SSGA ACTIVE TR (EMTL)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| Bank of New York Mellon Corp | $11.8M | 276,444 | 0.00% | 31q | -12.2%-$1.6M |
| Pinnacle Wealth Planning Services, Inc. | $9.7M | 226,324 | 0.92% | 34q | +2.8%+$259.3K |
| Treasure Coast Financial Planning | $5.5M | 128,089 | 2.67% | 19q | -10.7%-$654.1K |
| Main Street Financial Solutions, LLC | $4.2M | 98,006 | 0.27% | 23q | -0.8%-$33.8K |
| EP Wealth Advisors, LLC | $3.9M | 91,752 | 0.01% | 2q | -1.9%-$77.7K |
| Watchman Group, Inc. | $2.9M | 67,996 | 0.65% | 12q | +2.2%+$62.9K |
| OLD MISSION CAPITAL LLC | $2.8M | 66,263 | 0.04% | new | NEW |
| BANK OF AMERICA CORP /DE/ | $1.3M | 30,020 | 0.00% | 31q | -49.5%-$1.3M |
| CITADEL ADVISORS LLC | $1.3M | 29,772 | 0.00% | new | NEW |
| 1620 INVESTMENT ADVISORS, INC. | $1.3M | 29,750 | 0.79% | 19q | +1.4%+$17.4K |
| ENVESTNET ASSET MANAGEMENT INC | $729.3K | 17,078 | 0.00% | 6q | +147.6%+$434.8K |
| RAYMOND JAMES FINANCIAL INC | $704.8K | 16,505 | 0.00% | 5q | +12.4%+$77.9K |
| LPL Financial LLC | $489.8K | 11,470 | 0.00% | 25q | -3.4%-$17.1K |
| Valmark Advisers, Inc. | $475.1K | 11,126 | 0.01% | 12q | +6.2%+$27.6K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $417.4K | 9,775 | 0.00% | 4q | -26.9%-$153.8K |
| Sanctuary Advisors, LLC | $390.2K | 9,138 | 0.00% | 9q | -27.1%-$145.4K |
| PNC Financial Services Group, Inc. | $377.4K | 8,839 | 0.00% | 9q | +22.7%+$69.9K |
| GOLDMAN SACHS GROUP INC | $343.6K | 8,046 | 0.00% | new | NEW |
| JANE STREET GROUP, LLC | $322.3K | 7,548 | 0.00% | 26q | -65.9%-$623.8K |
| Advyzon Investment Management, LLC | $310.8K | 7,278 | 0.02% | 7q | -8.6%-$29.3K |
| Note Advisors, LLC | $305.5K | 7,154 | 0.13% | 7q | -78.2%-$1.1M |
| HRT FINANCIAL LP | $279.0K | 6,546 | 0.00% | new | NEW |
| Founders Financial Alliance, LLC | $71.0K | 1,663 | 0.01% | new | NEW |
| Collier Financial | $38.9K | 910 | 0.03% | 6q | HELD |
| Farther Finance Advisors, LLC | $32.3K | 756 | 0.00% | 3q | +0.8% |
| Geneos Wealth Management Inc. | $32.0K | 750 | 0.00% | 30q | HELD |
| MORGAN STANLEY | $30.4K | 713 | 0.00% | 4q | -70.0%-$71.0K |
| IFG Advisory, LLC | $19.2K | 449 | 0.00% | new | NEW |
| Continuum Advisory, LLC | $18.1K | 423 | 0.00% | new | NEW |
| IFP Advisors, Inc | $17.2K | 403 | 0.00% | 28q | HELD |
| NATIONAL BANK OF CANADA /FI/ | $11.5K | 269 | 0.00% | 2q | -75.5%-$35.5K |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | $9.4K | 220 | 0.00% | 3q | -35.9%-$5.2K |
| Ashton Thomas Private Wealth, LLC | $7.4K | 173 | 0.00% | new | NEW |
| EverSource Wealth Advisors, LLC | $6.3K | 147 | 0.00% | 11q | +1.4% |
| OSAIC HOLDINGS, INC. | $6.1K | 144 | 0.00% | 26q | HELD |
| ASSETMARK, INC | $5.4K | 126 | 0.00% | 9q | HELD |
| AdvisorNet Financial, Inc | $3.0K | 71 | 0.00% | 6q | HELD |
| Godfrey Financial Associates, Inc. | $2.6K | 62 | 0.00% | 3q | HELD |
| JONES FINANCIAL COMPANIES LLLP | $1.4K | 33 | 0.00% | new | NEW |
| Graney & King, LLC | $475 | 11 | 0.00% | 2q | HELD |
| Transamerica Financial Advisors, LLC | $53 | 1 | 0.00% | 17q | HELD |
| WELLS FARGO & COMPANY/MN | $10 | 0 | 0.00% | 25q | -100.0% |
Five percent filings
Anyone crossing 5% of a company must say so within days - far sooner than the next quarterly holdings report. A 13D declares an intent to influence the company; a 13G is the passive version. See all activist filings →
| Filed | Form | Filer | % of class |
|---|---|---|---|
| 2026-08-07 | 13G/A | Bank of New York Mellon Corpwith 3 co-filers | 0.0% |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 42 | $50.1M | 1,172,243 | 9 | 9 | 15 | 0.0% |
| Q1 2026 | 49 | $74.4M | 1,747,811 | 7 | 22 | 7 | 0.0% |
| Q4 2025 | 52 | $90.0M | 2,078,214 | 7 | 17 | 16 | 0.0% |
| Q3 2025 | 47 | $87.7M | 1,998,034 | 5 | 20 | 14 | 0.0% |
| Q2 2025 | 41 | $79.4M | 1,839,262 | 4 | 19 | 7 | 0.0% |
| Q1 2025 | 49 | $77.8M | 1,807,585 | 7 | 22 | 13 | 0.0% |
| Q4 2024 | 47 | $71.3M | 1,693,621 | 4 | 22 | 6 | 0.0% |
| Q3 2024 | 39 | $68.1M | 1,566,298 | 3 | 20 | 6 | 0.0% |
| Q2 2024 | 41 | $64.3M | 1,522,731 | 7 | 16 | 9 | 0.0% |
| Q1 2024 | 35 | $59.2M | 1,403,629 | 3 | 19 | 9 | 0.0% |
| Q4 2023 | 36 | $61.2M | 1,460,002 | 6 | 11 | 15 | 0.0% |
| Q3 2023 | 31 | $55.3M | 1,371,026 | 7 | 9 | 7 | 0.5% |
| Q2 2023 | 28 | $52.2M | 1,274,175 | 1 | 14 | 6 | 0.0% |
| Q1 2023 | 33 | $53.9M | 1,316,426 | 4 | 17 | 5 | 0.0% |
| Q4 2022 | 30 | $37.4M | 927,991 | 4 | 8 | 13 | 0.0% |
| Q3 2022 | 27 | $35.6M | 918,623 | 2 | 13 | 9 | 0.0% |
| Q2 2022 | 30 | $56.7M | 1,322,459 | 5 | 8 | 12 | 0.0% |
| Q1 2022 | 30 | $39.6M | 863,888 | 2 | 9 | 13 | 0.0% |
| Q4 2021 | 35 | $55.3M | 1,133,134 | 6 | 10 | 11 | 0.0% |
| Q3 2021 | 30 | $54.8M | 1,089,452 | 3 | 15 | 9 | 0.0% |
| Q2 2021 | 31 | $53.8M | 1,053,812 | 5 | 13 | 10 | 0.0% |
| Q1 2021 | 29 | $48.0M | 954,323 | 4 | 14 | 6 | 0.0% |
| Q4 2020 | 28 | $47.5M | 928,168 | 2 | 11 | 8 | 0.0% |
| Q3 2020 | 25 | $38.8M | 778,125 | 2 | 10 | 8 | 0.0% |
| Q2 2020 | 27 | $55.1M | 1,121,980 | 7 | 10 | 5 | 0.0% |
| Q1 2020 | 26 | $31.8M | 698,490 | 5 | 8 | 9 | 0.0% |
| Q4 2019 | 24 | $35.9M | 700,952 | 4 | 7 | 8 | 0.0% |
| Q3 2019 | 22 | $35.0M | 702,091 | 4 | 10 | 4 | 0.0% |
| Q2 2019 | 25 | $39.2M | 765,416 | 5 | 10 | 7 | 0.0% |
| Q1 2019 | 24 | $44.9M | 903,877 | 5 | 9 | 5 | 0.0% |
| Q4 2018 | 21 | $30.0M | 630,179 | 0 | 1 | 1 | 0.0% |