Who Owns SSGA ACTIVE TR (ALLW)? -- Institutional Holders (2026-06-30)

83 institutions reported holding $262.9M of SSGA ACTIVE TR (ALLW) in SEC 13F filings for 2026-06-30. Largest institutional holders: AE Wealth Management LLC ($71.0M), CATALYST PRIVATE WEALTH, LLC ($16.9M), Pinnacle Wealth Management, LLC ($13.6M), Marshall Financial Group, LLC ($13.1M), Cambridge Investment Research Advisors, Inc. ($12.8M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1AE Wealth Management LLC$71.0M2.4MAdded
2CATALYST PRIVATE WEALTH, LLC$16.9M577,473Added
3Pinnacle Wealth Management, LLC$13.6M463,515Added
4Marshall Financial Group, LLC$13.1M447,240Added
5Cambridge Investment Research Advisors, Inc.$12.8M436,244Added
6Crusonia Wealth Advisors LLC$12.2M418,178New
7Astoria Portfolio Advisors LLC.$9.7M332,564Added
8FLAGSHIP HARBOR ADVISORS, LLC$9.7M329,729Added
9COMMONWEALTH EQUITY SERVICES, LLC$8.7M297,971Added
10Owl Creek Wealth Partners LLC$8.7M297,715New
11Atria Investments, Inc$6.5M220,574Added
12Savvy Advisors, Inc.$6.1M206,833Added
13Fortis Group Advisors, LLC$5.1M172,567Added
14Private Advisor Group, LLC$3.7M125,557Trimmed
15CORRADO ADVISORS, LLC$3.6M121,479Added
16KESTRA PRIVATE WEALTH SERVICES, LLC$3.3M113,716Added
17Golden State Wealth Management, LLC$2.9M98,294Added
18Farther Finance Advisors, LLC$2.8M94,643Added
19ENVESTNET ASSET MANAGEMENT INC$2.7M90,587Trimmed
20STEPHENS INC /AR/$2.4M83,065Trimmed
21KWB Wealth$2.3M78,477New
22WEDBUSH SECURITIES INC$2.2M74,129Added
23TRUIST FINANCIAL CORP$2.1M70,795Added
24Kestra Advisory Services, LLC$1.9M66,186Added
25Lunt Capital Management, Inc.$1.8M63,187Added

Source: SEC Form 13F filings · as of 2026-06-30