Who owns STOT
Which tracked institutional funds hold STOT, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See STOT company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-17). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
20 tracked funds added or opened STOT while 12 trimmed or exited it between 2026-Q1 and 2026-Q2 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
STOT’s largest tracked holder by dollar value, BANK OF AMERICA CORP /DE/, sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.0pp gap the other way — the median holder sizes STOT more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in STOT divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2026-Q1 and 2026-Q2, across 68 tracked filers holding STOT, 44 increased or opened the position and 27 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in STOT between the 2026-Q1 and 2026-Q2 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 6
- Stratos Wealth Partners, LTD.$9M
- GOLDMAN SACHS GROUP INC$6M
- KESTRA PRIVATE WEALTH SERVICES, LLC$3M
- Global Assets Advisory, LLC$2M
- Ashton Thomas Private Wealth, LLC$2M
- OakTrust Wealth Advisors, LLC$1M
Full exits 6
- CITADEL ADVISORS LLC$3M
- Janney Montgomery Scott LLC$2M
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$2M
- HighTower Advisors, LLC$1M
- JANE STREET GROUP, LLC$731K
- EXENCIAL WEALTH ADVISORS, LLC$671K
Largest adds
- LPL Financial LLC$17M
- BANK OF AMERICA CORP /DE/$13M
- RAYMOND JAMES FINANCIAL INC$9M
- MORGAN STANLEY$8M
- Foundations Investment Advisors, LLC$4M
- Integrated Wealth Concepts LLC$2M
Largest trims
- Spinnaker Investment Group, LLC$12M
- Arrowroot Family Office, LLC$2M
- Rockefeller Capital Management L.P.$822K
- ENVESTNET ASSET MANAGEMENT INC$633K
- STIFEL FINANCIAL CORP$404K
- Belpointe Asset Management LLC$280K
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ added | 962,764 | $45M | 13.6% | 2026-Q2 |
| LPL Financial LLC added | 962,313 | $45M | 13.6% | 2026-Q2 |
| Foundations Investment Advisors, LLC added | 828,575 | $39M | 11.7% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 790,730 | $37M | 11.2% | 2026-Q2 |
| MORGAN STANLEY added | 639,696 | $30M | 9.1% | 2026-Q2 |
| Spinnaker Investment Group, LLC trimmed | 297,491 | $14M | 4.2% | 2026-Q2 |
| UBS Group AG added | 283,469 | $13M | 4.0% | 2026-Q2 |
| Stratos Wealth Partners, LTD. new | 200,362 | $9M | 2.8% | 2026-Q2 |
| Hofer & Associates. Inc added | 159,481 | $8M | 2.3% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 151,707 | $7M | 2.2% | 2026-Q2 |
| Saiph Capital, LLC added | 149,132 | $7M | 2.1% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC new | 127,555 | $6M | 1.8% | 2026-Q2 |
| Great Lakes Retirement, Inc. added | 104,933 | $5M | 1.5% | 2026-Q2 |
| Sanctuary Advisors, LLC added | 73,045 | $3M | 1.0% | 2026-Q2 |
| Arrowroot Family Office, LLC trimmed | 63,655 | $3M | 0.9% | 2026-Q2 |
| Integrated Wealth Concepts LLC added | 62,371 | $3M | 0.9% | 2026-Q2 |
| Lineweaver Wealth Advisors, LLC added | 60,381 | $3M | 0.9% | 2026-Q2 |
| KESTRA PRIVATE WEALTH SERVICES, LLC new | 58,273 | $3M | 0.8% | 2026-Q2 |
| Journey Advisory Group, LLC added | 56,367 | $3M | 0.8% | 2026-Q2 |
| ASSETMARK, INC trimmed | 50,964 | $2M | 0.7% | 2026-Q2 |
| Wealthcare Advisory Partners LLC trimmed | 36,252 | $2M | 0.5% | 2026-Q2 |
| Global Assets Advisory, LLC new | 34,267 | $2M | 0.5% | 2026-Q2 |
| Ashton Thomas Private Wealth, LLC new | 33,496 | $2M | 0.5% | 2026-Q2 |
| Walser Wealth Management Company, A Ltd Liability Co added | 28,923 | $1M | 0.4% | 2026-Q2 |
| Focus Financial Network, Inc. trimmed | 28,518 | $1M | 0.4% | 2026-Q2 |
| Independent Wealth Network Inc. added | 28,469 | $1M | 0.4% | 2026-Q2 |
| OakTrust Wealth Advisors, LLC new | 27,474 | $1M | 0.4% | 2026-Q2 |
| Western Wealth Management, LLC added | 26,124 | $1M | 0.4% | 2026-Q2 |
| Clearwater Capital Advisors, LLC added | 25,267 | $1M | 0.4% | 2026-Q2 |
| Cetera Investment Advisers added | 21,846 | $1M | 0.3% | 2026-Q2 |
| PARAGON CAPITAL MANAGEMENT INC trimmed | 21,051 | $991K | 0.3% | 2026-Q2 |
| CAPTRUST FINANCIAL ADVISORS trimmed | 20,359 | $958K | 0.3% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 19,558 | $920K | 0.3% | 2026-Q2 |
| Essex Financial Services, Inc. added | 17,599 | $828K | 0.2% | 2026-Q2 |
| Proficio Capital Partners LLC trimmed | 17,496 | $823K | 0.2% | 2026-Q2 |
| Rockefeller Capital Management L.P. trimmed | 16,613 | $782K | 0.2% | 2026-Q2 |
| Private Advisor Group, LLC added | 15,983 | $752K | 0.2% | 2026-Q2 |
| GREATMARK INVESTMENT PARTNERS, INC. trimmed | 13,500 | $635K | 0.2% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 12,492 | $588K | 0.2% | 2026-Q2 |
| Savant Capital, LLC new | 10,017 | $469K | 0.1% | 2026-Q2 |
| Visionary Horizons, LLC new | 8,408 | $396K | 0.1% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 8,040 | $378K | 0.1% | 2026-Q2 |
| Belpointe Asset Management LLC trimmed | 8,016 | $377K | 0.1% | 2026-Q2 |
| Brookwood Investment Group LLC trimmed | 7,137 | $336K | 0.1% | 2026-Q2 |
| XY Planning Network, Inc. added | 7,094 | $334K | 0.1% | 2026-Q2 |
| Trilogy Capital Inc. added | 5,759 | $271K | 0.1% | 2026-Q2 |
| Kestra Advisory Services, LLC new | 5,511 | $259K | 0.1% | 2026-Q2 |
| FIFTH THIRD BANCORP new | 5,481 | $258K | 0.1% | 2026-Q2 |
| Smith Partners Wealth Management, LLC | 5,291 | $249K | 0.1% | 2026-Q2 |
| ALONGSIDE, LLC new | 5,169 | $243K | 0.1% | 2026-Q2 |
| Glen Eagle Advisors, LLC added | 4,854 | $228K | 0.1% | 2026-Q2 |
| STIFEL FINANCIAL CORP trimmed | 4,800 | $226K | 0.1% | 2026-Q2 |
| Financial Strategies Group, Inc. added | 4,800 | $225K | 0.1% | 2026-Q2 |
| Merit Financial Group, LLC added | 4,763 | $224K | 0.1% | 2026-Q2 |
| Larson Financial Group LLC trimmed | 2,412 | $114K | 0.0% | 2026-Q2 |
| Pacific Center for Financial Services added | 1,726 | $81K | 0.0% | 2026-Q2 |
| PRIVATE TRUST CO NA | 1,297 | $61K | 0.0% | 2026-Q2 |
| VALLEY NATIONAL ADVISERS INC | 1,180 | $56K | 0.0% | 2026-Q2 |
| AE Wealth Management LLC added | 995 | $47K | 0.0% | 2026-Q2 |
| Strategic Wealth Partners, Ltd. | 604 | $28K | 0.0% | 2026-Q2 |
| JONES FINANCIAL COMPANIES LLLP added | 599 | $28K | 0.0% | 2026-Q2 |
| Geneos Wealth Management Inc. | 400 | $19K | 0.0% | 2026-Q2 |
| Medallion Wealth Advisors, LLC | 390 | $18K | 0.0% | 2026-Q2 |
| Planning Strategies Inc. new | 336 | $16K | 0.0% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 310 | $15K | 0.0% | 2026-Q2 |
| AdvisorNet Financial, Inc | 52 | $2K | 0.0% | 2026-Q2 |
| ROTHSCHILD INVESTMENT LLC | 45 | $2K | 0.0% | 2026-Q2 |
| CoreCap Advisors, LLC | 2 | $94 | 0.0% | 2026-Q2 |
| CITADEL ADVISORS LLC trimmed | 54,317 | $3M | 0.8% | 2026-Q1 stale (1 quarter behind) |
| Janney Montgomery Scott LLC added | 38,045 | $2M | 0.5% | 2026-Q1 stale (1 quarter behind) |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 35,213 | $2M | 0.5% | 2026-Q1 stale (1 quarter behind) |
| HighTower Advisors, LLC added | 30,699 | $1M | 0.4% | 2026-Q1 stale (1 quarter behind) |
| JANE STREET GROUP, LLC added | 15,516 | $731K | 0.2% | 2026-Q1 stale (1 quarter behind) |
| EXENCIAL WEALTH ADVISORS, LLC trimmed | 14,236 | $671K | 0.2% | 2026-Q1 stale (1 quarter behind) |
| Koss-Olinger Consulting, LLC trimmed | 5,117 | $241K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| Root Financial Partners, LLC new | 4,547 | $214K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| Sunbelt Securities, Inc. trimmed | 2,399 | $113K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| CITIGROUP INC trimmed | 1,679 | $79K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| Capital Advisors, Ltd. LLC | 863 | $41K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| CWM, LLC | 300 | $14K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| Eldridge Investment Advisors, Inc. trimmed | 26,248 | $1M | 0.4% | 2025-Q4 stale (2 quarters behind) |
| MSH Capital Advisors LLC added | 23,201 | $1M | 0.3% | 2025-Q4 stale (2 quarters behind) |
| FLOW TRADERS U.S. LLC added | 21,122 | $999K | 0.3% | 2025-Q4 stale (2 quarters behind) |
| Jaffetilchin Investment Partners, LLC added | 5,606 | $265K | 0.1% | 2025-Q4 stale (2 quarters behind) |
| Snowden Capital Advisors LLC trimmed | 5,500 | $260K | 0.1% | 2025-Q4 stale (2 quarters behind) |
| New Millennium Group LLC trimmed | 801 | $38K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO new | 556 | $26K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| Fairway Wealth LLC new | 82 | $4K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| NewEdge Advisors, LLC added | 45 | $2K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| Virtu Financial LLC added | 85,791 | $4M | 1.2% | 2025-Q3 stale (3 quarters behind) |
| StoneX Group Inc. new | 11,660 | $553K | 0.2% | 2025-Q3 stale (3 quarters behind) |
| NATURAL INVESTMENTS, LLC new | 12,279 | $357K | 0.1% | 2025-Q3 stale (3 quarters behind) |
| ELEVATION WEALTH PARTNERS, LLC new | 106 | $5K | 0.0% | 2025-Q3 stale (3 quarters behind) |
| BRASS TAX WEALTH MANAGEMENT, INC added | 19,612 | $929K | 0.3% | 2025-Q2 stale (4 quarters behind) |
| MBL Wealth, LLC trimmed | 8,525 | $404K | 0.1% | 2025-Q2 stale (4 quarters behind) |
| Briaud Financial Planning, Inc new | 99 | $4K | 0.0% | 2025-Q2 stale (4 quarters behind) |
| Transce3nd, LLC | 82 | $4K | 0.0% | 2025-Q2 stale (4 quarters behind) |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | — | 0.0% | 2025-Q2 stale (4 quarters behind) |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.