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Disclosery

SRLN SSGA ACTIVE ETF TR

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BLACKSTONE SENR (fund)

522 managers (526 13F filers) reported a position in SRLN shares at 2025-03-31, 149,975,942 shares in all. 49 filers opened a position and 52 filers sold out during the quarter.

Managers
522
13F filers
526
New
49
Added
225
Reduced
174
Sold out
52
Shares held by filers
149,975,942

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/11,596,070$477M0.04%+902,17513F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY11,081,634$456M0.03%+3,651,24413F-HRTimelineGroup
Corebridge Financial, Inc.in group Corebridge Financial, Inc.9,585,037$394M2.27%new13F-HRTimelineGroup
Arizona PSPRS Trust7,842,233$323M10.93%+100,63213F-HR/ATimeline
State of Tennessee, Department of Treas…6,569,534$270M1.04%+631,07013F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC6,220,027$256M0.05%-643,55013F-HR/ATimelineGroup
HEALTHCARE OF ONTARIO PENSION PLAN TRUS…5,444,864$224M0.5%013F-HRTimeline
Ocean Park Asset Management, LLC5,370,424$221M7.84%-2,455,21013F-HRTimeline
Ensign Peak Advisors, Inc4,002,693$165M0.31%+1,200,69313F-HRTimeline
LPL Financial LLC3,637,258$150M0.06%+809,86913F-HRTimeline
Symetra Investment Management Coin group Symetra Investment Management…3,553,115$146M35.95%-552,06013F-HRTimelineGroup
STATE STREET CORPin group STATE STREET CORP3,209,443$132M0.01%-51,70913F-HRTimelineGroup
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC2,871,091$118M0.1%+2,169,95813F-HRTimelineGroup
WELLINGTON MANAGEMENT GROUP LLPin group WELLINGTON MANAGEMENT GROUP L…2,720,150$112M0.02%+1,194,90013F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN2,487,050$102M0.02%+349,05713F-HRTimelineGroup
BlackRock, Inc.in group BlackRock, Inc.2,230,510$91.7M<0.01%-6,920,88813F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA1,979,171$81.4M0.02%+9,52913F-HR/ATimelineGroup
Aristotle Pacific Capital, LLCin group ARISTOTLE INVESTMENT SERVICES…1,971,353$81.1M26.69%+396,78713F-HRTimelineGroup
State of New Jersey Common Pension Fund…in group State of New Jersey Common Pe…1,900,000$78.1M0.35%+350,00013F-HRTimelineGroup
PARTNERS CAPITAL INVESTMENT GROUP, LLP1,618,507$66.6M1.13%+459,82813F-HRTimeline
Advisory Alpha, LLC1,580,815$65M2.21%+1,572,60713F-HR/ATimeline
UBS Group AGin group UBS Group AG1,492,758$61.4M0.01%-152,70913F-HRTimelineGroup
Money Design Co.,Ltd.1,416,213$58.2M2.9%-32,90113F-HRTimeline
Calamos Advisors LLCin group Calamos Advisors LLC1,312,055$54M0.26%013F-HRTimelineGroup
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS1,309,602$53.9M0.04%+568,20613F-HRTimelineGroup
Kensington Asset Management, LLC1,244,811$51.2M5.38%013F-HRTimeline
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\1,195,757$49.2M0.02%+8,93613F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding1,184,435$48.7M-501,005Timeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC1,141,103$46.9M0.02%+125,68513F-HRTimelineGroup
Counterpoint Mutual Funds LLC1,130,422$46.5M6.66%013F-HRTimeline
1832 Asset Management L.P.1,031,988$42.4M0.08%+8,85013F-HRTimeline
AMERICAN CENTURY COMPANIES INCin group AMERICAN CENTURY COMPANIES INC978,814$40.3M0.02%-59,03313F-HRTimelineGroup
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/927,100$38.1M0.04%+927,08913F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC906,115$37.3M0.01%+45,78513F-HRTimelineGroup
HighTower Advisors, LLC770,012$31.7M0.04%+112,47113F-HRTimeline
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC741,873$30.5M1.76%+59,92713F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…690,648$28.4M1.15%-37,80613F-HRTimelineGroup
GE INVESTMENT MANAGEMENT CORP.669,912$27.6M13.82%+97,69313F-HRTimeline
BANK OF NOVA SCOTIAin group BANK OF NOVA SCOTIA645,900$26.6M0.06%-1,880,00013F-HR/ATimelineGroup
CONNING INC.in group CONNING INC.641,275$26.4M0.92%013F-HRTimelineGroup
LORD, ABBETT & CO. LLC637,056$26.2M0.09%-2,750,00013F-HRTimeline
L & S Advisors Inc629,125$25.9M3.19%+215,76013F-HRTimeline
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC615,497$25.3M0.24%-132,59613F-HRTimelineGroup
Creative Planningin group Creative Planning608,476$25M0.02%+24,29913F-HRTimelineGroup
ZEGA Investments, LLC605,136$24.9M7.31%+21,52713F-HRTimeline
Donoghue Forlines LLC585,077$24.1M7.63%+13,03313F-HRTimeline
FEDERATED HERMES, INC.in group FEDERATED HERMES, INC.555,000$22.8M0.05%+48,00013F-HRTimelineGroup
Pathstone Holdings, LLCin group Pathstone Holdings, LLC527,870$21.7M0.09%+170,67313F-HRTimelineGroup
New York Life Investment Management LLCin group New York Life Investment Mana…521,111$21.4M0.22%+67,61713F-HRTimelineGroup
AlphaStar Capital Management, LLC505,792$20.8M2.09%+83,36713F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP505,124$20.8M0.02%+1,13413F-HRTimelineGroup
Blackstone Inc.in group Blackstone Inc.492,591$20.3M0.09%013F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.454,562$18.7M0.04%-16,56813F-HRTimelineGroup
Ninety One UK Ltd431,500$17.7M0.05%+233,10013F-HRTimeline
FIRST FOUNDATION ADVISORSin group FIRST FOUNDATION ADVISORS431,348$17.7M0.72%+116,30013F-HRTimelineGroup
Bank of New York Mellon Corpin group Bank of New York Mellon Corp410,694$16.9M<0.01%-153,91013F-HRTimelineGroup
Merit Financial Group, LLC390,674$16.1M0.24%+3,70113F-HRTimeline
Coppell Advisory Solutions LLC379,653$15.5M2.17%+334,92913F-HRTimeline
Cetera Investment Advisers376,793$15.5M0.03%+64,34013F-HRTimeline
Cambridge Investment Research Advisors,…375,676$15.5M0.05%+49,37713F-HRTimeline
Catalyst Capital Advisors LLC374,591$15.4M0.32%+214,43313F-HRTimeline
CNO Financial Group, Inc.in group CNO Financial Group, Inc.357,000$14.7M12.28%13F-HRTimelineGroup
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…344,875$14.5M0.03%013F-HR/ATimelineGroup
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC332,409$13.7M3.64%+289,48813F-HRTimeline
COUNTRY TRUST BANK327,570$13.5M0.34%+17,29913F-HR/ATimeline
Kestra Advisory Services, LLCgroup of 2 filers holding322,218$13.3M-33,972Timeline
Secure Asset Management, LLC315,381$13M2.62%+82,62613F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC307,240$12.6M0.02%+129,05613F-HRTimeline
Bain Capital Credit, LPin group Bain Capital Life Sciences In…301,197$12.4M3.03%-9,40413F-HRTimelineGroup
Logan Stone Capital, LLC296,586$12.2M5.69%-95,38213F-HRTimeline
OPPENHEIMER ASSET MANAGEMENT INC.group of 2 filers holding292,053$12M+908Timeline
ASSETMARK, INCin group ASSETMARK, INC288,659$11.9M0.03%+110,05313F-HRTimelineGroup
Matthew Goff Investment Advisor, LLC263,610$10.8M2%-11,18013F-HRTimeline
Stablepoint Partners, LLC251,348$10.3M1.87%+7,24313F-HRTimeline
Goldstone Financial Group, LLC248,228$10.2M1.55%+13,50313F-HRTimeline
Hilltop Partners LLC238,830$9.82M3.32%+50,54913F-HRTimeline
LOOMIS SAYLES & CO L Pin group LOOMIS SAYLES & CO L P228,115$9.38M0.01%-3,00613F-HRTimelineGroup
Fragasso Financial Advisors Inc227,881$9.37M0.7%+13,79013F-HRTimeline
First Eagle Investment Management, LLCin group First Eagle Investment Manage…218,112$9.15M0.02%+90,45913F-HRTimelineGroup
MRA Advisory Group221,538$9.11M4.86%+12,94113F-HRTimeline
Integrated Wealth Concepts LLC214,873$8.84M0.1%+13,71913F-HRTimeline
Destiny Wealth Partners, LLC212,744$8.75M1.39%+10,39913F-HRTimeline
DRIVE WEALTH MANAGEMENT, LLC212,287$8.73M2.05%+15,01813F-HRTimeline
Refined Wealth Management210,079$8.64M7.07%-4,59613F-HRTimeline
FIRST MANHATTAN CO. LLC.208,650$8.58M0.03%-3,37813F-HRTimeline
Semmax Financial Advisors Inc.205,588$8.4M2.27%+2,56413F-HRTimeline
Shilanski & Associates, Inc.203,812$8.38M2.62%+10,50213F-HRTimeline
Sagace Wealth Management LLC202,961$8.35M6.31%-2,00213F-HRTimeline
VICTORY CAPITAL MANAGEMENT INC200,000$8.23M0.01%new13F-HRTimeline
Hennion & Walsh Asset Management, Inc.199,821$8.22M0.37%+12,31213F-HRTimeline
SCOTIA CAPITAL INC.193,883$7.97M0.04%+68413F-HRTimeline
HORIZON FINANCIAL SERVICES, LLC192,818$7.93M4.42%new13F-HR/ATimeline
KMG FIDUCIARY PARTNERS, LLC191,559$7.88M0.65%+25,07713F-HRTimeline
Fortis Capital Management LLC188,878$7.77M1.51%+44,09513F-HRTimeline
Janney Montgomery Scott LLC184,026$7.57M0.02%-64,20413F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…179,814$7.4M0.01%-19,66813F-HRTimeline
Cynosure Group, LLC174,808$7.19M0.99%+52,20413F-HRTimeline
Little Harbor Advisors, LLC173,388$7.13M4.4%013F-HRTimeline
Perigon Wealth Management, LLC172,617$7.1M0.18%+37,74913F-HRTimeline
NewSquare Capital LLC167,935$6.91M0.56%-2,99913F-HRTimeline
WESPAC Advisors SoCal, LLC162,178$6.67M1.74%+6,12113F-HRTimeline
Luken Investment Analytics, LLC160,586$6.6M3.09%-1,64813F-HRTimeline
MACQUARIE GROUP LTDin group MACQUARIE GROUP LTD160,000$6.58M0.01%013F-HR/ATimelineGroup
Jefferies Financial Group Inc.in group Jefferies Financial Group Inc.156,475$6.44M0.11%-5,10813F-HRTimelineGroup
Equitable Holdings, Inc.in group Equitable Holdings, Inc.153,661$6.32M0.06%+15,57813F-HRTimelineGroup
O'Connor Financial Group LLC153,422$6.31M3.28%+4,53813F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC146,700$6.03M0.01%-1,908,06913F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC145,599$5.99M0.01%-263,05613F-HR/ATimelineGroup
Live Oak Investment Partners145,409$5.98M4.72%new13F-HRTimeline
Petix & Botte Co143,359$5.9M1.55%-18,77513F-HRTimeline
Private Advisory Group LLC142,014$5.84M0.67%new13F-HRTimeline
HARBOR ADVISORY CORP /MA/140,057$5.76M1.93%-2,60313F-HRTimeline
RAINEY & RANDALL WEALTH ADVISORS INC.137,087$5.64M1.1%-3,13213F-HRTimeline
Summit Global Investmentsin group Summit Global Investments136,585$5.62M0.41%new13F-HRTimelineGroup
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC136,343$5.61M0.17%+12,58113F-HRTimelineGroup
Greystone Financial Group, LLC135,561$5.58M1.01%new13F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC133,138$5.48M0.19%+63,16213F-HRTimeline
Palogic Value Management, L.P.132,101$5.43M2.39%+5,97013F-HR/ATimeline
Baker Avenue Asset Management, LP131,908$5.43M0.17%+61,33513F-HRTimeline
1607 Capital Partners, LLC130,958$5.39M0.43%013F-HRTimeline
Curtis Advisory Group, LLC130,641$5.37M1.58%-6,24413F-HRTimeline
Canal Capital Management, LLC128,047$5.27M0.88%+13,03613F-HRTimeline
Beta Wealth Group, Inc.126,105$5.19M1.86%+38,60713F-HRTimeline
Sage Advisory Services, Ltd.Co.125,385$5.16M3.03%+40,36513F-HRTimeline
Windsor Capital Management, LLC123,934$5.1M1.56%+1,59013F-HRTimeline
Nuveen, LLCin group TIAA120,000$4.94M<0.01%13F-HRTimelineGroup
FORTEM FINANCIAL GROUP, LLC116,316$4.78M1.86%new13F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC115,778$4.76M<0.01%-128,85213F-HRTimelineGroup
Aspire Private Capital, LLC115,416$4.75M1.18%+41,48713F-HRTimeline
Twelve Points Wealth Management LLC111,614$4.59M1.25%+10,81913F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC110,873$4.56M0.01%-52313F-HRTimelineGroup
Prudent Man Advisors, LLC110,500$4.54M1.65%+66,10013F-HRTimeline
Northwest & Ethical Investments L.P.110,404$4.54M0.12%013F-HRTimeline
Waverly Advisors, LLC109,138$4.49M0.05%+4,33913F-HRTimeline
Bramshill Investments, LLC108,000$4.44M0.45%new13F-HRTimeline
CWM, LLCin group CWM, LLC103,737$4.27M0.02%+8,48913F-HRTimelineGroup
Steward Partners Investment Advisory, L…102,030$4.2M0.04%+9,64913F-HRTimeline
TWO SIGMA SECURITIES, LLC101,882$4.19M0.64%+72,55113F-HRTimeline
Simplicity Wealth,LLC101,050$4.16M0.32%+57,36713F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/99,244$4.08M<0.01%+9,04513F-HRTimelineGroup
Whitford Management LLC98,670$4.06M5.2%-308,30113F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
CALTON & ASSOCIATES, INC.97,958$4.03M0.92%+4,95613F-HR/ATimeline
Asset Allocation & Management Company, …95,676$3.94M1.99%-6,10013F-HRTimeline
TFG Advisers LLC94,097$3.87M1.4%+3,56613F-HRTimeline
ADELL HARRIMAN & CARPENTER INC91,075$3.75M0.28%-10,50013F-HRTimeline
Trivium Point Advisory, LLC90,920$3.74M0.46%-3013F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP90,151$3.71M0.01%+3,74413F-HRTimelineGroup
Hofer & Associates. Inc89,250$3.67M2.49%+1,47113F-HRTimeline
Prospera Financial Services Inc89,158$3.67M0.08%-12513F-HRTimeline
Austin Private Wealth, LLC89,015$3.66M0.33%+72,91713F-HRTimeline
NewEdge Advisors, LLC88,824$3.65M0.02%+13,04913F-HRTimeline
Concord Wealth Partnersgroup of 2 filers holding86,060$3.53M+48,211Timeline
Beacon Pointe Advisors, LLC84,362$3.47M0.04%-14,46113F-HRTimeline
S. R. Schill & Associates81,305$3.34M2.67%new13F-HRTimeline
WEDBUSH SECURITIES INC81,023$3.33M0.12%-23,14213F-HRTimeline
PRUDENTIAL PLCin group PRUDENTIAL PLC79,520$3.27M0.02%+10,80013F-HRTimelineGroup
ARS Wealth Advisors Group, LLC78,426$3.23M0.46%-1,89213F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC77,275$3.18M0.04%+8,18613F-HRTimelineGroup
CW Advisors, LLC75,701$3.11M0.04%-22,64913F-HRTimeline
MOULTON WEALTH MANAGEMENT, INC73,859$3.04M2.32%new13F-HRTimeline
Wealth Management Associates, Inc.73,306$3.02M1.29%+10,51413F-HRTimeline
Alteri Wealth LLC72,121$2.97M1.3%+28,42813F-HRTimeline
IEQ CAPITAL, LLC69,696$2.87M0.02%-10,67813F-HRTimeline
ROMANO BROTHERS AND COMPANY68,865$2.83M0.37%-6,12513F-HRTimeline
My Legacy Advisors, LLC68,603$2.82M1.09%+4,29013F-HRTimeline
MML INVESTORS SERVICES, LLC68,502$2.82M0.01%+17,13313F-HRTimeline
Aspetuck Financial Management LLC67,847$2.79M2.4%+10,79713F-HRTimeline
Sanctuary Advisors, LLC67,689$2.78M0.02%-19713F-HRTimeline
National Philanthropic Trust67,629$2.78M0.04%-28,50013F-HRTimeline
CENTRAL TRUST Co67,398$2.77M0.07%-1,15913F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…67,121$2.76M0.06%+41,82913F-HRTimelineGroup
Nilsine Partners, LLC65,891$2.71M0.3%+10,96913F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.65,708$2.7M0.01%-7,03713F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP65,322$2.69M<0.01%-57,26013F-HRTimelineGroup
Integrated Advisors Network LLC64,380$2.65M0.13%-1,87513F-HRTimeline
J. W. Coons Advisors, LLC63,320$2.6M0.69%-3,46013F-HRTimeline
ALBION FINANCIAL GROUP /UT63,254$2.6M0.18%+4,94413F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…62,960$2.59M0.01%-15,34313F-HRTimelineGroup
Perissos Private Wealth Management, LLC62,580$2.57M2.35%-2,86913F-HRTimeline
OmniStar Financial Group, Inc.62,330$2.57M2.03%+12,27913F-HRTimeline
Fortress Wealth Management, Inc.61,708$2.54M1.32%+55,88213F-HRTimeline
RPg Family Wealth Advisory, LLC60,451$2.49M0.71%+83813F-HRTimeline
World Investment Advisors59,630$2.45M0.06%-3,10113F-HRTimeline
LANARK FINANCIAL, INC.58,453$2.4M0.21%+58,39213F-HRTimeline
Atria Wealth Solutions, Inc.58,052$2.39M0.03%-84413F-HRTimeline
Ascentis Independent Advisorsin group Ascentis Wealth Management, L…57,856$2.38M0.47%+8,31613F-HRTimelineGroup
Quartz Partners, LLC57,271$2.36M1.43%+11,73413F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…56,066$2.31M0.2%-19013F-HRTimeline
Compass Financial Group, Inc.51,996$2.14M1.1%-99413F-HRTimeline
VERUS CAPITAL PARTNERS, LLC51,766$2.13M0.21%+1,17013F-HR/ATimeline
Foundations Investment Advisors, LLC51,391$2.11M0.04%-1,39213F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…49,506$2.04M0.03%-18,73113F-HRTimelineGroup
Private Advisor Group, LLC48,951$2.01M0.01%-27,20613F-HRTimeline
INSIGNEO ADVISORY SERVICES, LLC48,821$2.01M0.21%+11,01413F-HRTimeline
AEGON USA Investment Management, LLC47,300$1.95M1.55%013F-HRTimeline
Csenge Advisory Group47,900$1.94M0.11%+3,33013F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.46,627$1.92M0.03%+10,90513F-HRTimelineGroup
Bay Capital Advisors, LLC46,021$1.89M1.58%-2,01613F-HRTimeline
Sigma Planning Corp46,019$1.89M0.06%+1,18413F-HRTimeline
DUMONT & BLAKE INVESTMENT ADVISORS LLC45,889$1.89M0.53%+6,75513F-HRTimeline