Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Ssga Active Tr (ALLW)

119 + Investors. Track Smart Money conviction in ALLW. See who's accumulating, reducing, or initiating positions.

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Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +32
Streak
4Q ▲
Buyers last Q
77%

Smart Money Signals — ALLW

Based on 119 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 4 quarters in a row

last 4Q
For 4 consecutive quarters, more hedge funds added ALLW than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
119 hedge funds hold ALLW right now — the highest count in 1.2 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
🚀

Fast accumulation — +1222% more funds vs a year ago

fund count last 5Q
+110 new funds entered over the past year (+1222% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks. The peak was reached in just 4 quarters from the low — a sharp move.
🟢

More buyers than sellers — 77% buying

94 buying28 selling
Last quarter: 94 funds were net buyers (42 opened a brand new position + 52 added to an existing one). Only 28 were sellers (18 trimmed + 10 sold completely). A clear majority buying is a strong confirmation signal.
➡️

Steady new buyers — ~42 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 28 → 25 → 37 → 42. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔄

Mostly new holders — 79% entered in last year

0% conviction (2yr+) 21% medium 79% new
Only 0 funds (0%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.
📈

Growing discovery — still being found

28 → 25 → 37 → 42 new funds/Q
New funds entering each quarter: 28 → 25 → 37 → 42. A growing number of institutions are discovering ALLW each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🌱

Early stage — 100% of holders entered in last year

0% veterans 0% 1-2yr 100% new
Of 119 current holders: 119 (100%) entered in the past year, only 0 (0%) are 2+ year veterans. This is an early-phase institutional idea — still being discovered. High upside potential if the thesis plays out, but thin conviction base.

Strong quality — 20% AUM from major funds

20% from top-100 AUM funds
11 of 119 holders rank in the top 100 by AUM, accounting for 20% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
7.0
out of 10
High Exit Risk
Exit risk score 7.0/10 — multiple crowding signals converge. Institutional ownership is at 100% of its all-time high — near peak crowding. Crowded trades can unwind fast — a single catalyst can trigger a cascade.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — ALLW

In 2026 Q1, 94 hedge funds were net buyers of ALLW (42 opened a new position, 52 added to an existing one), while 28 reduced or exited (18 trimmed, 10 sold completely) — a 77% buyer ratio, indicating clear institutional accumulation. This marks 4 consecutive quarters of net institutional buying — a persistent conviction signal. 20% of total institutional value in ALLW is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: +32 funds (more new holders than closures). Total institutional holders: 119.

Hedge Fund Ownership: ALLW

How many hedge funds hold ALLW — quarterly history vs. share price
Quarterly hedge fund ownership of ALLW vs. share price

Market Analysis: ALLW

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: ALLW

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Is It Too Late to Buy Ssga Active Tr (ALLW) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much ALLW has moved relative to its sector benchmark (SPY) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 74d ago
ALLW
+2.2%
SPY
+14.1%

ALLW outperformed SPY by -11.9% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 29d ago
ALLW
-0.3%
SPY
+0.3%

Since the filing became public, ALLW outperformed SPY by -0.6% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

3 top-rated funds 0 high-conviction
Consensus
2.6
/ 10
breadth
×
Elite
1.9
/ 10
conviction
Hedge Fund Positioning: ALLW
119 + Investors

Track Smart Money conviction in ALLW. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 119 87 36.78%
13F Shares 14M 8M 71.2%
Total Value $408M $233M 75.02%
New Positions 42 37 +5
Increased Positions 52 39 +13
Closed Positions 10 3 +7
Reduced Positions 18 5 +13
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: ALLW

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Institutional Holders (2026 Q1)

119 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in ALLW. Verified SEC 13F-HR filings.

QUARTER:
Top 25 ALLW holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Pinnacle Wealth Management, LLC 9.00% 463,091 $13.4M
2 Catalyst Private Wealth, LLC 8.95% 572,811 $16.5M
3 Alpha Financial Partners LLC 3.59% 210,449 $6.1M
4 Marshall Financial Group, LLC 1.99% 431,569 $12.5M
5 Hobbs Group Advisors, LLC 1.91% 221,239 $6.4M
6 Catalyst Investment Management LLC 1.85% 55,492 $1.7M
7 Corrado Advisors, LLC 1.80% 119,800 $3.5M
8 Astoria Portfolio Advisors LLC. 1.65% 260,412 $7.8M
9 Oregon Pacific Wealth Management, LLC 1.50% 49,743 $1.4M
10 Family Manage LLC 1.10% 316,581 $9.1M
11 Adventist Health System Sunbelt Healthcare Corp 1.09% 1,081,450 $31.2M
12 O'ROURKE & COMPANY, Inc 0.92% 80,943 $2.3M
13 SMART Wealth LLC 0.92% 108,398 $3.1M
14 Clarity Retirement & Wealth, LLC 0.86% 37,027 $1.1M
15 Fortis Group Advisors, LLC 0.85% 172,385 $5.2M
16 Arrowroot Family Office, LLC 0.75% 75,056 $2.1M
17 Lunt Capital Management, Inc. 0.63% 56,502 $1.6M
18 OakTrust Wealth Advisors, LLC 0.54% 20,732 $598K
19 International Private Wealth Advisors LLC 0.50% 28,339 $818K
20 Flagship Harbor Advisors, LLC 0.39% 306,806 $8.9M
21 AE Wealth Management LLC 0.34% 2,171,693 $62.7M
22 Fermata Advisors, LLC 0.33% 51,450 $1.5M
23 BNB Wealth Management, LLC 0.33% 17,655 $509K
24 Weaver Consulting Group 0.28% 40,915 $1.2M
25 Fearless Solutions, LLC dba Best Invest 0.25% 14,460 $417K
Investor Ownership
History
% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Ssga Active Tr (ALLW)

What does the Smart Money Trend signal show for ALLW?

Buying streak — 4 quarters in a row: For 4 consecutive quarters, more hedge funds added ALLW than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for ALLW?

More buyers than sellers — 77% buying: Last quarter: 94 funds were net buyers (42 opened a brand new position + 52 added to an existing one). Only 28 were sellers (18 trimmed + 10 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for ALLW holders?

Strong quality — 20% AUM from major funds: 11 of 119 holders rank in the top 100 by AUM, accounting for 20% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held ALLW?

Mostly new holders — 79% entered in last year: Only 0 funds (0%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.

Is it too late to buy Ssga Active Tr (ALLW) following the 2026 Q1 hedge fund 13F filings?

As of today, ALLW has moved -0.3% since the 2026 Q1 13F filing date (May 15, 2026), compared to +0.3% for the SPY sector ETF — an outperformance of -0.6%. Since the quarter end (March 31, 2026), ALLW has gained +2.2% vs +14.1% for SPY. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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