SS Blackstone High Inc. ETFHYBLETF
13F holders, Q2 2025 (June 30)75holders +2
12new positions
9sold out
1famous investor
$28.58avg. 13F price*
At the end of Q2 2025, 75 institutions reported holding SS Blackstone High Inc. ETF (HYBL) in their 13F filings, up 2 from Q1 2025. 12 opened new positions and 9 sold out. The largest holders were ZEGA Investments, LLC ($33.9M), Concord Asset Management, LLC ($28.9M) and Concord Wealth Partners ($28.9M). One famous investor held it Joel Greenblatt (0.0% of Gotham Asset Management's portfolio).
- Company
- SS Blackstone High Inc. ETF
- Filed as
- SSGA ACTIVE TR (Q2 2025)
- CUSIP
- 78470P846
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 12 | $9.8M |
| Exits | 9 | $6.8M |
All 13F filers, Q1 2025 → Q2 2025: 2,772,916 shares bought and 681,147 shares sold, net +2,091,769 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 75 holders
| ZEGA Investments, LLC | 8.52% | Add +243.1% | 1,187,291 | $33.9M |
| Concord Asset Management, LLC | 4.35% | Add +20.2% | 1,012,493 | $28.9M |
| Concord Wealth Partners | 4.22% | Add +25.9% | 1,012,493 | $28.9M |
| Raymond James Financial Inc. | 0.01% | Add +3.8% | 929,384 | $26.6M |
| UBS Group AG | 0.01% | Add +4.6% | 917,612 | $26.2M |
| LPL Financial LLC | 0.01% | Add +16.6% | 577,051 | $16.5M |
| Advance Capital Management, Inc. | 0.65% | Add +45.9% | 499,848 | $14.3M |
| Envestnet Asset Management Inc. | 0.00% | Add +35.1% | 495,625 | $14.2M |
| Rathbones Group PLC | 0.05% | No change | 436,000 | $12.5M |
| Pallas Capital Advisors LLC | 0.44% | Add +23.7% | 407,600 | $11.7M |
| Bank of America Corp. | 0.00% | Add +68.8% | 299,272 | $8.6M |
| Luken Investment Analytics, LLC | 3.29% | Reduce -23.2% | 262,751 | $7.5M |
| Hedeker Wealth, LLC | 1.57% | Reduce -1.5% | 236,126 | $6.8M |
| Royal Bank of Canada | 0.00% | Add +13.8% | 211,232 | $6.0M |
| Morgan Stanley | 0.00% | Add +2195.9% | 206,010 | $5.9M |
| Wells Fargo & Company | 0.00% | Add +26.0% | 202,956 | $5.8M |
| SK Wealth Management, LLC | 2.06% | Add +61.2% | 166,742 | $4.7M |
| Osaic Holdings, Inc. | 0.01% | Add +11.8% | 156,945 | $4.5M |
| Inspire Advisors, LLC | 0.45% | New | 151,524 | $4.3M |
| Equitable Holdings, Inc. | 0.03% | Add +7.9% | 144,732 | $4.1M |
| CW Advisors, LLC | 0.04% | Add +10.6% | 132,848 | $3.8M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +123.9% | 123,153 | $3.5M |
| Mariner, LLC | 0.00% | Add +3.7% | 107,064 | $3.1M |
| Jane Street Group, LLC | 0.01% | Reduce -32.6% | 107,062 | $3.1M |
| Orion Porfolio Solutions, LLC | 0.03% | Add +5.9% | 103,601 | $3.0M |
| Coppell Advisory Solutions LLC | 0.35% | Reduce -4.6% | 103,147 | $2.9M |
| Eldridge Investment Advisors, Inc. | 0.61% | New | 102,222 | $2.9M |
| World Investment Advisors | 0.06% | Add +211.1% | 98,694 | $2.8M |
| Cwm, LLC | 0.01% | Add +8.9% | 97,628 | $2.8M |
| Ocean Park Asset Management, LLC | 0.09% | No change | 89,800 | $2.5M |
| Collaborative Wealth Managment Inc. | 1.03% | Add +17.2% | 82,935 | $2.4M |
| Envestnet Portfolio Solutions, Inc. | 0.01% | Add +25.9% | 78,544 | $2.2M |
| Sharkey, Howes & Javer | 0.29% | Reduce -73.6% | 75,520 | $2.2M |
| Auour Investments LLC | 0.70% | Reduce -3.5% | 71,127 | $2.0M |
| ORBA Wealth Advisors, L.L.C. | 1.33% | Reduce -51.3% | 51,201 | $1.5M |
| Park Avenue Securities LLC | 0.01% | Reduce -5.4% | 48,603 | $1.4M |
| Creative Planning | 0.00% | Reduce -1.2% | 48,469 | $1.4M |
| Hanover Advisors Inc. | 0.54% | Reduce -17.3% | 46,491 | $1.3M |
| Advisory Services Network, LLC | 0.02% | Add +1.3% | 38,390 | $1.1M |
| Thompson Davis & Co., Inc. | 0.74% | Reduce -0.5% | 37,916 | $1.1M |
| Sheets Smith Wealth Management | 0.09% | Add +1.3% | 28,322 | $810K |
| Stifel Financial Corp. | 0.00% | New | 26,265 | $751K |
| Cooper Financial Group | 0.07% | Reduce -0.1% | 20,932 | $598K |
| L & S Advisors Inc | 0.06% | Reduce -16.5% | 19,995 | $572K |
| BayBridge Capital Group, LLC | 0.36% | Add +8.3% | 19,779 | $565K |
| NewEdge Advisors, LLC | 0.00% | Add +11.2% | 18,959 | $542K |
| Janney Montgomery Scott LLC | 0.00% | Add +2.0% | 18,080 | $517K |
| HighTower Advisors, LLC | 0.00% | Add +15.5% | 16,848 | $482K |
| Kingswood Wealth Advisors, LLC | 0.04% | Reduce -38.5% | 16,000 | $457K |
| VestGen Advisors, LLC | 0.02% | Add +23.0% | 15,496 | $441K |
| Merit Financial Group, LLC | 0.00% | New | 14,306 | $409K |
| Marshall Financial Group, LLC | 0.08% | Reduce -0.8% | 14,102 | $402K |
| Fullcircle Wealth LLC | 0.14% | No change | 13,583 | $386K |
| Gotham Asset Management | 0.00% | Add +21.9% | 12,757 | $365K |
| Moors & Cabot, Inc. | 0.01% | Add +9.5% | 11,170 | $319K |
| Woodmont Investment Counsel LLC | 0.02% | No change | 11,163 | $319K |
| Authentikos Wealth Advisory, LLC | 0.21% | New | 10,727 | $307K |
| Comerica Bank | 0.00% | Add +45.5% | 10,500 | $300K |
| BTC Capital Management, Inc. | 0.02% | New | 10,000 | $286K |
| Gateway Wealth Partners, LLC | 0.05% | New | 9,428 | $270K |
| Redmont Wealth Advisors LLC | 0.35% | Add +0.0% | 8,462 | $242K |
| Insigneo Advisory Services, LLC | 0.02% | Reduce -12.5% | 7,771 | $222K |
| Wealth Watch Advisors, INC | 0.13% | New | 7,577 | $217K |
| Kestra Advisory Services, LLC | 0.00% | New | 7,552 | $216K |
| Clearstead Trust, LLC | 0.04% | No change | 6,663 | $190K |
| Fairman Group, LLC | 0.12% | No change | 5,275 | $151K |
| Aptus Capital Advisors, LLC | 0.00% | New | 3,306 | $95K |
| NFSG Corp | 0.01% | Add +753.3% | 3,200 | $91K |
| AE Wealth Management LLC | 0.00% | Reduce -32.8% | 1,658 | $47K |
| SBI Securities Co., Ltd. | 0.00% | Add +41.2% | 720 | $21K |
| Capital A Wealth Management, LLC | 0.20% | New | 623 | $18K |
| Larson Financial Group LLC | 0.00% | No change | 500 | $14K |
| GPS Wealth Strategies Group, LLC | 0.00% | Add +2.6% | 79 | $2K |
| Luminist Capital LLC | 0.00% | New | 11 | $313 |
| Spurstone Advisory Services, LLC | 0.00% | No change | 4 | $114 |
"% of holder's portfolio" is HYBL's weight in each manager's 13F, not the share of SS Blackstone High Inc. ETF the manager owns.