Who owns STOT?
State Street DoubleLine Short Duration Total Return Tactical ETF · State Street
71 institutions reported holding STOT, worth $315.5M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of STOT
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Bank of America Corp. | Charlotte, NC | $45.3M | 962,764 | +272,028 shares |
| LPL Financial LLC | Fort Mill, SC | $45.3M | 962,313 | +360,195 shares |
| Foundations Investment Advisors, LLC | Phoenix, AZ | $39.0M | 828,575 | +88,063 shares |
| Raymond James Financial Inc. | St. Petersburg, FL | $37.2M | 790,730 | +198,858 shares |
| Morgan Stanley | New York, NY | $30.1M | 639,696 | +178,512 shares |
| Spinnaker Investment Group, LLC | Newport Beach, CA | $14.0M | 297,491 | −246,003 shares |
| UBS Group AG | Zurich, Switzerland | $13.3M | 283,469 | +6,573 shares |
| Stratos Wealth Partners, LTD. | Beachwood, OH | $9.4M | 200,362 | New position |
| Hofer & Associates. Inc | Thousand Oaks, CA | $7.5M | 159,481 | +5,728 shares |
| Royal Bank of Canada | Toronto, Ontario, Canada | $7.1M | 151,707 | +26,325 shares |
From SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
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Frequently asked questions
Who owns STOT?
71 institutional managers reported holding STOT in Form 13F filings for June 30, 2026, worth $315.5M in total. The largest reported position was held by Bank of America Corp., at $45.3M.
Did institutions buy or sell STOT last quarter?
Reported 13F value rose 25.2% from March 31, 2026, which includes price moves as well as buying and selling. 13 firms reported a new position and 6 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is STOT ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.