DaveManuel.com · Institutional Ownership · Who Owns It
SSGA ACTIVE TR (MBND)
Institutional ownership reported to the SEC as of Q2 2026, across 23 quarters.
20
Reporting holders
$16.9M
Reported value
0.0%
Calls
0.0%
Puts
-2
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
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| PATTEN & PATTEN INC/TN | $2.5M | 92,850 | 0.13% | 10q | HELD |
| AE Wealth Management LLC | $2.2M | 80,499 | 0.01% | 14q | -28.9%-$892.9K |
| Janney Montgomery Scott LLC | $2.1M | 77,505 | 0.00% | 3q | +58.4%+$781.6K |
| JPMORGAN CHASE & CO | $2.0M | 71,782 | 0.00% | 3q | +274.7%+$1.4M |
| Landmark Wealth Management, LLC | $1.5M | 56,273 | 0.37% | 10q | -0.6%-$10.0K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1.3M | 45,785 | 0.00% | 5q | +37.6%+$342.0K |
| Farther Finance Advisors, LLC | $996.6K | 36,451 | 0.01% | 6q | HELD |
| LPL Financial LLC | $973.8K | 35,619 | 0.00% | 7q | +1.0%+$9.8K |
| PNC Financial Services Group, Inc. | $642.6K | 23,504 | 0.00% | 9q | +46.4%+$203.6K |
| ENVESTNET ASSET MANAGEMENT INC | $506.3K | 18,517 | 0.00% | 3q | +67.2%+$203.4K |
| Capital Analysts, LLC | $393.0K | 14,392 | 0.01% | 3q | +23.2%+$74.0K |
| HighTower Advisors, LLC | $358.5K | 13,114 | 0.00% | 4q | -8.2%-$32.2K |
| Marshall Financial Group, LLC | $349.7K | 12,790 | 0.05% | 4q | HELD |
| FLOW TRADERS U.S. LLC | $312.0K | 11,400 | 0.01% | new | NEW |
| OSAIC HOLDINGS, INC. | $225.9K | 8,262 | 0.00% | 17q | -17.5%-$47.9K |
| JANE STREET GROUP, LLC | $218.6K | 7,996 | 0.00% | 7q | -91.6%-$2.4M |
| Rockefeller Capital Management L.P. | $147.4K | 5,391 | 0.00% | 4q | +0.9%+$1.3K |
| Key Financial Inc | $82.7K | 3,024 | 0.01% | 14q | HELD |
| MORGAN STANLEY | $68.4K | 2,501 | 0.00% | 6q | HELD |
| PRIVATE TRUST CO NA | $13.7K | 500 | 0.00% | 5q | HELD |
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 |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 3 | $3.2M | 125,801 | 0 | 0 | 1 | 0.0% |
| Q2 2026 | 20 | $16.9M | 618,155 | 1 | 8 | 5 | 0.0% |
| Q1 2026 | 22 | $20.7M | 761,251 | 0 | 11 | 5 | 0.0% |
| Q4 2025 | 22 | $19.7M | 721,128 | 5 | 6 | 6 | 0.0% |
| Q3 2025 | 21 | $23.1M | 845,977 | 4 | 4 | 7 | 0.0% |
| Q2 2025 | 18 | $22.4M | 827,541 | 2 | 7 | 4 | 0.0% |
| Q1 2025 | 23 | $23.9M | 877,213 | 5 | 6 | 4 | 0.0% |
| Q4 2024 | 20 | $48.0M | 1,744,613 | 5 | 6 | 2 | 0.0% |
| Q3 2024 | 16 | $44.6M | 1,592,195 | 1 | 4 | 7 | 0.0% |
| Q2 2024 | 19 | $44.6M | 1,627,761 | 3 | 3 | 9 | 0.0% |
| Q1 2024 | 15 | $43.6M | 1,582,533 | 2 | 4 | 6 | 0.0% |
| Q4 2023 | 19 | $33.5M | 1,218,508 | 6 | 3 | 5 | 0.0% |
| Q3 2023 | 13 | $21.7M | 835,785 | 3 | 7 | 0 | 0.0% |
| Q2 2023 | 13 | $22.4M | 832,366 | 2 | 4 | 2 | 0.0% |
| Q1 2023 | 14 | $22.2M | 819,539 | 3 | 4 | 2 | 0.0% |
| Q4 2022 | 14 | $20.8M | 776,870 | 7 | 2 | 2 | 0.0% |
| Q3 2022 | 8 | $20.7M | 795,241 | 1 | 1 | 2 | 0.0% |
| Q2 2022 | 8 | $18.2M | 673,613 | 1 | 2 | 2 | 0.0% |
| Q1 2022 | 8 | $19.8M | 712,056 | 2 | 2 | 1 | 0.0% |
| Q4 2021 | 6 | $21.6M | 725,120 | 1 | 1 | 2 | 0.0% |
| Q3 2021 | 7 | $28.7M | 960,725 | 0 | 3 | 2 | 0.0% |
| Q2 2021 | 7 | $29.3M | 972,663 | 2 | 2 | 2 | 0.0% |
| Q1 2021 | 5 | $22.9M | 771,777 | 5 | 0 | 0 | 0.0% |