SSGA ACTIVE TR

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STOT·78470P200·US·ETF·Unknown - Unknown-13D/G

STOT (SSGA ACTIVE TR) is held by 26 institutional investors as of Q2 2026. Largest holders: BANK OF AMERICA CORP /DE/ ($45.3M), LPL Financial LLC ($45.3M), RAYMOND JAMES FINANCIAL INC ($37.2M). Net institutional sentiment: Bullish.

26

Holders

(3 Elite)

$201.6M

Total Value

70% (30)

Consensus

21 buying - 9 selling

13F: Jun 30, 2026Insider & Congress: Updated regularly

Smart Money Verdict

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Institutional (13F)66

Insider (Form 4)53

Activist (13D/13G)58

Congressional (STOCK Act)55

Holder Quality

19

★★★★★

Elite

43

★★★★

Strong

27

★★★

Solid

65

★★

Below

60

★

Weak

Held by 26 funds

3 elite

Who's Trading

Source dates: Price Aug 27, 2026 · Insiders none · Activists Nov 3, 2025 · Congress none

ActivistFIFOUNDATIONS INVESTMENT ADVISORS, LLC5.3%Nov 3, 2025

View all activist filings

Top Holders

Top Holders (26)History

AllNewIncreasedHeldDecreasedExited

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Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
BANK OF AMERICA CORP /DE/	Increased	962,764(+39.4%)	$45.3M	0.0%	+1.52%	39
LPL Financial LLC	Increased	962,313(+59.8%)	$45.3M	0.0%	+5.79%	42
RAYMOND JAMES FINANCIAL INC	Increased	790,730(+33.6%)	$37.2M	0.0%	+2.22%	37
MORGAN STANLEY	Increased	639,696(+38.7%)	$30.1M	0.0%	+2.45%	38
UBS Group AG	Increased	283,469(+2.4%)	$13.3M	0.0%	+5.49%	29
ROYAL BANK OF CANADA	Increased	151,707(+21.0%)	$7.1M	0.0%	+1.28%	33
GOLDMAN SACHS GROUP INC	New	127,555	$6M	0.0%	+0.44%	38
Sanctuary Advisors, LLC	Increased	73,045(+1.5%)	$3.4M	0.0%	+3.67%	27
IWIntegrated Wealth Concepts LLC	Increased	62,371(+118.1%)	$2.9M	0.0%	+4.62%	42
ASSETMARK, INC	Decreased	50,964(-0.5%)	$2.4M	0.0%	+4.29%	0
HighTower Advisors, LLC	Increased	32,138(+4.7%)	$1.5M	0.0%	+7.76%	27
Cetera Investment Advisers	Increased	21,846(+22.7%)	$1M	0.0%	+5.65%	30
CAPTRUST FINANCIAL ADVISORS	Decreased	20,359(-0.7%)	$958,076	0.0%	+12.76%	0
ENVESTNET ASSET MANAGEMENT INC	Decreased	19,558(-40.6%)	$920,376	0.0%	+4.39%	0
Rockefeller Capital Management L.P.	Decreased	16,613(-51.2%)	$781,804	0.0%	+2.00%	0
Private Advisor Group, LLC	Increased	15,983(+9.1%)	$752,175	0.0%	+14.48%	27
COMMONWEALTH EQUITY SERVICES, LLC	Increased	12,492(+162.2%)	$587,870	0.0%	+0.78%	39
Savant Capital, LLC	New	10,017	$468,830	0.0%	+0.44%	33
OSAIC HOLDINGS, INC.	Increased	8,040(+246.0%)	$378,402	0.0%	+3.14%	38
Kestra Advisory Services, LLC	New	5,511	$259,368	0.0%	+0.44%	32

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STOTSSGA ACTIVE TR

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Data sourced from four public-disclosure sources: SEC 13F, Form 4, 13D/13G, and House/Senate STOCK Act disclosures. Not financial advice. Full disclaimer