SSGA ACTIVE ETF TR (RLY)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
161
Reporting holders
$862.4M
Reported value
0.0%
Held as options
+16
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| ENVESTNET ASSET MANAGEMENT INC | $74.6M | 2,161,988 | 0.02% | 21q | +10.6%+$7.2M |
| D.A. DAVIDSON & CO. | $55.7M | 1,615,433 | 0.31% | 19q | +4.9%+$2.6M |
| RAYMOND JAMES FINANCIAL INC | $55.5M | 1,608,081 | 0.02% | 7q | +66.8%+$22.2M |
| BANK OF AMERICA CORP /DE/ | $49.6M | 1,436,237 | 0.00% | 31q | +61.7%+$18.9M |
| MORGAN STANLEY | $43.7M | 1,265,499 | 0.00% | 35q | +33.4%+$10.9M |
| Wealth Enhancement Trust Services, Inc. | $41.8M | 1,264,211 | 2.47% | 3q | +103.6%+$21.3M |
| Savant Capital, LLC | $40.8M | 1,150,988 | 0.12% | 5q | +68.0%+$16.5M |
| TOBIAS FINANCIAL ADVISORS, INC. | $37.2M | 1,079,223 | 4.73% | 4q | +0.8%+$282.9K |
| LPL Financial LLC | $29.8M | 864,551 | 0.01% | 22q | +17.8%+$4.5M |
| Trilogy Capital Inc. | $22.9M | 664,246 | 0.89% | 10q | +90.3%+$10.9M |
| SENTINEL PENSION ADVISORS, LLC | $20.5M | 575,103 | 2.69% | 2q | +10.8%+$2.0M |
| Johnson Bixby & Associates, LLC | $18.3M | 529,195 | 2.04% | 3q | +7.5%+$1.3M |
| New England Capital Financial Advisors LLC | $17.5M | 508,246 | 4.19% | 15q | +2.3%+$399.9K |
| HighTower Advisors, LLC | $16.9M | 491,063 | 0.02% | 21q | HELD |
| Private Wealth Asset Management, LLC | $16.7M | 482,919 | 1.61% | 5q | +31.8%+$4.0M |
| EARNED WEALTH ADVISORS, LLC | $14.2M | 412,457 | 0.92% | 6q | +8.0%+$1.1M |
| Private Advisor Group, LLC | $13.9M | 401,509 | 0.06% | 31q | +272.7%+$10.1M |
| Smartleaf Asset Management LLC | $13.8M | 400,187 | 0.45% | 3q | HELD |
| Eldridge Investment Advisors, Inc. | $13.8M | 399,845 | 2.73% | 16q | +4.8%+$632.1K |
| First National Advisers, LLC | $13.5M | 391,401 | 1.90% | 2q | -7.2%-$1.0M |
| Curi Capital, LLC | $12.1M | 350,525 | 0.19% | 10q | +18.6%+$1.9M |
| Freedom Financial Partners LLC | $11.8M | 341,729 | 3.84% | 7q | +1.0%+$121.8K |
| First Heartland Consultants, Inc. | $10.3M | 297,150 | 0.66% | 7q | HELD |
| Harbor Group, Inc. | $10.2M | 295,829 | 1.20% | 23q | +1.5%+$153.6K |
| Tilson Financial Group, Inc. | $9.8M | 284,741 | 2.70% | 15q | -0.7%-$70.3K |
| Focus Partners Wealth | $9.8M | 283,121 | 0.01% | 11q | +2.3%+$216.0K |
| Pinnacle Financial Partners, Inc. | $9.7M | 279,860 | 0.07% | new | NEW |
| RFG - Bristol Wealth Advisors, LLC | $9.4M | 272,638 | 2.27% | 4q | HELD |
| Intrua Financial, LLC | $8.7M | 251,691 | 0.80% | 10q | +557.6%+$7.4M |
| PRIVATE CLIENT SERVICES, LLC | $8.0M | 232,243 | 2.10% | 11q | +3.8%+$292.6K |
| JPMORGAN CHASE & CO | $7.1M | 206,644 | 0.00% | 4q | +169.5%+$4.5M |
| WELLS FARGO & COMPANY/MN | $6.5M | 187,552 | 0.00% | 31q | -49.8%-$6.4M |
| CATALYST FINANCIAL PARTNERS LLC | $6.1M | 176,949 | 0.61% | 10q | +24.2%+$1.2M |
| Bank of New York Mellon Corp | $5.6M | 161,410 | 0.00% | 7q | +17.1%+$812.1K |
| Belpointe Asset Management LLC | $5.6M | 161,250 | 0.18% | 2q | +4.5%+$241.8K |
| Fortis Capital Advisors, LLC | $5.6M | 161,250 | 0.63% | 2q | +4.5%+$241.8K |
| Larson Financial Group LLC | $5.1M | 146,891 | 0.13% | 9q | +233.3%+$3.5M |
| UBS Group AG | $4.7M | 135,787 | 0.00% | 31q | +13.6%+$561.1K |
| Trinity Wealth Management, LLC | $4.6M | 132,284 | 1.45% | new | NEW |
| ROYAL BANK OF CANADA | $4.4M | 126,293 | 0.00% | 31q | +38.0%+$1.2M |
| Mariner, LLC | $4.0M | 116,326 | 0.00% | 4q | +194.8%+$2.7M |
| MBE Wealth Management, LLC | $4.0M | 116,038 | 1.41% | 18q | +31.5%+$958.6K |
| Geneos Wealth Management Inc. | $3.4M | 99,068 | 0.07% | 22q | -2.5%-$87.7K |
| Merit Financial Group, LLC | $2.9M | 83,342 | 0.01% | 10q | +100.0%+$1.4M |
| Crusonia Wealth Advisors LLC | $2.5M | 71,689 | 0.41% | 2q | +270.1%+$1.8M |
| Apollon Wealth Management, LLC | $2.5M | 71,684 | 0.03% | 21q | -2.8%-$70.0K |
| United Advisor Group, LLC | $2.4M | 70,769 | 0.26% | 7q | +2.9%+$68.0K |
| Regal Investment Advisors LLC | $2.4M | 68,207 | 0.12% | 21q | HELD |
| Portside Wealth Group, LLC | $2.2M | 65,053 | 0.26% | new | NEW |
| Coastal Bridge Advisors, LLC | $2.1M | 60,935 | 0.13% | 5q | +0.5%+$10.8K |
| CAPTRUST FINANCIAL ADVISORS | $2.1M | 60,016 | 0.00% | 13q | -3.5%-$75.5K |
| Illumine Investment Management, LLC | $2.1M | 0 | 1.35% | 7q | -100.0% |
| Sanctuary Advisors, LLC | $2.0M | 59,046 | 0.01% | 9q | HELD |
| KWB Wealth | $2.0M | 56,957 | 0.17% | 5q | -24.4%-$633.1K |
| Nuveen, LLC | $2.0M | 56,693 | 0.00% | new | NEW |
| SCOTIA CAPITAL INC. | $1.9M | 56,477 | 0.01% | 18q | -1.6%-$31.4K |
| Pathstone Holdings, LLC | $1.9M | 54,417 | 0.01% | 2q | +28.3%+$413.9K |
| CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC | $1.8M | 52,681 | 0.24% | 17q | +2.2%+$39.1K |
| BARNES PETTEY FINANCIAL ADVISORS, LLC | $1.8M | 51,623 | 0.56% | 15q | +9.2%+$149.8K |
| Register Financial Advisors LLC | $1.7M | 48,123 | 0.51% | 15q | +1.1%+$18.5K |
| HORAN Wealth, LLC | $1.6M | 47,623 | 0.13% | 4q | +5.8%+$89.5K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $1.6M | 44,739 | 0.00% | 12q | +1.1%+$16.9K |
| Orion Porfolio Solutions, LLC | $1.5M | 44,217 | 0.01% | 5q | +65.4%+$603.1K |
| XML Financial, LLC | $1.5M | 43,832 | 0.11% | 5q | +20.8%+$260.7K |
| Twelve Points Wealth Management LLC | $1.5M | 42,867 | 0.30% | 19q | +5.8%+$81.6K |
| EverSource Wealth Advisors, LLC | $1.4M | 40,021 | 0.05% | 3q | +416.6%+$1.1M |
| Summit Financial, LLC | $1.4M | 39,752 | 0.02% | 4q | HELD |
| Independent Family Office, LLC | $1.4M | 39,611 | 0.55% | 18q | HELD |
| SHELTON CAPITAL MANAGEMENT | $1.3M | 36,291 | 0.02% | 2q | +18.3%+$194.0K |
| OSAIC HOLDINGS, INC. | $1.2M | 33,805 | 0.00% | 26q | +22.8%+$216.3K |
| Knuff & Co LLC | $1.1M | 31,765 | 0.28% | 2q | +371.3%+$863.6K |
| Aviance Capital Partners, LLC | $1.1M | 31,332 | 0.11% | 11q | HELD |
| &PARTNERS | $1.1M | 30,892 | 0.00% | 2q | +2.7%+$28.3K |
| Waverly Advisors, LLC | $1.1M | 30,698 | 0.01% | 3q | -4.7%-$52.7K |
| Compound Planning, Inc. | $1.0M | 30,314 | 0.03% | 2q | +15.4%+$139.4K |
| COMMONWEALTH EQUITY SERVICES, LLC | $1.0M | 29,472 | 0.00% | 16q | +139.2%+$591.9K |
| STIFEL FINANCIAL CORP | $979.8K | 28,392 | 0.00% | 4q | +12.6%+$109.3K |
| Salomon & Ludwin, LLC | $957.3K | 27,925 | 0.08% | new | NEW |
| WIN ADVISORS, INC | $950.6K | 27,545 | 0.34% | 2q | -0.6%-$6.1K |
| IFG Advisory, LLC | $947.1K | 27,443 | 0.03% | new | NEW |
| Breakwater Investment Management | $945.3K | 27,391 | 0.32% | 3q | +420.0%+$763.5K |
| Kestra Advisory Services, LLC | $930.8K | 26,972 | 0.00% | 12q | HELD |
| Farther Finance Advisors, LLC | $912.8K | 26,450 | 0.01% | 6q | +11.0%+$90.5K |
| Fermata Advisors, LLC | $812.8K | 23,551 | 0.16% | 10q | +7.7%+$57.8K |
| ECLECTIC ASSOCIATES INC /ADV | $756.7K | 21,926 | 0.09% | 23q | -0.5%-$4.0K |
| Legacy Financial Group LLC | $734.1K | 21,271 | 0.08% | 10q | +13.3%+$86.4K |
| Veracity Capital LLC | $733.0K | 21,241 | 0.20% | 16q | +8.0%+$54.2K |
| Cetera Investment Advisers | $688.2K | 19,943 | 0.00% | 13q | HELD |
| Mutual Advisors, LLC | $653.5K | 18,937 | 0.01% | new | NEW |
| XY Planning Network, Inc. | $607.4K | 17,600 | 0.08% | 5q | -0.6%-$3.8K |
| FLAGSHIP HARBOR ADVISORS, LLC | $601.5K | 17,431 | 0.02% | 2q | +22.6%+$110.8K |
| Providence First Trust Co | $575.4K | 16,673 | 0.16% | new | NEW |
| LANGLEY WEALTH MANAGEMENT, LLC | $543.2K | 15,742 | 0.46% | new | FIRST |
| Keystone Financial Group | $541.6K | 15,694 | 0.03% | 8q | -15.4%-$98.8K |
| Equitable Holdings, Inc. | $537.8K | 15,585 | 0.00% | 2q | +47.5%+$173.2K |
| Cornerstone Wealth Management, LLC | $526.4K | 15,252 | 0.02% | 12q | +1.1%+$5.8K |
| DAVIDSON TRUST CO | $512.7K | 14,857 | 0.20% | 5q | +24.5%+$101.0K |
| Ethic Inc. | $472.1K | 13,679 | 0.01% | new | NEW |
| PRAIRIEVIEW WEALTH PARTNERS, LLC | $471.3K | 13,657 | 0.35% | 5q | -4.3%-$21.4K |
| Coppell Advisory Solutions LLC | $471.1K | 24,226 | 0.04% | new | NEW |
Showing the largest 100 of 168 reported holders.
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 161 | $862.4M | 24,940,946 | 26 | 80 | 30 | 0.0% |
| Q1 2026 | 145 | $717.2M | 19,857,535 | 32 | 59 | 33 | 0.0% |
| Q4 2025 | 120 | $482.9M | 15,347,756 | 16 | 64 | 24 | 0.0% |
| Q3 2025 | 114 | $454.3M | 14,718,854 | 13 | 45 | 31 | 0.0% |
| Q2 2025 | 106 | $359.1M | 12,343,179 | 16 | 41 | 32 | 0.0% |
| Q1 2025 | 100 | $343.7M | 12,025,468 | 8 | 40 | 34 | 0.2% |
| Q4 2024 | 104 | $331.5M | 12,265,701 | 19 | 38 | 30 | 0.0% |
| Q3 2024 | 89 | $324.0M | 11,273,586 | 7 | 33 | 32 | 0.0% |
| Q2 2024 | 93 | $312.9M | 11,314,122 | 8 | 39 | 34 | 0.0% |
| Q1 2024 | 90 | $369.2M | 13,208,024 | 16 | 29 | 32 | 0.0% |
| Q4 2023 | 80 | $315.9M | 11,607,456 | 5 | 37 | 27 | 0.0% |
| Q3 2023 | 81 | $342.2M | 12,694,037 | 9 | 29 | 30 | 0.0% |
| Q2 2023 | 86 | $361.1M | 13,558,057 | 14 | 37 | 24 | 0.0% |
| Q1 2023 | 89 | $384.8M | 13,947,742 | 9 | 43 | 29 | 0.0% |
| Q4 2022 | 90 | $402.1M | 14,571,964 | 17 | 46 | 10 | 0.0% |
| Q3 2022 | 87 | $325.5M | 12,541,091 | 15 | 39 | 22 | 0.0% |
| Q2 2022 | 82 | $330.5M | 11,819,128 | 24 | 35 | 16 | 0.0% |
| Q1 2022 | 70 | $227.6M | 7,384,161 | 21 | 29 | 12 | 0.0% |
| Q4 2021 | 56 | $139.3M | 5,159,206 | 8 | 26 | 10 | 0.0% |
| Q3 2021 | 46 | $81.2M | 2,844,316 | 5 | 22 | 8 | 0.0% |
| Q2 2021 | 44 | $74.7M | 2,614,914 | 9 | 18 | 11 | 0.0% |
| Q1 2021 | 38 | $47.0M | 1,760,326 | 11 | 10 | 10 | 0.0% |
| Q4 2020 | 28 | $34.3M | 1,386,519 | 1 | 8 | 8 | 0.0% |
| Q3 2020 | 26 | $22.9M | 1,050,267 | 3 | 8 | 11 | 0.0% |
| Q2 2020 | 25 | $23.1M | 1,085,207 | 3 | 7 | 11 | 0.0% |
| Q1 2020 | 29 | $25.2M | 1,320,041 | 7 | 9 | 7 | 0.0% |
| Q4 2019 | 30 | $51.1M | 2,012,274 | 5 | 7 | 11 | 0.0% |
| Q3 2019 | 31 | $46.6M | 1,884,526 | 6 | 9 | 10 | 0.0% |
| Q2 2019 | 28 | $54.4M | 2,154,805 | 4 | 8 | 11 | 0.0% |
| Q1 2019 | 35 | $64.2M | 2,555,130 | 5 | 4 | 18 | 0.0% |
| Q4 2018 | 34 | $77.7M | 3,413,480 | 2 | 1 | 3 | 0.0% |