Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Ssga Active Tr (PRIV)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -8
Streak
1Q ▼
Buyers last Q
50%

Smart Money Signals — PRIV

Based on 22 hedge funds · latest filing: 2026 Q1 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 4Q
For 1 consecutive quarter, more hedge funds reduced or closed their PRIV 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 — 73% of 1.2Y peak

73% of all-time peak
22 funds currently hold this stock — 73% of the 1.2-year high of 30 funds (reached 2025 Q4). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
🚀

Fast accumulation — +100% more funds vs a year ago

fund count last 5Q
+11 new funds entered over the past year (+100% 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 3 quarters from the low — a sharp move.
🟡

Slight buying edge — 50% buying

14 buying14 selling
Last quarter: 14 funds bought or added vs 14 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.
⚠️

Fewer new buyers each quarter (-11 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 12 → 10 → 13 → 2. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.
🔄

Mostly new holders — 64% entered in last year

■ 0% conviction (2yr+) ■ 36% medium ■ 64% 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.
📊

Peak discovery — momentum slowing

12 → 10 → 13 → 2 new funds/Q
New funds entering each quarter: 12 → 10 → 13 → 2. PRIV is well-known in the hedge fund world, but fresh entries are gradually declining. The explosive phase of institutional discovery is likely behind us.
🌱

Early stage — 100% of holders entered in last year

■ 0% veterans ■ 0% 1-2yr ■ 100% new
Of 22 current holders: 22 (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 — 0% AUM from top-100

0% from top-100 AUM funds
2 of 22 holders rank in the top 100 by AUM, but together hold only 0% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
4.2
out of 10
Moderate Exit Risk
Exit risk score 4.2/10 — 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 — PRIV

In 2026 Q1, 14 hedge funds were net buyers of PRIV (2 opened a new position, 12 added to an existing one), while 14 reduced or exited (4 trimmed, 10 sold completely) — a 50% buyer ratio, indicating a slight buying edge. Net fund flow last quarter: -8 funds (more exits than new entries). Total institutional holders: 22.

Hedge Fund Ownership: PRIV

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

Market Analysis: PRIV

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: PRIV

-- --

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

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

Signal Freshness measures how much PRIV 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 · 79d ago
PRIV
-0.1%
SPY
+13.9%

PRIV outperformed SPY by -14.0% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 34d ago
PRIV
+1.2%
SPY
+0.2%

Since the filing became public, PRIV outperformed SPY by +1.0% .

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.

0 top-rated funds 1 high-conviction
Consensus
0.0
/ 10
breadth
×
Elite
1.2
/ 10
conviction
Hedge Fund Positioning: PRIV
22 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 22 30 -26.67%
13F Shares 32M 3M 955.77%
Total Value $807M $77M 947.21%
New Positions 2 13 -11
Increased Positions 12 10 +2
Closed Positions 10 5 +5
Reduced Positions 4 4 -
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: PRIV

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Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

22 + investors

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

QUARTER:
Top 21 PRIV holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Texas Permanent School Fund Corp 27.55% 29,455,888 $743.0M
2 Auour Investments LLC 0.76% 95,946 $2.4M
3 Mattson Financial Services, LLC 0.59% 98,120 $2.5M
4 Beaumont Financial Advisors, LLC 0.57% 330,905 $8.3M
5 Brown Financial Advisors 0.57% 59,442 $1.5M
6 Paladin Wealth, LLC 0.55% 31,939 $806K
7 Beta Wealth Group, Inc. 0.41% 39,048 $985K
8 Gradient Investments LLC 0.35% 895,318 $22.6M
9 Apollo Management Holdings, L.P. 0.26% 790,000 $19.9M
10 SMART Wealth LLC 0.22% 29,114 $734K
11 Wealth Preservation Advisors, LLC 0.18% 8,634 $218K
12 Wealth Management Nebraska 0.17% 68,165 $1.7M
13 Zullo Investment Group, Inc. 0.09% 9,050 $228K
14 Breakwater Investment Management 0.08% 8,834 $223K
15 Koshinski Asset Management, Inc. 0.02% 10,907 $275K
16 Crews Bank & Trust 0.01% 1,700 $43K
17 Mather Group, LLC. 0.00% 17,564 $443K
18 Byrne Asset Management LLC 0.00% 100 $3K
19 Jane Street Group, LLC 0.00% 28,848 $728K
20 Goldman Sachs Group Inc 0.00% 23,317 $588K
21 Osaic Holdings, INC. 0.00% 120 $3K
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 (PRIV)

What does the Smart Money Trend signal show for PRIV?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their PRIV 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 PRIV?

Slight buying edge — 50% buying: Last quarter: 14 funds bought or added vs 14 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 PRIV holders?

Smaller funds dominant — 0% AUM from top-100: 2 of 22 holders rank in the top 100 by AUM, but together hold only 0% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held PRIV?

Mostly new holders — 64% 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 (PRIV) following the 2026 Q1 hedge fund 13F filings?

As of today, PRIV has moved +1.2% since the 2026 Q1 13F filing date (May 15, 2026), compared to +0.2% for the SPY sector ETF — an outperformance of +1.0%. Since the quarter end (March 31, 2026), PRIV has gained -0.1% vs +13.9% 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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