Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

SSGA ACTIVE TR (MBND)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -1
Streak
1Q ▼
Buyers last Q
59%

Smart Money Signals — MBND

Based on 21 hedge funds · latest filing: 2026 Q1 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds reduced or closed their MBND positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
📊

High ownership — 91% of 3.0Y peak

91% of all-time peak
21 funds currently hold this stock — 91% of the 3.0-year high of 23 funds (reached 2025 Q1). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
📉

Outflows — 9% fewer funds vs a year ago

fund count last 6Q
2 fewer hedge funds hold MBND compared to a year ago (-9% decline). When institutions consistently reduce their exposure, it's worth exploring the underlying fundamental reasons driving them away.
🟡

Slight buying edge — 59% buying

10 buying7 selling
Last quarter: 10 funds bought or added vs 7 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
➡️

Steady new buyers — ~0 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 2 → 4 → 5 → 0. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

48% of holders stayed for 2+ years

■ 48% conviction (2yr+) ■ 29% medium ■ 24% new
10 out of 21 hedge funds have held MBND 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.
📊

Peak discovery — momentum slowing

5 → 2 → 4 → 5 → 0 new funds/Q
New funds entering each quarter: 2 → 4 → 5 → 0. MBND is well-known in the hedge fund world, but fresh entries are gradually declining. The explosive phase of institutional discovery is likely behind us.
🏛️

Deep conviction — 48% of holders stayed 2+ years

■ 48% veterans ■ 19% 1-2yr ■ 33% new
Of 21 current holders: 10 (48%) 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 — 28% AUM from major funds

28% from top-100 AUM funds
6 of 21 holders rank in the top 100 by AUM, accounting for 28% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
3.2
out of 10
Low Exit Risk
Exit risk score 3.2/10 — 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.

Institutional Sentiment Summary — MBND

In 2026 Q1, 10 hedge funds were net buyers of MBND (10 added to existing positions), while 7 reduced or exited (6 trimmed, 1 sold completely) — a 59% buyer ratio, indicating a slight buying edge. 28% of total institutional value in MBND is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: -1 funds (more exits than new entries). Total institutional holders: 21.

Hedge Fund Ownership: MBND

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

Market Analysis: MBND

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: MBND

-- --

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

Is It Too Late to Buy SSGA ACTIVE TR (MBND) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much MBND has moved relative to its sector benchmark (SPY) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 51d ago
MBND
+8.5%
SPY
+14.0%

MBND outperformed SPY by -5.5% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 6d ago
MBND
-0.2%
SPY
+0.3%

Since the filing became public, MBND outperformed SPY by -0.5% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

0 top-rated funds 0 high-conviction
Consensus
0.0
/ 10
breadth
×
Elite
0.1
/ 10
conviction
Hedge Fund Positioning: MBND
21 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 21 22 -4.55%
13F Shares 742K 721K 2.91%
Total Value $19M $20M -6.17%
New Positions 0 5 -5
Increased Positions 10 7 +3
Closed Positions 1 4 -3
Reduced Positions 6 7 -1
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: MBND

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Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Profit Margin --
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Institutional Holders (2026 Q1)

21 + investors

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

QUARTER:
Top 21 institutional holders of MBND — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Landmark Wealth Management, LLC 0.41% 56,637 $1.5M
2 PATTEN & PATTEN INC/TN 0.15% 92,850 $2.5M
3 Marshall Financial Group, LLC 0.06% 12,790 $347K
4 AE Wealth Management LLC 0.02% 113,157 $3.1M
5 Key FInancial Inc 0.01% 3,024 $82K
6 CWM, LLC 0.01% 134,161 $3.6M
7 Farther Finance Advisors, LLC 0.01% 36,451 $990K
8 Capital Analysts, LLC 0.01% 11,682 —
9 Janney Montgomery Scott LLC 0.00% 48,918 $1K
10 PRIVATE TRUST CO NA 0.00% 500 $14K
11 Sanctuary Advisors, LLC 0.00% 8,093 $220K
12 HighTower Advisors, LLC 0.00% 14,292 $388K
13 OSAIC HOLDINGS, INC. 0.00% 10,013 $272K
14 JANE STREET GROUP, LLC 0.00% 95,574 $2.6M
15 Rockefeller Capital Management L.P. 0.00% 5,345 $145K
16 LPL Financial LLC 0.00% 35,261 $958K
17 PNC FINANCIAL SERVICES GROUP, INC. 0.00% 16,058 $436K
18 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% 33,275 $904K
19 ENVESTNET ASSET MANAGEMENT INC 0.00% 11,077 $301K
20 MAI Capital Management 0.00% 434 $12K
21 MORGAN STANLEY 0.00% 2,501 $68K
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 (MBND)

What does the Smart Money Trend signal show for MBND?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their MBND positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for MBND?

Slight buying edge — 59% buying: Last quarter: 10 funds bought or added vs 7 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for MBND holders?

Strong quality — 28% AUM from major funds: 6 of 21 holders rank in the top 100 by AUM, accounting for 28% 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 MBND?

48% of holders stayed for 2+ years: 10 out of 21 hedge funds have held MBND 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.

Is it too late to buy SSGA ACTIVE TR (MBND) following the 2026 Q1 hedge fund 13F filings?

As of today, MBND has moved -0.2% since the 2026 Q1 13F filing date (May 15, 2026), compared to +0.3% for the SPY sector ETF — an outperformance of -0.5%. Since the quarter end (March 31, 2026), MBND has gained +8.5% vs +14.0% for SPY. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

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.

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