Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Ssga Active ETF Tr (TOTL)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +5
Streak
2Q ▲
Buyers last Q
56%

Smart Money Signals — TOTL

Based on 354 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 6Q
For 2 consecutive quarters, 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 (100% of max)

100% of all-time peak
354 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.
📶

Steady growth — +4% more funds vs a year ago

fund count last 6Q
+12 new funds entered over the past year (+4% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 56% buying

201 buying157 selling
Last quarter: 201 funds bought or added vs 157 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 (-16 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 26 → 29 → 63 → 47. 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.
🔒

63% of holders stayed for 2+ years

■ 63% conviction (2yr+) ■ 18% medium ■ 19% new
224 out of 354 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

31 → 26 → 29 → 63 → 47 new funds/Q
New funds entering each quarter: 26 → 29 → 63 → 47. 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.
🏛️

Veteran-anchored — 66% veterans vs 20% newcomers

■ 66% veterans ■ 14% 1-2yr ■ 20% new
Entry-cohort mix of 354 holders: 233 (66%) are 2+ year veterans, 49 entered 1–2 years ago, and 72 (20%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 44% AUM from top-100 funds

44% from top-100 AUM funds
19 of 354 holders are among the 100 largest funds by AUM, controlling 44% 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.
3.6
out of 10
Low Exit Risk
Exit risk score 3.6/10 — 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 — TOTL

In 2026 Q1, 201 hedge funds were net buyers of TOTL (47 opened a new position, 154 added to an existing one), while 157 reduced or exited (115 trimmed, 42 sold completely) — a 56% buyer ratio, indicating a slight buying edge. Net buying has persisted for two consecutive quarters, a positive momentum signal. 44% of total institutional value in TOTL is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +5 funds (more new holders than closures). Total institutional holders: 354.

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

-- --

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

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

Signal Freshness measures how much TOTL 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 · 78d ago
TOTL
-0.7%
SPY
+15.9%

TOTL outperformed SPY by -16.6% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 33d ago
TOTL
+1.1%
SPY
+2.0%

Since the filing became public, TOTL outperformed SPY by -0.9% .

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.

10 top-rated funds 17 high-conviction
Consensus
4.5
/ 10
breadth
×
Elite
4.0
/ 10
conviction
Hedge Fund Positioning: TOTL
350 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 350 349 0.29%
13F Shares 89M 86M 2.48%
Total Value $3.42B $3.48B -1.59%
New Positions 46 63 -17
Increased Positions 153 158 -5
Closed Positions 45 37 +8
Reduced Positions 114 96 +18
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: TOTL

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Institutional Holders (2026 Q1)

350 + investors

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

QUARTER:
Top 25 TOTL holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Morling Financial Advisors, LLC 13.46% 1,102,242 $43.8M
2 M Wealth Management, LLC 9.31% 278,293 $11.1M
3 Ballew Advisors, Inc 6.13% 273,058 $10.9M
4 Summitpoint Capital Management 5.83% 114,083 $4.6M
5 Finivi Inc. 5.74% 264,473 $10.5M
6 Cheviot Value Management, LLC 5.51% 1,379,788 $54.8M
7 Tectonic Advisors LLC 5.34% 2,540,874 $100.9M
8 1 North Wealth Services LLC 5.07% 353,704 $14.1M
9 San Luis Wealth Advisors LLC 4.77% 725,961 $28.8M
10 John W. Brooker & Co., CPAs 4.57% 73,066 $2.9M
11 Lighthouse Financial Services Inc /Adv 4.56% 506,805 $20.2M
12 Signature Estate & Investment Advisors LLC 4.54% 5,644,596 $224.3M
13 Denver PWM, LLC 4.40% 323,044 $12.8M
14 Premier Private Wealth Management LLC 4.03% 96,285 $3.8M
15 Inman Jager Wealth Management, LLC 3.91% 168,226 $6.7M
16 Paragon Capital Management Inc 3.25% 96,608 $3.8M
17 V2 Financial group LLC 3.15% 170,341 $6.8M
18 ADG Wealth Management Group, LLC 3.05% 96,976 $4.4M
19 Visionary Horizons, LLC 3.01% 153,999 $6.1M
20 Howard Financial Services, LTD. 2.40% 536,169 $21.3M
21 Austin Wealth Management, LLC 2.36% 262,695 $10.4M
22 Cerro Pacific Wealth Advisors LLC 2.34% 224,720 $8.9M
23 Lionsbridge Wealth Management LLC 2.33% 58,242 $2.3M
24 Redwood Park Advisors LLC 2.25% 85,085 $3.4M
25 Canal Capital Management, LLC 2.20% 409,472 $16.3M
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 — 2 quarters in a row: For 2 consecutive quarters, 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?

Slight buying edge — 56% buying: Last quarter: 201 funds bought or added vs 157 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 TOTL holders?

Elite ownership — 44% AUM from top-100 funds: 19 of 354 holders are among the 100 largest funds by AUM, controlling 44% 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?

63% of holders stayed for 2+ years: 224 out of 354 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.

Is it too late to buy Ssga Active ETF Tr (TOTL) following the 2026 Q1 hedge fund 13F filings?

As of today, TOTL has moved +1.1% since the 2026 Q1 13F filing date (May 15, 2026), compared to +2.0% for the SPY sector ETF — an outperformance of -0.9%. Since the quarter end (March 31, 2026), TOTL has gained -0.7% vs +15.9% 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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