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

41 institutions reported holding $241.7M of SSGA ACTIVE TR (FISR) in SEC 13F filings for 2026-06-30. Largest institutional holders: Envestnet Portfolio Solutions, Inc. ($89.6M), ENVESTNET ASSET MANAGEMENT INC ($66.9M), Aspire Private Capital, LLC ($21.8M), Raleigh Capital Management Inc. ($12.6M), Hibernia Wealth Partners, LLC ($10.5M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1Envestnet Portfolio Solutions, Inc.$89.6M3.5MTrimmed
2ENVESTNET ASSET MANAGEMENT INC$66.9M2.6MTrimmed
3Aspire Private Capital, LLC$21.8M851,703Trimmed
4Raleigh Capital Management Inc.$12.6M490,557Trimmed
5Hibernia Wealth Partners, LLC$10.5M409,212Trimmed
6PARK AVENUE SECURITIES LLC$10.4M404,902Trimmed
7PRINCIPAL SECURITIES, INC.$4.8M187,354Added
8AXXCESS WEALTH MANAGEMENT, LLC$2.9M114,438Trimmed
9LOCKERMAN FINANCIAL GROUP, INC.$2.9M113,529Added
10AE Wealth Management LLC$2.7M106,457Trimmed
11NOVUS ADVISORS, LLC$2.3M90,314Trimmed
12Signal Advisors Wealth, LLC$2.0M76,542Trimmed
13Legacy Wealth Partners, LLC$2.0M76,205Trimmed
14Cambridge Investment Research Advisors, Inc.$1.9M72,338Added
15Founders Financial Alliance, LLC$1.8M69,169New
16Valtinson Bruner Financial Planning LLC$1.7M66,154Added
17CREATIVE FINANCIAL DESIGNS INC /ADV$755,90629,470Added
18GeoWealth Management, LLC$667,60826,028Trimmed
19Balefire, LLC$584,20422,776Trimmed
20Global Financial Private Client, LLC$492,60819,205Trimmed
21Worth Financial Advisory Group, LLC$400,62715,619New
22NWAM LLC$399,11415,560Added
23October Effect Ltd$337,68213,165Added
24Quadcap Wealth Management, LLC$327,55112,770Trimmed
25Kelly Financial Services LLC$326,70012,737Trimmed

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