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Disclosery

SRLN SSGA ACTIVE ETF TR

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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
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/13,282,946$552M0.04%+1,686,87613F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY11,600,039$482M0.03%+518,40513F-HRTimelineGroup
Corebridge Financial, Inc.in group Corebridge Financial, Inc.9,585,037$399M88.85%013F-HRTimelineGroup
Arizona PSPRS Trust7,994,169$332M11.05%+151,93613F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC7,103,114$295M0.05%+883,08713F-HRTimelineGroup
State of Tennessee, Department of Treas…6,446,331$268M0.96%-123,20313F-HRTimeline
HEALTHCARE OF ONTARIO PENSION PLAN TRUS…6,098,747$254M0.51%+653,88313F-HRTimeline
Ocean Park Asset Management, LLC5,370,424$221M7.84%013F-HRTimeline
Ensign Peak Advisors, Inc4,002,693$166M0.28%013F-HRTimeline
LPL Financial LLC3,574,104$149M0.05%-63,15413F-HRTimeline
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC3,354,813$140M0.11%+483,72213F-HR/ATimelineGroup
STATE STREET CORPin group STATE STREET CORP3,225,320$134M0.01%+15,87713F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA2,457,416$102M0.02%+478,24513F-HR/ATimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN2,071,781$86.2M0.02%-415,26913F-HRTimelineGroup
BlackRock, Inc.in group BlackRock, Inc.1,959,019$81.5M<0.01%-271,49113F-HRTimelineGroup
Advisory Alpha, LLC1,665,176$69.3M2.16%+84,36113F-HRTimeline
Symetra Investment Management Coin group Symetra Investment Management…1,564,215$65.1M17.04%-1,988,90013F-HRTimelineGroup
RENAISSANCE TECHNOLOGIES LLC1,528,466$63.6M0.08%+1,381,76613F-HRTimeline
UBS Group AGin group UBS Group AG1,514,277$63M0.01%+21,51913F-HRTimelineGroup
Money Design Co.,Ltd.1,503,826$62.5M2.92%+87,61313F-HRTimeline
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\1,192,926$49.6M0.02%-2,83113F-HRTimelineGroup
Horizon Investments, LLC1,197,552$49.2M0.78%+1,196,22613F-HRTimeline
Aristotle Pacific Capital, LLCin group ARISTOTLE INVESTMENT SERVICES…1,157,066$48.1M23.08%-814,28713F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding1,112,905$46.3M-71,530Timeline
1832 Asset Management L.P.1,077,964$44.8M0.08%+45,97613F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC1,002,407$41.7M0.01%-138,69613F-HRTimelineGroup
WELLINGTON MANAGEMENT GROUP LLPin group WELLINGTON MANAGEMENT GROUP L…936,750$39M0.01%-1,783,40013F-HRTimelineGroup
CNO Financial Group, Inc.in group CNO Financial Group, Inc.862,000$35.9M22.16%+505,00013F-HRTimelineGroup
Calamos Advisors LLCin group Calamos Advisors LLC812,805$33.8M0.14%-499,25013F-HRTimelineGroup
Donoghue Forlines LLC782,022$32.5M9.28%+196,94513F-HRTimeline
HighTower Advisors, LLC747,083$31.1M0.04%-22,92913F-HRTimeline
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC738,962$30.7M1.63%-2,91113F-HRTimeline
CONNING INC.in group CONNING INC.713,275$26.7M0.92%+72,00013F-HRTimelineGroup
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC613,929$25.5M0.21%-1,56813F-HRTimelineGroup
Bank of New York Mellon Corpin group Bank of New York Mellon Corp598,527$24.9M<0.01%+187,83313F-HRTimelineGroup
LORD, ABBETT & CO. LLC596,051$24.8M0.08%-41,00513F-HRTimeline
Creative Planningin group Creative Planning594,938$24.7M0.02%-13,53813F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP560,396$23.3M0.02%+55,27213F-HRTimelineGroup
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…537,974$22.4M1.17%-152,67413F-HRTimelineGroup
Quadrature Capital Ltdin group Quadrature Capital Ltd510,156$21.2M0.37%new13F-HRTimelineGroup
FEDERATED HERMES, INC.in group FEDERATED HERMES, INC.493,150$20.5M0.04%-61,85013F-HRTimelineGroup
Blackstone Inc.in group Blackstone Inc.492,591$20.5M0.09%013F-HRTimelineGroup
Ninety One UK Ltd431,500$17.9M0.04%013F-HRTimeline
Coppell Advisory Solutions LLC423,017$17.6M2.09%+43,36413F-HR/ATimeline
L & S Advisors Inc410,860$17.1M1.69%-218,26513F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.409,498$17M0.03%-45,06413F-HR/ATimelineGroup
FIRST FOUNDATION ADVISORSin group FIRST FOUNDATION ADVISORS403,498$16.8M0.62%-27,85013F-HRTimelineGroup
State of New Jersey Common Pension Fund…in group State of New Jersey Common Pe…400,000$16.6M0.06%-1,500,00013F-HRTimelineGroup
Catalyst Capital Advisors LLC374,591$15.6M0.31%013F-HRTimeline
Cetera Investment Advisers372,096$15.5M0.03%-4,69713F-HRTimeline
ZEGA Investments, LLC351,761$14.6M3.67%-253,37513F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS349,333$14.5M0.01%-960,26913F-HRTimelineGroup
COUNTRY TRUST BANK330,319$13.7M0.31%+2,74913F-HRTimeline
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC324,530$13.5M3.03%-7,87913F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding320,161$13.3M-2,057Timeline
Cambridge Investment Research Advisors,…302,856$12.6M0.04%-72,82013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC300,420$12.5M0.03%+11,76113F-HRTimelineGroup
CITIGROUP INCin group CITIGROUP INC295,508$12.3M0.01%+295,45013F-HRTimelineGroup
Stablepoint Partners, LLC260,870$10.8M1.85%+9,52213F-HRTimeline
FORTEM FINANCIAL GROUP, LLC258,408$10.7M3.47%+142,09213F-HRTimeline
Secure Asset Management, LLC258,287$10.7M1.99%-57,09413F-HRTimeline
Goldstone Financial Group, LLC246,711$10.2M1.35%-1,51713F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC243,783$10.1M0.01%-63,45713F-HRTimeline
DRIVE WEALTH MANAGEMENT, LLC233,961$9.73M2.13%+21,67413F-HRTimeline
Matthew Goff Investment Advisor, LLC227,520$9.46M1.75%-36,09013F-HRTimeline
Destiny Wealth Partners, LLC225,140$9.36M1.26%+12,39613F-HRTimeline
Sanctuary Advisors, LLC224,032$9.32M0.06%+156,34313F-HRTimeline
Merit Financial Group, LLC223,888$9.31M0.1%-166,78613F-HRTimeline
MOULTON WEALTH MANAGEMENT, INC219,012$9.08M6.87%+145,15313F-HRTimeline
Hennion & Walsh Asset Management, Inc.212,978$8.86M0.36%+13,15713F-HRTimeline
Integrated Wealth Concepts LLC212,941$8.86M0.09%-1,93213F-HRTimeline
Refined Wealth Management210,651$8.76M6.02%+57213F-HRTimeline
Shilanski & Associates, Inc.209,695$8.72M2.49%+5,88313F-HRTimeline
Fragasso Financial Advisors Inc206,564$8.59M0.58%-21,31713F-HRTimeline
KMG FIDUCIARY PARTNERS, LLC198,874$8.27M0.61%+7,31513F-HRTimeline
MRA Advisory Group198,826$8.27M3.87%-22,71213F-HRTimeline
Hilltop Partners LLC197,482$8.21M2.48%-41,34813F-HRTimeline
HORIZON FINANCIAL SERVICES, LLC194,572$8.09M4.29%+1,75413F-HRTimeline
SCOTIA CAPITAL INC.193,854$8.06M0.04%-2913F-HRTimeline
FIRST MANHATTAN CO. LLC.182,725$7.6M0.02%-25,92513F-HRTimeline
Fortis Capital Management LLC182,077$7.57M1.18%-6,80113F-HRTimeline
ACT Advisors, LLC.180,087$7.49M3.46%new13F-HRTimeline
Janney Montgomery Scott LLC179,541$7.47M0.02%-4,48513F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…167,898$6.96M0.01%-11,91613F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC165,653$6.89M0.03%-362,21713F-HRTimelineGroup
NewSquare Capital LLC165,459$6.88M0.51%-2,47613F-HRTimeline
O'Connor Financial Group LLC162,129$6.72M2.96%+8,70713F-HRTimeline
Logan Stone Capital, LLC160,718$6.68M3.15%-135,86813F-HRTimeline
Luken Investment Analytics, LLC155,480$6.47M2.83%-5,10613F-HRTimeline
Perigon Wealth Management, LLC152,872$6.36M0.15%-19,74513F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC149,865$6.23M0.16%+13,52213F-HRTimelineGroup
Austin Private Wealth, LLC149,298$6.21M0.49%+60,28313F-HRTimeline
WEDBUSH SECURITIES INC148,084$6.16M0.22%+67,06113F-HRTimeline
Palogic Value Management, L.P.147,942$6.15M2.59%+15,84113F-HRTimeline
Summit Global Investmentsin group Summit Global Investments147,143$6.12M0.36%+10,55813F-HRTimelineGroup
Sagace Wealth Management LLC146,039$6.07M4.54%-56,92213F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC145,488$6.05M0.17%+12,35013F-HRTimeline
Live Oak Investment Partners145,403$6.05M4.65%-613F-HRTimeline
Jefferies Financial Group Inc.in group Jefferies Financial Group Inc.144,622$6.01M0.1%-11,85313F-HRTimelineGroup
Little Harbor Advisors, LLC143,388$5.96M3.54%-30,00013F-HRTimeline
RAINEY & RANDALL WEALTH ADVISORS INC.136,317$5.67M1.04%-77013F-HRTimeline
Petix & Botte Co134,156$5.58M1.37%-9,20313F-HRTimeline
Canal Capital Management, LLC133,558$5.55M0.88%+5,51113F-HRTimeline
PARTNERS CAPITAL INVESTMENT GROUP, LLP133,464$5.55M0.22%-1,485,04313F-HRTimeline
Bain Capital Credit, LPin group Bain Capital Life Sciences In…131,795$5.48M1.99%-169,40213F-HRTimelineGroup
1607 Capital Partners, LLC130,958$5.45M0.44%013F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.130,719$5.44M0.04%-22,94213F-HRTimelineGroup
Sage Advisory Services, Ltd.Co.130,681$5.43M2.96%+5,29613F-HRTimeline
Twelve Points Wealth Management LLC128,260$5.33M1.44%+16,64613F-HRTimeline
Concord Wealth Partnersgroup of 2 filers holding127,572$5.31M+41,512Timeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC126,769$5.27M<0.01%+10,99113F-HRTimelineGroup
Simplicity Wealth,LLC125,255$5.21M0.22%+24,20513F-HRTimeline
Curtis Advisory Group, LLC124,547$5.18M1.3%-6,09413F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…124,051$5.16M0.01%-220,82413F-HR/ATimelineGroup
Windsor Capital Management, LLC123,857$5.15M1.5%-7713F-HRTimeline
Beta Wealth Group, Inc.122,331$5.09M1.86%-3,77413F-HRTimeline
American Beacon Advisors, Inc.120,904$5.03M49.88%13F-HRTimeline
Nuveen, LLCin group TIAA120,000$4.99M<0.01%013F-HRTimelineGroup
Cynosure Group, LLC118,967$4.95M0.56%-55,84113F-HRTimeline
Aspire Private Capital, LLC118,204$4.92M1.14%+2,78813F-HRTimeline
Verition Fund Management LLC116,000$4.82M0.03%new13F-HRTimeline
Waverly Advisors, LLC111,707$4.65M0.05%+2,56913F-HRTimeline
Prudent Man Advisors, LLC110,500$4.6M1.46%013F-HRTimeline
CWM, LLCin group CWM, LLC109,045$4.54M0.02%+5,30813F-HRTimelineGroup
Cerity Partners LLCin group Cerity Partners LLC108,507$4.51M0.01%-2,36613F-HRTimelineGroup
Steward Partners Investment Advisory, L…106,110$4.41M0.03%+4,08013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO105,261$4.38M<0.01%+89,45113F-HRTimelineGroup
Global Retirement Partners, LLC103,463$4.3M0.11%13F-HRTimeline
Clark Capital Management Group, Inc.102,946$4.28M0.03%new13F-HRTimeline
CALTON & ASSOCIATES, INC.97,397$4.05M0.7%-56113F-HRTimeline
TFG Advisers LLC96,491$4.01M1.37%+2,39413F-HRTimeline
Asset Allocation & Management Company, …95,676$3.98M1.84%013F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC95,146$3.96M<0.01%-810,96913F-HRTimelineGroup
Prospera Financial Services Inc93,087$3.87M0.07%+3,92913F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/92,238$3.84M<0.01%-7,00613F-HRTimelineGroup
Trivium Point Advisory, LLC90,506$3.76M0.41%-41413F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP89,167$3.71M<0.01%-98413F-HR/ATimelineGroup
ADELL HARRIMAN & CARPENTER INC88,925$3.7M0.25%-2,15013F-HRTimeline
NewEdge Advisors, LLC87,558$3.64M0.02%-1,26613F-HRTimeline
Hofer & Associates. Inc84,293$3.51M2.19%-4,95713F-HRTimeline
S. R. Schill & Associates83,290$3.46M2.55%+1,98513F-HRTimeline
Transcendent Capital Group LLC82,127$3.42M1.76%new13F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC80,161$3.33M0.03%+2,88613F-HRTimelineGroup
Alteri Wealth LLC80,158$3.33M1.29%+8,03713F-HRTimeline
WESPAC Advisors SoCal, LLC78,590$3.27M0.73%-83,58813F-HRTimeline
ARS Wealth Advisors Group, LLC78,453$3.26M0.38%+2713F-HRTimeline
Beacon Pointe Advisors, LLC77,033$3.2M0.03%-7,32913F-HRTimeline
PRUDENTIAL PLCin group PRUDENTIAL PLC76,720$3.19M0.02%-2,80013F-HRTimelineGroup
Wealth Management Associates, Inc.75,850$3.15M1.23%+2,54413F-HRTimeline
Quartz Partners, LLC75,043$3.12M1.43%+17,77213F-HRTimeline
My Legacy Advisors, LLC74,486$3.09M1.1%+5,88313F-HRTimeline
ROMANO BROTHERS AND COMPANY71,715$2.98M0.37%+2,85013F-HRTimeline
CW Advisors, LLC71,537$2.98M0.03%-4,16413F-HRTimeline
Baker Avenue Asset Management, LP70,433$2.93M0.08%-61,47513F-HRTimeline
IEQ CAPITAL, LLC69,699$2.9M0.02%+313F-HRTimeline
OmniStar Financial Group, Inc.69,299$2.88M2.16%+6,96913F-HRTimeline
Nilsine Partners, LLC68,522$2.85M0.29%+2,63113F-HRTimeline
Integrated Advisors Network LLC68,355$2.84M0.13%+3,97513F-HRTimeline
Hibernia Wealth Partners, LLC68,346$2.84M1.04%+33,96113F-HRTimeline
Aspetuck Financial Management LLC68,092$2.83M2.13%+24513F-HRTimeline
National Philanthropic Trust67,629$2.81M0.04%013F-HRTimeline
AlphaStar Capital Management, LLC66,072$2.75M0.19%-439,72013F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…65,335$2.72M0.01%+2,37513F-HR/ATimelineGroup
CENTRAL TRUST Co64,359$2.68M0.06%-3,03913F-HRTimeline
Fortress Wealth Management, Inc.64,237$2.67M1.29%+2,52913F-HRTimeline
Brendel Financial Advisors LLC63,912$2.66M1.49%new13F-HRTimeline
MML INVESTORS SERVICES, LLC63,825$2.65M0.01%-4,67713F-HRTimeline
Summit Financial, LLC63,234$2.63M0.06%new13F-HRTimeline
J. W. Coons Advisors, LLC62,995$2.62M0.59%-32513F-HRTimeline
ALBION FINANCIAL GROUP /UT62,405$2.6M0.17%-84913F-HRTimeline
Plan Group Financial, LLC61,743$2.57M0.84%+34,10413F-HRTimeline
Perissos Private Wealth Management, LLC61,683$2.57M2.03%-89713F-HRTimeline
Atria Investments, Inc59,957$2.49M0.03%+16,68613F-HRTimeline
RPg Family Wealth Advisory, LLC59,279$2.47M0.66%-1,17213F-HRTimeline
Cadent Capital Advisors, LLC58,096$2.42M0.79%new13F-HRTimeline
Foundations Investment Advisors, LLC56,880$2.37M0.04%+5,48913F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP56,702$2.36M<0.01%-8,62013F-HRTimelineGroup
INTERNATIONAL ASSETS INVESTMENT MANAGEM…56,366$2.34M0.19%+30013F-HRTimeline
Signal Advisors Wealth, LLC55,409$2.3M0.18%+35,40113F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…54,796$2.28M0.03%+5,29013F-HRTimelineGroup
OLD MISSION CAPITAL LLC54,767$2.28M0.06%new13F-HRTimeline
LOOMIS SAYLES & CO L Pin group LOOMIS SAYLES & CO L P54,115$2.25M<0.01%-174,00013F-HRTimelineGroup
VERUS CAPITAL PARTNERS, LLC54,107$2.25M0.2%+2,34113F-HR/ATimeline
LANARK FINANCIAL, INC.53,891$2.24M0.18%-4,56213F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.53,374$2.22M<0.01%-12,33413F-HRTimelineGroup
CITY NATIONAL BANK OF FLORIDA /MSD53,329$2.22M1.61%+11,01413F-HRTimeline
Compass Financial Group, Inc.51,865$2.16M1.08%-13113F-HRTimeline
INSIGNEO ADVISORY SERVICES, LLC51,335$2.14M0.18%+2,51413F-HRTimeline
AXS Investments LLC51,028$2.12M0.87%new13F-HRTimeline
Atria Wealth Solutions, Inc.50,432$2.09M0.05%-7,62013F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…50,000$2.08M<0.01%new13F-HRTimelineGroup
LANDMARK WEALTH MANAGEMENT, INC.49,251$2.05M0.88%+4,19013F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.49,173$2.05M0.03%+2,54613F-HRTimelineGroup
Sigma Planning Corp48,527$2.02M0.06%+2,50813F-HRTimeline
DUMONT & BLAKE INVESTMENT ADVISORS LLC47,455$1.97M0.52%+1,56613F-HRTimeline
Csenge Advisory Group47,048$1.95M0.1%-85213F-HRTimeline
OPPENHEIMER ASSET MANAGEMENT INC.group of 2 filers holding45,554$1.89M-246,499Timeline
Clear Creek Financial Management, LLC45,009$1.87M0.18%+5,68213F-HRTimeline
Raleigh Capital Management Inc.44,951$1.87M0.78%+2,62413F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC44,569$1.85M0.03%+13,50313F-HRTimelineGroup