16 institutions reported holding $25.6M of SSGA ACTIVE TR (MYCI) in SEC 13F filings for 2026-06-30. Largest institutional holders: Heartwood Wealth Advisors LLC ($9.9M), Lido Advisors, LLC ($6.2M), Equitable Holdings, Inc. ($3.5M), L2 Asset Management, LLC ($1.7M), LPL Financial LLC ($1.5M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Heartwood Wealth Advisors LLC | $9.9M | 400,188 | Added |
| 2 | Lido Advisors, LLC | $6.2M | 249,112 | Added |
| 3 | Equitable Holdings, Inc. | $3.5M | 140,457 | Added |
| 4 | L2 Asset Management, LLC | $1.7M | 69,930 | Added |
| 5 | LPL Financial LLC | $1.5M | 61,768 | Added |
| 6 | Global Financial Private Client, LLC | $698,742 | 28,205 | Trimmed |
| 7 | Private Advisor Group, LLC | $546,998 | 22,080 | Added |
| 8 | JANE STREET GROUP, LLC | $420,979 | 16,993 | Trimmed |
| 9 | Farther Finance Advisors, LLC | $356,939 | 14,408 | Trimmed |
| 10 | BEACON FINANCIAL GROUP | $274,914 | 11,097 | New |
| 11 | Sanctuary Advisors, LLC | $247,277 | 9,981 | Trimmed |
| 12 | Integrity Wealth Solutions LLC | $206,418 | 8,332 | Added |
| 13 | AE Wealth Management LLC | $22,321 | 901 | Hold |
| 14 | CITADEL ADVISORS LLC | $0 | 0 | Exited |
| 15 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $0 | 0 | Exited |
| 16 | MONECO Advisors, LLC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30