DaveManuel.com · Institutional Ownership · Who Owns It
SSGA ACTIVE TR (MYCH)
Institutional ownership reported to the SEC as of Q2 2026, across 9 quarters.
19
Reporting holders
$586.2M
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
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| Lido Advisors, LLC | $555.4M | 22,302,002 | 1.51% | 3q | +81.4%+$249.3M |
| Heartwood Wealth Advisors LLC | $9.9M | 399,291 | 0.77% | 6q | +1.7%+$164.9K |
| CITADEL ADVISORS LLC | $8.1M | 325,692 | 0.00% | 2q | +598.1%+$6.9M |
| LPL Financial LLC | $2.2M | 87,815 | 0.00% | 5q | +4.1%+$86.4K |
| Gryphon Financial Partners LLC | $1.9M | 76,384 | 0.17% | 2q | HELD |
| L2 Asset Management, LLC | $1.7M | 69,653 | 0.18% | 4q | +3.0%+$50.5K |
| JPMORGAN CHASE & CO | $1.2M | 49,917 | 0.00% | 2q | +1060.3%+$1.1M |
| Proficio Capital Partners LLC | $749.0K | 30,072 | 0.03% | 2q | +1.0%+$7.6K |
| Gradient Investments LLC | $719.2K | 28,880 | 0.01% | 3q | +3.4%+$23.5K |
| Private Advisor Group, LLC | $682.0K | 27,385 | 0.00% | 5q | +14.6%+$86.7K |
| Sanctuary Advisors, LLC | $680.9K | 27,340 | 0.00% | 6q | HELD |
| WOODMONT INVESTMENT COUNSEL LLC | $602.9K | 24,207 | 0.03% | 7q | HELD |
| HRT FINANCIAL LP | $575.0K | 23,088 | 0.00% | new | NEW |
| Global Financial Private Client, LLC | $398.4K | 15,998 | 0.11% | 5q | -1.3%-$5.1K |
| Farther Finance Advisors, LLC | $356.7K | 14,322 | 0.00% | 3q | -31.2%-$162.1K |
| Belpointe Asset Management LLC | $351.0K | 14,095 | 0.01% | 2q | -21.1%-$94.0K |
| Fourth Dimension Wealth, LLC | $323.3K | 12,980 | 0.10% | 3q | +6.9%+$21.0K |
| ROYAL BANK OF CANADA | $234.0K | 9,389 | 0.00% | new | NEW |
| BNP PARIBAS FINANCIAL MARKETS | $996 | 40 | 0.00% | new | NEW |
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 | $12.4M | 504,408 | 1 | 2 | 1 | 0.0% |
| Q2 2026 | 19 | $586.2M | 23,538,550 | 3 | 10 | 3 | 0.0% |
| Q1 2026 | 26 | $334.6M | 13,407,721 | 13 | 8 | 4 | 0.0% |
| Q4 2025 | 14 | $24.6M | 978,958 | 6 | 4 | 3 | 0.0% |
| Q3 2025 | 12 | $18.9M | 752,593 | 3 | 6 | 2 | 0.0% |
| Q2 2025 | 11 | $20.3M | 812,033 | 5 | 5 | 0 | 0.0% |
| Q1 2025 | 7 | $14.4M | 578,633 | 4 | 1 | 1 | 0.0% |
| Q4 2024 | 4 | $5.4M | 221,723 | 3 | 0 | 1 | 0.0% |
| Q3 2024 | 1 | $5.0M | 199,977 | 1 | 0 | 0 | 0.0% |