Who Owns State Street DoubleLine Short Duration Total Return Tactical ETF (STOT)?Hedge Fund & Institutional Holders

$47.10+0.01 (+0.02%)Financial ServicesBATS

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$2.7335270002500025e+163T

% of Float Held

—

QoQ Change in Holders

+15 / -3

Price History

$46.74$46.94$47.14$47.34$47.54Sep 24Jun 25Mar 26

STOT — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
FOUNDATIONS INVESTMENT ADVISORS, LLCNew Position+557K+$25.0M
Hofer & Associates. IncNew Position+150K+$7.1M
Sanctuary Advisors, LLCNew Position+149K+$7.0M
EXENCIAL WEALTH ADVISORS, LLCNew Position+24K+$1.1M
Janney Montgomery Scott LLCNew Position+38K+$1.0M
MSH Capital Advisors LLCNew Position+23K+$1.0M
GREATMARK INVESTMENT PARTNERS, INC.New Position+15K+$709K
Brookwood Investment Group LLCNew Position+9K+$405K
Koss-Olinger Consulting, LLCNew Position+6K+$276K
Smith Partners Wealth Management, LLCNew Position+6K+$270K
XY Planning Network, Inc.New Position+6K+$265K
Trilogy Capital Inc.New Position+5K+$254K
PRIVATE TRUST CO NANew Position+1K+$61K
VALLEY NATIONAL ADVISERS INCNew Position+1K+$55K
Capital Advisors, Ltd. LLCNew Position+863+$41K

STOT — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
LPL Financial LLCDecreased-28K-$25.7B
Journey Advisory Group, LLCDecreased-21K-$8.2B
CITADEL ADVISORS LLCClosed Position-132K-$6.3B
BANK OF AMERICA CORP /DE/Decreased-14K-$4.6B
ASSETMARK, INCDecreased-18K-$3.5B
JANE STREET GROUP, LLCDecreased-33K-$1.9B
Integrated Wealth Concepts LLCDecreased-3K-$1.5B
HighTower Advisors, LLCDecreased-477-$1.5B
Eldridge Investment Advisors, Inc.Decreased-316-$1.3B
CAPTRUST FINANCIAL ADVISORSDecreased-2K-$1.1B
Clearwater Capital Advisors, LLCDecreased-171-$1.1B
StoneX Group Inc.Closed Position-12K-$552.5M
Snowden Capital Advisors LLCDecreased-5K-$473.9M
SUSQUEHANNA INTERNATIONAL GROUP, LLPClosed Position-7K-$354.0M
OSAIC HOLDINGS, INC.Decreased-231-$307.0M

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1Spinnaker Investment Group, LLC578,169$27.3M4.96%Share
2RAYMOND JAMES FINANCIAL INC592,081$27.0M0.01%Share
3FOUNDATIONS INVESTMENT ADVISORS, LLC535,978$25.0M0.33%Share
4LPL Financial LLC514,732$24.0M0.01%Share
5MORGAN STANLEY405,823$19.0M0.00%Share
6Saiph Capital, LLC157,063$7.4M2.67%Share
7Journey Advisory Group, LLC152,441$7.2M0.61%Share
8Hofer & Associates. Inc149,814$7.1M3.75%Share
9UBS Group AG104,959$5.0M0.00%Share
10Arrowroot Family Office, LLC102,097$4.8M1.76%Share
11Great Lakes Retirement, Inc.89,675$4.0M0.42%Share
12Focus Financial Network, Inc.61,914$2.9M0.10%Share
13ASSETMARK, INC56,196$2.7M0.01%Share
14PARAGON CAPITAL MANAGEMENT INC55,007$2.6M2.01%Share
15Lineweaver Wealth Advisors, LLC50,065$2.4M0.32%Share
16Sanctuary Advisors, LLC47,449$2.2M0.01%Share
17BANK OF AMERICA CORP /DE/49,554$2.0M0.00%Share
18Wealthcare Advisory Partners LLC39,171$1.9M0.04%Share
19Sanctuary Advisors, LLC35,202$1.7M0.01%Share
20Sanctuary Advisors, LLC32,980$1.6M0.01%Share
21Sanctuary Advisors, LLC32,980$1.6M0.01%Share
22Eldridge Investment Advisors, Inc.26,248$1.2M0.27%Share
23EXENCIAL WEALTH ADVISORS, LLC24,021$1.1M0.04%Share
24Clearwater Capital Advisors, LLC22,721$1.1M0.09%Share
25Integrated Wealth Concepts LLC28,097$1.0M0.01%Share
26BANK OF AMERICA CORP /DE/30,606$1.0M0.00%Share
27CAPTRUST FINANCIAL ADVISORS21,786$1.0M0.00%Share
28MSH Capital Advisors LLC23,201$1.0M0.21%Share
29HighTower Advisors, LLC30,333$1.0M0.00%Share
30Janney Montgomery Scott LLC37,520$1.0M0.00%Share
31Proficio Capital Partners LLC17,727$838K0.06%Share
32GREATMARK INVESTMENT PARTNERS, INC.15,000$709K0.08%Share
33Brookwood Investment Group LLC8,582$405K0.05%Share
34Glen Eagle Advisors, LLC5,864$277K0.04%Share
35Koss-Olinger Consulting, LLC5,833$276K0.02%Share
36Smith Partners Wealth Management, LLC5,716$270K0.25%Share
37XY Planning Network, Inc.5,612$265K0.05%Share
38Jaffetilchin Investment Partners, LLC5,606$265K0.02%Share
39Trilogy Capital Inc.5,383$254K0.01%Share
40Sunbelt Securities, Inc.2,409$113K0.01%Share
41Pacific Center for Financial Services1,706$80K0.02%Share
42PRIVATE TRUST CO NA1,297$61K0.01%Share
43VALLEY NATIONAL ADVISERS INC1,180$55K0.01%Share
44Capital Advisors, Ltd. LLC863$41K0.00%Share
45New Millennium Group LLC801$37K0.02%Share
46Geneos Wealth Management Inc.400$18K0.00%Share
47CWM, LLC300$14K0.00%Share
48UBS Group AG245$11K0.00%Share
49Fairway Wealth LLC82$3K0.00%Share
50AdvisorNet Financial, Inc52$2K0.00%Share

STOT Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 202564$192.7M+18
Q3 202546$144.5B-15
Q2 202561$142.1B+3
Q1 202558$115.7B+6
Q4 202452$11.1T+7
Q3 202445$52.9T+5
Q2 202440$37.0T+3
Q1 202437$28.7T—

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As of Q4 2025, 50 institutional investors hold STOT (State Street DoubleLine Short Duration Total Return Tactical ETF). The largest holder is Spinnaker Investment Group, LLC with $27.3M in shares. This quarter, 15 institutions opened new positions and 3 closed their positions.

Frequently Asked Questions

How many hedge funds own STOT?

As of Q4 2025, 50 institutional investors report holding STOT (State Street DoubleLine Short Duration Total Return Tactical ETF) in their 13F filings.

Who is the largest institutional holder of STOT?

The largest institutional holder of STOT is Spinnaker Investment Group, LLC with $27.3M in shares.

Is institutional ownership of STOT increasing or decreasing?

This quarter, 15 institutions opened new positions in STOT and 3 closed their positions.