DaveManuel.com · Institutional Ownership · Who Owns It
SSGA ACTIVE TR (MYCG)
Institutional ownership reported to the SEC as of Q2 2026, across 9 quarters.
17
Reporting holders
$26.7M
Reported value
0.0%
Calls
0.0%
Puts
+0
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 |
|---|---|---|---|---|---|
| LPL Financial LLC | $6.8M | 271,876 | 0.00% | 5q | +3.2%+$207.7K |
| Lido Advisors, LLC | $3.1M | 125,967 | 0.01% | 3q | -1.2%-$39.6K |
| Gradient Investments LLC | $2.5M | 99,796 | 0.03% | 7q | -4.5%-$118.8K |
| Sanctuary Advisors, LLC | $2.4M | 95,787 | 0.01% | 7q | HELD |
| Hobbs Group Advisors, LLC | $2.2M | 86,439 | 0.57% | 3q | +88.3%+$1.0M |
| L2 Asset Management, LLC | $1.7M | 68,865 | 0.18% | 4q | +1.7%+$29.0K |
| WOODMONT INVESTMENT COUNSEL LLC | $1.4M | 54,855 | 0.07% | 7q | HELD |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1.2M | 48,670 | 0.00% | 2q | +129.9%+$687.1K |
| Belpointe Asset Management LLC | $964.2K | 38,583 | 0.03% | 2q | +117.8%+$521.5K |
| JPMORGAN CHASE & CO | $874.0K | 34,976 | 0.00% | new | NEW |
| Fourth Dimension Wealth, LLC | $811.1K | 32,456 | 0.26% | 4q | +6.8%+$51.5K |
| MARATHON CAPITAL MANAGEMENT | $804.1K | 32,177 | 0.16% | 6q | +3.7%+$28.5K |
| CITADEL ADVISORS LLC | $702.5K | 28,110 | 0.00% | 7q | +101.9%+$354.6K |
| Blossom Wealth Management | $524.7K | 20,995 | 0.74% | 3q | +4.3%+$21.7K |
| Private Advisor Group, LLC | $480.8K | 19,239 | 0.00% | 4q | +35.4%+$125.8K |
| OFS Enterprise LLC | $249.9K | 10,000 | 0.06% | 2q | HELD |
| Anchor Bay Capital, Inc. | $499 | 20 | 0.00% | new | FIRST |
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 | 6 | $7.4M | 297,920 | 2 | 1 | 0 | 0.0% |
| Q2 2026 | 17 | $26.7M | 1,068,811 | 1 | 10 | 2 | 0.0% |
| Q1 2026 | 17 | $23.6M | 945,881 | 2 | 8 | 5 | 0.0% |
| Q4 2025 | 15 | $21.8M | 872,191 | 4 | 5 | 5 | 0.0% |
| Q3 2025 | 14 | $17.8M | 710,182 | 4 | 4 | 5 | 0.0% |
| Q2 2025 | 12 | $15.7M | 629,424 | 3 | 7 | 0 | 0.0% |
| Q1 2025 | 10 | $7.1M | 285,065 | 2 | 2 | 5 | 0.0% |
| Q4 2024 | 8 | $8.5M | 345,538 | 7 | 0 | 1 | 0.0% |
| Q3 2024 | 1 | $5.0M | 200,000 | 1 | 0 | 0 | 0.0% |