Who Owns SSGA ACTIVE TR (FISR)? -- Institutional Holders (2026-06-30)

83 institutions reported holding $406.8M of SSGA ACTIVE TR (FISR) in SEC 13F filings for 2026-06-30. Largest institutional holders: LPL Financial LLC ($90.9M), Envestnet Portfolio Solutions, Inc. ($89.6M), ENVESTNET ASSET MANAGEMENT INC ($66.9M), Aspire Private Capital, LLC ($21.8M), NewEdge Advisors, LLC ($21.8M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1LPL Financial LLC$90.9M3.5MTrimmed
2Envestnet Portfolio Solutions, Inc.$89.6M3.5MTrimmed
3ENVESTNET ASSET MANAGEMENT INC$66.9M2.6MTrimmed
4Aspire Private Capital, LLC$21.8M851,703Trimmed
5NewEdge Advisors, LLC$21.8M848,331Trimmed
6Cerity Partners LLC$13.5M525,658Trimmed
7Raleigh Capital Management Inc.$12.6M490,557Trimmed
8HighTower Advisors, LLC$10.6M413,378Trimmed
9Hibernia Wealth Partners, LLC$10.5M409,212Trimmed
10PARK AVENUE SECURITIES LLC$10.4M404,902Trimmed
11LANDMARK WEALTH MANAGEMENT, INC.$7.4M288,333Trimmed
12PRINCIPAL SECURITIES, INC.$4.8M187,354Added
13MML INVESTORS SERVICES, LLC$3.7M143,413Added
14RAYMOND JAMES FINANCIAL INC$3.6M139,779Trimmed
15HARBOUR INVESTMENTS, INC.$3.0M116,908Trimmed
16AXXCESS WEALTH MANAGEMENT, LLC$2.9M114,438Trimmed
17LOCKERMAN FINANCIAL GROUP, INC.$2.9M113,529Added
18AE Wealth Management LLC$2.7M106,457Trimmed
19NOVUS ADVISORS, LLC$2.3M90,314Trimmed
20Signal Advisors Wealth, LLC$2.0M76,542Trimmed
21Legacy Wealth Partners, LLC$2.0M76,205Trimmed
22International Private Wealth Advisors LLC$1.8M71,825Trimmed
23Founders Financial Alliance, LLC$1.8M69,169New
24Sanctuary Advisors, LLC$1.7M67,380Added
25Valtinson Bruner Financial Planning LLC$1.7M66,154Added

Source: SEC Form 13F filings · as of 2026-06-30