DOSSIER · 13F Holders · Q1 2026High-convictionMulti-bagger
EMTL

SSGA ACTIVE TR

54 institutions still hold SSGA ACTIVE TR as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 78470P309·54 13F holders·last filed Mar 31, 2026
Market cap
7.8%
vs prior quarter
13F value held
$78M
59.0% inst. owned
of float
Holders
54
+102 QoQ
filers reporting
Activity
+78 / −11
+814 added · −730 reduced
this quarter
Concentration
17.21%
Bank of New York Mellon Corp #1
top holder share
AI Holders Summary · Q1 2026

54 institutions reported EMTL in Q1 2026. Bank of New York Mellon Corp leads at 17.2% of the visible book. +102 net new institutions vs prior quarter — accumulation reading.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
Bank of New York Mellon Corp
CIK 0001390777
$13M315K0.00%Q1 2026
02
FOUNDATIONS INVESTMENT ADVISORS, LLC
CIK 0001743404
$12M285K0.15%Q1 2026
03
Pinnacle Wealth Planning Services, Inc.
CIK 0001726752
$9M220K0.97%Q1 2026
04
ROYAL BANK OF CANADA
CIK 0001000275
$6M144K0.00%Q1 2026
05
Treasure Coast Financial Planning
CIK 0001911307
$6M143K3.14%Q1 2026
06
Main Street Financial Solutions, LLC
CIK 0001763350
$4M102K0.33%Q4 2025
07
EP Wealth Advisors, LLC
CIK 0001540569
$4M94K0.02%Q1 2026
08
LongView Asset Management LLC
CIK 0002053960
$4M84K2.54%Q4 2025
09
Watchman Group, Inc.
CIK 0001748726
$3M67K0.69%Q1 2026
10
BANK OF AMERICA CORP /DE/
CIK 0000070858
$3M59K0.00%Q1 2026
11
Executive Wealth Management, LLC
CIK 0001542611
$2M46K0.15%Q4 2024
12
Orion Portfolio Solutions, LLC
CIK 0001802647
$2M45K0.01%Q1 2025
13
JOURNEY STRATEGIC WEALTH LLC
CIK 0001909316
$1M33K0.04%Q1 2026
14
Note Advisors, LLC
CIK 0002056243
$1M33K0.70%Q1 2026
15
HighTower Advisors, LLC
CIK 0001462245
$1M33K0.00%Q1 2026
16
1620 INVESTMENT ADVISORS, INC.
CIK 0001907281
$1M29K0.84%Q1 2026
17
Atria Investments, Inc
CIK 0001535865
$1M27K0.01%Q1 2026
18
Shum Financial Group, Inc.
CIK 0002044675
$1M25K0.75%Q1 2026
19
Private Advisor Group, LLC
CIK 0001567755
$946,46422K0.00%Q1 2026
20
JANE STREET GROUP, LLC
CIK 0001595888· Market maker
$942,96822K0.00%Q1 2026
Page 1 of 3
34 more holders available. Log in →