SSGA Active Trust - ULST

Detailed investor-level table based on 13F positions.

Shareholders (13F)

Quarter: Q3 2026 · Compare: Q2 2026
13D/13G major owners: Ownership tab.
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
LPL Financial LLC History No change 1,384,703 55,976 0.01% 0.01% 1 0 0.0% Q2 2026 Aug 07, 2026
MORGAN STANLEY History No change 767,227 31,015 0.0% 0.0% 2 0 0.0% Q2 2026 Aug 13, 2026
BIP Wealth, LLC History No change 665,102 26,886 0.76% 0.76% 3 0 0.0% Q2 2026 Aug 03, 2026
Avestar Capital, LLC History No change 628,720 25,415 1.42% 1.42% 4 0 0.0% Q2 2026 Jul 29, 2026
PTM WEALTH MANAGEMENT, LLC History No change 515,263 20,796 9.36% 9.36% 5 0 0.0% Q2 2026 Aug 06, 2026
AQR CAPITAL MANAGEMENT LLC History No change 357,933 14,469 0.01% 0.01% 6 0 0.0% Q2 2026 Aug 14, 2026
RAYMOND JAMES FINANCIAL INC History No change 273,073 11,038 0.0% 0.0% 7 0 0.0% Q2 2026 Aug 14, 2026
BANK OF AMERICA CORP /DE/ History No change 272,455 11,013 0.0% 0.0% 8 0 0.0% Q2 2026 Aug 14, 2026
Stablepoint Partners, LLC History No change 220,840 8,927 1.24% 1.24% 9 0 0.0% Q2 2026 Jul 09, 2026
ORBA Wealth Advisors, L.L.C. History No change 158,037 6,388 5.46% 5.46% 10 0 0.0% Q2 2026 Jul 23, 2026
Norris Financial Group, LLC History No change 123,113 4,976 1.98% 1.98% 11 0 0.0% Q2 2026 Aug 05, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History No change 119,635 4,825 0.01% 0.01% 12 0 0.0% Q2 2026 Jul 15, 2026
David Kennon Inc History No change 106,107 4,289 1.42% 1.42% 13 0 0.0% Q2 2026 Jul 22, 2026
Kraft, Davis & Associates, LLC History No change 104,871 4,228 0.88% 0.88% 14 0 0.0% Q2 2026 Jul 09, 2026
WT Wealth Management History No change 79,331 3,206 0.89% 0.89% 15 0 0.0% Q2 2026 Jul 22, 2026
UBS Group AG History No change 73,963 2,989 0.0% 0.0% 16 0 0.0% Q2 2026 Aug 13, 2026
VERUS CAPITAL PARTNERS, LLC History No change 72,332 2,924 0.16% 0.16% 17 0 0.0% Q2 2026 Aug 06, 2026
BridgePort Financial Solutions, LLC History No change 68,829 2,782 0.71% 0.71% 18 0 0.0% Q2 2026 Jul 24, 2026
ROYAL BANK OF CANADA History No change 59,350 2,399 0.0% 0.0% 19 0 0.0% Q2 2026 Aug 14, 2026
Focus Partners Wealth History No change 56,596 2,287 0.0% 0.0% 20 0 0.0% Q2 2026 Aug 12, 2026
Cannon Wealth Management Services, LLC History No change 53,709 2,171 1.19% 1.19% 21 0 0.0% Q2 2026 Aug 11, 2026
Elmwood Wealth Management, Inc. History No change 49,849 2,015 0.5% 0.5% 22 0 0.0% Q2 2026 Jul 07, 2026
OSAIC HOLDINGS, INC. History No change 48,492 1,960 0.0% 0.0% 23 0 0.0% Q2 2026 Aug 14, 2026
Barnes Wealth Management Group, Inc History No change 47,687 1,927 0.89% 0.89% 24 0 0.0% Q2 2026 Jul 24, 2026
Global View Capital Management LLC History No change 45,931 1,856 0.38% 0.38% 25 0 0.0% Q2 2026 Jul 23, 2026
THRIVENT FINANCIAL FOR LUTHERANS History No change 45,432 1,837 0.0% 0.0% 26 0 0.0% Q2 2026 Aug 14, 2026
MML INVESTORS SERVICES, LLC History No change 41,720 1,686 0.0% 0.0% 27 0 0.0% Q2 2026 Aug 07, 2026
CITADEL ADVISORS LLC History No change 40,166 1,623 0.0% 0.0% 28 0 0.0% Q2 2026 Sep 02, 2026
Equitable Holdings, Inc. History No change 38,364 1,550 0.01% 0.01% 29 0 0.0% Q2 2026 Aug 17, 2026
Sanctuary Advisors, LLC History No change 33,420 1,351 0.01% 0.01% 30 0 0.0% Q2 2026 Aug 13, 2026
CGN Advisors LLC History No change 32,562 1,316 0.1% 0.1% 31 0 0.0% Q2 2026 Jul 06, 2026
Authentikos Wealth Advisory, LLC History No change 30,602 1,237 0.79% 0.79% 32 0 0.0% Q2 2026 Aug 14, 2026
FIDUCIARY TRUST CO History No change 28,840 1,165 0.01% 0.01% 33 0 0.0% Q2 2026 Aug 13, 2026
ENVESTNET ASSET MANAGEMENT INC History No change 28,296 1,143 0.0% 0.0% 34 0 0.0% Q2 2026 Sep 23, 2026
Ameliora Wealth Management Ltd. History No change 27,767 1,122 0.33% 0.33% 35 0 0.0% Q2 2026 Jul 24, 2026
Stratos Wealth Partners, LTD. History No change 26,670 1,078 0.01% 0.01% 36 0 0.0% Q2 2026 Aug 11, 2026
Coppell Advisory Solutions LLC History No change 49,579 1,003 0.08% 0.08% 37 0 0.0% Q2 2026 Aug 14, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC History No change 24,700 998 0.0% 0.0% 38 0 0.0% Q2 2026 Aug 13, 2026
Valmark Advisers, Inc. History No change 23,620 954 0.01% 0.01% 39 0 0.0% Q2 2026 Aug 06, 2026
COMPASS FINANCIAL MANAGEMENT LLC History No change 22,594 913 0.11% 0.11% 40 0 0.0% Q2 2026 Aug 12, 2026
GOLDMAN SACHS GROUP INC History No change 22,154 895 0.0% 0.0% 41 0 0.0% Q2 2026 Aug 14, 2026
Steward Partners Investment Advisory, LLC History No change 21,685 876 0.0% 0.0% 42 0 0.0% Q2 2026 Aug 13, 2026
Crews Bank & Trust History No change 21,250 859 0.11% 0.11% 43 0 0.0% Q2 2026 Jul 16, 2026
NAPLES GLOBAL ADVISORS, LLC History No change 20,850 842 0.05% 0.05% 44 0 0.0% Q2 2026 Jul 23, 2026
Wealthcare Advisory Partners LLC History No change 20,231 817 0.02% 0.02% 45 0 0.0% Q2 2026 Jul 09, 2026
Savant Capital, LLC History No change 20,063 811 0.0% 0.0% 46 0 0.0% Q2 2026 Aug 10, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History No change 20,039 810 0.0% 0.0% 47 0 0.0% Q2 2026 Aug 14, 2026
G&S Capital LLC History No change 19,965 807 0.23% 0.23% 48 0 0.0% Q2 2026 Jul 10, 2026
Kirkwood Financial Services History No change 19,824 801 0.23% 0.23% 49 0 0.0% Q2 2026 Aug 25, 2026
SALEM INVESTMENT COUNSELORS INC History No change 18,396 743 0.02% 0.02% 50 0 0.0% Q2 2026 Jul 14, 2026
KINGSWOOD WEALTH ADVISORS, LLC History No change 17,523 708 0.03% 0.03% 51 0 0.0% Q2 2026 Jul 27, 2026
FIFTH THIRD SECURITIES, INC. History No change 16,848 681 0.04% 0.04% 52 0 0.0% Q2 2026 Jul 15, 2026
McAdam, LLC History No change 15,852 640 0.02% 0.02% 53 0 0.0% Q2 2026 Aug 04, 2026
Perennial Investment Advisors, LLC History No change 15,250 616 0.04% 0.04% 54 0 0.0% Q2 2026 Aug 14, 2026
TKG Advisors, LLC History No change 14,161 572 0.2% 0.2% 55 0 0.0% Q2 2026 Jul 27, 2026
Western Wealth Management, LLC History No change 13,302 537 0.02% 0.02% 56 0 0.0% Q2 2026 Aug 14, 2026
CAPTRUST FINANCIAL ADVISORS History No change 12,838 518 0.0% 0.0% 57 0 0.0% Q2 2026 Aug 13, 2026
Golden State Wealth Management, LLC History No change 12,629 510 0.05% 0.05% 58 0 0.0% Q2 2026 Jul 22, 2026
STIFEL FINANCIAL CORP History No change 12,025 486 0.0% 0.0% 59 0 0.0% Q2 2026 Aug 12, 2026
Penobscot Investment Management Company, Inc. History No change 11,700 472 0.03% 0.03% 60 0 0.0% Q2 2026 Jul 24, 2026
HARBOUR INVESTMENTS, INC. History No change 11,543 466 0.01% 0.01% 61 0 0.0% Q2 2026 Aug 12, 2026
OPPENHEIMER & CO INC History No change 11,350 458 0.0% 0.0% 62 0 0.0% Q2 2026 Aug 03, 2026
Prestige Wealth Management Group LLC History No change 11,220 453 0.08% 0.08% 63 0 0.0% Q2 2026 Aug 14, 2026
Gladstone Institutional Advisory LLC History No change 10,573 427 0.01% 0.01% 64 0 0.0% Q2 2026 Jul 27, 2026
COMMONWEALTH EQUITY SERVICES, LLC History No change 10,252 414 0.0% 0.0% 65 0 0.0% Q2 2026 Jul 29, 2026
Trilogy Capital Inc. History No change 10,125 409 0.02% 0.02% 66 0 0.0% Q2 2026 Jul 02, 2026
JANE STREET GROUP, LLC History No change 10,046 406 0.0% 0.0% 67 0 0.0% Q2 2026 Aug 14, 2026
CATALYST PRIVATE WEALTH, LLC History No change 10,000 404 0.2% 0.2% 68 0 0.0% Q2 2026 Jul 21, 2026
NewEdge Advisors, LLC History No change 9,871 399 0.0% 0.0% 69 0 0.0% Q2 2026 Aug 12, 2026
FIFTH THIRD BANCORP History No change 9,744 393 0.0% 0.0% 70 0 0.0% Q2 2026 Aug 05, 2026
Destination Wealth Management History No change 9,706 392 0.01% 0.01% 71 0 0.0% Q2 2026 Aug 14, 2026
RICHARDSON FINANCIAL SERVICES INC. History No change 9,622 388 0.22% 0.22% 72 0 0.0% Q2 2026 Aug 10, 2026
CAPSTONE WEALTH MANAGEMENT GROUP, LLC History No change 9,294 375 0.13% 0.13% 73 0 0.0% Q2 2026 Jul 30, 2026
FLOW TRADERS U.S. LLC History No change 9,130 369 0.02% 0.02% 74 0 0.0% Q2 2026 Aug 14, 2026
Vise Technologies, Inc. History No change 9,113 368 0.0% 0.0% 75 0 0.0% Q2 2026 Aug 10, 2026
CENTAURUS FINANCIAL, INC. History No change 8,955 362 0.01% 0.01% 76 0 0.0% Q2 2026 Aug 17, 2026
ZEGA Investments, LLC History No change 8,037 324 0.03% 0.03% 77 0 0.0% Q2 2026 Jul 31, 2026
Cetera Investment Advisers History No change 7,382 298 0.0% 0.0% 78 0 0.0% Q2 2026 Aug 12, 2026
PNC FINANCIAL SERVICES GROUP, INC. History No change 7,203 291 0.0% 0.0% 79 0 0.0% Q2 2026 Aug 07, 2026
TWO SIGMA SECURITIES, LLC History No change 7,211 291 0.03% 0.03% 80 0 0.0% Q2 2026 Aug 14, 2026
Wisconsin Wealth Advisors, LLC History No change 7,196 290 0.25% 0.25% 81 0 0.0% Q2 2026 Jul 07, 2026
Advisor Resource Council History No change 6,942 279 0.08% 0.08% 82 0 0.0% Q2 2026 Jul 28, 2026
January Capital Advisors LLC History No change 6,754 273 0.23% 0.23% 83 0 0.0% Q2 2026 Aug 25, 2026
Bouchey Financial Group, Ltd. History No change 6,690 270 0.02% 0.02% 84 0 0.0% Q2 2026 Jul 27, 2026
Winch Advisory Services, LLC History No change 6,008 242 0.05% 0.05% 85 0 0.0% Q2 2026 Aug 06, 2026
Worth Asset Management, LLC History No change 5,931 239 0.08% 0.08% 86 0 0.0% Q2 2026 Jul 08, 2026
OakTrust Wealth Advisors, LLC History No change 5,807 234 0.2% 0.2% 87 0 0.0% Q2 2026 Aug 06, 2026
AMERIPRISE FINANCIAL INC History No change 5,709 230 0.0% 0.0% 88 0 0.0% Q2 2026 Aug 14, 2026
Cape Investment Advisory, Inc. History No change 5,677 229 0.06% 0.06% 89 0 0.0% Q2 2026 Jul 23, 2026
Tower Research Capital LLC (TRC) History No change 5,443 220 0.01% 0.01% 90 0 0.0% Q2 2026 Aug 11, 2026
Modern Wealth Management, LLC History No change 5,455 220 0.0% 0.0% 91 0 0.0% Q2 2026 Aug 13, 2026
Merit Financial Group, LLC History No change 5,203 210 0.0% 0.0% 92 0 0.0% Q2 2026 Jul 20, 2026
United Advisor Group, LLC History No change 5,165 208 0.02% 0.02% 93 0 0.0% Q2 2026 Jul 29, 2026
LANE BROTHERS & CO INC History No change 5,024 203 0.13% 0.13% 94 0 0.0% Q2 2026 Aug 05, 2026
Bank of New York Mellon Corp History No change 5,005 202 0.0% 0.0% 95 0 0.0% Q2 2026 Aug 06, 2026
ANGELES WEALTH MANAGEMENT, LLC History No change 5,000 202 0.01% 0.01% 96 0 0.0% Q2 2026 Jul 28, 2026
PRIVATE TRUST CO NA History No change 3,585 144 0.01% 0.01% 97 0 0.0% Q2 2026 Jul 28, 2026
Ameritas Advisory Services, LLC History No change 2,175 87 0.0% 0.0% 98 0 0.0% Q2 2026 Aug 14, 2026
Glen Eagle Advisors, LLC History No change 1,901 76 0.01% 0.01% 99 0 0.0% Q2 2026 Aug 14, 2026
Tidemark, LLC History No change 1,600 64 0.01% 0.01% 100 0 0.0% Q2 2026 Aug 10, 2026
JPMORGAN CHASE & CO History No change 1,309 52 0.0% 0.0% 101 0 0.0% Q2 2026 Aug 12, 2026
Aptus Capital Advisors, LLC History No change 1,303 52 0.0% 0.0% 102 0 0.0% Q2 2026 Aug 12, 2026
Qube Research & Technologies Ltd History No change 1,310 52 0.0% 0.0% 103 0 0.0% Q2 2026 Aug 14, 2026
Continuum Advisory, LLC History No change 1,120 45 0.0% 0.0% 104 0 0.0% Q2 2026 Aug 06, 2026
ROTHSCHILD INVESTMENT LLC History No change 1,002 40 0.0% 0.0% 105 0 0.0% Q2 2026 Aug 06, 2026
CX Institutional History No change 985 40 0.0% 0.0% 106 0 0.0% Q3 2026 Oct 02, 2026
Synergy Investment Management, LLC History No change 771 31 0.01% 0.01% 107 0 0.0% Q2 2026 Aug 14, 2026
Blue Trust, Inc. History No change 655 26 0.0% 0.0% 108 0 0.0% Q2 2026 Jul 21, 2026
Collier Financial History No change 530 21 0.01% 0.01% 109 0 0.0% Q2 2026 Jul 30, 2026
ASSETMARK, INC History No change 389 15 0.0% 0.0% 110 0 0.0% Q2 2026 Jul 30, 2026
AE Wealth Management LLC History No change 190 7 0.0% 0.0% 111 0 0.0% Q2 2026 Aug 03, 2026
MCGUIRE CAPITAL ADVISORS INC History No change 182 7 0.0% 0.0% 112 0 0.0% Q2 2026 Aug 14, 2026
TD Capital Management LLC History No change 126 5 0.0% 0.0% 113 0 0.0% Q2 2026 Aug 06, 2026
TD Waterhouse Canada Inc. History No change 38 1 0.0% 0.0% 114 0 0.0% Q2 2026 Jul 27, 2026
HUNTINGTON NATIONAL BANK History No change 2 0 — — — 0 0.0% Q2 2026 Aug 13, 2026
Wealth Enhancement Trust Services, Inc. History No change 13 0 — — — 0 0.0% Q2 2026 Jul 22, 2026