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SS Blackstone High Inc ETF (HYBL)

CUSIP: 78470P846 | NYSE | 187 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Institutional Holders — Q3 2026

Zega Investments, LLC1,870,111
5.6% of portfolio›$51.6M
Concord Wealth Partners1,259,188
4.0% of portfolio›$34.7M
Concord Asset Management, LLC1,220,816
5.2% of portfolio›$33.7M
Decker Wealth Management LLC360,317
2.0% of portfolio›$9.9M
Hedeker Wealth, LLC254,671
1.3% of portfolio›$7.0M
Cambridge Investment Research Advisors, Inc.251,971
0.0% of portfolio›$6.9K
Farther Finance Advisors, LLC169,907
0.0% of portfolio›$4.7M
Auour Investments LLC157,800
1.2% of portfolio›$4.4M
FIG Financial Advisory Services Inc138,243
2.3% of portfolio›$3.8M
Virtue Capital Management, LLC136,993
0.5% of portfolio›$3.8M
Breakwater Investment Management113,375
1.0% of portfolio›$3.1M
Orba Wealth Advisors, L.L.C.89,263
2.1% of portfolio›$2.5M
Midwest Financial Network, LLC75,714
1.4% of portfolio›$2.1M
BayBridge Capital Group, LLC50,558
0.7% of portfolio›$1.4M
Sharkey, Howes & Javer38,629
0.1% of portfolio›$1.1M
DWM Financial Group, Inc.35,420
0.8% of portfolio›$976.5K
Sheets Smith Wealth Management34,336
0.1% of portfolio›$946.6K
Atria Investments, Inc33,593
0.0% of portfolio›$926.2K
Nfsg Corp22,031
0.1% of portfolio›$607.4K
Wealth Enhancement Advisory Services, LLC21,071
0.0% of portfolio›$579.7K
Triad Wealth Partners, LLC19,379
0.0% of portfolio›$534.3K
Creative Planning18,835
0.0% of portfolio›$519.3K
Titleist Asset Management, LLC18,818
0.0% of portfolio›$518.8K
Tactive Advisors, LLC17,605
0.1% of portfolio›$485.4K
Glass Jacobson Investment Advisors llc14,884
0.1% of portfolio›$410.3K
M.E. Allison & Co., Inc.14,000
0.2% of portfolio›$386.0K
Thompson Davis & Co., Inc.12,700
0.2% of portfolio›$350.1K
Tempo Wealth, LLC12,341
0.0% of portfolio›$340.3K
Schear Investment Advisers, LLC12,341
0.0% of portfolio›$340.3K
Fifth Third Bancorp11,498
0.0% of portfolio›$317.0K
Park Avenue Securities LLC11,330
0.0% of portfolio›$312
Allen Capital Group, LLC11,276
0.0% of portfolio›$310.9K
VestGen Advisors, LLC10,567
0.0% of portfolio›$291.3K
Fairman Group, LLC10,378
0.2% of portfolio›$286.1K
Accurate Wealth Management, LLC8,184
0.0% of portfolio›$225.3K
Woodmont Investment Counsel LLC7,799
0.0% of portfolio›$215.0K
IFP Advisors, Inc7,470
0.0% of portfolio›$205.9K
Wavvest Wealth LLC7,297
0.2% of portfolio›$201.2K
Blue Trust, Inc.7,000
0.0% of portfolio›$193.0K
Private Trust Co NA1,600
0.0% of portfolio›$44.1K
Larson Financial Group LLC500
0.0% of portfolio›$13.8K
SBI Securities Co., Ltd.283
0.0% of portfolio›$7.8K
Provenance Wealth Advisors, LLC177
0.0% of portfolio›$4.9K
Hoey Investments, Inc105
0.0% of portfolio›$2.9K
CX Institutional91
0.0% of portfolio›$3
Spurstone Advisory Services, LLC4
0.0% of portfolio›$110
StyleTurnoverLocationFiled
Zega Investments, LLC
1,870,111$51.6M5.6%GrowthMediumPalm Beach Gardens, FL2026-11-04
Concord Wealth Partners
1,259,188$34.7M4.0%GrowthLowAbingdon, VA2026-11-02
Concord Asset Management, LLC
1,220,816$33.7M5.2%GrowthLowAbingdon, VA2026-11-02
Decker Wealth Management LLC
360,317$9.9M2.0%MomentumLowNashville, TN2026-10-09
Hedeker Wealth, LLC
254,671$7.0M1.3%GrowthLowLincolnshire, IL2026-10-23
Cambridge Investment Research Advisors, Inc.
251,971$6.9K0.0%ETFLowFairfield, IA2026-11-02
Farther Finance Advisors, LLC
169,907$4.7M0.0%IndexLowSan Francisco, CA2026-10-08
Auour Investments LLC
157,800$4.4M1.2%ETFLowWoburn, MA2026-10-28
FIG Financial Advisory Services Inc
138,243$3.8M2.3%CoreVery HighOklahoma City, OK2026-10-07
Virtue Capital Management, LLC
136,993$3.8M0.5%GrowthHighBrentwood, TN2026-10-29
Breakwater Investment Management
113,375$3.1M1.0%ETFLowSeattle, WA2026-10-20
Orba Wealth Advisors, L.L.C.
89,263$2.5M2.1%ETFMediumChicago, IL2026-10-23
Midwest Financial Network, LLC
75,714$2.1M1.4%ETFHighTinley Park, IL2026-10-13
BayBridge Capital Group, LLC
50,558$1.4M0.7%GARPMediumLivermore, CA2026-10-13
Sharkey, Howes & Javer
38,629$1.1M0.1%ETFMediumDenver, CO2026-10-22
DWM Financial Group, Inc.
35,420$976.5K0.8%ETFN/APalatine, IL2026-10-28
Sheets Smith Wealth Management
34,336$946.6K0.1%CoreLowWinston-Salem, NC2026-10-16
Atria Investments, Inc
33,593$926.2K0.0%CoreMediumCharlotte, NC2026-10-15
Nfsg Corp
22,031$607.4K0.1%Agg GrowthMediumBoca Raton, FL2026-10-15
Wealth Enhancement Advisory Services, LLC
21,071$579.7K0.0%CoreLowPlymouth, MN2026-10-13
Triad Wealth Partners, LLC
19,379$534.3K0.0%ETFMediumLawrence, KS2026-10-26
Creative Planning
18,835$519.3K0.0%IndexVery LowOverland Park, KS2026-11-02
Titleist Asset Management, LLC
18,818$518.8K0.0%ETFLowSan Antonio, TX2026-10-08
Tactive Advisors, LLC
17,605$485.4K0.1%ETFHighJacksonville, FL2026-10-08
Glass Jacobson Investment Advisors llc
14,884$410.3K0.1%ETFLowOwings Mills, MD2026-10-26
M.E. Allison & Co., Inc.
14,000$386.0K0.2%CoreLowSan Antonio, TX2026-10-09
Thompson Davis & Co., Inc.
12,700$350.1K0.2%CoreMediumRichmond, VA2026-11-05
Tempo Wealth, LLC
12,341$340.3K0.0%Agg GrowthLowIndependence, OH2026-10-14
Schear Investment Advisers, LLC
12,341$340.3K0.0%Agg GrowthMediumCincinnati, OH2026-10-14
Fifth Third Bancorp
11,498$317.0K0.0%IndexVery LowCincinnati, OH2026-11-05
Park Avenue Securities LLC
11,330$3120.0%ETFMediumNew York, NY2026-10-26
Allen Capital Group, LLC
11,276$310.9K0.0%CoreLowGrand Island, NE2026-10-27
VestGen Advisors, LLC
10,567$291.3K0.0%GrowthMediumChicago, IL2026-10-27
Fairman Group, LLC
10,378$286.1K0.2%ETFLowChesterbrook, PA2026-10-26
Accurate Wealth Management, LLC
8,184$225.3K0.0%CoreMediumWesley Chapel, FL2026-10-20
Woodmont Investment Counsel LLC
7,799$215.0K0.0%GARPVery LowNashville, TN2026-10-29
IFP Advisors, Inc
7,470$205.9K0.0%GrowthLowTampa, FL2026-10-16
Wavvest Wealth LLC
7,297$201.2K0.2%ETFN/AChicago, IL2026-10-21
Blue Trust, Inc.
7,000$193.0K0.0%ETFLowBrentwood, TN2026-10-15
Private Trust Co NA
1,600$44.1K0.0%CoreLowCleveland, OH2026-10-20
Larson Financial Group LLC
500$13.8K0.0%GrowthLowSt Louis, MO2026-11-05
SBI Securities Co., Ltd.
283$7.8K0.0%Agg GrowthLowTokyo, Mexico2026-10-22
Provenance Wealth Advisors, LLC
177$4.9K0.0%ETFLowFort Lauderdale, FL2026-10-30
Hoey Investments, Inc
105$2.9K0.0%Agg GrowthLowCoatesville, PA2026-10-29
CX Institutional
91$30.0%CoreMediumAuburn, IN2026-10-02
Spurstone Advisory Services, LLC
4$1100.0%CoreLowHigganum, CT2026-11-02