Ssga Active Tr (PRIV) Hedge Fund Ownership (Q1 2026)

Q: Is it too late to buy Ssga Active Tr (PRIV) following the 2026 Q2 hedge fund 13F filings?

As of today, PRIV has moved +0.0% since the 2026 Q2 13F filing date (August 14, 2026), compared to +0.0% for the SPY sector ETF — an outperformance of +0.0%. Since the quarter end (June 30, 2026), PRIV gained -1.6% vs +4.0% 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.

Ssga Active Tr (PRIV)

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

Smart Money Signals — PRIV

Based on 22 hedge funds · latest filing: 2026 Q1 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 4Q

For 1 consecutive quarter, more hedge funds reduced or closed their PRIV 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 — 73% of 1.2Y peak

73% of all-time peak

22 funds currently hold this stock — 73% of the 1.2-year high of 30 funds (reached 2025 Q4). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.

🚀

Fast accumulation — +100% more funds vs a year ago

fund count last 5Q

+11 new funds entered over the past year (+100% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks. The peak was reached in just 3 quarters from the low — a sharp move.

🟡

Slight buying edge — 50% buying

14 buying14 selling

Last quarter: 14 funds bought or added vs 14 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.

⚠️

Fewer new buyers each quarter (-11 vs last Q)

new funds entering per quarter

Funds opening this position for the first time: 12 → 10 → 13 → 2. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.

🔄

Mostly new holders — 64% entered in last year

■ 0% conviction (2yr+) ■ 36% medium ■ 64% new

Only 0 funds (0%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.

📊

Peak discovery — momentum slowing

12 → 10 → 13 → 2 new funds/Q

New funds entering each quarter: 12 → 10 → 13 → 2. PRIV is well-known in the hedge fund world, but fresh entries are gradually declining. The explosive phase of institutional discovery is likely behind us.

🌱

Early stage — 100% of holders entered in last year

■ 0% veterans ■ 0% 1-2yr ■ 100% new

Of 22 current holders: 22 (100%) entered in the past year, only 0 (0%) are 2+ year veterans. This is an early-phase institutional idea — still being discovered. High upside potential if the thesis plays out, but thin conviction base.

📋

Smaller funds dominant — 0% AUM from top-100

0% from top-100 AUM funds

2 of 22 holders rank in the top 100 by AUM, but together hold only 0% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

4.2

out of 10

Moderate Exit Risk

Exit risk score 4.2/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

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.

Metric	All 13F Filers (2026 Q1)	Prior (2025 Q4)	Change
Funds Holding	22	30	-26.67%
13F Shares	32M	3M	955.77%
Total Value	$807M	$77M	947.21%
New Positions	2	13	-11
Increased Positions	12	10	+2
Closed Positions	10	5	+5
Reduced Positions	4	4	-
Total Calls	0	0	-
Total Puts	0	0	-
PUT/CALL Ratio	0.0	0.0	Bullish

Metric

All 13F Filers (2026 Q1)

Prior (2025 Q4)

Change

Funds Holding

-26.67%

13F Shares

32M

955.77%

Total Value

$807M

$77M

947.21%

New Positions

-11

Increased Positions

Closed Positions

Reduced Positions

Total Calls

Total Puts

PUT/CALL Ratio

0.0

Bullish

Institutional Holders (2026 Q2)

22 + investors

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

QUARTER:

2026 Q2 filings are still coming in. Only funds that have filed so far are shown — top holders may not have reported yet. Full 13F data typically settles by ~50 days after quarter-end.

FILTER:All New Added To Reduced No Change | Overweight >5%

Top 24 PRIV holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Texas Permanent School Fund Corp	32.87%	29,455,888	$741.6M
2	Mattson Financial Services, LLC	0.64%	122,534	$3.1M
3	Paladin Wealth, LLC	0.63%	42,868	$1.1M
4	Beaumont Financial Advisors, LLC	0.62%	389,109	$9.8M
5	Wealth Preservation Advisors, LLC	0.48%	33,552	$845K
6	Apollo Management Holdings, L.P.	0.45%	1,580,000	$39.8M
7	Gradient Investments LLC	0.36%	1,025,282	$25.8M
8	Beta Wealth Group, Inc.	0.33%	35,373	$891K
9	Breakwater Investment Management	0.31%	35,835	$902K
10	Wealth Management Nebraska	0.23%	102,891	$2.6M
11	SMART Wealth LLC	0.14%	25,922	$653K
12	Zullo Investment Group, Inc.	0.08%	9,050	$228K
13	Koshinski Asset Management, Inc.	0.01%	10,924	$275K
14	Crews Bank & Trust	0.01%	1,700	$43K
15	Global Retirement Partners, LLC	0.00%	5,356	$135K
16	Byrne Asset Management LLC	0.00%	100	$3K
17	Ashton Thomas Private Wealth, LLC	0.00%	1,194	$30K
18	Cape Investment Advisory, Inc.	0.00%	86	$2K
19	Integrated Wealth Concepts LLC	0.00%	2,334	$59K
20	Jane Street Group, LLC	0.00%	80,869	$2.0M
21	Mather Group, LLC.	0.00%	471	$12K
22	CoreCap Advisors, LLC	0.00%	107	$3K
23	Goldman Sachs Group Inc	0.00%	19,753	$497K
24	AE Wealth Management LLC	0.00%	—	—

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 (PRIV)

What does the Smart Money Trend signal show for PRIV?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their PRIV 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 PRIV?

Slight buying edge — 50% buying: Last quarter: 14 funds bought or added vs 14 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 PRIV holders?

Smaller funds dominant — 0% AUM from top-100: 2 of 22 holders rank in the top 100 by AUM, but together hold only 0% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held PRIV?

Mostly new holders — 64% entered in last year: Only 0 funds (0%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.

Is it too late to buy Ssga Active Tr (PRIV) following the 2026 Q2 hedge fund 13F filings?

As of today, PRIV has moved +0.0% since the 2026 Q2 13F filing date (August 14, 2026), compared to +0.0% for the SPY sector ETF — an outperformance of +0.0%. Since the quarter end (June 30, 2026), PRIV has gained -1.6% vs +4.0% 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.

Market Cap	--
Enterprise Value	--
Trailing P/E	--
Forward P/E	--
PEG Ratio (5yr expected)	--
Price/Sales (ttm)	--
Price/Book (mrq)	--
Enterprise Value/Revenue	--
Enterprise Value/EBITDA	--
Beta (5Y Monthly)	--
Short Ratio (Days to Cover)	--
Short % of Float	--

Profit Margin	--
Return on Assets (ttm)	--
Return on Equity (ttm)	--

Revenue (ttm)	--
Net Income Avi to Common (ttm)	--
Diluted EPS (ttm)	--
Total Cash (mrq)	--
Total Debt/Equity (mrq)	--
Levered Free Cash Flow (ttm)	--

Ssga Active Tr (PRIV)

Smart Money Signals — PRIV

Selling streak — 1 quarter in a row

High ownership — 73% of 1.2Y peak

Fast accumulation — +100% more funds vs a year ago

Slight buying edge — 50% buying

Fewer new buyers each quarter (-11 vs last Q)

Mostly new holders — 64% entered in last year

Peak discovery — momentum slowing

Early stage — 100% of holders entered in last year

Smaller funds dominant — 0% AUM from top-100

Institutional Sentiment Summary — PRIV

Hedge Fund Ownership: PRIV

Market Analysis: PRIV

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: PRIV

Is It Too Late to Buy Ssga Active Tr (PRIV) Based on Hedge Fund 13F Filings?

Hedge Fund Positioning: PRIV

Statistics: PRIV

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q2)

Frequently Asked Questions — Ssga Active Tr (PRIV)

Welcome to 13Foresight!