ULST · Insider trading · 13F holders · Congress trades
Ssga Active ETF Tr (ULST)
Who is buying and selling ULST: company insiders on SEC Form 4, hedge funds and superinvestors on Form 13F, and members of Congress under the STOCK Act. Every figure links to the filing or page it comes from.
- 13F filers holding
- 16
- Insider buys, 90 days
- $0
- Insider sales, 90 days
- $0
- Congress trades, 12 months
- 0
ULST at a glance
- No open-market insider purchases or sales of ULST were filed in the last 90 days.
- 16 13F filers hold ULST among their 50 largest positions, worth $273.4M combined. The biggest bets by portfolio weight are Ptm Wealth Management, LLC (9.2%), ORBA Wealth Advisors, L.L.C. (5.1%) and Avestar Capital, LLC (2.0%). In their latest 13Fs, 0 managers opened a new position and 3 added to one.
- No member of Congress has disclosed a trade in ULST.
ULST insider trading
No open-market insider purchases or sales of ULST were filed in the last 90 days.
Who owns ULST? Hedge funds and superinvestors
16 13F filers hold ULST among their 50 largest positions, worth $273.4M combined. The biggest bets by portfolio weight are Ptm Wealth Management, LLC (9.2%), ORBA Wealth Advisors, L.L.C. (5.1%) and Avestar Capital, LLC (2.0%). In their latest 13Fs, 0 managers opened a new position and 3 added to one.
| Manager | % of portfolio | Value | Shares | Last quarter | 13F |
|---|---|---|---|---|---|
| Cwm, LLCWealth manager | 0.4% | $160.0M | 3,949,890 | +3.9% shares | Q1 2026 |
| BIP Wealth, LLCWealth manager | 0.8% | $28.4M | 705,431 | +6.1% shares | Q3 2026 |
| Avestar Capital, LLCWealth manager | 2.0% | $23.0M | 572,364 | -9.0% shares | Q3 2026 |
| Ptm Wealth Management, LLCWealth manager | 9.2% | $21.5M | 536,379 | +4.1% shares | Q3 2026 |
| Stablepoint Partners, LLCWealth manager | 1.2% | $8.9M | 220,840 | +2.4% shares | Q2 2026 |
| ORBA Wealth Advisors, L.L.C.Wealth manager | 5.1% | $6.0M | 148,811 | -5.8% shares | Q3 2026 |
| PW Nova Financial Services LLCWealth manager | 1.1% | $5.3M | 132,746 | — | Q3 2026 |
| Norris Financial Group, LLCWealth manager | 2.0% | $5.0M | 123,113 | +15.8% shares | Q2 2026 |
| David Kennon IncWealth manager | 1.4% | $4.3M | 106,986 | +0.8% shares | Q3 2026 |
| BridgePort Financial Solutions, LLCWealth manager | 0.7% | $2.8M | 68,829 | -9.8% shares | Q2 2026 |
| Cannon Wealth Management Services, LLCWealth manager | 1.2% | $2.2M | 53,709 | +7.9% shares | Q2 2026 |
| Barnes Wealth Management Group, IncWealth manager | 0.9% | $1.9M | 47,687 | -4.3% shares | Q2 2026 |
| Global View Capital Management LLCWealth manager | 0.4% | $1.7M | 42,365 | -7.8% shares | Q3 2026 |
| Authentikos Wealth Advisory, LLCWealth manager | 0.8% | $1.2M | 30,602 | -10.0% shares | Q2 2026 |
| Kirkwood Financial ServicesWealth manager | 0.2% | $801K | 19,824 | -13.4% shares | Q2 2026 |
| January Capital Advisors LLCWealth manager | 0.2% | $273K | 6,754 | -24.2% shares | Q2 2026 |
Each manager counts with its latest 13F (Q3 2026: 7, Q2 2026: 8, Q1 2026: 1). Screen ULST in the grand portfolio →
ULST stock trades by members of Congress
No member of Congress has disclosed a trade in ULST.
ULST questions and answers
Are insiders buying ULST stock?
No open-market insider purchases or sales of ULST were filed in the last 90 days.
Which hedge funds own ULST?
16 13F filers hold ULST among their 50 largest positions, worth $273.4M combined. The biggest bets by portfolio weight are Ptm Wealth Management, LLC (9.2%), ORBA Wealth Advisors, L.L.C. (5.1%) and Avestar Capital, LLC (2.0%). In their latest 13Fs, 0 managers opened a new position and 3 added to one.
Has Congress traded ULST?
No member of Congress has disclosed a trade in ULST.
Who is the largest holder of ULST?
Among 13F filers, Cwm, LLC reports the largest ULST position, $160.0M (3,949,890 shares) in its Q1 2026 13F. The biggest bet by portfolio weight is Ptm Wealth Management, LLC's: 9.2% of its portfolio.
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