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

$2.7335000270000008e+247T

% of Float Held

—

QoQ Change in Holders

+8 / -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
RAYMOND JAMES FINANCIAL INCIncreased+201K+$8.4B
Hofer & Associates. IncNew Position+150K+$7.1B
MSH Capital Advisors LLCNew Position+23K+$1.0B
Spinnaker Investment Group, LLCIncreased+14K+$578.5M
Brookwood Investment Group LLCNew Position+9K+$405.0M
Wealthcare Advisory Partners LLCIncreased+7K+$349.5M
Saiph Capital, LLCIncreased+7K+$333.5M
UBS Group AGIncreased+7K+$328.6M
Koss-Olinger Consulting, LLCNew Position+6K+$276.0M
XY Planning Network, Inc.New Position+6K+$265.0M
Trilogy Capital Inc.New Position+5K+$254.0M
Arrowroot Family Office, LLCIncreased+4K+$180.9M
PRIVATE TRUST CO NANew Position+1K+$61.0M
PARAGON CAPITAL MANAGEMENT INCIncreased+822+$32.5M
Geneos Wealth Management Inc.New Position+400+$18.0M

STOT — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
LPL Financial LLCDecreased-28K-$25.7B
CITADEL ADVISORS LLCClosed Position-132K-$6.3B
JANE STREET GROUP, LLCDecreased-33K-$1.9B
Integrated Wealth Concepts LLCDecreased-3K-$1.5B
HighTower Advisors, LLCDecreased-477-$1.5B
CAPTRUST FINANCIAL ADVISORSDecreased-2K-$1.1B
Journey Advisory Group, LLCDecreased-21K-$1.0B
ASSETMARK, INCDecreased-18K-$871.7M
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
Larson Financial Group LLCDecreased-526-$304.3M
ROYAL BANK OF CANADADecreased-381-$221.0M
Eldridge Investment Advisors, Inc.Decreased-316-$17.7M

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1Spinnaker Investment Group, LLC578,169$27.3B4.96%Share
2RAYMOND JAMES FINANCIAL INC592,081$27.0B0.01%Share
3Saiph Capital, LLC157,063$7.4B2.67%Share
4Journey Advisory Group, LLC152,441$7.2B0.61%Share
5Hofer & Associates. Inc149,814$7.1B3.75%Share
6UBS Group AG104,959$5.0B0.00%Share
7Arrowroot Family Office, LLC102,097$4.8B1.76%Share
8Great Lakes Retirement, Inc.89,675$4.0B0.42%Share
9ASSETMARK, INC56,196$2.7B0.01%Share
10PARAGON CAPITAL MANAGEMENT INC55,007$2.6B2.01%Share
11BANK OF AMERICA CORP /DE/49,554$2.0B0.00%Share
12Wealthcare Advisory Partners LLC39,171$1.9B0.04%Share
13Eldridge Investment Advisors, Inc.26,248$1.2B0.27%Share
14Clearwater Capital Advisors, LLC22,721$1.1B0.09%Share
15MSH Capital Advisors LLC23,201$1.0B0.21%Share
16BANK OF AMERICA CORP /DE/30,606$1.0B0.00%Share
17Proficio Capital Partners LLC17,727$838.0M0.06%Share
18Brookwood Investment Group LLC8,582$405.0M0.05%Share
19Glen Eagle Advisors, LLC5,864$277.0M0.04%Share
20Koss-Olinger Consulting, LLC5,833$276.0M0.02%Share
21Jaffetilchin Investment Partners, LLC5,606$265.0M0.02%Share
22XY Planning Network, Inc.5,612$265.0M0.05%Share
23Trilogy Capital Inc.5,383$254.0M0.01%Share
24Sunbelt Securities, Inc.2,409$113.0M0.01%Share
25PRIVATE TRUST CO NA1,297$61.0M0.01%Share
26New Millennium Group LLC801$37.0M0.02%Share
27LPL Financial LLC514,732$24.0M0.01%Share
28MORGAN STANLEY405,823$19.0M0.00%Share
29Geneos Wealth Management Inc.400$18.0M0.00%Share
30UBS Group AG245$11.0M0.00%Share
31Fairway Wealth LLC82$3.0M0.00%Share
32Focus Financial Network, Inc.61,914$2.9M0.10%Share
33Lineweaver Wealth Advisors, LLC50,065$2.4M0.32%Share
34Sanctuary Advisors, LLC47,449$2.2M0.01%Share
35AdvisorNet Financial, Inc52$2.0M0.00%Share
36Sanctuary Advisors, LLC35,202$1.7M0.01%Share
37Sanctuary Advisors, LLC32,980$1.6M0.01%Share
38Sanctuary Advisors, LLC32,980$1.6M0.01%Share
39EXENCIAL WEALTH ADVISORS, LLC24,021$1.1M0.04%Share
40CAPTRUST FINANCIAL ADVISORS21,786$1.0M0.00%Share
41Janney Montgomery Scott LLC37,520$1.0M0.00%Share
42HighTower Advisors, LLC30,333$1.0M0.00%Share
43GREATMARK INVESTMENT PARTNERS, INC.15,000$709K0.08%Share
44Smith Partners Wealth Management, LLC5,716$270K0.25%Share
45Pacific Center for Financial Services1,706$80K0.02%Share
46VALLEY NATIONAL ADVISERS INC1,180$55K0.01%Share
47Capital Advisors, Ltd. LLC863$41K0.00%Share
48FOUNDATIONS INVESTMENT ADVISORS, LLC535,978$25K0.00%Share
49CWM, LLC300$14K0.00%Share
50Integrated Wealth Concepts LLC28,097$1K0.00%Share

STOT Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 202564$106.1B+18
Q3 202546$128.3B-15
Q2 202561$136.2B+3
Q1 202558$109.9B+6
Q4 202452$3.0T+7
Q3 202445$26.4T+5
Q2 202440$9.5T+3
Q1 202437$6.6T—

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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 $27.3B in shares. This quarter, 8 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 $27.3B in shares.

Is institutional ownership of STOT increasing or decreasing?

This quarter, 8 institutions opened new positions in STOT and 3 closed their positions.