% | Q4 2025 | Feb 18, 2026 |
| MORGAN STANLEY | History | Reduced | 16,086 | 530 | 0.0% | 0.0% | 9 | -2,403 | -13.0% | Q4 2025 | Feb 13, 2026 |
| ROYAL BANK OF CANADA | History | New | 16,049 | 529 | 0.0% | — | 10 | +16,049 | New | Q4 2025 | Feb 17, 2026 |
| Ameritas Advisory Services, LLC | History | Added to | 13,174 | 434 | 0.02% | 0.0% | 11 | +12,299 | 1405.6% | Q4 2025 | Feb 04, 2026 |
| CITY NATIONAL BANK OF FLORIDA /MSD | History | No change | 12,146 | 400 | 0.26% | 0.27% | 12 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Retireful, LLC | History | New | 11,537 | 381 | 0.48% | — | 13 | +11,537 | New | Q4 2025 | Jan 15, 2026 |
| AlphaStar Capital Management, LLC | History | No change | 10,861 | 358 | 0.03% | 0.03% | 14 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| IHT Wealth Management, LLC | History | Added to | 6,768 | 223 | 0.01% | 0.01% | 15 | +281 | 4.33% | Q4 2025 | Feb 17, 2026 |
| Joseph P. Lucia & Associates, LLC | History | Reduced | 6,095 | 201 | 0.07% | 0.08% | 16 | -225 | -3.56% | Q4 2025 | Jan 28, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 3,202 | 105 | 0.0% | 0.0% | 17 | +7 | 0.22% | Q4 2025 | Feb 17, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 2,172 | 71 | 0.0% | 0.0% | 18 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| SBI Securities Co., Ltd. | History | Added to | 655 | 21 | 0.0% | 0.0% | 19 | +10 | 1.55% | Q4 2025 | Feb 03, 2026 |
| CX Institutional | History | Reduced | 618 | 20 | 0.0% | 0.0% | 20 | -2 | -0.32% | Q4 2025 | Feb 02, 2026 |
| Elevation Capital Advisory, LLC | History | Closed out | 0 | 0 | — | 2.19% | — | -165,260 | -100.0% | Q3 2025 | Oct 30, 2025 |
| Simplicity Wealth,LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -12,146 | -100.0% | Q3 2025 | Oct 30, 2025 |
| CITADEL ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -8,901 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Future Financial Wealth Managment LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -635 | -100.0% | Q3 2025 | Oct 15, 2025 |
| Keating Financial Advisory Services, Inc. | History | New | 30 | 0 | — | — | — | +30 | New | Q4 2025 | Feb 09, 2026 |
| FMR LLC | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q3 2025 | Nov 13, 2025 |