13 institutions reported holding $46.8M of SSGA ACTIVE TR (OBND) in SEC 13F filings for 2026-06-30. Largest institutional holders: Marshall Financial Group, LLC ($27.6M), Hedeker Wealth, LLC ($10.0M), Atlas Private Wealth Advisors ($5.0M), Belpointe Asset Management LLC ($1.1M), LPL Financial LLC ($1.0M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Marshall Financial Group, LLC | $27.6M | 1.1M | Added |
| 2 | Hedeker Wealth, LLC | $10.0M | 385,777 | Trimmed |
| 3 | Atlas Private Wealth Advisors | $5.0M | 193,193 | Added |
| 4 | Belpointe Asset Management LLC | $1.1M | 43,470 | New |
| 5 | LPL Financial LLC | $1.0M | 40,239 | Added |
| 6 | CITADEL ADVISORS LLC | $780,439 | 30,232 | New |
| 7 | Medallion Wealth Advisors, LLC | $330,430 | 12,800 | Trimmed |
| 8 | AQR CAPITAL MANAGEMENT LLC | $283,680 | 10,989 | Hold |
| 9 | JANE STREET GROUP, LLC | $277,176 | 10,737 | Trimmed |
| 10 | AdvisorNet Financial, Inc | $254,278 | 9,850 | Hold |
| 11 | OSAIC HOLDINGS, INC. | $95,439 | 3,697 | New |
| 12 | UBS Group AG | $103 | 4 | New |
| 13 | Global Assets Advisory, LLC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30