Skip to content
Disclosery

SRLN SSGA ACTIVE ETF TR

Follow

BLACKSTONE SENR (fund)

522 managers (525 13F filers) reported a position in SRLN shares at 2025-06-30, 139,013,463 shares in all. 51 filers opened a position and 59 filers sold out during the quarter.

Managers
522
13F filers
525
New
51
Added
180
Reduced
214
Sold out
59
Shares held by filers
139,013,463

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2025

Filers in the available 13F reports with a share position at 2025-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Heritage Wealth Management, Inc. /CA/43,815$1.82M1.38%+2,07713F-HRTimeline
Friedenthal Financial43,750$1.82M1%+3,50513F-HRTimeline
Capital Investment Advisors, LLC43,621$1.81M0.03%-51113F-HR/ATimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP42,763$1.78M<0.01%-89913F-HRTimelineGroup
Investors Research Corp42,220$1.76M0.34%-5913F-HRTimeline
NOTTINGHAM ADVISORS, INC.41,620$1.73M0.26%+1,60313F-HRTimeline
North Forty Two & Co.41,406$1.72M1.83%-2,20013F-HRTimeline
Ascentis Independent Advisorsin group Ascentis Wealth Management, L…41,015$1.71M0.32%-16,84113F-HRTimelineGroup
Black Diamond Financial, LLC38,779$1.61M0.25%013F-HRTimeline
Oregon Pacific Wealth Management, LLC38,625$1.61M1.52%-4,36713F-HRTimeline
Joel Isaacson & Co., LLC38,086$1.58M0.06%+1,36613F-HRTimeline
World Investment Advisors36,590$1.52M0.03%-23,04013F-HRTimeline
AlTi Global, Inc.in group AlTi Global, Inc.36,513$1.52M0.04%-4,92313F-HRTimelineGroup
Bramshill Investments, LLC36,000$1.5M0.16%-72,00013F-HRTimeline
Great Waters Wealth Management35,978$1.5M0.19%-2,31613F-HRTimeline
Mariner, LLCin group Mariner, LLC35,507$1.48M<0.01%+11,62613F-HRTimelineGroup
Capstone Wealth Management Group LLCin group Capstone Wealth Management Gr…34,215$1.42M1.04%-5,32513F-HRTimelineGroup
Tactive Advisors, LLC33,542$1.4M0.45%13F-HRTimeline
IHT Wealth Management, LLC33,512$1.39M0.04%+8,78813F-HRTimeline
COURIER CAPITAL LLC33,481$1.39M0.08%+55513F-HRTimeline
EXCHANGE TRADED CONCEPTS, LLC32,593$1.36M0.02%+12,63713F-HRTimeline
Patton Albertson Miller Group, LLC32,256$1.34M0.18%-1,80013F-HRTimeline
CAPTRUST FINANCIAL ADVISORS32,052$1.33M<0.01%+3,65713F-HRTimeline
Sumitomo Mitsui Trust Group, Inc.in group Sumitomo Mitsui Trust Group, …31,983$1.33M<0.01%-7,21113F-HRTimelineGroup
D.A. DAVIDSON & CO.31,816$1.32M0.01%-6,52713F-HRTimeline
COMERICA BANK31,538$1.31M0.01%+2,78413F-HRTimeline
Private Advisor Group, LLC30,548$1.27M0.01%-18,40313F-HRTimeline
GRIMES & Co WEALTH MANAGEMENT, LLC29,652$1.23M0.03%-2,28113F-HRTimeline
AEGON USA Investment Management, LLC29,300$1.22M0.91%-18,00013F-HRTimeline
Edgestream Partners, L.P.28,992$1.21M0.03%new13F-HRTimeline
Bay Capital Advisors, LLC28,663$1.19M0.91%-17,35813F-HRTimeline
&PARTNERS28,497$1.18M0.01%+17,92913F-HRTimeline
Opulen Financial Group LLC27,652$1.15M0.94%-1,22813F-HRTimeline
Graypoint LLC27,207$1.13M0.06%-6,15713F-HRTimeline
Virtus Fixed Income Advisers, LLCin group Virtus Investment Advisers, L…26,725$1.11M1.01%13F-HRTimelineGroup
FLOW TRADERS U.S. LLC26,717$1.11M0.04%+15,81613F-HRTimeline
Arkadios Wealth Advisors26,697$1.11M0.03%+13,85813F-HRTimeline
PARSONS CAPITAL MANAGEMENT INC/RI26,539$1.1M0.07%-57013F-HRTimeline
Koshinski Asset Management, Inc.26,477$1.1M0.08%013F-HRTimeline
NAPLES GLOBAL ADVISORS, LLC26,310$1.09M0.09%-2013F-HRTimeline
FLAGSTAR SECURITIES, INCin group FLAGSTAR SECURITIES, INC26,260$1.09M0.3%-1,28613F-HRTimelineGroup
City Center Advisors, LLC25,893$1.08M1.15%+2,04913F-HRTimeline
Kingsview Wealth Management, LLC25,206$1.05M0.02%-4,15013F-HRTimeline
Sachetta, LLC25,204$1.05M0.41%-77513F-HRTimeline
Freedom Investment Management, Inc.25,151$1.05M0.08%-2,16913F-HRTimeline
Advisory Services Network, LLC25,040$1.04M0.02%+2,53313F-HRTimeline
Jaffetilchin Investment Partners, LLC24,985$1.04M0.07%-7,27313F-HRTimeline
TradeWell Securities, LLC.24,975$1.04M0.5%-1,42913F-HRTimeline
HARBOUR INVESTMENTS, INC.24,515$1.02M0.03%+6,86613F-HRTimeline
J.Safra Asset Management Corp24,328$1.01M0.07%new13F-HR/ATimeline
MERCER GLOBAL ADVISORS INC /ADV24,047$1M<0.01%-7,89813F-HRTimeline
McAdam, LLC23,734$987K0.05%+2,40713F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…23,654$984K<0.01%-1,33813F-HRTimelineGroup
AE Wealth Management LLC21,926$912K0.01%-1,02713F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.21,868$909K<0.01%+47513F-HRTimeline
RICHARDSON FINANCIAL SERVICES INC.21,773$900K0.6%+18013F-HRTimeline
J.W. COLE ADVISORS, INC.21,385$889K0.02%+2,37713F-HRTimeline
Western Wealth Management, LLC21,371$889K0.05%+5,10913F-HRTimeline
Darwin Wealth Management, LLC21,285$885K0.31%-52613F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC21,241$883K0.02%+31113F-HRTimeline
Geneos Wealth Management Inc.21,147$880K0.02%-24,15913F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…20,935$871K0.08%+11613F-HRTimelineGroup
First City Capital Management, Inc.20,835$867K0.5%-17513F-HRTimeline
RFG Advisory, LLC20,388$848K0.02%-20713F-HRTimeline
Aptus Capital Advisors, LLC20,350$846K0.01%+8,54513F-HRTimeline
OPTIMA CAPITAL LLC20,303$844K0.45%+7,75113F-HRTimeline
Legacy Edge Advisors, LLC20,173$839K0.11%+1,39813F-HRTimeline
Leo Wealth, LLC19,957$830K0.06%new13F-HRTimeline
Orion Porfolio Solutions, LLC19,725$820K0.01%+7,80813F-HR/ATimeline
Hilton Capital Management, LLC19,298$803K0.06%new13F-HRTimeline
Dynamic Advisor Solutions LLC19,032$792K0.02%+6,70113F-HRTimeline
J HAGAN CAPITAL, INC.18,643$775K0.52%+2,79713F-HRTimeline
Matrix Trust Co18,322$762K0.12%+12213F-HRTimeline
Impact Partnership Wealth, LLC17,857$743K0.14%new13F-HRTimeline
Nordwand Advisors, LLC17,542$730K0.12%+92013F-HRTimeline
Betterment LLC17,505$728K<0.01%+21513F-HRTimeline
Good Life Advisors, LLC17,473$727K0.05%-7013F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.17,337$721K<0.01%-1,72113F-HRTimelineGroup
Madison Wealth Partners, Inc17,247$717K0.16%+15813F-HRTimeline
Heritage Trust Co17,164$714K0.08%-1,73013F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.16,904$703K0.01%-13713F-HRTimelineGroup
Quantum Portfolio Management LLC16,900$703K0.34%+30013F-HRTimeline
NOVUS ADVISORS, LLC16,638$692K1.06%+16013F-HRTimeline
NTV Asset Management LLC16,600$690K0.08%-50013F-HRTimeline
Cornerstone Advisory, LLC16,193$673K0.07%+38213F-HRTimeline
Invesco Ltd.in group Invesco Ltd.16,176$673K<0.01%-1,77413F-HRTimelineGroup
Lido Advisors, LLCin group Lido Advisors, LLC16,123$671K<0.01%-22,97413F-HRTimelineGroup
SBI Securities Co., Ltd.16,015$666K0.02%+1,94313F-HRTimeline
BOS Asset Management, LLC16,011$666K0.21%new13F-HRTimeline
Ninety One North America, Inc.15,970$664K0.03%013F-HRTimeline
Medallion Wealth Advisors, LLC15,940$659K0.25%+7513F-HRTimeline
FIRST CITIZENS BANK & TRUST CO15,329$638K0.01%new13F-HRTimeline
Prosperity Consulting Group, LLC15,228$633K0.05%+3,48513F-HRTimeline
Allspring Global Investments Holdings, …in group Allspring Global Investments …14,900$620K<0.01%013F-HRTimelineGroup
Adams Wealth Management14,809$616K0.12%-15,02913F-HRTimeline
CacheTech Inc.14,809$616K0.11%-15,02913F-HRTimeline
21 West Wealth Management LLC14,792$615K0.62%13F-HRTimeline
Greenwich Wealth Management LLC14,742$613K0.03%-16313F-HRTimeline
Wagner Wealth Management, LLC14,516$604K0.14%+27613F-HRTimeline
Hillsdale Investment Management Inc.14,460$601K0.02%-4,30013F-HRTimeline
Legacy Capital Group California, Inc.14,368$598K0.17%-1,12613F-HRTimeline
FSB PREMIER WEALTH MANAGEMENT, INC.14,150$588K0.21%-513F-HRTimeline
PRIMORIS WEALTH ADVISORS, LLC14,096$586K0.4%+313F-HRTimeline
Shepherd Financial Partners LLC13,783$573K0.06%-5813F-HRTimeline
RETIREMENT FINANCIAL SOLUTIONS, LLC13,730$571K0.2%-1,06413F-HR/ATimeline
ELCO Management Co., LLC13,700$570K0.3%-5013F-HRTimeline
Samalin Investment Counsel, LLC13,570$564K0.22%-3,14213F-HRTimeline
Keystone Global Partners, LLC13,567$564K0.31%-2,43613F-HRTimeline
FDx Advisors, Inc.13,472$560K0.17%-27113F-HRTimeline
KENNICOTT CAPITAL MANAGEMENT LLC13,446$559K0.32%013F-HRTimeline
DIMENSION CAPITAL MANAGEMENT LLC13,020$542K0.08%013F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC12,657$526K0.04%+1,64413F-HRTimeline
ShoreHaven Wealth Partners, LLC12,631$525K0.22%new13F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth12,262$510K<0.01%+2,38913F-HRTimelineGroup
Ausdal Financial Partners, Inc.12,007$499K0.03%-2,36913F-HRTimeline
Blake Schutter Theil Wealth Advisors, L…11,920$496K0.56%-5,94513F-HRTimeline
HOWARD FINANCIAL SERVICES, LTD.11,480$477K0.06%new13F-HRTimeline
Advisors Asset Management, Inc.11,441$476K0.01%+3,98013F-HR/ATimeline
Ridgeline Wealth Planning, LLC11,398$474K0.39%-55213F-HRTimeline
PFG Investments, LLC11,355$472K0.03%-3,97813F-HRTimeline
COMMERCE BANKin group COMMERCE BANK11,053$460K<0.01%013F-HRTimelineGroup
GE INVESTMENT MANAGEMENT CORP.11,037$459K0.21%-658,87513F-HRTimeline
SageView Advisory Group, LLC11,012$458K0.02%+65013F-HRTimeline
Balboa Wealth Partners10,855$451K0.09%+36613F-HRTimeline
Patten Group, Inc.10,824$450K0.1%-1,20113F-HRTimeline
Fortis Group Advisors, LLC10,757$448K0.08%new13F-HRTimeline
NorthCoast Asset Management LLC10,693$445K<0.01%-313F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC10,537$438K0.03%+25513F-HR/ATimeline
PEDDOCK CAPITAL ADVISORS, LLC10,508$437K0.1%-3,68513F-HRTimeline
American Trust10,411$433K0.04%new13F-HRTimeline
International Private Wealth Advisors L…10,283$428K0.37%+85413F-HRTimeline
Pallas Capital Advisors LLC10,248$426K0.02%-3,33513F-HRTimeline
Florin Court Capital LLP10,200$424K0.43%-4,10013F-HRTimeline
Darden Wealth Group Inc10,200$424K0.26%-50013F-HRTimeline
B. Riley Wealth Advisors, Inc.10,049$418K0.02%+30013F-HRTimeline
Allworth Financial LP9,988$415K<0.01%-2,45813F-HRTimeline
High Net Worth Advisory Group LLC9,850$410K0.11%+50013F-HRTimeline
L.M. KOHN & COMPANY9,765$406K0.11%+1,51613F-HRTimeline
Collaborative Wealth Managment Inc.9,729$405K0.18%-1,33613F-HRTimeline
Arete Wealth Advisors, LLC9,712$404K0.03%-20813F-HRTimeline
Investment Planning Advisors, Inc.9,630$401K0.14%-3,35013F-HRTimeline
Aletheian Wealth Advisors LLC9,623$400K0.2%013F-HRTimeline
KORNITZER CAPITAL MANAGEMENT INC /KS9,621$400K0.01%013F-HRTimeline
Valtinson Bruner Financial Planning LLC9,505$395K0.12%+4,00213F-HRTimeline
Moors & Cabot, Inc.9,487$395K0.02%+2,09513F-HRTimeline
LOCKERMAN FINANCIAL GROUP, INC.9,393$391K0.53%+89913F-HRTimeline
Rooted Wealth Advisors, Inc.9,384$390K0.13%-43213F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management9,336$388K0.01%+24413F-HRTimelineGroup
Perennial Investment Advisors, LLC9,330$388K0.04%+17213F-HRTimeline
Bank of Marin9,242$384K0.29%-30813F-HRTimeline
Garden State Investment Advisory Servic…9,237$384K0.1%+7513F-HRTimeline
Accel Wealth Management9,231$384K0.13%-6313F-HRTimeline
Modern Wealth Management, LLC8,910$371K0.01%+1,35713F-HR/ATimeline
Farther Finance Advisors, LLC8,909$371K0.01%+12413F-HRTimeline
Planned Solutions, Inc.8,887$370K0.14%+7413F-HRTimeline
TWO SIGMA SECURITIES, LLC8,872$369K0.05%-93,01013F-HRTimeline
Chicago Partners Investment Group LLC8,807$367K0.01%-31513F-HRTimeline
DIVERSIFY WEALTH MANAGEMENT, LLCin group Diversify Advisory Services, …8,756$363K0.02%-63113F-HRTimelineGroup
Sovereign Financial Group, Inc.8,657$360K0.07%new13F-HRTimeline
Mascoma Wealth Management LLC8,630$359K0.08%013F-HRTimeline
Marshall Financial Group, LLC8,638$358K0.07%+16313F-HRTimeline
GUIDANCE CAPITAL, INC8,573$354K0.1%new13F-HRTimeline
Tortoise Investment Management, LLC8,505$354K0.03%013F-HRTimeline
Main Street Financial Solutions, LLC8,500$354K0.03%013F-HRTimeline
CGN Advisors LLC8,408$350K0.03%-2,95913F-HRTimeline
Brookwood Investment Group LLC8,407$350K0.06%new13F-HRTimeline
Composition Wealth, LLC8,357$348K0.01%-1,13213F-HRTimeline
Dakota Wealth Management8,342$347K0.01%-3,68913F-HRTimeline
Kovack Advisors, Inc.8,330$346K0.03%-20013F-HRTimeline
Huntleigh Advisors, Inc.8,310$346K0.07%+1,19413F-HRTimeline
WETZEL INVESTMENT ADVISORS, INC.8,187$340K0.16%-5,41213F-HRTimeline
QUATTRO FINANCIAL ADVISORS LLC8,074$336K0.12%013F-HRTimeline
REDMONT WEALTH ADVISORS LLC7,924$330K0.48%-81213F-HRTimeline
SEI INVESTMENTS COin group SEI INVESTMENTS CO7,807$325K<0.01%+2,23013F-HRTimelineGroup
PRIVATE TRUST CO NA7,780$324K0.03%-3,49613F-HRTimeline
Clearstead Trust, LLC7,700$320K0.06%013F-HRTimeline
CENTAURUS FINANCIAL, INC.7,657$318K0.02%+1,73313F-HRTimeline
Prasad Wealth Partners, LLC7,560$314K0.09%-3,63013F-HRTimeline
IFP Advisors, Inc7,528$313K0.01%-2113F-HRTimeline
Navis Wealth Advisors, LLC7,500$312K0.26%013F-HRTimeline
Balefire, LLC7,465$310K0.07%new13F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC7,440$309K0.01%-7613F-HRTimelineGroup
Midwest Trust Co7,402$308K<0.01%13F-HRTimeline
Stonebridge Financial Planning Group, L…7,375$307K0.13%+1,00113F-HRTimeline
Parallel Advisors, LLC7,337$305K0.01%-413F-HRTimeline
Cumberland Partners Ltdin group Cumberland Partners Ltd7,305$304K0.02%+1,81013F-HRTimelineGroup
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC7,299$304K0.01%-34313F-HRTimelineGroup
STABLEFORD CAPITAL II LLC7,294$304K0.11%+5313F-HRTimeline
SYNOVUS FINANCIAL CORP7,288$303K<0.01%+2,05713F-HRTimeline
Advyzon Investment Management, LLC7,270$302K0.07%-49213F-HRTimeline
Gotham Asset Management, LLC7,224$300K<0.01%-4913F-HRTimeline
WealthShield Partners, LLC7,176$298K0.04%-15313F-HRTimeline
Richmond Investment Services, LLC7,082$295K0.06%new13F-HRTimeline
Capital Advisors Wealth Management, LLC6,938$289K0.05%+2,03613F-HRTimeline
Qube Research & Technologies Ltd6,931$288K<0.01%new13F-HRTimeline
Capital CS Group, LLC6,852$285K0.47%-41613F-HRTimeline
Strategic Blueprint, LLC6,815$283K0.01%-28413F-HRTimeline
Consolidated Portfolio Review Corp6,746$281K0.04%-1,03113F-HRTimeline
WESTBOURNE INVESTMENTS, INC.6,568$273K0.15%new13F-HRTimeline
IQ EQ FUND MANAGEMENT (IRELAND) Ltd6,497$270K0.02%-1,62713F-HRTimeline