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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
MORGAN STANLEYin group MORGAN STANLEY11,164,717$461M0.03%+706,37613F-HR/ATimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/10,645,226$439M0.03%-54,24513F-HRTimelineGroup
HEALTHCARE OF ONTARIO PENSION PLAN TRUS…9,757,441$403M0.68%-960,00013F-HRTimeline
Arizona PSPRS Trust8,357,347$345M12.7%+207,61113F-HRTimeline
State of Tennessee, Department of Treas…6,289,986$258M0.82%-310,99213F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC6,215,749$257M0.04%+144,54213F-HR/ATimelineGroup
LPL Financial LLC3,837,057$158M0.04%+154,17313F-HRTimeline
STATE STREET CORPin group STATE STREET CORP3,407,525$141M<0.01%+131,73613F-HRTimelineGroup
UBS Group AGin group UBS Group AG3,063,084$126M0.03%+256,82713F-HRTimelineGroup
Ensign Peak Advisors, Inc3,038,877$125M0.22%+484,20313F-HR/ATimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA2,199,675$90.8M0.02%-326,78913F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN2,158,112$89.1M0.02%-45,47913F-HRTimelineGroup
Advisory Alpha, LLC1,803,133$74.4M2.03%+18,09613F-HRTimeline
Aristotle Pacific Capital, LLCin group ARISTOTLE INVESTMENT SERVICES…1,517,066$62.6M25.68%+113,61313F-HRTimelineGroup
Symetra Investment Management Coin group Symetra Investment Management…1,495,085$61.7M10.86%-69,13013F-HRTimelineGroup
Liberty Mutual Group Asset Management I…in group Liberty Mutual Group Asset Ma…1,457,094$60.1M5.72%+855,98713F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC1,349,688$55.7M0.07%new13F-HRTimelineGroup
Horizon Investments, LLC1,172,612$48.4M0.61%+21,95613F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding1,136,790$46.9M+2,460Timeline
1832 Asset Management L.P.1,106,551$45.7M0.06%+20,57013F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC1,055,669$43.6M0.01%+39,66813F-HRTimelineGroup
CNO Financial Group, Inc.in group CNO Financial Group, Inc.862,000$35.6M20.16%013F-HRTimelineGroup
WELLINGTON MANAGEMENT GROUP LLPin group WELLINGTON MANAGEMENT GROUP L…861,750$35.6M0.01%-75,00013F-HRTimelineGroup
Calamos Advisors LLCin group Calamos Advisors LLC812,805$33.5M0.14%013F-HRTimelineGroup
HRT FINANCIAL LP808,459$33.4M0.11%+484,30913F-HRTimeline
HighTower Advisors, LLC797,035$32.9M0.04%-69,08913F-HRTimeline
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC768,820$31.7M1.63%-1,79613F-HRTimeline
Diversify Advisory Services, LLCgroup of 2 filers holding762,627$31.6M+738,542Timeline
BlackRock, Inc.in group BlackRock, Inc.744,154$30.7M<0.01%-180,00013F-HRTimelineGroup
Ocean Park Asset Management, LLC685,882$28.3M1.33%+580,16513F-HRTimeline
CONNING INC.in group CONNING INC.641,275$26.5M0.89%013F-HRTimelineGroup
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…617,564$25.5M0.05%+157,68413F-HRTimelineGroup
STATE OF WISCONSIN INVESTMENT BOARD609,000$25.1M0.06%new13F-HRTimeline
LORD, ABBETT & CO. LLC607,868$25.1M0.08%+10,21913F-HRTimeline
FEDERATED HERMES, INC.in group FEDERATED HERMES, INC.600,650$24.8M0.04%+107,50013F-HRTimelineGroup
Donoghue Forlines LLC586,350$24.2M7.48%-36,02913F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP565,480$23.3M0.02%+33,22813F-HRTimelineGroup
Blackstone Inc.in group Blackstone Inc.555,591$22.9M0.08%013F-HRTimelineGroupThe filing omitted confidential holdings, a later amendment may add them.
Creative Planningin group Creative Planning536,851$22.2M0.02%-32,16013F-HRTimelineGroup
Coppell Advisory Solutions LLC531,514$21.9M2.16%+53,15013F-HRTimeline
Ninety One UK Ltd499,591$20.6M0.04%-123,67413F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…454,158$18.7M0.7%+430,05513F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.439,839$18.2M0.03%-70,03713F-HRTimelineGroup
Cambridge Investment Research Advisors,…382,594$15.8M0.04%+27,99713F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC375,672$15.5M0.01%new13F-HRTimelineGroup
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC374,854$15.5M2.77%+12,32513F-HRTimeline
Catalyst Capital Advisors LLC374,591$15.5M0.32%013F-HRTimeline
Asset Allocation & Management Company, …371,904$15.3M6.11%+164,10013F-HRTimeline
CWM, LLCin group CWM, LLC371,775$15.3M0.04%+233,27313F-HRTimelineGroup
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC370,396$15.3M0.11%-248,21913F-HRTimelineGroup
COUNTRY TRUST BANK335,974$13.9M0.25%+89913F-HRTimeline
FIRST FOUNDATION ADVISORSin group FIRST FOUNDATION ADVISORS329,256$13.6M0.51%-31,54813F-HRTimelineGroup
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC318,902$13.2M0.01%-2,782,57613F-HRTimelineGroup
Janney Montgomery Scott LLC315,304$13M0.03%+19,97813F-HRTimeline
Secure Asset Management, LLC314,928$13M2.05%+18,17613F-HRTimeline
Cetera Investment Advisers311,345$12.8M0.01%-76,90113F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC305,580$12.6M0.03%-6,52313F-HRTimelineGroup
Kestra Advisory Services, LLCgroup of 2 filers holding294,232$12.1M-13,795Timeline
FORTEM FINANCIAL GROUP, LLC287,622$11.9M3.17%+6,10913F-HRTimeline
Stablepoint Partners, LLC287,083$11.8M1.85%+7,29613F-HRTimeline
Goldstone Financial Group, LLC282,143$11.6M1.3%+19,70613F-HRTimeline
Destiny Wealth Partners, LLC270,386$11.2M1.28%+13,24113F-HRTimeline
ZEGA Investments, LLC257,316$10.6M2.06%-99,91613F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC256,894$10.6M0.02%+146,59113F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC255,000$10.5M0.01%-65,35413F-HRTimeline
KMG FIDUCIARY PARTNERS, LLC251,506$10.4M0.74%+39,82213F-HRTimeline
Motley Fool Wealth Management, LLCin group Motley Fool Asset Management …240,039$9.91M0.77%-39,04013F-HRTimelineGroup
MRA Advisory Group239,481$9.88M4.15%+23,27213F-HRTimeline
Fragasso Financial Advisors Inc235,934$9.74M0.59%+14,49113F-HRTimeline
SCOTIA CAPITAL INC.224,999$9.29M0.04%+29,46713F-HRTimeline
Twelve Points Wealth Management LLC223,632$9.26M2.08%+75,72513F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC224,320$9.26M0.21%+63,27213F-HRTimeline
HORIZON FINANCIAL SERVICES, LLC221,016$9.12M4.15%+13,87513F-HRTimeline
Refined Wealth Management219,927$9.08M6.11%+80213F-HRTimeline
Hilltop Partners LLC218,856$9.03M2.33%+13,91113F-HRTimeline
Matthew Goff Investment Advisor, LLC218,611$9.02M1.6%-6,78613F-HRTimeline
Integrated Wealth Concepts LLC217,933$8.99M0.11%+4,46013F-HRTimeline
GTS SECURITIES LLC214,010$8.83M0.3%new13F-HRTimeline
Merit Financial Group, LLC213,685$8.82M0.07%-5,22513F-HRTimeline
Sanctuary Advisors, LLC212,258$8.76M0.05%-21,66413F-HRTimeline
ACT Advisors, LLC.205,284$8.47M3.34%new13F-HRTimeline
Graham Capital Management, L.P.200,000$8.25M0.28%new13F-HRTimeline
Bramshill Investments, LLC200,000$8.25M0.47%+82,00013F-HRTimeline
Fortis Capital Management LLC199,806$8.25M1.09%+19,91313F-HRTimeline
PRELUDE CAPITAL MANAGEMENT, LLC188,330$7.77M0.57%+8,10313F-HRTimeline
Canal Capital Management, LLC183,298$7.56M1.07%+48,71113F-HRTimeline
Austin Private Wealth, LLC181,612$7.5M0.56%+18,58813F-HRTimeline
FIRST MANHATTAN CO. LLC.180,074$7.43M0.02%-2,27513F-HRTimeline
Hennion & Walsh Asset Management, Inc.178,724$7.38M0.25%+12,30713F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC174,101$7.19M0.17%+14,69813F-HRTimelineGroup
O'Connor Financial Group LLC173,157$7.15M2.85%+7,32013F-HRTimeline
WEDBUSH SECURITIES INC170,548$7.04M0.21%+15,09913F-HRTimeline
Jefferies Financial Group Inc.in group Jefferies Financial Group Inc.167,300$6.9M0.06%+31,13213F-HRTimelineGroup
Palogic Value Management, L.P.166,745$6.88M2.95%+4,25913F-HRTimeline
Westview Management dba Westview Invest…161,147$6.65M3.17%13F-HRTimeline
Beta Wealth Group, Inc.159,608$6.59M2.65%-66413F-HRTimeline
BLUELINE ADVISORS LLC159,478$6.58M5.37%13F-HRTimeline
MIRABELLA FINANCIAL SERVICES LLP156,900$6.48M0.62%+17,09313F-HRTimeline
Summit Global Investmentsin group Summit Global Investments156,122$6.44M0.38%+4,50313F-HRTimelineGroup
FLOW TRADERS U.S. LLC154,422$6.37M0.21%+145,93213F-HRTimeline
Live Oak Investment Partners154,083$6.36M3.91%-14,27813F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.147,718$6.1M0.04%+11,11913F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…146,370$6.05M0.01%-19,07213F-HRTimeline
Advisory Services Network, LLC146,068$6.03M0.09%+3,98113F-HRTimeline
RAINEY & RANDALL WEALTH ADVISORS INC.144,164$5.95M0.97%-5,38313F-HRTimeline
Plan Group Financial, LLC132,904$5.48M1.42%+29,73513F-HRTimeline
OLD MISSION CAPITAL LLC131,772$5.44M0.21%new13F-HRTimeline
NYL Investors LLC130,318$5.38M1.83%new13F-HRTimeline
NewSquare Capital LLC128,999$5.32M0.47%-48,90613F-HRTimeline
Curtis Advisory Group, LLC127,549$5.26M1.1%+34913F-HRTimeline
Aspire Private Capital, LLC127,118$5.25M1.17%+4,03613F-HRTimeline
Little Harbor Advisors, LLC126,286$5.21M2.69%-12,57513F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/125,642$5.19M<0.01%+30,09613F-HRTimelineGroup
Windsor Capital Management, LLC125,460$5.18M1.43%+29613F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC124,817$5.15M<0.01%+26,99613F-HRTimelineGroup
CAPTRUST FINANCIAL ADVISORS124,785$5.15M0.01%+37,36113F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC122,443$5.05M0.02%-105,18813F-HRTimelineGroup
Perigon Wealth Management, LLC121,126$5M0.09%-25,22613F-HRTimeline
L & S Advisors Inc121,076$5M0.46%-302,65013F-HRTimeline
Nuveen, LLCin group TIAA120,000$4.95M<0.01%013F-HRTimelineGroup
RENAISSANCE TECHNOLOGIES LLC114,783$4.74M0.01%-1,349,59613F-HRTimeline
Waverly Advisors, LLC113,581$4.69M0.04%+1,87013F-HRTimeline
Global Retirement Partners, LLC113,212$4.67M0.08%+1,69713F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …113,119$4.67M0.07%+65,19813F-HRTimelineGroup
Petix & Botte Co112,890$4.66M1.06%-15,54213F-HRTimeline
PARTNERS CAPITAL INVESTMENT GROUP, LLP111,806$4.61M0.17%+2,57213F-HRTimeline
Steward Partners Investment Advisory, L…110,889$4.58M0.03%-3,00513F-HRTimeline
Valtinson Bruner Financial Planning LLC108,370$4.47M1.29%+34,12513F-HRTimeline
Cynosure Group, LLC107,158$4.42M0.45%-22,16813F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…103,961$4.29M0.01%+36,21313F-HR/ATimelineGroup
J HAGAN CAPITAL, INC.102,979$4.25M2.35%+82,60613F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV99,233$4.1M0.01%+83,49013F-HRTimeline
CALTON & ASSOCIATES, INC.97,929$4.04M0.59%+1,36513F-HRTimeline
Trivium Point Advisory, LLC97,919$4.04M0.41%-10513F-HRTimeline
OpenArc Corporate Advisory, LLC93,879$3.87M0.06%13F-HRTimeline
CITY NATIONAL BANK OF FLORIDA /MSD92,877$3.83M2.5%+5,96413F-HRTimeline
Alteri Wealth LLC92,322$3.81M1.23%+5,21413F-HRTimeline
NewEdge Advisors, LLC90,777$3.75M0.01%-55213F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC89,324$3.69M0.03%+6,55713F-HRTimelineGroup
Hofer & Associates. Inc88,201$3.64M1.93%+4,13213F-HRTimeline
Edgestream Partners, L.P.88,153$3.64M0.1%-3,31313F-HRTimeline
S. R. Schill & Associates86,616$3.57M2.52%-85313F-HRTimeline
Prospera Financial Services Inc85,978$3.55M0.06%-4,71813F-HRTimeline
IEQ CAPITAL, LLC85,539$3.53M0.01%+15,83613F-HRTimeline
ADELL HARRIMAN & CARPENTER INC85,423$3.53M0.21%+45513F-HRTimeline
Maridea Wealth Management LLC85,184$3.52M0.53%+28,69213F-HRTimeline
Baker Avenue Asset Management, LP83,594$3.45M0.08%+6,56813F-HRTimeline
Wealth Management Associates, Inc.82,377$3.4M1.18%+1,61713F-HRTimeline
Strategic Blueprint, LLC82,242$3.39M0.2%+67,66713F-HRTimeline
Concord Wealth Partnersgroup of 2 filers holding81,211$3.35M+846Timeline
WESPAC Advisors SoCal, LLC80,226$3.31M0.67%-33513F-HRTimeline
ARS Wealth Advisors Group, LLC77,316$3.19M0.29%-33013F-HRTimeline
MML INVESTORS SERVICES, LLC77,129$3.18M0.01%+8,81113F-HRTimeline
Nilsine Partners, LLC75,033$3.1M0.27%+3,10113F-HRTimeline
Hibernia Wealth Partners, LLC74,528$3.08M0.93%+38,44613F-HRTimeline
DRIVE WEALTH MANAGEMENT, LLC73,104$3.02M0.59%-100,09913F-HRTimeline
ROMANO BROTHERS AND COMPANY72,215$2.98M0.34%+2513F-HRTimeline
Aspetuck Financial Management LLC70,975$2.93M1.97%-2213F-HRTimeline
Callodine Capital Management, LP70,000$2.89M0.23%new13F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…69,483$2.87M0.07%+64,42813F-HRTimelineGroup
Brendel Financial Advisors LLC69,409$2.86M1.41%+9,36413F-HRTimeline
Integrated Advisors Network LLC68,189$2.81M0.12%+2,75213F-HRTimeline
TWO SIGMA SECURITIES, LLC67,951$2.8M0.39%+45,37213F-HRTimeline
National Philanthropic Trust67,629$2.79M0.03%013F-HRTimeline
ASHFORD CAPITAL MANAGEMENT INC65,943$2.72M0.3%new13F-HRTimeline
INSIGNEO ADVISORY SERVICES, LLC65,706$2.71M0.19%+10,15113F-HRTimeline
Summit Financial, LLC65,627$2.71M0.04%-1,16213F-HRTimeline
Clear Creek Financial Management, LLC63,396$2.62M0.21%-10,58313F-HRTimeline
Cadent Capital Advisors, LLC62,570$2.58M0.68%-1,12613F-HRTimeline
Risk Paradigm Group, LLC62,548$2.58M2.48%13F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp62,079$2.56M<0.01%-23,16513F-HRTimelineGroup
STEPHENS INC /AR/in group Stephens Investment Managemen…61,876$2.55M0.03%+2,16113F-HRTimelineGroup
ELEVATION POINT WEALTH PARTNERS, LLC61,532$2.54M0.12%+17,02413F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO61,291$2.53M<0.01%+8,99413F-HRTimelineGroup
Perissos Private Wealth Management, LLC61,197$2.53M2.18%-73113F-HRTimeline
Vestmark Advisory Solutions, Inc.61,016$2.52M0.03%+16,50813F-HRTimeline
Clark Capital Management Group, Inc.60,139$2.48M0.02%+2,23813F-HRTimeline
Bain Capital Credit, LPin group Bain Capital Life Sciences In…60,136$2.48M0.65%013F-HRTimelineGroup
RPg Family Wealth Advisory, LLC59,497$2.46M0.54%-2,96513F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC59,032$2.44M0.04%+11,53013F-HRTimelineGroup
Soltis Investment Advisors LLC58,925$2.43M0.16%-17,04013F-HR/ATimeline
Farther Finance Advisors, LLC58,909$2.43M0.03%+51,13013F-HRTimeline
Beacon Pointe Advisors, LLC58,873$2.43M0.02%-14,33113F-HRTimeline
Simplicity Wealth,LLC58,772$2.43M0.14%-80,68513F-HRTimeline
LOOMIS SAYLES & CO L Pin group LOOMIS SAYLES & CO L P57,875$2.39M<0.01%+3,76013F-HRTimelineGroup
J.Safra Asset Management Corp57,056$2.35M0.12%+8,29813F-HRTimeline
Sage Advisory Services, Ltd.Co.56,295$2.32M1.27%-80,61513F-HRTimeline
OmniStar Financial Group, Inc.56,068$2.31M1.36%-14,89413F-HRTimeline
ALBION FINANCIAL GROUP /UT55,862$2.31M0.14%-7,67913F-HRTimeline
Liberty Atlantic Advisors LLC55,645$2.3M2.26%13F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.55,339$2.28M<0.01%-45713F-HRTimelineGroup
Fort Point Capital Partners LLC54,314$2.25M0.27%new13F-HRTimeline
Sigma Planning Corp54,056$2.23M0.06%+3,73213F-HRTimeline
LANDMARK WEALTH MANAGEMENT, INC.53,640$2.21M0.84%+2,29013F-HRTimeline
MAI Capital Management53,487$2.21M0.01%-7,01213F-HRTimeline
CENTRAL TRUST Co53,403$2.2M0.04%-4,62113F-HRTimeline
Raleigh Capital Management Inc.51,808$2.14M0.78%+2,90513F-HRTimeline
Friedenthal Financial51,556$2.13M1.1%+4,37313F-HRTimeline
Compass Financial Group, Inc.51,490$2.12M0.94%+23113F-HRTimeline
LANARK FINANCIAL, INC.50,574$2.09M0.16%-84313F-HRTimeline