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Disclosery

ULST SSGA ACTIVE ETF TR

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ST STR UL BD ETF (fund)

116 managers (117 13F filers) reported a position in ULST shares at 2026-06-30, 7,497,124 shares in all. 18 filers opened a position and 7 filers sold out during the quarter.

Managers
116
13F filers
117
New
18
Added
37
Reduced
39
Sold out
7
Shares held by filers
7,497,124

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 2026

Filers in the available 13F reports with a share position at 2026-06-30, 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
LPL Financial LLC1,384,703$56M0.01%+91,33213F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY767,227$31M<0.01%+74,22013F-HRTimelineGroup
BIP Wealth, LLC665,102$26.9M0.76%+76,92413F-HRTimeline
Avestar Capital, LLC628,720$25.4M1.5%+38,71813F-HRTimeline
PTM WEALTH MANAGEMENT, LLC515,263$20.8M9.37%+43,74213F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC357,933$14.5M0.01%-101,64413F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC273,073$11M<0.01%-4,33913F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/272,455$11M<0.01%-5,19513F-HRTimelineGroup
Stablepoint Partners, LLC220,840$8.93M1.24%+5,10613F-HRTimeline
ORBA Wealth Advisors, L.L.C.158,037$6.39M5.46%+35,16913F-HRTimeline
Norris Financial Group, LLC123,113$4.98M1.98%+16,82313F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…119,635$4.83M0.01%-1,61713F-HRTimeline
David Kennon Inc106,107$4.29M1.42%-1,48313F-HRTimeline
Kraft, Davis & Associates, LLC104,871$4.23M0.88%new13F-HRTimeline
WT Wealth Management79,331$3.21M0.89%+7,78213F-HRTimeline
UBS Group AGin group UBS Group AG73,963$2.99M<0.01%-14,35113F-HRTimelineGroup
VERUS CAPITAL PARTNERS, LLC72,332$2.92M0.16%+9,90013F-HRTimeline
BridgePort Financial Solutions, LLC68,829$2.78M0.71%-7,50013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA59,350$2.4M<0.01%-1,17313F-HRTimelineGroup
Focus Partners Wealthin group Focus Partners Wealth56,596$2.29M<0.01%+54,60213F-HRTimelineGroup
Cannon Wealth Management Services, LLC53,709$2.17M1.19%+3,93713F-HRTimeline
Elmwood Wealth Management, Inc.49,849$2.02M0.5%+1,88313F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.48,492$1.96M<0.01%-3,32813F-HRTimelineGroup
Barnes Wealth Management Group, Inc47,687$1.93M0.89%-2,14913F-HRTimeline
Global View Capital Management LLC45,931$1.86M0.38%+1,14213F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…45,432$1.84M<0.01%-1,76513F-HRTimelineGroup
MML INVESTORS SERVICES, LLC41,720$1.69M<0.01%+86113F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC40,166$1.62M<0.01%new13F-HRTimelineGroup
Equitable Holdings, Inc.in group Equitable Holdings, Inc.38,364$1.55M0.01%+12,24213F-HRTimelineGroup
Sanctuary Advisors, LLC33,420$1.35M0.01%+2,04513F-HRTimeline
CGN Advisors LLC32,562$1.32M0.1%+1,40313F-HRTimeline
Authentikos Wealth Advisory, LLC30,602$1.24M0.79%-3,39113F-HRTimeline
Fiduciary Trust Coin group Fiduciary Trust Co28,840$1.17M0.01%013F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC28,296$1.14M<0.01%-2,45313F-HRTimelineGroup
Ameliora Wealth Management Ltd.27,767$1.12M0.33%013F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.26,670$1.08M0.01%+2,47813F-HRTimelineGroup
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 2 filers holding26,592$1.07M+781Timeline
Coppell Advisory Solutions LLC49,579$1M0.11%new13F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC24,700$998K<0.01%013F-HRTimeline
Valmark Advisers, Inc.23,620$955K0.01%-2,39913F-HRTimeline
COMPASS FINANCIAL MANAGEMENT LLC22,594$913K0.11%13F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC22,154$896K<0.01%new13F-HRTimelineGroup
Steward Partners Investment Advisory, L…21,685$877K<0.01%+1,28813F-HRTimeline
Crews Bank & Trust21,250$859K0.11%-56013F-HRTimeline
NAPLES GLOBAL ADVISORS, LLC20,850$843K0.05%013F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …20,231$818K0.02%-85113F-HRTimelineGroup
Savant Capital, LLC20,063$812K<0.01%+9,76413F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…20,039$810K<0.01%new13F-HRTimelineGroup
G&S Capital LLC19,965$807K0.23%-11,22413F-HRTimeline
Kirkwood Financial Services19,824$801K0.23%13F-HRTimeline
SALEM INVESTMENT COUNSELORS INC18,396$744K0.02%-65013F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC17,523$708K0.03%+24013F-HRTimeline
McAdam, LLC15,852$641K0.02%+3,75413F-HRTimeline
Perennial Investment Advisors, LLC15,250$616K0.04%+1,23613F-HRTimeline
TKG Advisors, LLC14,161$572K0.2%-12,25413F-HRTimeline
Western Wealth Management, LLC13,302$538K0.02%013F-HRTimeline
CAPTRUST FINANCIAL ADVISORS12,838$519K<0.01%+9813F-HRTimeline
Golden State Wealth Management, LLC12,629$511K0.05%+1,84913F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP12,025$486K<0.01%013F-HRTimelineGroup
Penobscot Investment Management Company…11,700$473K0.03%013F-HRTimeline
HARBOUR INVESTMENTS, INC.11,543$467K0.01%-313F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …11,350$459K<0.01%-3,92013F-HRTimelineGroup
Prestige Wealth Management Group LLC11,220$454K0.08%+11213F-HRTimeline
Gladstone Institutional Advisory LLC10,573$427K0.01%-5613F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC10,252$414K<0.01%+3013F-HRTimeline
Trilogy Capital Inc.10,125$409K0.02%+4513F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC10,046$406K<0.01%new13F-HRTimelineGroup
CATALYST PRIVATE WEALTH, LLC10,000$404K0.2%013F-HRTimeline
NewEdge Advisors, LLC9,871$399K<0.01%-1,45713F-HRTimeline
Destination Wealth Management9,706$392K0.01%013F-HRTimeline
RICHARDSON FINANCIAL SERVICES INC.9,622$389K0.22%013F-HRTimeline
CAPSTONE WEALTH MANAGEMENT GROUP, LLC9,294$376K0.13%-35313F-HRTimeline
FLOW TRADERS U.S. LLC9,130$369K0.02%-15,49213F-HRTimeline
Vise Technologies, Inc.9,113$368K<0.01%new13F-HRTimeline
CENTAURUS FINANCIAL, INC.8,955$362K0.01%-4,81413F-HRTimeline
ZEGA Investments, LLC8,037$325K0.05%new13F-HRTimeline
Cetera Investment Advisers7,382$298K<0.01%-2,36113F-HRTimeline
TWO SIGMA SECURITIES, LLC7,211$292K0.03%new13F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…7,203$291K<0.01%+12713F-HRTimelineGroup
Wisconsin Wealth Advisors, LLC7,196$291K0.25%-313F-HRTimeline
Advisor Resource Council6,942$280K0.09%-16613F-HRTimeline
January Capital Advisors LLC6,754$273K0.23%-2,15813F-HRTimeline
Bouchey Financial Group, Ltd.6,690$270K0.02%-28913F-HRTimeline
Winch Advisory Services, LLC6,008$243K0.05%+5913F-HRTimeline
Worth Asset Management, LLC5,931$240K0.08%013F-HRTimeline
OakTrust Wealth Advisors, LLC5,807$235K0.2%-10,81313F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC5,709$231K<0.01%013F-HRTimelineGroup
Cape Investment Advisory, Inc.5,677$230K0.06%+2413F-HRTimeline
Modern Wealth Management, LLC5,455$221K<0.01%new13F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…5,443$220K0.01%+5,42313F-HRTimelineGroup
Merit Financial Group, LLC5,203$210K<0.01%-17913F-HR/ATimeline
United Advisor Group, LLC5,165$209K0.02%new13F-HRTimeline
LANE BROTHERS & CO INC5,024$203K0.13%-73013F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp5,005$202K<0.01%new13F-HRTimelineGroup
ANGELES WEALTH MANAGEMENT, LLCin group ANGELES WEALTH MANAGEMENT, LLC5,000$202K0.01%013F-HRTimelineGroup
PRIVATE TRUST CO NA3,585$145K0.01%013F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…2,175$87.9K<0.01%new13F-HRTimelineGroup
Glen Eagle Advisors, LLC1,901$76.9K0.01%+37613F-HRTimeline
Tidemark, LLC1,600$64.7K0.01%new13F-HRTimeline
Qube Research & Technologies Ltd1,310$53K<0.01%new13F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO1,309$52.9K<0.01%-33,62413F-HRTimelineGroup
Aptus Capital Advisors, LLC1,303$52.7K<0.01%-5513F-HRTimeline
Continuum Advisory, LLC1,120$45.3K<0.01%new13F-HRTimeline
ROTHSCHILD INVESTMENT LLC1,002$40.5K<0.01%013F-HRTimeline
CX Institutional985$40K<0.01%013F-HRTimeline
Synergy Investment Management, LLC771$31.2K0.01%013F-HRTimeline
Blue Trust, Inc.655$26.5K<0.01%new13F-HRTimeline
Collier Financial530$21.4K0.01%+213F-HRTimeline
Integrated Wealth Concepts LLC489$19.8K<0.01%new13F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC389$15.7K<0.01%-36913F-HRTimelineGroup
AE Wealth Management LLC190$7.68K<0.01%013F-HRTimeline
MCGUIRE CAPITAL ADVISORS INC182$7.36K<0.01%013F-HRTimeline
TD Capital Management LLC126$5.09K<0.01%+113F-HRTimeline
TD Waterhouse Canada Inc.38$1.53K<0.01%013F-HRTimeline
Wealth Enhancement Trust Services, Inc.13$526<0.01%013F-HR/ATimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN0$15<0.01%-99513F-HRTimelineGroupAmount filed as zero, left out of ratios.