Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Ssga Active Tr (MBND)

20 + Investors. Track Smart Money conviction in MBND. 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
↓ -1
Streak
2Q ▼
Buyers last Q
53%

Smart Money Signals — MBND

Based on 20 hedge funds · latest filing: 2026 Q2 · updated quarterly

📉

Selling streak — 2 quarters in a row

last 6Q
For 2 consecutive quarters, more hedge funds reduced or closed their MBND positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
📊

High ownership — 87% of 3.0Y peak

87% of all-time peak
20 funds currently hold this stock — 87% of the 3.0-year high of 23 funds (reached 2025 Q1). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
📶

Steady growth — +11% more funds vs a year ago

fund count last 6Q
+2 new funds entered over the past year (+11% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 53% buying

9 buying8 selling
Last quarter: 9 funds bought or added vs 8 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
➡️

Steady new buyers — ~2 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 4 → 5 → 0 → 2. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

60% of holders stayed for 2+ years

60% conviction (2yr+) 25% medium 15% new
12 out of 20 hedge funds have held MBND for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
⚠️

Saturation — most institutions already know this story

2 → 4 → 5 → 0 → 2 new funds/Q
New funds entering each quarter: 4 → 5 → 0 → 2. Far fewer institutions are entering now vs. a year ago. When the pool of potential new buyers shrinks this fast, future price support from institutional inflows weakens significantly.
🏛️

Veteran-anchored — 60% veterans vs 25% newcomers

60% veterans 15% 1-2yr 25% new
Entry-cohort mix of 20 holders: 12 (60%) are 2+ year veterans, 3 entered 1–2 years ago, and 5 (25%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.

Strong quality — 29% AUM from major funds

29% from top-100 AUM funds
5 of 20 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.
2.7
out of 10
Low Exit Risk
Exit risk score 2.7/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

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 — MBND

In 2026 Q2, 9 hedge funds were net buyers of MBND (2 opened a new position, 7 added to an existing one), while 8 reduced or exited (5 trimmed, 3 sold completely) — a 53% buyer ratio, indicating a slight buying edge. Net selling has persisted for two consecutive quarters. 29% of total institutional value in MBND is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: -1 funds (more exits than new entries). Total institutional holders: 20.

Hedge Fund Ownership: MBND

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

Market Analysis: MBND

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: MBND

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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.

0 top-rated funds 0 high-conviction
Consensus
0.0
/ 10
breadth
×
Elite
0.1
/ 10
conviction
Hedge Fund Positioning: MBND
20 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 20 21 -4.76%
13F Shares 618K 742K -16.7%
Total Value $14M $19M -23.95%
New Positions 2 0 +2
Increased Positions 7 10 -3
Closed Positions 3 1 +2
Reduced Positions 5 6 -1
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: MBND

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Institutional Holders (2026 Q2)

20 + investors

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

QUARTER:
Top 17 MBND holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Landmark Wealth Management, LLC 0.37% 56,273 $1.5M
2 Patten & Patten Inc/Tn 0.13% 92,850 $2.5M
3 Marshall Financial Group, LLC 0.05% 12,790 $350K
4 Key FInancial Inc 0.01% 3,024 $83K
5 AE Wealth Management LLC 0.01% 80,499 $2.2M
6 Farther Finance Advisors, LLC 0.01% 36,451 $997K
7 Private Trust Co NA 0.00% 500 $14K
8 HighTower Advisors, LLC 0.00% 13,114 $359K
9 PNC Financial Services Group, INC. 0.00% 23,504 $643K
10 Osaic Holdings, INC. 0.00% 8,262 $226K
11 Rockefeller Capital Management L.P. 0.00% 5,391 $147K
12 LPL Financial LLC 0.00% 35,619 $974K
13 Envestnet Asset Management Inc 0.00% 18,517 $506K
14 Jpmorgan Chase & Co 0.00% 71,782 $2.0M
15 Susquehanna International Group, LLP 0.00% 45,785 $1.3M
16 Jane Street Group, LLC 0.00% 7,996 $219K
17 Morgan Stanley 0.00% 2,501 $68K
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 (MBND)

What does the Smart Money Trend signal show for MBND?

Selling streak — 2 quarters in a row: For 2 consecutive quarters, more hedge funds reduced or closed their MBND positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for MBND?

Slight buying edge — 53% buying: Last quarter: 9 funds bought or added vs 8 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for MBND holders?

Strong quality — 29% AUM from major funds: 5 of 20 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 MBND?

60% of holders stayed for 2+ years: 12 out of 20 hedge funds have held MBND for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

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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