SS Blackstone High Inc. ETFHYBLETF

13F holders, Q1 2026 (March 31)
91holders +2
16new positions
12sold out
2famous investors
$27.85avg. 13F price*

At the end of Q1 2026, 91 institutions reported holding SS Blackstone High Inc. ETF (HYBL) in their 13F filings, up 2 from Q4 2025. 16 opened new positions and 12 sold out. The largest holders were ZEGA Investments, LLC ($52.8M), Raymond James Financial Inc. ($36.3M) and Concord Wealth Partners ($33.8M). 2 famous investors held it, including Joel Greenblatt (0.0% of Gotham Asset Management's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).

Company
SS Blackstone High Inc. ETF
Filed as
SSGA ACTIVE TR (Q1 2026)
CUSIP
78470P846
Latest filing quarter
Q2 2026

History

Number of 13F holders

020406080100 Q1 2024: 50Q1 2024Q2 2024: 60Q2 2024Q3 2024: 61Q3 2024Q4 2024: 71Q4 2024Q1 2025: 73Q1 2025Q2 2025: 75Q2 2025Q3 2025: 94Q3 2025Q4 2025: 89Q4 2025Q1 2026: 91Q1 2026Q2 2026: 96Q2 2026

Total Exit/New Position Q4 2025 → Q1 2026

InstitutionsTotal Value
New Positions16$6.9M
Exits12$26.5M

All 13F filers, Q4 2025 → Q1 2026: 1,919,165 shares bought and 1,866,208 shares sold, net +52,957 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 91 holders

ZEGA Investments, LLC 9.99% Add +12.4% 1,894,981 $52.8M
Raymond James Financial Inc. 0.01% Add +38.7% 1,305,316 $36.3M
Concord Wealth Partners 4.39% Add +6.5% 1,214,293 $33.8M
Concord Asset Management, LLC 5.38% Add +6.1% 1,142,730 $31.8M
Morgan Stanley 0.00% Reduce -2.0% 1,063,385 $29.6M
LPL Financial LLC 0.01% Add +23.9% 981,896 $27.3M
UBS Group AG 0.00% Reduce -10.2% 896,062 $24.9M
Wells Fargo & Company 0.00% Add +41.2% 718,719 $20.0M
Bank of America Corp. 0.00% Add +19.4% 666,803 $18.6M
Rathbones Group PLC 0.05% No change 436,000 $12.1M
Decker Wealth Management LLC 2.65% Reduce -1.6% 419,463 $11.7M
Advance Capital Management, Inc. 0.39% Add +9.7% 372,995 $10.4M
Luken Investment Analytics, LLC 3.49% Reduce -43.2% 327,861 $9.1M
OneAscent Financial Services LLC 0.40% Add +10.3% 266,091 $7.4M
Hedeker Wealth, LLC 1.40% Add +13.2% 238,334 $6.6M
Equitable Holdings, Inc. 0.04% Add +19.6% 226,926 $6.5M
Osaic Holdings, Inc. 0.01% Add +13.8% 191,233 $5.3M
Royal Bank of Canada 0.00% Reduce -1.8% 187,902 $5.2M
Cwm, LLC 0.01% Add +53.0% 176,317 $4.9M
Cambridge Investment Research Advisors, Inc. 0.01% Reduce -33.6% 163,980 $4.6M
Inspire Advisors, LLC 0.35% Reduce -2.9% 153,528 $4.3M
OneAscent Wealth Management LLC 1.40% Reduce -4.9% 152,287 $4.2M
SK Wealth Management, LLC 1.08% Add +3.1% 140,337 $3.9M
Jane Street Group, LLC 0.00% Add +82.7% 120,399 $3.4M
Auour Investments LLC 0.93% Add +37.0% 105,845 $2.9M
Sharkey, Howes & Javer 0.35% Reduce -29.1% 92,402 $2.6M
Wealth Watch Advisors, INC 0.73% Add +90.0% 62,508 $1.7M
Envestnet Asset Management Inc. 0.00% Add +19.8% 62,189 $1.7M
OneAscent Family Office, LLC 1.08% Add +6.3% 55,738 $1.6M
ORBA Wealth Advisors, L.L.C. 1.82% Reduce -25.9% 54,701 $1.5M
Independent Advisor Alliance 0.01% New 50,112 $1.4M
NewEdge Wealth, LLC 0.02% New 46,648 $1.3M
Savvy Advisors, Inc. 0.03% Add +109.6% 44,938 $1.3M
Stifel Financial Corp. 0.00% Add +3.1% 38,814 $1.1M
MML Investors Services, LLC 0.00% New 36,874 $1.0M
Private Advisor Group, LLC 0.00% Add +46.9% 36,803 $1.0M
HighPoint Advisor Group LLC 0.04% Add +20.7% 35,783 $996K
Atria Investments, Inc 0.01% Add +7.2% 35,388 $985K
L & S Advisors Inc 0.12% Add +77.0% 34,607 $963K
Gotham Asset Management 0.00% No change 34,192 $952K
Sheets Smith Wealth Management 0.10% Add +5.1% 30,684 $854K
Creative Planning 0.00% Reduce -3.6% 28,015 $780K
NewEdge Advisors, LLC 0.00% Add +1.9% 27,223 $758K
Collaborative Wealth Managment Inc. 0.35% Reduce -75.4% 27,195 $757K
Saxony Capital Management, LLC 0.38% Reduce -23.5% 23,795 $662K
Portfolio Strategies, Inc. 0.07% Add +3.7% 20,729 $577K
Hanover Advisors Inc. 0.23% Reduce -6.0% 20,234 $563K
Triad Wealth Partners, LLC 0.04% New 19,937 $555K
Park Avenue Securities LLC 0.00% Reduce -7.6% 19,364 $539K
Gateway Wealth Partners, LLC 0.02% Add +115.5% 18,860 $525K
Moors & Cabot, Inc. 0.02% No change 18,696 $520K
Authentikos Wealth Advisory, LLC 0.33% Add +18.9% 17,793 $495K
HighTower Advisors, LLC 0.00% Add +1.0% 16,977 $473K
Marshall Financial Group, LLC 0.07% Add +2.2% 16,393 $456K
World Investment Advisors 0.01% Reduce -58.2% 15,626 $435K
BayBridge Capital Group, LLC 0.27% No change 15,285 $435K
Woodmont Investment Counsel LLC 0.03% No change 15,556 $433K
NFSG Corp 0.07% Add +1966.0% 15,247 $424K
Eldridge Investment Advisors, Inc. 0.09% Reduce -77.3% 15,053 $419K
Fifth Third Bancorp 0.00% New 14,998 $418K
Mercer Global Advisors Inc. 0.00% New 14,970 $417K
Glass Jacobson Investment Advisors llc 0.14% Add +62.3% 14,883 $414K
Tempo Wealth, LLC 0.07% Reduce -7.9% 14,471 $403K
Virtue Capital Management, LLC 0.06% New 14,458 $400K
M.E. Allison & Co., Inc. 0.26% No change 14,000 $390K
Midwest Financial Network, LLC 0.30% Reduce -1.9% 13,630 $379K
Truist Financial Corp. 0.00% Reduce -13.9% 12,102 $337K
Pursue Wealth Partners LLC 0.19% New 11,349 $316K
Allen Capital Group, LLC 0.03% Add +54.1% 11,257 $313K
VestGen Advisors, LLC 0.01% Add +26.4% 9,809 $276K
Rockefeller Capital Management L.P. 0.00% Reduce -96.2% 8,757 $244K
Citadel Advisors 0.00% New 8,526 $237K
Wealth Enhancement Advisory Services, LLC 0.00% New 8,220 $228K
Advisory Services Network, LLC 0.00% No change 7,908 $220K
Breakwater Investment Management 0.08% Add +1020.9% 7,790 $217K
Nwam LLC 0.01% New 7,548 $210K
Tactive Advisors, LLC 0.06% New 7,193 $200K
Jones Financial Companies LLLP 0.00% Add +10.3% 5,840 $161K
Fairman Group, LLC 0.12% Reduce -6.3% 4,940 $138K
Private Trust Co. NA 0.01% New 4,500 $125K
Waverly Advisors, LLC 0.00% New 2,361 $66K
Sound Income Strategies, LLC 0.00% Add +371.4% 1,650 $46K
Clearstead Trust, LLC 0.01% No change 1,373 $38K
AE Wealth Management LLC 0.00% Reduce -0.7% 1,269 $35K
Steward Partners Investment Advisory, LLC 0.00% New 1,118 $31K
Northwestern Mutual Wealth Management Co. 0.00% No change 651 $18K
Larson Financial Group LLC 0.00% No change 500 $14K
Farther Finance Advisors, LLC 0.00% Reduce -71.0% 353 $10K
SBI Securities Co., Ltd. 0.00% Reduce -18.0% 159 $4K
Spurstone Advisory Services, LLC 0.00% No change 4 $111
McGuire Capital Advisors Inc. 0.00% New 2 $56

"% 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.