16 institutions reported holding $785.4M of SSGA ACTIVE TR (PRIV) in SEC 13F filings for 2026-06-30. Largest institutional holders: TEXAS PERMANENT SCHOOL FUND CORP ($741.6M), Gradient Investments LLC ($25.8M), Beaumont Financial Advisors, LLC ($9.8M), Mattson Financial Services, LLC ($3.1M), Wealth Management Nebraska ($2.6M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | TEXAS PERMANENT SCHOOL FUND CORP | $741.6M | 29.5M | Hold |
| 2 | Gradient Investments LLC | $25.8M | 1.0M | Added |
| 3 | Beaumont Financial Advisors, LLC | $9.8M | 389,109 | Added |
| 4 | Mattson Financial Services, LLC | $3.1M | 122,534 | Added |
| 5 | Wealth Management Nebraska | $2.6M | 102,891 | Added |
| 6 | Paladin Wealth, LLC | $1.1M | 42,868 | Added |
| 7 | Beta Wealth Group, Inc. | $890,523 | 35,373 | Trimmed |
| 8 | Koshinski Asset Management, Inc. | $275,005 | 10,924 | Added |
| 9 | Zullo Investment Group, Inc. | $227,834 | 9,050 | Hold |
| 10 | Crews Bank & Trust | $42,798 | 1,700 | Hold |
| 11 | Ashton Thomas Private Wealth, LLC | $30,059 | 1,194 | New |
| 12 | MATHER GROUP, LLC. | $11,857 | 471 | Trimmed |
| 13 | CoreCap Advisors, LLC | $2,694 | 107 | New |
| 14 | Byrne Asset Management LLC | $2,518 | 100 | Hold |
| 15 | Cape Investment Advisory, Inc. | $2,165 | 86 | New |
| 16 | Auour Investments LLC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30