13F Insight
DOSSIER · 13F Holders · Q1 2026Cheap mega-capRe-rated
STOT

SSGA ACTIVE TR

67 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 78470P200·67 13F holders·last filed Mar 31, 2026
Market cap
—
▼ 2.3%
vs prior quarter
13F value held
$230M
71.0% inst. owned
of float
Holders
67
+120 QoQ
filers reporting
Activity
+10 / −52
+833 added · −756 reduced
this quarter
Concentration
15.17%
FOUNDATIONS INVESTMENT ADVISORS, LLC #1
top holder share
AI Holders Summary · Q1 2026

67 institutions reported STOT in Q1 2026. FOUNDATIONS INVESTMENT ADVISORS, LLC leads at 15.2% of the visible book. +120 net new institutions vs prior quarter — accumulation reading.

Top holders

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

#HolderValueShares% port.Quarter
01
FOUNDATIONS INVESTMENT ADVISORS, LLC
CIK 0001743404
$35M741K0.43%Q1 202602
BANK OF AMERICA CORP /DE/
CIK 0000070858
$33M691K0.00%Q1 202603
LPL Financial LLC
CIK 0001403438
$28M602K0.01%Q1 202604
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$28M592K0.01%Q1 202605
Spinnaker Investment Group, LLC
CIK 0001911067
$26M543K5.22%Q1 202606
MORGAN STANLEY
CIK 0000895421
$22M461K0.00%Q1 202607
UBS Group AG
CIK 0001610520
$13M277K0.00%Q1 202608
Hofer & Associates. Inc
CIK 0001958491
$7M154K3.89%Q1 202609
Saiph Capital, LLC
CIK 0002052658
$7M147K2.62%Q1 202610
ROYAL BANK OF CANADA
CIK 0001000275
$6M125K0.00%Q1 202611
Great Lakes Retirement, Inc.
CIK 0001801667
$5M99K0.48%Q1 202612
Sanctuary Advisors, LLC
CIK 0001777271
$3M72K0.02%Q1 202613
Arrowroot Family Office, LLC
CIK 0002017744
$3M66K1.03%Q1 202614
Lineweaver Wealth Advisors, LLC
CIK 0001797873
$3M58K0.37%Q1 202615
ASSETMARK, INC
CIK 0001344551
$3M56K0.01%Q4 202516
Journey Advisory Group, LLC
CIK 0001840085
$3M56K0.23%Q1 202617
Wealthcare Advisory Partners LLC
CIK 0001683059
$2M40K0.04%Q1 202618
SUSQUEHANNA INTERNATIONAL GROUP, LLP
CIK 0001446194· Market maker
$2M35K0.00%Q1 202619
Rockefeller Capital Management L.P.
CIK 0001739439
$2M34K0.00%Q1 202620
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$2M33K0.00%Q1 2026
Page 1 of 4
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