SS Blackstone Sr Loan ETFSRLNETF
13F holders, Q1 2026 (March 31)488holders −37
37new positions
69sold out
2famous investors
$40.15avg. 13F price*
At the end of Q1 2026, 488 institutions reported holding SS Blackstone Sr Loan ETF (SRLN) in their 13F filings, down 37 from Q4 2025. 37 opened new positions and 69 sold out. The largest holders were Arizona PSPRS Trust ($339.4M), Bank of America Corp. ($304.1M) and Morgan Stanley ($276.6M). 2 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio) and Joel Greenblatt (0.0% of Gotham Asset Management's portfolio).
- Company
- SS Blackstone Sr Loan ETF
- Filed as
- SSGA ACTIVE ETF TR (Q1 2026)
- CUSIP
- 78467V608
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 37 | $28.7M |
| Exits | 69 | $628.7M |
All 13F filers, Q4 2025 → Q1 2026: 11,181,072 shares bought and 35,977,089 shares sold, net −24,796,017 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 488 holders
| Arizona PSPRS Trust | 12.49% | Add +1.2% | 8,456,071 | $339.4M |
| Bank of America Corp. | 0.02% | Reduce -28.8% | 7,575,935 | $304.1M |
| Morgan Stanley | 0.02% | Reduce -38.3% | 6,892,082 | $276.6M |
| State of Tennessee, Department of Treasury | 0.80% | Reduce -5.5% | 5,941,320 | $238.5M |
| Ensign Peak Advisors, Inc | 0.34% | Add +47.9% | 4,493,681 | $180.4M |
| State Street Corp. | 0.01% | Add +7.2% | 3,653,808 | $146.7M |
| LPL Financial LLC | 0.04% | Reduce -9.6% | 3,469,713 | $139.3M |
| Liberty Mutual Group Asset Management Inc. | 9.70% | Add +107.2% | 3,018,987 | $121.2M |
| Goldman Sachs Group Inc. | 0.01% | Reduce -55.5% | 2,765,029 | $111.0M |
| UBS Group AG | 0.02% | Reduce -14.7% | 2,612,224 | $104.9M |
| Advisory Alpha, LLC | 2.55% | Add +29.1% | 2,327,959 | $93.4M |
| Royal Bank of Canada | 0.02% | Add +2.4% | 2,251,471 | $90.4M |
| Wells Fargo & Company | 0.02% | Add +1.8% | 2,196,794 | $88.2M |
| Wellington Management Group LLP | 0.01% | Add +102.8% | 1,748,050 | $70.2M |
| 1832 Asset Management L.P. | 0.09% | Add +45.0% | 1,604,350 | $64.4M |
| BlackRock, Inc. | 0.00% | Add +102.8% | 1,509,154 | $60.6M |
| Symetra Investment Management Co | 5.20% | No change | 1,495,085 | $60.0M |
| Ocean Park Asset Management, LLC | 2.96% | Add +85.9% | 1,274,900 | $51.2M |
| Diversify Wealth Management, LLC | 0.73% | Add +6701.6% | 1,012,277 | $41.1M |
| Aristotle Pacific Capital, LLC | 32.54% | Reduce -34.3% | 997,066 | $40.0M |
| Envestnet Asset Management Inc. | 0.01% | Add +12.8% | 938,906 | $37.7M |
| Raymond James Financial Inc. | 0.01% | Reduce -13.7% | 911,349 | $36.6M |
| CNO Financial Group, Inc. | 19.84% | No change | 862,000 | $34.6M |
| Osborne Partners Capital Management, LLC | 1.63% | Reduce -0.1% | 767,782 | $30.8M |
| HighTower Advisors, LLC | 0.03% | Reduce -5.7% | 751,651 | $30.2M |
| Thrivent Financial for Lutherans | 0.05% | Add +7.2% | 661,937 | $26.6M |
| Conning Inc. | 0.89% | No change | 641,275 | $25.7M |
| Lord, Abbett & Co. LLC | 0.08% | Reduce -0.4% | 605,533 | $24.3M |
| Blackstone Inc. | 0.09% | No change | 555,591 | $22.3M |
| Federated Hermes, Inc. | 0.04% | Reduce -10.8% | 535,650 | $21.5M |
| Asset Allocation & Management Company, LLC | 7.90% | Add +41.6% | 526,704 | $21.1M |
| Bramshill Investments, LLC | 1.81% | Add +162.4% | 524,778 | $21.1M |
| Creative Planning | 0.01% | Reduce -5.3% | 508,469 | $20.4M |
| Cetera Investment Advisers | 0.02% | Add +62.9% | 507,278 | $20.4M |
| Stifel Financial Corp. | 0.02% | Reduce -23.1% | 434,594 | $17.4M |
| Janney Montgomery Scott LLC | 0.04% | Add +21.0% | 381,592 | $15.3M |
| Twelve Points Wealth Management LLC | 3.35% | Add +69.5% | 379,118 | $15.2M |
| Catalyst Capital Advisors LLC | 0.28% | No change | 374,591 | $15.0M |
| Cwm, LLC | 0.04% | Add +0.6% | 374,008 | $15.0M |
| Amundi | 0.00% | New | 367,394 | $14.7M |
| Guggenheim Capital LLC | 0.12% | Reduce -1.9% | 363,511 | $14.6M |
| Envestnet Portfolio Solutions, Inc. | 0.08% | Add +19.3% | 363,433 | $14.6M |
| Fortem Financial Group, LLC | 3.62% | Add +25.1% | 359,832 | $14.4M |
| Secure Asset Management, LLC | 2.26% | Add +13.1% | 356,099 | $14.3M |
| Ninety One UK Ltd | 0.03% | Reduce -29.3% | 353,185 | $14.2M |
| Cambridge Investment Research Advisors, Inc. | 0.04% | Reduce -10.9% | 340,729 | $13.7M |
| Ameritas Advisory Services, LLC | 0.53% | Reduce -25.1% | 339,968 | $13.6M |
| Cerity Partners LLC | 0.02% | Add +31.5% | 337,729 | $13.6M |
| Osaic Holdings, Inc. | 0.02% | Reduce -25.9% | 325,860 | $13.1M |
| Calamos Advisors LLC | 0.07% | Reduce -61.1% | 316,100 | $12.7M |
| Assetmark, Inc. | 0.03% | Add +2.9% | 314,379 | $12.6M |
| Country Trust Bank | 0.21% | Reduce -17.2% | 278,052 | $11.2M |
| Goldstone Financial Group, LLC | 1.21% | Reduce -1.9% | 276,883 | $11.1M |
| Horizon Financial Services, LLC | 4.89% | Add +24.7% | 275,617 | $11.1M |
| Citadel Advisors | 0.01% | Reduce -27.5% | 272,389 | $10.9M |
| Stablepoint Partners, LLC | 1.59% | Reduce -7.1% | 266,815 | $10.7M |
| KMG Fiduciary Partners, LLC | 0.79% | Add +5.2% | 264,486 | $10.6M |
| Kestra Private Wealth Services, LLC | 0.13% | Add +2.0% | 259,333 | $10.4M |
| Fragasso Financial Advisors Inc | 0.63% | Add +10.2% | 259,880 | $10.4M |
| MRA Advisory Group | 4.14% | Add +5.5% | 252,778 | $10.1M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -3.5% | 246,104 | $9.9M |
| Hilltop Partners LLC | 2.40% | Add +6.3% | 232,547 | $9.3M |
| Integrated Wealth Concepts LLC | 0.07% | Add +5.0% | 228,877 | $9.2M |
| Bank of Montreal | 0.00% | Add +78.8% | 224,587 | $9.0M |
| Independent Financial Group, LLC | 0.20% | Reduce -1.1% | 221,762 | $8.9M |
| Neuberger Berman Group LLC | 0.01% | Reduce -33.1% | 213,463 | $8.6M |
| Merit Financial Group, LLC | 0.06% | Reduce -4.0% | 205,080 | $8.2M |
| ZEGA Investments, LLC | 1.52% | Reduce -22.2% | 200,083 | $8.0M |
| Hennion & Walsh Asset Management, Inc. | 0.26% | Add +8.7% | 194,232 | $7.8M |
| ARS Wealth Advisors Group, LLC | 0.65% | Add +147.2% | 191,140 | $7.7M |
| Summit Global Investments | 0.44% | Add +18.7% | 185,262 | $7.4M |
| Sanctuary Advisors, LLC | 0.04% | Reduce -16.6% | 177,048 | $7.1M |
| Canal Capital Management, LLC | 0.95% | Reduce -4.2% | 175,691 | $7.1M |
| O'Connor Financial Group LLC | 2.87% | Add +0.8% | 174,552 | $7.0M |
| Advisory Services Network, LLC | 0.09% | Add +18.9% | 173,737 | $7.0M |
| Palogic Value Management, L.P. | 2.97% | Reduce -0.2% | 166,381 | $6.7M |
| Western Wealth Management, LLC | 0.25% | Add +485.4% | 163,006 | $6.5M |
| CreativeOne Wealth, LLC | 0.15% | Reduce -9.9% | 156,868 | $6.3M |
| Cynosure Group, LLC | 0.79% | Add +46.3% | 156,785 | $6.3M |
| S&A Financial Services, Inc. | 4.30% | — | 156,016 | $6.3M |
| Live Oak Investment Partners | 3.64% | Reduce -0.4% | 153,425 | $6.2M |
| Blueline Advisors LLC | 4.68% | Reduce -5.6% | 150,481 | $6.0M |
| Westview Management dba Westview Investment Advisors | 3.13% | Reduce -6.9% | 150,006 | $6.0M |
| Wedbush Securities Inc. | 0.17% | Reduce -14.8% | 145,248 | $5.8M |
| Oppenheimer & Co. Inc. | 0.07% | Add +24.9% | 141,265 | $5.7M |
| Rainey & Randall Wealth Advisors Inc. | 0.91% | Reduce -2.9% | 140,046 | $5.6M |
| Plan Group Financial, LLC | 1.31% | Add +4.4% | 138,766 | $5.6M |
| Captrust Financial Advisors | 0.01% | Add +9.9% | 137,149 | $5.5M |
| Aspire Private Capital, LLC | 1.21% | Add +5.3% | 133,859 | $5.4M |
| Windsor Capital Management, LLC | 1.56% | Add +3.5% | 129,801 | $5.2M |
| First Foundation Advisors | 0.21% | Reduce -61.0% | 128,343 | $5.2M |
| City National Bank of Florida | 3.05% | Add +37.4% | 127,637 | $5.1M |
| Curtis Advisory Group, LLC | 1.10% | Reduce -0.5% | 126,978 | $5.1M |
| J Hagan Capital, Inc. | 2.72% | Add +21.9% | 125,578 | $5.0M |
| NewSquare Capital LLC | 0.44% | Reduce -3.0% | 125,078 | $5.0M |
| Steward Partners Investment Advisory, LLC | 0.03% | Add +10.3% | 122,251 | $4.9M |
| Valtinson Bruner Financial Planning LLC | 1.31% | Add +10.0% | 119,235 | $4.8M |
| Waverly Advisors, LLC | 0.04% | Add +2.8% | 116,707 | $4.7M |
| Rockefeller Capital Management L.P. | 0.01% | Add +9.4% | 113,743 | $4.6M |
| Ameriprise Financial Inc. | 0.00% | Reduce -9.6% | 112,792 | $4.5M |
"% 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.