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Disclosery

SRLN SSGA ACTIVE ETF TR

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BLACKSTONE SENR (fund)

521 managers (525 13F filers) reported a position in SRLN shares at 2025-12-31, 123,635,289 shares in all. 58 filers opened a position and 52 filers sold out during the quarter.

Managers
521
13F filers
525
New
58
Added
223
Reduced
165
Sold out
52
Shares held by filers
123,635,289

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, Q4 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
Aptus Capital Advisors, LLC6,845$282K<0.01%-7,43313F-HRTimeline
Quantinno Capital Management LP6,823$282K<0.01%+1,82513F-HRTimeline
Atria Investments, Inc6,752$279K<0.01%new13F-HRTimeline
PFG Advisors6,743$278K0.01%+1,63313F-HRTimeline
Madison Wealth Partners, Inc6,689$276K0.05%-10,72013F-HRTimeline
Outlook Wealth Advisors, LLC6,660$275K0.06%+16213F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management6,659$275K<0.01%-94213F-HRTimelineGroup
Stronghold Wealth Management L.L.C.6,594$272K0.4%13F-HRTimeline
Tortoise Investment Management, LLC6,580$272K0.02%-1,92513F-HRTimeline
Compound Planning, Inc.6,471$267K0.01%new13F-HRTimeline
Mirador Capital Partners LP6,414$265K0.04%+5013F-HRTimeline
Endowment Wealth Management, Inc.6,384$263K0.12%+86413F-HRTimeline
IFP Advisors, Inc6,290$260K0.01%-7713F-HRTimeline
Gallacher Capital Management LLC6,057$250K0.1%new13F-HRTimeline
PRIVATE TRUST CO NA6,033$249K0.02%-1,65213F-HRTimeline
IAMS WEALTH MANAGEMENT, LLC6,014$248K0.09%+24413F-HRTimeline
Crestwood Advisors Group, LLC6,011$248K<0.01%013F-HRTimeline
RFG Holdings, Inc.5,996$247K0.06%013F-HRTimeline
Axis Wealth Partners, LLC5,992$247K0.14%-1813F-HRTimeline
Gradient Investments LLCin group Gradient Investments LLC5,912$244K<0.01%+12613F-HRTimelineGroup
Lifeworks Advisors, LLC5,890$243K0.03%-4413F-HRTimeline
Octavia Wealth Advisors, LLC5,846$241K0.02%013F-HRTimeline
Bay Capital Advisors, LLC5,845$241K0.15%-4,44013F-HRTimeline
Meridian Wealth Management, LLC5,790$239K0.01%new13F-HRTimeline
Pinion Investment Advisors, LLC5,474$226K0.06%-51713F-HRTimeline
Modern Wealth Management, LLC5,446$225K<0.01%-1,42613F-HRTimeline
Ethos Financial Group, LLC5,370$222K0.02%013F-HRTimeline
Sowell Financial Services LLC5,323$220K0.01%new13F-HRTimeline
Pinnacle Financial Partners, Inc.in group Pinnacle Financial Partners, …5,309$219K<0.01%13F-HR/ATimelineGroup
Global Financial Private Client, LLC5,303$219K0.08%+4113F-HRTimeline
Legacy Capital Group California, Inc.5,296$219K0.05%-9,06513F-HRTimeline
USAdvisors Wealth Management, LLC5,259$217K0.07%-18613F-HRTimeline
Liberty Capital Management, Inc.5,172$213K0.04%+12913F-HRTimeline
REICON WEALTH ADVISORS, LLC5,169$213K0.16%13F-HRTimeline
Gilliland Jeter Wealth Management LLC5,076$209K0.06%-1,16113F-HRTimeline
J2 Capital Management Inc5,025$207K0.15%new13F-HRTimeline
JAMES INVESTMENT RESEARCH, INC.4,950$204K0.02%013F-HRTimeline
RVW Wealth, LLC4,901$202K0.02%013F-HRTimeline
Cordoba Advisory Partners LLC4,860$201K0.05%13F-HRTimeline
GeoWealth Management, LLC4,747$196K0.01%-6513F-HRTimeline
Glen Eagle Advisors, LLC4,365$180K0.02%-34513F-HRTimeline
BROWN, LISLE/CUMMINGS, INC.4,317$178K0.04%013F-HRTimeline
Wealth Watch Advisors, INC3,950$163K0.06%+45113F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC3,406$141K<0.01%new13F-HRTimeline
YANKCOM Partnership2,936$121K0.05%013F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT2,896$120K<0.01%+6713F-HRTimeline
TD Waterhouse Canada Inc.2,757$114K<0.01%-2,07513F-HRTimeline
PALLADIEM, LLC2,587$107K0.1%13F-HRTimeline
Pinnacle Wealth Planning Services, Inc.2,347$96.9K0.01%new13F-HRTimeline
Wilmington Savings Fund Society, FSB2,043$84.3K<0.01%new13F-HRTimeline
Richard W. Paul & Associates, LLC1,873$77.3K0.03%-15313F-HRTimeline
MCF Advisors LLC1,853$76.5K<0.01%-39513F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC1,540$63.6K<0.01%013F-HRTimelineGroup
Colonial Trust Co / SCin group Colonial Trust Advisors1,500$61.9K0.01%013F-HRTimelineGroup
Triumph Capital Management1,433$59.1K0.01%new13F-HRTimeline
TRUST CO OF VERMONT1,412$58.3K<0.01%+1,41013F-HRTimeline
Nalls Sherbakoff Group, LLC1,225$50.6K0.04%-36613F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…1,212$50K<0.01%+1,17913F-HRTimelineGroup
Cornerstone Planning Group LLC1,113$45.9K0.01%+84113F-HRTimeline
AdvisorNet Financial, Inc1,090$45K<0.01%-2113F-HRTimeline
Sound Income Strategies, LLC1,082$44.8K<0.01%new13F-HRTimeline
Community Bank, N.A.955$39.4K<0.01%013F-HRTimeline
Paladin Advisory Group, LLC925$38.2K0.03%013F-HRTimeline
PFS Partners, LLC874$36.1K0.02%013F-HRTimeline
Quarry LP870$35.9K0.01%new13F-HRTimeline
Beacon Capital Management, Inc.846$34.9K<0.01%+33413F-HRTimeline
Rakuten Securities, Inc.in group Rakuten Group, Inc.798$32.9K0.01%-66413F-HRTimelineGroup
Vermillion & White Wealth Management Gr…775$32K0.02%-15813F-HRTimeline
ABOUND FINANCIAL, LLC772$31.9K0.01%new13F-HR/ATimeline
SIMPLEX TRADING, LLC769$31.7K<0.01%new13F-HRTimeline
Cape Investment Advisory, Inc.727$30K0.01%new13F-HRTimeline
MJT & Associates Financial Advisory Gro…704$29.1K0.02%-1113F-HR/ATimeline
Luken Investment Analytics, LLC701$28.9K0.01%-158,81513F-HRTimeline
Rossby Financial, LCC587$24.2K0.01%+613F-HRTimeline
Scarborough Advisors, LLC551$22.7K<0.01%-96213F-HRTimeline
Caldwell Trust Co546$22.5K<0.01%new13F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…504$20.8K<0.01%-1,16513F-HRTimelineGroup
Lodestone Wealth Management LLC455$18.8K0.01%new13F-HRTimeline
EASTERN BANK395$16.3K<0.01%013F-HRTimeline
Strategic Wealth Partners, Ltd.388$16K<0.01%-3013F-HRTimeline
FMR LLCin group FMR LLC338$14K<0.01%new13F-HRTimelineGroup
Ameliora Wealth Management Ltd.327$13.5K<0.01%013F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC297$12K<0.01%013F-HR/ATimelineGroup
Anfield Capital Management, LLCin group Anfield Capital Management, L…274$11.3K<0.01%013F-HRTimelineGroup
IFC & Insurance Marketing, Inc.271$11K0.01%13F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC251$10.4K<0.01%new13F-HRTimeline
Motiv8 Investments LLC222$9K<0.01%new13F-HRTimeline
Westside Investment Management, Inc.214$8.83K<0.01%013F-HRTimeline
Mirae Asset Global Investments Co., Ltd.in group Mirae Asset Global Investment…201$8.29K<0.01%-713F-HRTimelineGroup
CITY HOLDING CO200$8.25K<0.01%013F-HRTimeline
Strategic Advocates LLC197$8.13K<0.01%013F-HRTimeline
Safe Harbor Fiduciary, LLC150$6.19K0.01%13F-HRTimeline
DHJJ Financial Advisors, Ltd.133$5.49K<0.01%013F-HRTimeline
Harbor Asset Planning, Inc.132$5.45K<0.01%+313F-HRTimeline
Tidemark, LLC127$5.24K<0.01%013F-HRTimeline
HighMark Wealth Management LLC105$4.33K<0.01%new13F-HRTimeline
Greykasell Wealth Strategies, Inc.100$4.13K<0.01%new13F-HRTimeline
AMERIFLEX GROUP, INC.100$4.13K<0.01%-10013F-HRTimeline
Hughes Financial Services, LLC88$3.63K<0.01%013F-HRTimeline
Kingdom Financial Group LLC.85$3.52K<0.01%new13F-HRTimeline
Vision Retirement, LLC83$3.42K<0.01%13F-HRTimeline
Elevated Capital Advisors, LLC81$3.34K<0.01%new13F-HRTimeline
EVOLUTION WEALTH MANAGEMENT INC.79$3.26K<0.01%+5713F-HRTimeline
CoreCap Advisors, LLC78$3.2K<0.01%-2313F-HRTimeline
Capital Advisors, Ltd. LLC75$3K<0.01%013F-HRTimeline
Quest 10 Wealth Builders, Inc.68$2.81K<0.01%+2913F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…64$2.64K<0.01%013F-HRTimelineGroup
Centennial Bank/AR/in group Centennial Bank/AR/60$2.48K<0.01%-3,37913F-HRTimelineGroup
REAP Financial Group, LLC60$2.48K<0.01%013F-HRTimeline
Wilkerson Advisory Group LLC57$2.34K<0.01%13F-HRTimeline
SIGNATUREFD, LLC52$2.16K<0.01%+313F-HRTimeline
Signature Equity Partners, LLC47$1.95K<0.01%13F-HRTimeline
Basepoint Wealth LLC32$1.32K<0.01%new13F-HRTimeline
Godfrey Financial Associates, Inc.31$1.28K<0.01%13F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…26$1.07K<0.01%new13F-HRTimeline
Covestor Ltd32$1K<0.01%+1813F-HRTimeline
Park Square Financial Group, LLC7$292<0.01%013F-HRTimeline
Root Financial Partners, LLC6$267<0.01%013F-HRTimeline
WPG Advisers, LLC5$206<0.01%013F-HRTimeline
Addison Advisors LLC3$124<0.01%013F-HRTimeline
Key Capital Management, INC1$41<0.01%13F-HRTimeline