Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

SSGA ACTIVE ETF TR (TOTL)

333 + Investors. Track Smart Money conviction in TOTL. 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
↑ +24
Streak
1Q ▲
Buyers last Q
63%

Smart Money Signals — TOTL

Based on 333 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added TOTL 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 (98% of max)

98% of all-time peak
333 hedge funds hold TOTL right now — the highest count in 3.0 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.
〰️

Stable — ownership unchanged year-over-year

fund count last 6Q
The number of hedge funds holding TOTL is almost the same as a year ago (-6 funds, -2% change). No significant rush to buy or sell — institutional backing is holding steady.
🟢

More buyers than sellers — 63% buying

213 buying127 selling
Last quarter: 213 funds were net buyers (60 opened a brand new position + 153 added to an existing one). Only 127 were sellers (91 trimmed + 36 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+34 vs last Q)

new funds entering per quarter
Funds opening a new TOTL position: 31 → 26 → 26 → 60. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

67% of holders stayed for 2+ years

67% conviction (2yr+) 18% medium 15% new
222 out of 333 hedge funds have held TOTL 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.
🚀

Acceleration phase — new buyers rushing in

58 → 31 → 26 → 26 → 60 new funds/Q
New funds entering each quarter: 31 → 26 → 26 → 60. The pace of institutional discovery is accelerating sharply. This is the 'hot idea' phase — the thesis is being passed from fund to fund. You are not late — the accumulation wave is still building.
🏛️

Deep conviction — 67% of holders stayed 2+ years

67% veterans 11% 1-2yr 22% new
Of 333 current holders: 223 (67%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
🏆

Elite ownership — 43% AUM from top-100 funds

43% from top-100 AUM funds
16 of 333 holders are among the 100 largest funds by AUM, controlling 43% of total institutional value in TOTL. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.3
out of 10
Low Exit Risk
Exit risk score 3.3/10 — 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.

Hedge Fund Ownership: TOTL

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

Market Analysis: TOTL

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: TOTL

-- --
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

19 top-rated funds 15 high-conviction
Consensus
5.6
/ 10
breadth
×
Elite
4.1
/ 10
conviction
Hedge Fund Positioning: TOTL
2026 Q1 Stats Unlock in 22 days 333 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 333 310 7.42%
13F Shares 86M 81M 5.76%
Total Value $3.45B $3.29B 4.98%
New Positions 60 26 +34
Increased Positions 153 149 +4
Closed Positions 37 38 -1
Reduced Positions 91 105 -14
Total Calls 0 1 -100.0%
Total Puts 0 1 -100.0%
PUT/CALL Ratio 0.0 1.0 Bullish

Statistics: TOTL

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Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

333 + investors

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

Top 25 institutional holders of TOTL — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Ballew Advisors, Inc 6.13% 273,058 $10.9M
2 Finivi Inc. 5.74% 264,473 $10.5M
3 TECTONIC ADVISORS LLC 5.34% 2,540,874 $100.9M
4 John W. Brooker & Co., CPAs 4.57% 73,066 $2.9M
5 LIGHTHOUSE FINANCIAL SERVICES INC /ADV 4.56% 506,805 $20.2M
6 SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 4.54% 5,644,596 $224.3M
7 Inman Jager Wealth Management, LLC 3.91% 168,226 $6.7M
8 PARAGON CAPITAL MANAGEMENT INC 3.25% 96,608 $3.8M
9 ADG Wealth Management Group, LLC 3.05% 96,976 $4.4M
10 VISIONARY HORIZONS, LLC 3.01% 153,999 $6.1M
11 HOWARD FINANCIAL SERVICES, LTD. 2.40% 536,169 $21.3M
12 Austin Wealth Management, LLC 2.36% 262,695 $10.4M
13 Cerro Pacific Wealth Advisors LLC 2.34% 224,720 $8.9M
14 Canal Capital Management, LLC 2.20% 409,472 $16.3M
15 WEATHERLY ASSET MANAGEMENT L. P. 2.11% 656,496 $26.1M
16 Freedom Financial Partners LLC 1.99% 140,883 $5.6M
17 Elmwood Wealth Management, Inc. 1.92% 175,201 $7.0M
18 CAPITAL FINANCIAL GROUP INC\CO\ /ADV 1.88% 86,205 $3.4M
19 Family Capital Trust Co 1.18% 89,744 $3.6M
20 USAdvisors Wealth Management, LLC 1.17% 88,735 $4K
21 VICUS CAPITAL 0.93% 319,644 $12.7M
22 Pinnacle Wealth Management Advisory Group, LLC 0.92% 337,663 $13.4M
23 CAPITAL ADVISORS INC/OK 0.89% 1,391,299 $55.3M
24 Sharkey, Howes & Javer 0.82% 153,949 $6.1M
25 Medallion Wealth Advisors, LLC 0.77% 41,968 $1.7M
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 ETF TR (TOTL)

What does the Smart Money Trend signal show for TOTL?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added TOTL 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 TOTL?

More buyers than sellers — 63% buying: Last quarter: 213 funds were net buyers (60 opened a brand new position + 153 added to an existing one). Only 127 were sellers (91 trimmed + 36 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for TOTL holders?

Elite ownership — 43% AUM from top-100 funds: 16 of 333 holders are among the 100 largest funds by AUM, controlling 43% of total institutional value in TOTL. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held TOTL?

67% of holders stayed for 2+ years: 222 out of 333 hedge funds have held TOTL 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.