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Disclosery

ULST SSGA ACTIVE ETF TR

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ST STR UL BD ETF (fund)

122 managers (122 13F filers) reported a position in ULST shares at 2025-03-31, 11,580,212 shares in all. 17 filers opened a position and 9 filers sold out during the quarter.

Managers
122
13F filers
122
New
17
Added
54
Reduced
31
Sold out
9
Shares held by filers
11,580,212

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
Gradient Investments LLCin group Gradient Investments LLC1,847,262$75.1M1.51%+101,77913F-HRTimelineGroup
CWM, LLCin group CWM, LLC1,704,621$69.3M0.28%+32,02313F-HRTimelineGroup
LPL Financial LLC1,695,009$68.9M0.03%+569,72013F-HRTimeline
Avestar Capital, LLC645,843$26.3M2.5%+103,22813F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY642,037$26.1M<0.01%-40,12813F-HRTimelineGroup
BIP Wealth, LLC538,959$21.9M1.43%+38,46913F-HRTimeline
TRUE Private Wealth Advisors424,540$17.3M2.1%new13F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC297,353$12.1M<0.01%-223,96113F-HRTimelineGroup
IEQ CAPITAL, LLC252,418$10.3M0.08%-14,87913F-HRTimeline
David Kennon Inc208,977$8.49M3.38%+3,26213F-HRTimeline
ORBA Wealth Advisors, L.L.C.207,100$8.42M4.25%+6,03613F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/200,843$8.16M<0.01%-12,90213F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…185,425$7.54M0.01%-52,82813F-HRTimeline
Bouchey Financial Group, Ltd.178,188$7.24M0.65%+8,25313F-HRTimeline
PTM WEALTH MANAGEMENT, LLC174,875$7.09M7.46%13F-HRTimeline
WT Wealth Management138,854$5.64M1.83%+19,58113F-HRTimeline
Auour Investments LLC130,744$5.32M1.93%-9,58313F-HRTimeline
Norris Financial Group, LLC125,403$5.1M2.38%+71,29413F-HRTimeline
Brown Financial Advisors119,851$4.87M2.01%+31,74813F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC105,984$4.31M<0.01%+23,54013F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.90,289$3.67M0.1%+74,77213F-HRTimeline
Moloney Securities Asset Management, LLC87,068$3.54M0.48%-31,80313F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA81,961$3.33M<0.01%-3,29613F-HR/ATimelineGroup
Advisor Resource Council74,259$2.96M0.24%new13F-HRTimeline
UBS Group AGin group UBS Group AG69,125$2.81M<0.01%+6,26513F-HRTimelineGroup
VERUS CAPITAL PARTNERS, LLC61,516$2.5M0.25%+2,54113F-HR/ATimeline
Copley Financial Group, Inc.53,164$2.16M1.65%-7,62113F-HR/ATimeline
CW Advisors, LLC50,214$2.04M0.02%-1,62513F-HRTimeline
Elmwood Wealth Management, Inc.45,264$1.84M0.75%+6,07713F-HRTimeline
NAPLES GLOBAL ADVISORS, LLC43,900$1.78M0.17%013F-HRTimeline
Mattson Financial Services, LLC41,389$1.68M0.51%-3,14713F-HRTimeline
Private Advisor Group, LLC40,913$1.66M0.01%+2,44413F-HRTimeline
Barnes Wealth Management Group, Inc38,074$1.55M0.99%+3,90513F-HRTimeline
Sanctuary Advisors, LLC34,800$1.41M0.01%+15013F-HRTimeline
Global View Capital Management LLC33,815$1.37M0.5%+11,38513F-HRTimeline
Paladin Wealth, LLC31,155$1.27M1.14%+68113F-HRTimeline
ZEGA Investments, LLC30,747$1.25M0.37%+21,63913F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.30,343$1.23M<0.01%-21613F-HRTimelineGroup
Eldridge Investment Advisors, Inc.29,001$1.17M0.27%+1,65813F-HRTimeline
Fiduciary Trust Coin group Fiduciary Trust Co28,840$1.17M0.02%013F-HRTimelineGroup
Financial Advocates Investment Manageme…28,785$1.17M0.08%-3,67113F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC28,170$1.15M<0.01%+79113F-HRTimelineGroup
Ameliora Wealth Management Ltd.27,767$1.13M0.42%013F-HRTimeline
CGN Advisors LLC27,707$1.13M0.11%-2,58413F-HRTimeline
MML INVESTORS SERVICES, LLC24,128$981K<0.01%+76613F-HRTimeline
Crews Bank & Trust23,230$944K0.16%-1,49013F-HRTimeline
SALEM INVESTMENT COUNSELORS INC21,859$889K0.03%-60013F-HRTimeline
Authentikos Wealth Advisory, LLC19,983$812K0.63%+14,18313F-HR/ATimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.18,540$754K0.01%+4,85713F-HRTimelineGroup
Western Wealth Management, LLC17,842$725K0.05%+1,30313F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC17,571$714K<0.01%-5,05113F-HR/ATimelineGroup
Steward Partners Investment Advisory, L…17,226$700K0.01%+11713F-HRTimeline
Valmark Advisers, Inc.16,925$688K0.01%+3,50913F-HRTimeline
Golden State Wealth Management, LLC16,390$666K0.1%-2,54013F-HR/ATimeline
NewEdge Advisors, LLC16,130$656K<0.01%+5,03813F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP14,957$608K<0.01%-1,41413F-HRTimelineGroup
Cannon Wealth Management Services, LLC14,387$583K0.52%+2,02513F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.14,129$574K0.01%+68013F-HRTimelineGroup
Orion Porfolio Solutions, LLC13,896$565K0.01%+2,84213F-HRTimeline
Orion Portfolio Solutions, LLC13,896$565K0.01%+2,84213F-HR/ATimeline
Cambridge Investment Research Advisors,…13,703$557K<0.01%+313F-HRTimeline
G&S Capital LLC12,300$500K0.21%new13F-HRTimeline
McAdam, LLC11,740$477K0.03%+5,18013F-HRTimeline
CENTAURUS FINANCIAL, INC.11,624$473K0.03%+87813F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC11,579$471K<0.01%+31713F-HRTimeline
TKG Advisors, LLC11,408$464K0.23%new13F-HRTimeline
Gerber Kawasaki Wealth & Investment Man…11,172$454K0.02%+1,00913F-HRTimeline
Penobscot Investment Management Company…11,000$447K0.04%013F-HRTimeline
Kraft, Davis & Associates, LLC10,988$446K0.14%-45613F-HRTimeline
Prestige Wealth Management Group LLC10,634$432K0.09%+7813F-HR/ATimeline
Gladstone Institutional Advisory LLC10,426$424K0.02%+26913F-HRTimeline
CAPSTONE WEALTH MANAGEMENT GROUP, LLC10,350$421K0.24%-12513F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC10,299$419K<0.01%+53513F-HR/ATimelineGroup
CATALYST PRIVATE WEALTH, LLC10,000$406K0.2%013F-HRTimeline
COMERICA BANK9,833$400K<0.01%-24813F-HRTimeline
Destination Wealth Management9,706$395K0.01%013F-HRTimeline
Trilogy Capital Inc.9,680$393K0.02%013F-HRTimeline
RICHARDSON FINANCIAL SERVICES INC.9,622$391K0.3%013F-HRTimeline
CAPTRUST FINANCIAL ADVISORS8,553$348K<0.01%+6213F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …8,341$339K0.01%new13F-HRTimelineGroup
Perennial Investment Advisors, LLC8,284$337K0.04%+32113F-HRTimeline
Continuum Advisory, LLC8,140$331K0.04%-3,14013F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC7,915$321K0.03%+43313F-HR/ATimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…7,598$309K0.01%new13F-HRTimelineGroup
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …7,287$296K<0.01%new13F-HRTimelineGroup
INDEPENDENT FINANCIAL GROUP, LLC7,246$295K0.01%+1,60013F-HRTimeline
Leslie Global Wealth, LLC7,077$288K0.14%+1,40213F-HRTimeline
Cadence Bank6,605$268K0.02%013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…6,571$267K<0.01%+1,35613F-HRTimelineGroup
Cape Investment Advisory, Inc.6,541$266K0.11%-7813F-HRTimeline
Canvas Wealth Advisors, LLC6,500$264K0.07%013F-HRTimeline
Winch Advisory Services, LLC6,285$256K0.07%+4613F-HRTimeline
Fifth Third Securities, Inc.in group FIFTH THIRD BANK, NATIONAL AS…6,190$252K0.02%+1,14913F-HRTimelineGroup
Bank of New York Mellon Corpin group Bank of New York Mellon Corp6,155$250K<0.01%new13F-HRTimelineGroup
Redwood Financial Network Corp5,939$241K0.18%-19713F-HRTimeline
Worth Asset Management, LLC5,931$241K0.13%013F-HRTimeline
Collier Financial5,856$238K0.2%-1,11913F-HRTimeline
TrueMark Investments, LLCin group TrueMark Investments, LLC5,818$237K0.06%new13F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC5,709$232K<0.01%013F-HRTimelineGroup
Symphony Financial Services, Inc.5,300$218K0.14%new13F-HRTimeline
ANGELES WEALTH MANAGEMENT, LLCin group ANGELES WEALTH MANAGEMENT, LLC5,000$203K0.02%013F-HRTimelineGroup
PRIVATE TRUST CO NA2,306$93.7K0.01%+1,95313F-HRTimeline
Aptus Capital Advisors, LLC2,040$82.9K<0.01%-42813F-HRTimeline
Glen Eagle Advisors, LLC1,500$61K0.01%-19413F-HRTimeline
AE Wealth Management LLC1,236$50.2K<0.01%-37413F-HRTimeline
Cornerstone Planning Group LLC1,124$45.6K0.01%new13F-HRTimeline
Opal Wealth Advisors, LLC1,011$41.1K0.01%-8,95113F-HRTimeline
ROTHSCHILD INVESTMENT LLC1,002$40.7K<0.01%013F-HRTimeline
TD Capital Management LLC992$40.3K<0.01%-1,30713F-HRTimeline
CX Institutional972$40K<0.01%new13F-HRTimeline
Geneos Wealth Management Inc.918$37.3K<0.01%new13F-HRTimeline
Synergy Investment Management, LLC771$31.3K0.01%013F-HRTimeline
CoreCap Advisors, LLC647$26.3K<0.01%013F-HRTimeline
Northwest Capital Management Inc600$24.4K0.01%+7013F-HRTimeline
TD Waterhouse Canada Inc.218$8.83K<0.01%013F-HRTimeline
AMERIFLEX GROUP, INC.101$4.12K<0.01%+413F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO85$3.46K<0.01%new13F-HRTimelineGroup
REDMONT WEALTH ADVISORS LLC68$2.76K0.01%new13F-HRTimeline
Farther Finance Advisors, LLC50$2.02K<0.01%new13F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…25$1.02K<0.01%new13F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN0$4<0.01%013F-HRTimelineGroupAmount filed as zero, left out of ratios.
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.