Who Owns SSGA ACTIVE TR (PRIV)? -- Institutional Holders (2026-03-31)
30 institutions reported holding $807.9M of SSGA ACTIVE TR (PRIV) in SEC 13F filings for 2026-03-31. Largest institutional holders: TEXAS PERMANENT SCHOOL FUND CORP ($743.0M), Gradient Investments LLC ($22.6M), Apollo Management Holdings, L.P. ($19.9M), Beaumont Financial Advisors, LLC ($8.3M), Mattson Financial Services, LLC ($2.5M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | TEXAS PERMANENT SCHOOL FUND CORP | $743.0M | 29.5M | New |
| 2 | Gradient Investments LLC | $22.6M | 895,318 | Added |
| 3 | Apollo Management Holdings, L.P. | $19.9M | 790,000 | Added |
| 4 | Beaumont Financial Advisors, LLC | $8.3M | 330,905 | Added |
| 5 | Mattson Financial Services, LLC | $2.5M | 98,120 | Added |
| 6 | Auour Investments LLC | $2.4M | 95,946 | Added |
| 7 | Wealth Management Nebraska | $1.7M | 68,165 | Added |
| 8 | Brown Financial Advisors | $1.5M | 59,442 | Added |
| 9 | Beta Wealth Group, Inc. | $985,024 | 39,048 | Added |
| 10 | Paladin Wealth, LLC | $805,687 | 31,939 | Added |
| 11 | SMART Wealth LLC | $734,430 | 29,114 | Added |
| 12 | JANE STREET GROUP, LLC | $727,835 | 28,848 | Trimmed |
| 13 | GOLDMAN SACHS GROUP INC | $588,190 | 23,317 | Trimmed |
| 14 | FLOW TRADERS U.S. LLC | $574,000 | 22,735 | Trimmed |
| 15 | MATHER GROUP, LLC. | $443,066 | 17,564 | New |
| 16 | Koshinski Asset Management, Inc. | $275,149 | 10,907 | Added |
| 17 | Zullo Investment Group, Inc. | $228,293 | 9,050 | Trimmed |
| 18 | Breakwater Investment Management | $222,845 | 8,834 | Added |
| 19 | Wealth Preservation Advisors, LLC | $217,800 | 8,634 | Hold |
| 20 | Crews Bank & Trust | $42,884 | 1,700 | Hold |
| 21 | OSAIC HOLDINGS, INC. | $3,027 | 120 | Hold |
| 22 | Byrne Asset Management LLC | $2,523 | 100 | Hold |
| 23 | CITADEL ADVISORS LLC | $0 | 0 | Exited |
| 24 | Virtu Financial LLC | $0 | 0 | Exited |
| 25 | Wealth Watch Advisors, INC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-03-31