Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Ssga Active Tr (ALLW)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +44
Streak
5Q ▲
Buyers last Q
85%

Smart Money Signals — ALLW

Based on 163 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 5 quarters in a row

last 5Q
For 5 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
163 hedge funds hold ALLW right now — the highest count in 1.5 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 — +341% more funds vs a year ago

fund count last 6Q
+126 new funds entered over the past year (+341% 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.
🟢

More buyers than sellers — 85% buying

132 buying24 selling
Last quarter: 132 funds were net buyers (53 opened a brand new position + 79 added to an existing one). Only 24 were sellers (15 trimmed + 9 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+11 vs last Q)

new funds entering per quarter
Funds opening a new ALLW position: 27 → 37 → 42 → 53. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔄

Mostly new holders — 71% entered in last year

■ 0% conviction (2yr+) ■ 29% medium ■ 71% 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 → 27 → 37 → 42 → 53 new funds/Q
New funds entering each quarter: 27 → 37 → 42 → 53. A growing number of institutions are discovering ALLW each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🌱

Early stage — 96% of holders entered in last year

■ 0% veterans ■ 4% 1-2yr ■ 96% new
Of 164 current holders: 157 (96%) 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 — 29% AUM from major funds

29% from top-100 AUM funds
13 of 161 holders rank in the top 100 by AUM, accounting for 29% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
6.8
out of 10
Moderate Exit Risk
Exit risk score 6.8/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

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 Q2, 132 hedge funds were net buyers of ALLW (53 opened a new position, 79 added to an existing one), while 24 reduced or exited (15 trimmed, 9 sold completely) — a 85% buyer ratio, indicating clear institutional accumulation. This marks 5 consecutive quarters of net institutional buying — a persistent conviction signal. 29% of total institutional value in ALLW is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: +44 funds (more new holders than closures). Total institutional holders: 163.

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

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

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Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

3 top-rated funds 2 high-conviction
Consensus
2.6
/ 10
breadth
×
Elite
2.5
/ 10
conviction
Hedge Fund Positioning: ALLW
160 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 160 119 34.45%
13F Shares 21M 14M 47.69%
Total Value $613M $408M 50.38%
New Positions 52 42 +10
Increased Positions 79 52 +27
Closed Positions 9 12 -3
Reduced Positions 15 18 -3
Total Calls 0 0 -
Total Puts 2 0 100%
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: ALLW

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Institutional Holders (2026 Q2)

160 + 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 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Pinnacle Wealth Management, LLC 8.40% 463,515 $13.6M
2 Catalyst Private Wealth, LLC 8.16% 577,473 $16.9M
3 Alpha Financial Partners LLC 3.46% 225,175 $6.6M
4 Catalyst Investment Management LLC 2.66% 100,217 $2.9M
5 Owl Creek Wealth Partners LLC 2.55% 297,715 $8.7M
6 Crusonia Wealth Advisors LLC 2.01% 418,178 $12.2M
7 Marshall Financial Group, LLC 1.91% 447,240 $13.1M
8 Hobbs Group Advisors, LLC 1.84% 238,443 $7.0M
9 Astoria Portfolio Advisors LLC. 1.64% 332,564 $9.7M
10 Corrado Advisors, LLC 1.64% 121,479 $3.6M
11 Puff Wealth Management, LLC 1.43% 48,056 $1.4M
12 Oregon Pacific Wealth Management, LLC 1.38% 50,282 $1.5M
13 SMART Wealth LLC 1.37% 216,960 $6.4M
14 Family Manage LLC 1.07% 357,213 $10.5M
15 Reflection Asset Management 1.02% 55,967 $1.7M
16 Adventist Health System Sunbelt Healthcare Corp 1.01% 1,081,450 $31.7M
17 Noble Wealth Partners LLC 0.97% 38,008 $1.1M
18 Independent Wealth Advisors LLC 0.90% 34,117 $999K
19 O'ROURKE & COMPANY, Inc 0.87% 84,979 $2.5M
20 Fortis Group Advisors, LLC 0.81% 172,567 $5.1M
21 Arrowroot Family Office, LLC 0.81% 96,147 $2.8M
22 Breakwater Investment Management 0.72% 72,459 $2.1M
23 Lunt Capital Management, Inc. 0.68% 63,187 $1.8M
24 Worth Financial Advisory Group, LLC 0.60% 49,599 $1.5M
25 LifeGoal Investments, LLC 0.54% 40,275 $1.2M
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 — 5 quarters in a row: For 5 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 — 85% buying: Last quarter: 132 funds were net buyers (53 opened a brand new position + 79 added to an existing one). Only 24 were sellers (15 trimmed + 9 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for ALLW holders?

Strong quality — 29% AUM from major funds: 13 of 161 holders rank in the top 100 by AUM, accounting for 29% 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 — 71% 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.

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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