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Disclosery

ULST SSGA ACTIVE ETF TR

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ST STR UL BD ETF (fund)

105 managers (106 13F filers) reported a position in ULST shares at 2026-03-31, 11,318,336 shares in all. 11 filers opened a position and 14 filers sold out during the quarter.

Managers
105
13F filers
106
New
11
Added
41
Reduced
33
Sold out
14
Shares held by filers
11,318,336

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
CWM, LLCin group CWM, LLC3,949,890$160M0.42%+147,27813F-HRTimelineGroup
LPL Financial LLC1,293,371$52.4M0.01%-31,48113F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY693,007$28.1M<0.01%+77,62813F-HRTimelineGroup
Avestar Capital, LLC590,002$23.9M1.64%-33,30013F-HRTimeline
BIP Wealth, LLC588,178$23.8M0.97%+21,19513F-HRTimeline
PTM WEALTH MANAGEMENT, LLC471,521$19M10.09%-230,94913F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC459,577$18.6M0.01%+44,79913F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/277,650$11.2M<0.01%+16,99813F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC277,412$11.2M<0.01%+25,26413F-HRTimelineGroup
Stablepoint Partners, LLC215,734$8.74M1.3%new13F-HRTimeline
IEQ CAPITAL, LLC193,126$7.82M0.04%013F-HRTimeline
Elevation Capital Advisory, LLC178,670$7.24M3.08%new13F-HRTimeline
ORBA Wealth Advisors, L.L.C.122,868$4.98M5.93%-59,43713F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…121,252$4.9M0.01%-24,02013F-HRTimeline
David Kennon Inc107,590$4.36M1.56%+1,98913F-HRTimeline
Norris Financial Group, LLC106,290$4.3M1.41%+26,60013F-HRTimeline
UBS Group AGin group UBS Group AG88,314$3.58M<0.01%+9,77413F-HRTimelineGroup
BridgePort Financial Solutions, LLC76,329$3.09M0.88%-2,50013F-HRTimeline
WT Wealth Management71,549$2.9M0.86%-25,42913F-HRTimeline
VERUS CAPITAL PARTNERS, LLC62,432$2.53M0.17%-1,64013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA60,523$2.45M<0.01%-2,10413F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.51,820$2.1M<0.01%-6,24213F-HRTimelineGroup
Focus Partners Wealthin group Focus Partners Wealth1,994$2.08M<0.01%new13F-HRTimelineGroup
Barnes Wealth Management Group, Inc49,836$2.02M1.02%-59513F-HRTimeline
Cannon Wealth Management Services, LLC49,772$2.02M1.36%+14,62913F-HRTimeline
Elmwood Wealth Management, Inc.47,966$1.94M0.54%-1,24913F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…47,197$1.91M<0.01%+2,41013F-HRTimelineGroup
Global View Capital Management LLC44,789$1.81M0.48%+19913F-HRTimeline
MML INVESTORS SERVICES, LLC40,859$1.65M<0.01%-9,95513F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO34,933$1.41M<0.01%+33,78113F-HR/ATimelineGroup
TRUE Private Wealth Advisors34,406$1.39M0.13%new13F-HRTimeline
Authentikos Wealth Advisory, LLC33,993$1.38M0.93%-5,54213F-HRTimeline
Sanctuary Advisors, LLC31,375$1.27M0.01%-3,77513F-HRTimeline
G&S Capital LLC31,189$1.26M0.44%+16,33913F-HRTimeline
CGN Advisors LLC31,159$1.26M0.1%+2,78313F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC30,749$1.25M<0.01%-3,75813F-HRTimelineGroup
Fiduciary Trust Coin group Fiduciary Trust Co28,840$1.17M0.01%013F-HRTimelineGroup
Ameliora Wealth Management Ltd.27,767$1.12M0.36%013F-HRTimeline
TKG Advisors, LLC26,415$1.07M0.44%+14,12913F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.26,122$1.06M0.01%+2,89513F-HRTimelineGroup
Valmark Advisers, Inc.26,019$1.05M0.01%-67913F-HRTimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 2 filers holding25,811$1.05M+11,271Timeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC24,700$1M0.01%new13F-HRTimeline
FLOW TRADERS U.S. LLC24,622$997K0.03%-32,28713F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.24,192$980K0.01%+6,29213F-HRTimelineGroup
Kirkwood Financial Services22,895$932K0.32%+64513F-HRTimeline
Crews Bank & Trust21,810$883K0.13%013F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …21,082$854K0.02%+4,20813F-HRTimelineGroup
NAPLES GLOBAL ADVISORS, LLC20,850$844K0.06%013F-HRTimeline
Steward Partners Investment Advisory, L…20,397$826K<0.01%+1,96313F-HRTimeline
SALEM INVESTMENT COUNSELORS INC19,046$771K0.02%-60013F-HR/ATimeline
KINGSWOOD WEALTH ADVISORS, LLC17,283$700K0.03%+3513F-HRTimeline
OakTrust Wealth Advisors, LLC16,620$673K0.61%+3,02513F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …15,270$618K0.01%+34513F-HRTimelineGroup
Perennial Investment Advisors, LLC14,014$568K0.05%+7813F-HRTimeline
CENTAURUS FINANCIAL, INC.13,769$558K0.03%-3713F-HRTimeline
Western Wealth Management, LLC13,302$539K0.02%013F-HR/ATimeline
CAPTRUST FINANCIAL ADVISORS12,740$516K<0.01%+3,08513F-HRTimeline
McAdam, LLC12,098$490K0.02%+68513F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP12,025$487K<0.01%+61613F-HRTimelineGroup
Penobscot Investment Management Company…11,700$474K0.04%013F-HRTimeline
HARBOUR INVESTMENTS, INC.11,546$468K0.01%+5,51813F-HRTimeline
NewEdge Advisors, LLC11,328$459K<0.01%+3,09913F-HR/ATimeline
INDEPENDENT FINANCIAL GROUP, LLC11,282$457K0.01%-2,20013F-HR/ATimeline
Gerber Kawasaki Wealth & Investment Man…11,222$454K0.01%+813F-HRTimeline
Prestige Wealth Management Group LLC11,108$450K0.09%+7213F-HRTimeline
Golden State Wealth Management, LLC10,780$437K0.05%-3,43413F-HRTimeline
Gladstone Institutional Advisory LLC10,629$430K0.02%+62413F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC10,299$417K<0.01%013F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC10,222$414K<0.01%-1,02813F-HRTimeline
Trilogy Capital Inc.10,080$408K0.02%+40013F-HRTimeline
CATALYST PRIVATE WEALTH, LLC10,000$405K0.22%013F-HRTimeline
Cetera Investment Advisers9,743$395K<0.01%+2,30713F-HRTimeline
Destination Wealth Management9,706$393K0.01%-7913F-HRTimeline
CAPSTONE WEALTH MANAGEMENT GROUP, LLC9,647$391K0.16%-43613F-HRTimeline
RICHARDSON FINANCIAL SERVICES INC.9,622$390K0.24%013F-HRTimeline
January Capital Advisors LLC8,912$361K0.49%13F-HRTimeline
Wisconsin Wealth Advisors, LLC7,199$292K0.29%013F-HRTimeline
Advisor Resource Council7,108$288K0.11%new13F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…7,076$287K<0.01%013F-HRTimelineGroup
Bouchey Financial Group, Ltd.6,979$282K0.02%new13F-HRTimeline
Winch Advisory Services, LLC5,949$241K0.05%+3913F-HRTimeline
Worth Asset Management, LLC5,931$240K0.09%013F-HRTimeline
LANE BROTHERS & CO INC5,754$233K0.17%+213F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC5,709$231K<0.01%013F-HR/ATimelineGroup
Cape Investment Advisory, Inc.5,653$229K0.08%+1613F-HRTimeline
Merit Financial Group, LLC5,382$218K<0.01%new13F-HRTimeline
Private Advisor Group, LLC5,340$216K<0.01%-31613F-HRTimeline
ANGELES WEALTH MANAGEMENT, LLCin group ANGELES WEALTH MANAGEMENT, LLC5,000$202K0.01%013F-HRTimelineGroup
PRIVATE TRUST CO NA3,585$145K0.01%-4413F-HRTimeline
Glen Eagle Advisors, LLC1,525$61.8K0.01%+413F-HRTimeline
Aptus Capital Advisors, LLC1,358$55K<0.01%-36913F-HRTimeline
ROTHSCHILD INVESTMENT LLC1,002$40.6K<0.01%013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN995$40.3K<0.01%-1,81113F-HR/ATimelineGroup
CX Institutional985$40K<0.01%013F-HRTimeline
Synergy Investment Management, LLC771$31.2K0.01%new13F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC758$30.7K<0.01%013F-HRTimelineGroup
Collier Financial528$21.4K0.02%-22613F-HRTimeline
Rossby Financial, LCC344$13.9K<0.01%new13F-HRTimeline
AE Wealth Management LLC190$7.7K<0.01%013F-HRTimeline
MCGUIRE CAPITAL ADVISORS INC182$7.37K<0.01%-16713F-HRTimeline
TD Capital Management LLC125$5.05K<0.01%+113F-HRTimeline
TD Waterhouse Canada Inc.38$1.53K<0.01%-21813F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…20$810<0.01%-25,99513F-HRTimelineGroup
Wealth Enhancement Trust Services, Inc.13$527<0.01%013F-HRTimeline