Who Owns SSGA ACTIVE TR (PRIV)? -- Institutional Holders (2026-06-30)
26 institutions reported holding $830.8M of SSGA ACTIVE TR (PRIV) in SEC 13F filings for 2026-06-30. Largest institutional holders: TEXAS PERMANENT SCHOOL FUND CORP ($741.6M), Apollo Management Holdings, L.P. ($39.8M), Gradient Investments LLC ($25.8M), Beaumont Financial Advisors, LLC ($9.8M), Mattson Financial Services, LLC ($3.1M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | TEXAS PERMANENT SCHOOL FUND CORP | $741.6M | 29.5M | Hold |
| 2 | Apollo Management Holdings, L.P. | $39.8M | 1.6M | Added |
| 3 | Gradient Investments LLC | $25.8M | 1.0M | Added |
| 4 | Beaumont Financial Advisors, LLC | $9.8M | 389,109 | Added |
| 5 | Mattson Financial Services, LLC | $3.1M | 122,534 | Added |
| 6 | Wealth Management Nebraska | $2.6M | 102,891 | Added |
| 7 | JANE STREET GROUP, LLC | $2.0M | 80,869 | Added |
| 8 | Paladin Wealth, LLC | $1.1M | 42,868 | Added |
| 9 | Breakwater Investment Management | $902,147 | 35,835 | Added |
| 10 | Beta Wealth Group, Inc. | $890,523 | 35,373 | Trimmed |
| 11 | Wealth Preservation Advisors, LLC | $844,672 | 33,552 | Added |
| 12 | SMART Wealth LLC | $652,587 | 25,922 | Trimmed |
| 13 | GOLDMAN SACHS GROUP INC | $497,282 | 19,753 | Trimmed |
| 14 | FLOW TRADERS U.S. LLC | $492,000 | 19,542 | Trimmed |
| 15 | Koshinski Asset Management, Inc. | $275,005 | 10,924 | Added |
| 16 | Zullo Investment Group, Inc. | $227,834 | 9,050 | Hold |
| 17 | Global Retirement Partners, LLC | $134,845 | 5,356 | New |
| 18 | Integrated Wealth Concepts LLC | $58,758 | 2,334 | New |
| 19 | Crews Bank & Trust | $42,798 | 1,700 | Hold |
| 20 | Ashton Thomas Private Wealth, LLC | $30,059 | 1,194 | New |
| 21 | MATHER GROUP, LLC. | $11,857 | 471 | Trimmed |
| 22 | CoreCap Advisors, LLC | $2,694 | 107 | New |
| 23 | Byrne Asset Management LLC | $2,518 | 100 | Hold |
| 24 | Cape Investment Advisory, Inc. | $2,165 | 86 | New |
| 25 | Auour Investments LLC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30