SS Blackstone High Inc. ETFHYBLETF
13F holders, Q4 2025 (December 31)89holders −5
9new positions
15sold out
1famous investor
$28.44avg. 13F price*
At the end of Q4 2025, 89 institutions reported holding SS Blackstone High Inc. ETF (HYBL) in their 13F filings, down 5 from Q3 2025. 9 opened new positions and 15 sold out. The largest holders were ZEGA Investments, LLC ($47.9M), Concord Wealth Partners ($32.4M) and Morgan Stanley ($30.9M). 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 (Q4 2025)
- CUSIP
- 78470P846
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 9 | $3.3M |
| Exits | 15 | $12.5M |
All 13F filers, Q3 2025 → Q4 2025: 1,904,909 shares bought and 1,759,052 shares sold, net +145,857 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 89 holders
| ZEGA Investments, LLC | 9.30% | Add +31.7% | 1,685,210 | $47.9M |
| Concord Wealth Partners | 4.21% | Add +4.2% | 1,140,550 | $32.4M |
| Morgan Stanley | 0.00% | Add +79.6% | 1,085,063 | $30.9M |
| Concord Asset Management, LLC | 5.30% | Add +3.6% | 1,076,804 | $30.6M |
| UBS Group AG | 0.01% | Add +5.5% | 997,998 | $28.4M |
| Raymond James Financial Inc. | 0.01% | Reduce -0.8% | 940,910 | $26.8M |
| LPL Financial LLC | 0.01% | Reduce -0.4% | 792,466 | $22.5M |
| Luken Investment Analytics, LLC | 6.48% | Add +3.8% | 577,598 | $16.4M |
| Bank of America Corp. | 0.00% | Add +43.7% | 558,508 | $15.9M |
| Wells Fargo & Company | 0.00% | Add +33.8% | 509,088 | $14.5M |
| Pallas Capital Advisors LLC | 0.44% | Add +9.8% | 467,436 | $13.3M |
| Rathbones Group PLC | 0.05% | No change | 436,000 | $12.4M |
| Decker Wealth Management LLC | 2.66% | — | 426,178 | $12.1M |
| Advance Capital Management, Inc. | 0.41% | Reduce -32.4% | 339,894 | $9.7M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Add +58.5% | 246,907 | $7.0M |
| OneAscent Financial Services LLC | 0.63% | Add +85.8% | 241,243 | $6.9M |
| Rockefeller Capital Management L.P. | 0.01% | Add +4.0% | 233,006 | $6.6M |
| Hedeker Wealth, LLC | 1.26% | Reduce -13.0% | 210,468 | $6.0M |
| Royal Bank of Canada | 0.00% | Reduce -2.6% | 191,401 | $5.4M |
| Equitable Holdings, Inc. | 0.04% | Add +7.2% | 189,711 | $5.4M |
| Osaic Holdings, Inc. | 0.01% | Reduce -44.4% | 168,029 | $4.8M |
| OneAscent Wealth Management LLC | 1.52% | Add +5.1% | 160,175 | $4.6M |
| Inspire Advisors, LLC | 0.41% | Reduce -11.2% | 158,169 | $4.5M |
| SK Wealth Management, LLC | 1.08% | Reduce -21.9% | 136,142 | $3.9M |
| Coppell Advisory Solutions LLC | 0.37% | Add +9.1% | 132,557 | $3.8M |
| Sharkey, Howes & Javer | 0.47% | Reduce -38.0% | 130,338 | $3.7M |
| Mariner, LLC | 0.00% | Reduce -4.2% | 116,337 | $3.3M |
| Cwm, LLC | 0.01% | Reduce -9.7% | 115,217 | $3.3M |
| Collaborative Wealth Managment Inc. | 1.11% | Add +18.5% | 110,511 | $3.1M |
| Ocean Park Asset Management, LLC | 0.11% | No change | 81,800 | $2.3M |
| Auour Investments LLC | 0.70% | Add +12.8% | 77,250 | $2.2M |
| ORBA Wealth Advisors, L.L.C. | 1.82% | Add +15.3% | 73,778 | $2.1M |
| Eldridge Investment Advisors, Inc. | 0.42% | Reduce -42.7% | 66,392 | $1.9M |
| Jane Street Group, LLC | 0.00% | Reduce -52.3% | 65,891 | $1.9M |
| OneAscent Family Office, LLC | 1.01% | Add +60.1% | 52,448 | $1.5M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -90.9% | 51,900 | $1.5M |
| Thompson Davis & Co., Inc. | 0.75% | Add +3.7% | 44,027 | $1.3M |
| Stifel Financial Corp. | 0.00% | Reduce -1.6% | 37,647 | $1.1M |
| World Investment Advisors | 0.02% | Reduce -63.0% | 37,405 | $1.1M |
| Gotham Asset Management | 0.00% | Add +168.0% | 34,192 | $972K |
| Atria Investments, Inc | 0.01% | Reduce -16.0% | 33,019 | $939K |
| Wealth Watch Advisors, INC | 0.35% | Add +354.4% | 32,907 | $936K |
| Saxony Capital Management, LLC | 0.54% | New | 31,107 | $885K |
| HighPoint Advisor Group LLC | 0.02% | New | 29,653 | $843K |
| Sheets Smith Wealth Management | 0.09% | Add +2.1% | 29,207 | $831K |
| Creative Planning | 0.00% | Reduce -38.4% | 29,069 | $827K |
| NewEdge Advisors, LLC | 0.00% | Add +21.1% | 26,706 | $760K |
| Old Mission Capital LLC | 0.03% | Add +206.8% | 26,610 | $757K |
| Private Advisor Group, LLC | 0.00% | Add +137.8% | 25,059 | $713K |
| Janney Montgomery Scott LLC | 0.00% | Add +2.0% | 24,980 | $710K |
| Hanover Advisors Inc. | 0.24% | Reduce -51.8% | 21,522 | $612K |
| Savvy Advisors, Inc. | 0.02% | New | 21,438 | $610K |
| Park Avenue Securities LLC | 0.01% | Reduce -52.7% | 20,963 | $596K |
| Portfolio Strategies, Inc. | 0.07% | Add +2.5% | 19,988 | $568K |
| L & S Advisors Inc | 0.06% | Add +0.8% | 19,546 | $556K |
| Moors & Cabot, Inc. | 0.02% | No change | 18,696 | $532K |
| HighTower Advisors, LLC | 0.00% | Add +0.8% | 16,804 | $478K |
| Marshall Financial Group, LLC | 0.09% | Add +30.6% | 16,040 | $456K |
| Tempo Wealth, LLC | 0.08% | — | 15,712 | $447K |
| Woodmont Investment Counsel LLC | 0.03% | Add +99.5% | 15,556 | $442K |
| BayBridge Capital Group, LLC | 0.27% | Add +2.0% | 15,285 | $435K |
| Authentikos Wealth Advisory, LLC | 0.28% | Add +12.4% | 14,964 | $426K |
| Truist Financial Corp. | 0.00% | Add +34.7% | 14,058 | $400K |
| M.E. Allison & Co., Inc. | 0.27% | No change | 14,000 | $398K |
| Midwest Financial Network, LLC | 0.30% | New | 13,889 | $395K |
| Comerica Bank | 0.00% | Reduce -9.9% | 13,062 | $371K |
| IHT Wealth Management, LLC | 0.01% | Add +22.1% | 9,469 | $269K |
| Glass Jacobson Investment Advisors llc | 0.09% | New | 9,169 | $261K |
| Redmont Wealth Advisors LLC | 0.38% | Add +4.6% | 8,850 | $252K |
| Gateway Wealth Partners, LLC | 0.03% | Add +6.9% | 8,752 | $249K |
| Advisory Services Network, LLC | 0.00% | Reduce -79.3% | 7,908 | $225K |
| Kestra Advisory Services, LLC | 0.00% | Add +0.1% | 7,881 | $224K |
| Archford Capital Strategies, LLC | 0.03% | No change | 7,794 | $222K |
| VestGen Advisors, LLC | 0.01% | Reduce -49.9% | 7,757 | $221K |
| Pinnacle Family Advisors, LLC | 0.09% | New | 7,343 | $209K |
| Insigneo Advisory Services, LLC | 0.01% | No change | 7,307 | $208K |
| Allen Capital Group, LLC | 0.02% | No change | 7,303 | $208K |
| Jones Financial Companies LLLP | 0.00% | Add +27.1% | 5,296 | $151K |
| Fairman Group, LLC | 0.12% | No change | 5,275 | $150K |
| Clearstead Trust, LLC | 0.01% | Reduce -57.3% | 1,373 | $39K |
| AE Wealth Management LLC | 0.00% | Reduce -2.1% | 1,278 | $36K |
| Farther Finance Advisors, LLC | 0.00% | New | 1,215 | $35K |
| NFSG Corp | 0.00% | Add +96.8% | 738 | $21K |
| Breakwater Investment Management | 0.01% | New | 695 | $20K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -84.4% | 651 | $19K |
| Larson Financial Group LLC | 0.00% | No change | 500 | $14K |
| Sound Income Strategies, LLC | 0.00% | New | 350 | $10K |
| SBI Securities Co., Ltd. | 0.00% | Reduce -70.6% | 194 | $6K |
| 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.