PRIV Institutional Ownership & Shareholders
SS IG PUBL PRIV CRED ETF-USD (PRIV) is currently held by 22 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $823.30M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Texas Permanent School Fund Corp is currently the largest disclosed institutional shareholder of PRIV tracked by InsiderSet, reporting ownership valued at approximately $741.55M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $718.72M, representing an estimated loss of -3.08% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 100% of the total disclosed PRIV value among the investors covered in this analysis. Major shareholders include Texas Permanent School Fund Corp, Apollo Management Holdings, L.P., Gradient Investments Llc, and several other long-term asset managers with concentrated positions in SS IG PUBL PRIV CRED ETF-USD (PRIV).
This page ranks the largest institutional PRIV shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
22
Total Reported Value
$823.30M
Largest Holder
Texas Permanent School Fund Corp
Largest Position
$741.55M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
32
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Texas Permanent School Fund Corp | 32.87% | 29,455,888 | $741,551,980 | $718,723,667 | -$22,828,313 | -3.08% | |
| Apollo Management Holdings, L.P. | 0.56% | 1,580,000 | $39,784,400 | $38,552,000 | -$1,232,400 | -3.10% | |
| Gradient Investments Llc | 0.32% | 921,530 | $22,160,490 | $22,485,332 | +$324,842 | +1.47% | |
| Wealth Management Nebraska | 0.39% | 186,119 | $4,475,697 | $4,541,304 | +$65,607 | +1.47% | |
| Breakwater Investment Management | 1.07% | 134,389 | $3,231,717 | $3,279,092 | +$47,375 | +1.47% | |
| Mattson Financial Services, Llc | 0.64% | 122,534 | $3,058,449 | $2,989,830 | -$68,619 | -2.24% | |
| Jane Street Group, Llc | 0.00% | 80,869 | $2,036,281 | $1,973,204 | -$63,077 | -3.10% | |
| Brown Financial Advisors | 0.63% | 71,776 | $1,806,961 | $1,751,334 | -$55,627 | -3.08% | |
| Paladin Wealth, Llc | 0.56% | 42,712 | $1,027,109 | $1,042,173 | +$15,064 | +1.47% | |
| Beta Wealth Group, Inc. | 0.33% | 35,373 | $890,523 | $863,101 | -$27,422 | -3.08% | |
| Wealth Preservation Advisors, Llc | 0.48% | 33,552 | $844,672 | $818,669 | -$26,003 | -3.08% | |
| Smart Wealth Llc | 0.14% | 25,922 | $652,587 | $632,497 | -$20,090 | -3.08% | |
| Goldman Sachs Group Inc | 0.00% | 19,753 | $497,282 | $481,973 | -$15,309 | -3.08% | |
| Flow Traders U.S. Llc | 0.02% | 19,542 | $492,000 | $476,825 | -$15,175 | -3.08% | |
| Koshinski Asset Management, Inc. | 0.01% | 10,941 | $263,092 | $266,960 | +$3,868 | +1.47% | |
| Beaumont Financial Advisors, Llc | 0.01% | 9,401 | $226,059 | $229,384 | +$3,325 | +1.47% | |
| Zullo Investment Group, Inc. | 0.07% | 9,050 | $217,630 | $220,820 | +$3,190 | +1.47% | |
| Crews Bank & Trust | 0.01% | 1,700 | $42,798 | $41,480 | -$1,318 | -3.08% | |
| Ashton Thomas Private Wealth, Llc | 0.00% | 1,194 | $30,059 | $29,134 | -$925 | -3.08% | |
| Mather Group, Llc. | 0.00% | 364 | $8,753 | $8,882 | +$129 | +1.47% | |
| Byrne Asset Management Llc | 0.00% | 100 | $2,399 | $2,440 | +$41 | +1.71% | |
| Cape Investment Advisory, Inc. | 0.00% | 86 | $2,068 | $2,098 | +$30 | +1.47% |
Frequently asked questions about PRIV
Who are the largest institutional holders of PRIV?
The largest institutional holders of PRIV reported in the latest SEC Form 13F filings include Texas Permanent School Fund Corp, Apollo Management Holdings, L.P., Gradient Investments Llc, Wealth Management Nebraska, and Breakwater Investment Management. InsiderSet ranks institutional holders by their latest reported PRIV position.
What is PRIV institutional ownership?
This page tracks PRIV positions reported by institutional investment managers through SEC Form 13F. SS IG PUBL PRIV CRED ETF-USD (PRIV) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own PRIV?
InsiderSet currently tracks 22 institutional managers reporting PRIV holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of PRIV shareholders.
How much PRIV stock do institutions own?
Institutional investment managers disclosed approximately $823.30M in PRIV holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was PRIV institutional ownership last updated?
The latest PRIV institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional PRIV holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its PRIV position after the reporting date.
Are institutions buying or selling PRIV?
Institutional buying and selling can be analyzed by comparing PRIV positions across consecutive 13F reporting periods. InsiderSet's PRIV Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View PRIV ownership changes.
How has PRIV institutional ownership changed over time?
InsiderSet tracks PRIV institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.