HolderBook

SSGA ACTIVE TR (EMTL)

Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.

42
Reporting holders
$50.1M
Reported value
0.0%
Calls
0.0%
Puts
-7
Holder change

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

Download these holders as CSV

FilerValueShares Their book Held Change
Bank of New York Mellon Corp$11.8M276,4440.00%31q-12.2%-$1.6M
Pinnacle Wealth Planning Services, Inc.$9.7M226,3240.92%34q+2.8%+$259.3K
Treasure Coast Financial Planning$5.5M128,0892.67%19q-10.7%-$654.1K
Main Street Financial Solutions, LLC$4.2M98,0060.27%23q-0.8%-$33.8K
EP Wealth Advisors, LLC$3.9M91,7520.01%2q-1.9%-$77.7K
Watchman Group, Inc.$2.9M67,9960.65%12q+2.2%+$62.9K
OLD MISSION CAPITAL LLC$2.8M66,2630.04%newNEW
BANK OF AMERICA CORP /DE/$1.3M30,0200.00%31q-49.5%-$1.3M
CITADEL ADVISORS LLC$1.3M29,7720.00%newNEW
1620 INVESTMENT ADVISORS, INC.$1.3M29,7500.79%19q+1.4%+$17.4K
ENVESTNET ASSET MANAGEMENT INC$729.3K17,0780.00%6q+147.6%+$434.8K
RAYMOND JAMES FINANCIAL INC$704.8K16,5050.00%5q+12.4%+$77.9K
LPL Financial LLC$489.8K11,4700.00%25q-3.4%-$17.1K
Valmark Advisers, Inc.$475.1K11,1260.01%12q+6.2%+$27.6K
SUSQUEHANNA INTERNATIONAL GROUP, LLP$417.4K9,7750.00%4q-26.9%-$153.8K
Sanctuary Advisors, LLC$390.2K9,1380.00%9q-27.1%-$145.4K
PNC Financial Services Group, Inc.$377.4K8,8390.00%9q+22.7%+$69.9K
GOLDMAN SACHS GROUP INC$343.6K8,0460.00%newNEW
JANE STREET GROUP, LLC$322.3K7,5480.00%26q-65.9%-$623.8K
Advyzon Investment Management, LLC$310.8K7,2780.02%7q-8.6%-$29.3K
Note Advisors, LLC$305.5K7,1540.13%7q-78.2%-$1.1M
HRT FINANCIAL LP$279.0K6,5460.00%newNEW
Founders Financial Alliance, LLC$71.0K1,6630.01%newNEW
Collier Financial$38.9K9100.03%6qHELD
Farther Finance Advisors, LLC$32.3K7560.00%3q+0.8%
Geneos Wealth Management Inc.$32.0K7500.00%30qHELD
MORGAN STANLEY$30.4K7130.00%4q-70.0%-$71.0K
IFG Advisory, LLC$19.2K4490.00%newNEW
Continuum Advisory, LLC$18.1K4230.00%newNEW
IFP Advisors, Inc$17.2K4030.00%28qHELD
NATIONAL BANK OF CANADA /FI/$11.5K2690.00%2q-75.5%-$35.5K
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$9.4K2200.00%3q-35.9%-$5.2K
Ashton Thomas Private Wealth, LLC$7.4K1730.00%newNEW
EverSource Wealth Advisors, LLC$6.3K1470.00%11q+1.4%
OSAIC HOLDINGS, INC.$6.1K1440.00%26qHELD
ASSETMARK, INC$5.4K1260.00%9qHELD
AdvisorNet Financial, Inc$3.0K710.00%6qHELD
Godfrey Financial Associates, Inc.$2.6K620.00%3qHELD
JONES FINANCIAL COMPANIES LLLP$1.4K330.00%newNEW
Graney & King, LLC$475110.00%2qHELD
Transamerica Financial Advisors, LLC$5310.00%17qHELD
WELLS FARGO & COMPANY/MN$1000.00%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 →

FiledFormFiler % of class
2026-08-0713G/ABank of New York Mellon Corpwith 3 co-filers0.0%

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.

QuarterHoldersValue SharesNewAdded TrimmedOptions
Q2 202642$50.1M1,172,24399150.0%
Q1 202649$74.4M1,747,81172270.0%
Q4 202552$90.0M2,078,214717160.0%
Q3 202547$87.7M1,998,034520140.0%
Q2 202541$79.4M1,839,26241970.0%
Q1 202549$77.8M1,807,585722130.0%
Q4 202447$71.3M1,693,62142260.0%
Q3 202439$68.1M1,566,29832060.0%
Q2 202441$64.3M1,522,73171690.0%
Q1 202435$59.2M1,403,62931990.0%
Q4 202336$61.2M1,460,002611150.0%
Q3 202331$55.3M1,371,0267970.5%
Q2 202328$52.2M1,274,17511460.0%
Q1 202333$53.9M1,316,42641750.0%
Q4 202230$37.4M927,99148130.0%
Q3 202227$35.6M918,62321390.0%
Q2 202230$56.7M1,322,45958120.0%
Q1 202230$39.6M863,88829130.0%
Q4 202135$55.3M1,133,134610110.0%
Q3 202130$54.8M1,089,45231590.0%
Q2 202131$53.8M1,053,812513100.0%
Q1 202129$48.0M954,32341460.0%
Q4 202028$47.5M928,16821180.0%
Q3 202025$38.8M778,12521080.0%
Q2 202027$55.1M1,121,98071050.0%
Q1 202026$31.8M698,4905890.0%
Q4 201924$35.9M700,9524780.0%
Q3 201922$35.0M702,09141040.0%
Q2 201925$39.2M765,41651070.0%
Q1 201924$44.9M903,8775950.0%
Q4 201821$30.0M630,1790110.0%