SS DL ST DUR TR TACT ETF STOT
$46.90
+0.1% 52w: $45.15 – $46.94
Latest 13F among current holders filed 1 month ago (May 18, 2026)
Price — last 12 months
research preview data45.1546.0446.94
Jun 20, 2025 Jul 2, 2026
Institutional holders
66
-1 QoQ
13F value
$252.7M
+26.3% QoQ
Smart-money holders
1
signal tier ≥ 2
New smart buyers
0
Q1 2026
Institutional value by quarter
Number of holders
Who owns STOT?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| Foundations Investment Advisors, LLC | Wealth advisor | 740.5K | $34.9M | 0.4% | +33.0% |
| BANK OF AMERICA CORP /DE/ | Bank broker | 690.7K | $32.6M | 0.0% | +739.7% |
| LPL Financial LLC | Bank broker | 602.1K | $28.4M | 0.0% | +17.0% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 591.9K | $27.9M | 0.0% | -0.2% |
| Spinnaker Investment Group, LLC | Wealth advisor | 543.5K | $25.6M | 5.2% | -6.0% |
| MORGAN STANLEY | Bank broker | 461.2K | $21.7M | 0.0% | +13.6% |
| UBS Group AG | Bank broker | 276.9K | $13.1M | 0.0% | +163.2% |
| Hofer & Associates. Inc | Wealth advisor | 153.8K | $7.2M | 3.9% | +2.6% |
| Saiph Capital, LLC | Wealth advisor | 146.8K | $6.9M | 2.6% | -6.5% |
| ROYAL BANK OF CANADA | Bank broker | 125.4K | $5.9M | 0.0% | +2833.6% |
| Great Lakes Retirement, Inc. | Other | 98.8K | $4.7M | 0.5% | +10.2% |
| Sanctuary Advisors, LLC | Wealth advisor | 72.0K | $3.4M | 0.0% | +51.7% |
| Arrowroot Family Office, LLC | Wealth advisor | 66.4K | $3.1M | 1.0% | -35.0% |
| Lineweaver Wealth Advisors, LLC | Wealth advisor | 57.9K | $2.7M | 0.4% | +15.7% |
| Journey Advisory Group, LLC | Wealth advisor | 56.1K | $2.6M | 0.2% | -63.2% |
| CITADEL ADVISORS LLC | Multistrat pod | 54.3K | $2.6M | 0.0% | New |
| ASSETMARK, INC | Wealth advisor | 51.2K | $2.4M | 0.0% | -8.9% |
| Wealthcare Advisory Partners LLC | Wealth advisor | 39.9K | $1.9M | 0.0% | +1.8% |
| Janney Montgomery Scott LLC | Diversified mechanical | 38.0K | $1.8M | 0.0% | +1.4% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Market maker | 35.2K | $1.7M | 0.0% | New |
| Rockefeller Capital Management L.P. | Diversified mechanical | 34.0K | $1.6M | 0.0% | +148.8% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 33.0K | $1.6M | 0.0% | +100.9% |
| HighTower Advisors, LLC | Diversified mechanical | 30.7K | $1.4M | 0.0% | +1.2% |
| Focus Financial Network, Inc. | Wealth advisor | 29.6K | $1.4M | 0.0% | -52.2% |
| Integrated Wealth Concepts LLC | Wealth advisor | 28.6K | $1.3M | 0.0% | +1.8% |
| Independent Wealth Network Inc. | Wealth advisor | 26.2K | $1.2M | 0.4% | New |
| Clearwater Capital Advisors, LLC | Wealth advisor | 23.0K | $1.1M | 0.1% | +1.2% |
| PARAGON CAPITAL MANAGEMENT INC | Wealth advisor | 21.4K | $1.0M | 0.9% | -61.1% |
| CAPTRUST FINANCIAL ADVISORS | Wealth advisor | 20.5K | $967K | 0.0% | -5.9% |
| Cetera Investment Advisers | Wealth advisor | 17.8K | $839K | 0.0% | +7.4% |
| Proficio Capital Partners LLC | Wealth advisor | 17.7K | $835K | 0.0% | Held |
| JANE STREET GROUP, LLC | Market maker | 15.5K | $731K | 0.0% | +103.6% |
| GREATMARK INVESTMENT PARTNERS, INC. ★2 | Fundamental diversified | 15.0K | $707K | 0.1% | Held |
| Essex Financial Services, Inc. | Wealth advisor | 14.8K | $700K | 0.0% | 0.0% |
| Private Advisor Group, LLC | Wealth advisor | 14.7K | $691K | 0.0% | +2.2% |
| EXENCIAL WEALTH ADVISORS, LLC | Wealth advisor | 14.2K | $671K | 0.0% | -40.7% |
| Belpointe Asset Management LLC | Wealth advisor | 14.0K | $658K | 0.0% | New |
| STIFEL FINANCIAL CORP | Diversified mechanical | 13.4K | $630K | 0.0% | New |
| Brookwood Investment Group LLC | Wealth advisor | 7.4K | $347K | 0.0% | -14.2% |
| XY Planning Network, Inc. | Wealth advisor | 6.6K | $308K | 0.0% | +16.9% |
| Trilogy Capital Inc. | Wealth advisor | 5.7K | $271K | 0.0% | +6.7% |
| Smith Partners Wealth Management, LLC | Wealth advisor | 5.3K | $249K | 0.2% | -7.4% |
| Koss-Olinger Consulting, LLC | Wealth advisor | 5.1K | $241K | 0.0% | -12.3% |
| Walser Wealth Management Company, A Ltd Liability Co | Wealth advisor | 4.8K | $228K | 0.1% | New |
| Financial Strategies Group, Inc. | Wealth advisor | 4.8K | $226K | 0.0% | New |
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 4.8K | $225K | 0.0% | New |
| Glen Eagle Advisors, LLC | Wealth advisor | 4.6K | $218K | 0.0% | -21.0% |
| Root Financial Partners, LLC | Wealth advisor | 4.5K | $214K | 0.0% | New |
| Larson Financial Group LLC | Wealth advisor | 4.5K | $211K | 0.0% | -24.2% |
| Merit Financial Group, LLC | Wealth advisor | 4.3K | $203K | 0.0% | New |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.