Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

SSGA ACTIVE TR (ALLW)

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

Fetching live quote...
Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +34
Streak
3Q ▲
Buyers last Q
91%

Smart Money Signals — ALLW

Based on 85 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 3 quarters in a row

last 3Q
For 3 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
85 hedge funds hold ALLW right now — the highest count in 1.0 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.
🟢

More buyers than sellers — 91% buying

75 buying7 selling
Last quarter: 75 funds were net buyers (37 opened a brand new position + 38 added to an existing one). Only 7 were sellers (4 trimmed + 3 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+12 vs last Q)

new funds entering per quarter
Funds opening a new ALLW position: 28 → 25 → 37. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔄

Mostly new holders — 93% entered in last year

0% conviction (2yr+) 7% medium 93% 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 new funds/Q
New funds entering each quarter: 28 → 25 → 37. 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 85 current holders: 85 (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.
📋

Smaller funds dominant — 9% AUM from top-100

9% from top-100 AUM funds
5 of 85 holders rank in the top 100 by AUM, but together hold only 9% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
7.3
out of 10
High Exit Risk
Exit risk score 7.3/10 — 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.

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

-- --
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
1.7
/ 10
conviction
Hedge Fund Positioning: ALLW
2026 Q1 Stats Unlock in 21 days 85 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 85 51 66.67%
13F Shares 8M 5M 64.36%
Total Value $229M $141M 62.43%
New Positions 37 25 +12
Increased Positions 38 16 +22
Closed Positions 3 9 -6
Reduced Positions 4 5 -1
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: ALLW

View More

Valuation Measures Data as of: --

Market Cap --
Enterprise Value --
Trailing P/E --
Forward P/E --
PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
Return on Equity (ttm) --
Income Statement & Cash Flow
Revenue (ttm) --
Net Income Avi to Common (ttm) --
Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
Levered Free Cash Flow (ttm) --

Institutional Holders (2026 Q1)

85 + investors

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

Top 25 institutional holders of ALLW — 2025 Q4 · 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 Marshall Financial Group, LLC 1.99% 431,569 $12.5M
4 Catalyst Investment Management LLC 1.85% 55,492 $1.7M
5 Astoria Portfolio Advisors LLC. 1.65% 260,412 $7.8M
6 Oregon Pacific Wealth Management, LLC 1.50% 49,743 $1.4M
7 SMART Wealth LLC 0.92% 108,398 $3.1M
8 Clarity Retirement & Wealth, LLC 0.86% 37,027 $1.1M
9 OakTrust Wealth Advisors, LLC 0.54% 20,732 $598K
10 International Private Wealth Advisors LLC 0.50% 28,339 $818K
11 FLAGSHIP HARBOR ADVISORS, LLC 0.39% 306,806 $8.9M
12 Fermata Advisors, LLC 0.33% 51,450 $1.5M
13 Fearless Solutions, LLC dba Best Invest 0.25% 14,460 $417K
14 Stratos Wealth Advisors, LLC 0.23% 129,831 $3.7M
15 Stratos Investment Management, LLC 0.23% 198,465 $5.7M
16 LAKE STREET PRIVATE WEALTH, LLC 0.20% 55,000 $1.6M
17 SHEETS SMITH WEALTH MANAGEMENT 0.17% 51,805 $1.5M
18 Patten Group, Inc. 0.15% 29,542 $852K
19 Bluesphere Advisors LLC 0.14% 14,010 $404K
20 ELEVATUS WELATH MANAGEMENT 0.14% 9,142 $264K
21 GenTrust, LLC 0.12% 93,900 $2.7M
22 SILVERLAKE WEALTH MANAGEMENT LLC 0.10% 16,005 $462K
23 Aspect Partners, LLC 0.08% 6,819 $197K
24 Fiduciary Alliance LLC 0.06% 36,153 $1.1M
25 Onyx Bridge Wealth Group LLC 0.06% 18,802 $542K
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 — 3 quarters in a row: For 3 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 — 91% buying: Last quarter: 75 funds were net buyers (37 opened a brand new position + 38 added to an existing one). Only 7 were sellers (4 trimmed + 3 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for ALLW holders?

Smaller funds dominant — 9% AUM from top-100: 5 of 85 holders rank in the top 100 by AUM, but together hold only 9% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held ALLW?

Mostly new holders — 93% 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.