SS Blackstone Sr Loan ETFSRLNETF
13F holders, Q2 2026 (June 30)479holders −9
45new positions
55sold out
1famous investor
$40.08avg. 13F price*
At the end of Q2 2026, 479 institutions reported holding SS Blackstone Sr Loan ETF (SRLN) in their 13F filings, down 9 from Q1 2026. 45 opened new positions and 55 sold out. The largest holders were Morgan Stanley ($306.1M), Bank of America Corp. ($300.8M) and Arizona PSPRS Trust ($260.7M). One famous investor held it Joel Greenblatt (0.0% of Gotham Asset Management's portfolio).
- Company
- SS Blackstone Sr Loan ETF
- Filed as
- SSGA ACTIVE ETF TR (Q2 2026)
- CUSIP
- 78467V608
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 45 | $181.2M |
| Exits | 55 | $41.5M |
All 13F filers, Q1 2026 → Q2 2026: 16,546,956 shares bought and 9,684,885 shares sold, net +6,862,071 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 479 holders
| Morgan Stanley | 0.02% | Add +10.2% | 7,597,224 | $306.1M |
| Bank of America Corp. | 0.02% | Reduce -1.4% | 7,466,384 | $300.8M |
| Arizona PSPRS Trust | 9.71% | Reduce -23.5% | 6,470,566 | $260.7M |
| Liberty Mutual Group Asset Management Inc. | 16.53% | Add +55.7% | 4,699,823 | $189.4M |
| State of Tennessee, Department of Treasury | 0.53% | Reduce -25.7% | 4,414,977 | $177.9M |
| Ensign Peak Advisors, Inc | 0.27% | Reduce -11.0% | 4,000,098 | $161.2M |
| LPL Financial LLC | 0.03% | Add +3.4% | 3,586,924 | $144.5M |
| State Street Corp. | 0.00% | Reduce -4.0% | 3,509,642 | $141.4M |
| Ocean Park Asset Management, LLC | 6.14% | Add +148.0% | 3,162,200 | $127.4M |
| Royal Bank of Canada | 0.02% | Add +15.8% | 2,607,022 | $105.0M |
| UBS Group AG | 0.02% | Reduce -3.6% | 2,519,303 | $101.5M |
| Advisory Alpha, LLC | 2.22% | Reduce -3.5% | 2,246,592 | $90.5M |
| Wells Fargo & Company | 0.02% | Reduce -0.1% | 2,195,295 | $88.4M |
| BlackRock, Inc. | 0.00% | Add +19.5% | 1,803,154 | $72.6M |
| 1832 Asset Management L.P. | 0.08% | Add +3.5% | 1,661,384 | $66.9M |
| Goldman Sachs Group Inc. | 0.01% | Reduce -40.2% | 1,653,488 | $66.6M |
| Symetra Investment Management Co | 5.48% | Add +4.0% | 1,554,851 | $62.6M |
| JPMorgan Chase & Co. | 0.00% | Add +2331.4% | 1,383,526 | $55.6M |
| Aristotle Pacific Capital, LLC | 26.13% | Add +37.1% | 1,367,066 | $54.9M |
| Diversify Advisory Services, LLC | 0.92% | New | 1,360,178 | $54.9M |
| Diversify Wealth Management, LLC | 0.92% | Add +34.4% | 1,360,178 | $54.9M |
| Horizon Investments, LLC | 0.53% | Add +1102841.8% | 1,213,236 | $48.3M |
| Wellington Management Group LLP | 0.01% | Reduce -32.8% | 1,174,850 | $47.3M |
| Envestnet Asset Management Inc. | 0.01% | Reduce -3.5% | 905,792 | $36.5M |
| CNO Financial Group, Inc. | 19.88% | No change | 862,000 | $34.7M |
| HighTower Advisors, LLC | 0.03% | Add +3.5% | 777,643 | $31.3M |
| Raymond James Financial Inc. | 0.01% | Reduce -14.8% | 776,016 | $31.3M |
| Osborne Partners Capital Management, LLC | 1.62% | Reduce -5.8% | 723,630 | $29.2M |
| Thrivent Financial for Lutherans | 0.05% | Add +7.0% | 708,493 | $28.5M |
| Coppell Advisory Solutions LLC | 2.24% | New | 1,248,706 | $27.0M |
| Amundi | 0.01% | Add +79.5% | 659,591 | $26.6M |
| Conning Inc. | 0.80% | No change | 641,275 | $25.8M |
| Jane Street Group, LLC | 0.02% | Add +5611.0% | 638,836 | $25.7M |
| Asset Allocation & Management Company, LLC | 7.81% | Add +12.3% | 591,546 | $23.8M |
| Blackstone Inc. | 0.07% | No change | 555,591 | $22.4M |
| Donoghue Forlines LLC | 5.62% | New | 538,939 | $21.7M |
| Federated Hermes, Inc. | 0.03% | No change | 535,650 | $21.6M |
| Creative Planning | 0.01% | Add +1.8% | 517,812 | $20.9M |
| Bramshill Investments, LLC | 1.46% | Reduce -9.7% | 473,743 | $19.1M |
| Cetera Investment Advisers | 0.02% | Reduce -8.8% | 462,910 | $18.7M |
| Twelve Points Wealth Management LLC | 3.73% | Add +21.8% | 461,725 | $18.6M |
| Stifel Financial Corp. | 0.02% | Add +3.3% | 448,972 | $18.1M |
| Cambridge Investment Research Advisors, Inc. | 0.04% | Add +27.0% | 432,761 | $17.4M |
| Envestnet Portfolio Solutions, Inc. | 0.08% | Add +17.0% | 425,289 | $17.1M |
| Osaic Holdings, Inc. | 0.02% | Add +20.4% | 392,272 | $15.8M |
| Secure Asset Management, LLC | 2.15% | Add +6.7% | 379,830 | $15.3M |
| Catalyst Capital Advisors LLC | 0.25% | No change | 374,591 | $15.1M |
| Fortem Financial Group, LLC | 3.06% | Add +3.5% | 372,511 | $15.0M |
| ARS Wealth Advisors Group, LLC | 1.15% | Add +91.5% | 366,035 | $14.7M |
| Guggenheim Capital LLC | 0.09% | Reduce -0.4% | 362,070 | $14.6M |
| Ninety One UK Ltd | 0.03% | Add +1.8% | 359,410 | $14.5M |
| Cerity Partners LLC | 0.02% | Add +3.7% | 350,264 | $14.1M |
| Assetmark, Inc. | 0.02% | Add +8.9% | 342,445 | $13.8M |
| Calamos Advisors LLC | 0.07% | No change | 316,100 | $12.7M |
| Baird Financial Group, Inc. | 0.02% | Add +403.0% | 303,914 | $12.2M |
| Victory Capital Management Inc. | 0.01% | New | 300,000 | $12.1M |
| Lord, Abbett & Co. LLC | 0.04% | Reduce -51.9% | 291,156 | $11.7M |
| Ameritas Advisory Services, LLC | 0.23% | Reduce -16.9% | 282,644 | $11.4M |
| Merit Financial Group, LLC | 0.07% | Add +37.6% | 282,233 | $11.4M |
| Country Trust Bank | 0.20% | Add +0.2% | 278,522 | $11.2M |
| Kestra Private Wealth Services, LLC | 0.12% | Add +5.1% | 272,468 | $11.0M |
| Stablepoint Partners, LLC | 1.50% | Add +1.1% | 269,885 | $10.9M |
| Independent Financial Group, LLC | 0.20% | Add +21.4% | 269,167 | $10.8M |
| Fragasso Financial Advisors Inc | 0.58% | Add +2.9% | 267,428 | $10.8M |
| KMG Fiduciary Partners, LLC | 0.97% | Reduce -1.6% | 260,160 | $10.5M |
| MRA Advisory Group | 3.80% | Add +2.7% | 259,585 | $10.5M |
| Horizon Financial Services, LLC | 4.00% | Reduce -6.2% | 258,638 | $10.4M |
| Goldstone Financial Group, LLC | 0.94% | Reduce -7.9% | 255,058 | $10.3M |
| Integrated Wealth Concepts LLC | 0.06% | Reduce -0.2% | 228,380 | $9.2M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -12.5% | 215,406 | $8.7M |
| Neuberger Berman Group LLC | 0.01% | Reduce -0.5% | 212,397 | $8.6M |
| Whitford Management LLC | 7.63% | New | 212,000 | $8.5M |
| Matthew Goff Investment Advisor, LLC | 1.44% | New | 211,865 | $8.5M |
| Hennion & Walsh Asset Management, Inc. | 0.24% | Add +8.1% | 209,986 | $8.5M |
| ZEGA Investments, LLC | 1.34% | Reduce -0.1% | 199,821 | $8.1M |
| Summit Global Investments | 0.44% | Add +7.7% | 199,604 | $8.0M |
| Janney Montgomery Scott LLC | 0.01% | Reduce -49.6% | 192,437 | $7.8M |
| Manufacturers Life Insurance Company, The | 0.01% | New | 150,114 | $7.5M |
| Sanctuary Advisors, LLC | 0.03% | Reduce -2.0% | 173,417 | $7.0M |
| Wedbush Securities Inc. | 0.18% | Add +18.1% | 171,603 | $6.9M |
| Palogic Value Management, L.P. | 2.36% | Reduce -1.9% | 163,161 | $6.6M |
| CreativeOne Wealth, LLC | 0.14% | Add +3.7% | 162,635 | $6.6M |
| Canal Capital Management, LLC | 0.79% | Reduce -8.5% | 160,735 | $6.5M |
| Plan Group Financial, LLC | 1.34% | Add +15.6% | 160,458 | $6.5M |
| Simplicity Wealth,LLC | 0.22% | Add +173.5% | 159,229 | $6.4M |
| Advisory Services Network, LLC | 0.07% | Reduce -9.0% | 158,101 | $6.4M |
| Westview Management dba Westview Investment Advisors | 3.11% | Add +5.3% | 157,912 | $6.4M |
| Live Oak Investment Partners | 3.42% | Add +2.8% | 157,789 | $6.4M |
| Blueline Advisors LLC | 4.29% | Add +2.1% | 153,628 | $6.2M |
| Vertrix Wealth Management, LLC | 1.99% | New | 146,567 | $5.9M |
| Oppenheimer & Co. Inc. | 0.06% | Add +3.4% | 146,130 | $5.9M |
| Aspire Private Capital, LLC | 1.17% | Add +5.0% | 140,554 | $5.7M |
| Rainey & Randall Wealth Advisors Inc. | 0.80% | Reduce -0.2% | 139,709 | $5.6M |
| J Hagan Capital, Inc. | 2.59% | Add +10.7% | 138,997 | $5.6M |
| Steward Partners Investment Advisory, LLC | 0.03% | Add +11.6% | 136,428 | $5.5M |
| Captrust Financial Advisors | 0.01% | Reduce -1.4% | 135,221 | $5.4M |
| Prudent Man Advisors, LLC | 1.25% | New | 135,100 | $5.4M |
| Windsor Capital Management, LLC | 1.32% | Reduce -2.6% | 126,416 | $5.1M |
| NewSquare Capital LLC | 0.38% | Add +0.7% | 125,902 | $5.1M |
| Valtinson Bruner Financial Planning LLC | 1.26% | Add +4.4% | 124,429 | $5.0M |
"% of holder's portfolio" is SRLN's weight in each manager's 13F, not the share of SS Blackstone Sr Loan ETF the manager owns.