Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

SSGA ACTIVE TR (FISR)

73 + Investors. Track Smart Money conviction in FISR. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +14
Streak
1Q ▲
Buyers last Q
80%

Smart Money Signals — FISR

Based on 73 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added FISR than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
73 hedge funds hold FISR right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
📶

Steady growth — +9% more funds vs a year ago

fund count last 6Q
+6 new funds entered over the past year (+9% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟢

More buyers than sellers — 80% buying

59 buying15 selling
Last quarter: 59 funds were net buyers (18 opened a brand new position + 41 added to an existing one). Only 15 were sellers (11 trimmed + 4 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+14 vs last Q)

new funds entering per quarter
Funds opening a new FISR position: 9 → 8 → 4 → 18. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

41% of holders stayed for 2+ years

■ 41% conviction (2yr+) ■ 40% medium ■ 19% new
30 out of 73 hedge funds have held FISR for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
📈

Growing discovery — still being found

8 → 9 → 8 → 4 → 18 new funds/Q
New funds entering each quarter: 9 → 8 → 4 → 18. A growing number of institutions are discovering FISR each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Deep conviction — 42% of holders stayed 2+ years

■ 42% veterans ■ 30% 1-2yr ■ 27% new
Of 73 current holders: 31 (42%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
✅

Strong quality — 36% AUM from major funds

36% from top-100 AUM funds
6 of 73 holders rank in the top 100 by AUM, accounting for 36% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
3.5
out of 10
Low Exit Risk
Exit risk score 3.5/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Hedge Fund Ownership: FISR

How many hedge funds hold FISR — quarterly history vs. share price
Quarterly hedge fund ownership of FISR vs. share price

Market Analysis: FISR

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: FISR

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

4 top-rated funds 3 high-conviction
Consensus
3.0
/ 10
breadth
×
Elite
2.7
/ 10
conviction
Hedge Fund Positioning: FISR
2026 Q1 Stats Unlock in 9 days 73 + Investors

Track Smart Money conviction in FISR. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 73 59 23.73%
13F Shares 14M 9M 51.43%
Total Value $365M $243M 50.44%
New Positions 18 4 +14
Increased Positions 41 9 +32
Closed Positions 4 14 -10
Reduced Positions 11 40 -29
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: FISR

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Financial Highlights

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Institutional Holders (2026 Q1)

73 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in FISR. Verified SEC 13F-HR filings.

Top 25 institutional holders of FISR — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 NOVUS ADVISORS, LLC 7.20% 125,147 $3.2M
2 Hibernia Wealth Partners, LLC 5.77% 759,071 $19.5M
3 Aspire Private Capital, LLC 5.20% 896,592 $23.1M
4 LOCKERMAN FINANCIAL GROUP, INC. 4.79% 103,473 $2.7M
5 Raleigh Capital Management Inc. 4.61% 519,004 $13.3M
6 LANDMARK WEALTH MANAGEMENT, INC. 3.71% 382,677 $9.8M
7 International Private Wealth Advisors LLC 1.33% 84,750 $2.2M
8 True Vision MN LLC 0.60% 45,419 $1.2M
9 Legacy Wealth Partners, LLC 0.60% 92,538 $2.4M
10 Envestnet Portfolio Solutions, Inc. 0.53% 3,721,954 $95.7M
11 WealthPoint Financial, LLC 0.47% 21,049 $545K
12 Valtinson Bruner Financial Planning LLC 0.41% 58,441 $1.5M
13 Balboa Wealth Partners 0.39% 90,388 $2.3M
14 October Effect Ltd 0.38% 12,805 $329K
15 IAMS WEALTH MANAGEMENT, LLC 0.35% 39,070 $1.0M
16 Integrity Wealth Partners, LLC 0.34% 14,891 $383K
17 FSA Advisors, Inc. 0.29% 16,956 $436K
18 Signal Advisors Wealth, LLC 0.26% 146,260 $3.8M
19 Global Financial Private Client, LLC 0.25% 29,315 $754K
20 Global Assets Advisory, LLC 0.23% 31,990 $817K
21 AXXCESS WEALTH MANAGEMENT, LLC 0.15% 178,608 $4.6M
22 FWG Investments, LLC. 0.14% 8,813 $227K
23 Balefire, LLC 0.12% 25,159 $647K
24 Outlook Wealth Advisors, LLC 0.12% 19,053 $490K
25 Kelly Financial Services LLC 0.10% 16,571 $426K
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — SSGA ACTIVE TR (FISR)

What does the Smart Money Trend signal show for FISR?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added FISR than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for FISR?

More buyers than sellers — 80% buying: Last quarter: 59 funds were net buyers (18 opened a brand new position + 41 added to an existing one). Only 15 were sellers (11 trimmed + 4 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for FISR holders?

Strong quality — 36% AUM from major funds: 6 of 73 holders rank in the top 100 by AUM, accounting for 36% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held FISR?

41% of holders stayed for 2+ years: 30 out of 73 hedge funds have held FISR for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.