STOT Institutional Ownership
State Street DoubleLine Short Duration Total Return Tactical ETF
1W: -0.2%
1M: -1.2%
3M: -1.7%
YTD: -1.8%
1Y: -1.2%
3Y: +11.4%
5Y: +10.9%
$46.12
-0.04 (-0.09%)
Weekly Expected Move ±0.2%
$46
$46
$46
$46
$46
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — STOT
77
Institutional Holders
+1 vs prior quarter
0.0%
Ownership
+0.00pp
312M
Total Invested
13
New Positions
33
Increased
21
Reduced
6
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (88 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | BANK OF AMERICA CORP /DE | 962,764 | 44M | +272,028 | +39.4% | 15Q | SEC ↗ |
| 2 | LPL Financial LLC | 962,313 | 44M | +360,195 | +59.8% | 39Q | SEC ↗ |
| 3 | Foundations Investment Advisors, LLC | 828,575 | 38M | +88,063 | +11.9% | 9Q | SEC ↗ |
| 4 | RAYMOND JAMES FINANCIAL INC | 790,730 | 36M | +198,858 | +33.6% | 7Q | SEC ↗ |
| 5 | MORGAN STANLEY | 639,696 | 30M | +178,512 | +38.7% | 37Q | SEC ↗ |
| 6 | Spinnaker Investment Group, LLC | 297,491 | 14M | -246,003 | -45.3% | 19Q | SEC ↗ |
| 7 | UBS Group AG | 283,469 | 13M | +6,573 | +2.4% | 39Q | SEC ↗ |
| 8 | Stratos Wealth Partners, LTD. NEW | 200,362 | 9M | — | +0.0% | 1Q | SEC ↗ |
| 9 | Hofer & Associates. Inc | 159,481 | 7M | +5,728 | +3.7% | 19Q | SEC ↗ |
| 10 | ROYAL BANK OF CANADA | 151,707 | 7M | +26,325 | +21.0% | 38Q | SEC ↗ |
| 11 | Saiph Capital, LLC | 149,132 | 7M | +2,310 | +1.6% | 4Q | SEC ↗ |
| 12 | GOLDMAN SACHS GROUP INC NEW | 127,555 | 6M | — | +0.0% | 1Q | SEC ↗ |
| 13 | Great Lakes Retirement, Inc. | 104,933 | 5M | +6,118 | +6.2% | 8Q | SEC ↗ |
| 14 | Sanctuary Advisors, LLC | 73,045 | 3M | +1,069 | +1.5% | 8Q | SEC ↗ |
| 15 | Arrowroot Family Office, LLC | 63,655 | 3M | -2,706 | -4.1% | 5Q | SEC ↗ |
| 16 | Lineweaver Wealth Advisors, LLC | 60,381 | 3M | +2,480 | +4.3% | 11Q | SEC ↗ |
| 17 | KESTRA PRIVATE WEALTH SERVICES, LLC NEW | 58,273 | 3M | — | +0.0% | 1Q | SEC ↗ |
| 18 | Journey Advisory Group, LLC | 56,367 | 3M | +226 | +0.4% | 5Q | SEC ↗ |
| 19 | ASSETMARK, INC | 50,964 | 2M | -229 | -0.4% | 5Q | SEC ↗ |
| 20 | Janney Montgomery Scott LLC | 38,390 | 2M | +345 | +0.9% | 21Q | SEC ↗ |
| 21 | Wealthcare Advisory Partners LLC | 36,252 | 2M | -3,640 | -9.1% | 5Q | SEC ↗ |
| 22 | Global Assets Advisory, LLC NEW | 34,267 | 2M | — | +0.0% | 1Q | SEC ↗ |
| 23 | Ashton Thomas Private Wealth, LLC NEW | 33,496 | 2M | — | +0.0% | 1Q | SEC ↗ |
| 24 | HighTower Advisors, LLC | 32,138 | 1M | +1,439 | +4.7% | 16Q | SEC ↗ |
| 25 | Integrated Wealth Concepts LLC | 31,186 | 1M | +2,585 | +9.0% | 11Q | SEC ↗ |
| 26 | Walser Wealth Management Company, A Lt | 28,923 | 1M | +24,083 | +497.6% | 2Q | SEC ↗ |
| 27 | Focus Financial Network, Inc. | 28,518 | 1M | -1,070 | -3.6% | 10Q | SEC ↗ |
| 28 | Independent Wealth Network Inc. | 28,469 | 1M | +2,283 | +8.7% | 2Q | SEC ↗ |
| 29 | OakTrust Wealth Advisors, LLC NEW | 27,474 | 1M | — | +0.0% | 1Q | SEC ↗ |
| 30 | Western Wealth Management, LLC | 26,124 | 1M | +21,970 | +528.9% | 7Q | SEC ↗ |
| 31 | Clearwater Capital Advisors, LLC | 25,267 | 1M | +2,267 | +9.9% | 11Q | SEC ↗ |
| 32 | Cetera Investment Advisers | 21,846 | 1M | +4,048 | +22.7% | 8Q | SEC ↗ |
| 33 | PARAGON CAPITAL MANAGEMENT INC | 21,051 | 971K | -331 | -1.5% | 19Q | SEC ↗ |
| 34 | CAPTRUST FINANCIAL ADVISORS | 20,359 | 939K | -150 | -0.7% | 11Q | SEC ↗ |
| 35 | ENVESTNET ASSET MANAGEMENT INC | 19,558 | 902K | -13,397 | -40.7% | 16Q | SEC ↗ |
| 36 | Essex Financial Services, Inc. | 17,599 | 812K | +2,753 | +18.5% | 9Q | SEC ↗ |
| 37 | Proficio Capital Partners LLC | 17,496 | 807K | -231 | -1.3% | 11Q | SEC ↗ |
| 38 | Rockefeller Capital Management L.P. | 16,613 | 766K | -17,413 | -51.2% | 5Q | SEC ↗ |
| 39 | Private Advisor Group, LLC | 15,983 | 737K | +1,328 | +9.1% | 21Q | SEC ↗ |
| 40 | EXENCIAL WEALTH ADVISORS, LLC | 14,236 | 657K | -9,785 | -40.7% | 18Q | SEC ↗ |
| 41 | GREATMARK INVESTMENT PARTNERS, INC. | 13,500 | 623K | -1,500 | -10.0% | 19Q | SEC ↗ |
| 42 | COMMONWEALTH EQUITY SERVICES, LLC | 12,492 | 576K | +7,727 | +162.2% | 2Q | SEC ↗ |
| 43 | Savant Capital, LLC NEW | 10,017 | 462K | — | +0.0% | 1Q | SEC ↗ |
| 44 | Visionary Horizons, LLC NEW | 8,408 | 388K | — | +0.0% | 1Q | SEC ↗ |
| 45 | OSAIC HOLDINGS, INC. | 8,040 | 371K | +5,716 | +246.0% | 26Q | SEC ↗ |
| 46 | Belpointe Asset Management LLC | 8,016 | 370K | -5,938 | -42.6% | 2Q | SEC ↗ |
| 47 | Brookwood Investment Group LLC | 7,137 | 329K | -223 | -3.0% | 5Q | SEC ↗ |
| 48 | XY Planning Network, Inc. | 7,094 | 327K | +532 | +8.1% | 3Q | SEC ↗ |
| 49 | Trilogy Capital Inc. | 5,759 | 266K | +16 | +0.3% | 7Q | SEC ↗ |
| 50 | Kestra Advisory Services, LLC NEW | 5,511 | 254K | — | +0.0% | 1Q | SEC ↗ |
Recent Activity
New Positions (13)
| Holder | Shares | Value |
|---|---|---|
| Stratos Wealth Partners, LTD. | 200,362 | 9M |
| GOLDMAN SACHS GROUP INC | 127,555 | 6M |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 58,273 | 3M |
| Global Assets Advisory, LLC | 34,267 | 2M |
| Ashton Thomas Private Wealth, LLC | 33,496 | 2M |
| OakTrust Wealth Advisors, LLC | 27,474 | 1M |
| Savant Capital, LLC | 10,017 | 462K |
| Visionary Horizons, LLC | 8,408 | 388K |
| Kestra Advisory Services, LLC | 5,511 | 254K |
| FIFTH THIRD BANCORP | 5,481 | 253K |
| ALONGSIDE, LLC | 5,169 | 238K |
| JONES FINANCIAL COMPANIES LLLP | 599 | 28K |
| Planning Strategies Inc. | 336 | 15K |
Sold Out (14)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| CITADEL ADVISORS LLC | 54,317 | 3M |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | 35,213 | 2M |
| Eldridge Investment Advisors, Inc. | 26,248 | 1M |
| MSH Capital Advisors LLC | 23,201 | 1M |
| FLOW TRADERS U.S. LLC | 21,122 | 974K |
| JANE STREET GROUP, LLC | 15,516 | 716K |
| Jaffetilchin Investment Partners, L | 5,606 | 259K |
| Snowden Capital Advisors LLC | 5,500 | 254K |
| Koss-Olinger Consulting, LLC | 5,117 | 236K |
| Root Financial Partners, LLC | 4,547 | 210K |
| CITIGROUP INC | 1,679 | 77K |
| NORTHWESTERN MUTUAL WEALTH MANAGEME | 556 | 26K |
| Fairway Wealth LLC | 82 | 4K |
| NewEdge Advisors, LLC | 45 | 2K |
Biggest Increases (20)
Biggest Decreases (17)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| Spinnaker Investment Group, LLC | -246,003 | -45.3% | 297,491 |
| Rockefeller Capital Management L.P. | -17,413 | -51.2% | 16,613 |
| ENVESTNET ASSET MANAGEMENT INC | -13,397 | -40.7% | 19,558 |
| EXENCIAL WEALTH ADVISORS, LLC | -9,785 | -40.7% | 14,236 |
| STIFEL FINANCIAL CORP | -8,558 | -64.1% | 4,800 |
| Belpointe Asset Management LLC | -5,938 | -42.6% | 8,016 |
| Wealthcare Advisory Partners LLC | -3,640 | -9.1% | 36,252 |
| Arrowroot Family Office, LLC | -2,706 | -4.1% | 63,655 |
| Larson Financial Group LLC | -2,056 | -46.0% | 2,412 |
| GREATMARK INVESTMENT PARTNERS, INC. | -1,500 | -10.0% | 13,500 |
| Focus Financial Network, Inc. | -1,070 | -3.6% | 28,518 |
| PARAGON CAPITAL MANAGEMENT INC | -331 | -1.5% | 21,051 |
| Proficio Capital Partners LLC | -231 | -1.3% | 17,496 |
| ASSETMARK, INC | -229 | -0.4% | 50,964 |
| Brookwood Investment Group LLC | -223 | -3.0% | 7,137 |
| CAPTRUST FINANCIAL ADVISORS | -150 | -0.7% | 20,359 |
| Sunbelt Securities, Inc. | -10 | -0.4% | 2,399 |