Who owns STOT (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-Q1 13F filings. 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
17 tracked funds added or opened STOT while 9 trimmed or exited it between 2025-Q4 and 2026-Q1 — 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, Foundations Investment Advisors, LLC, sizes it at 0.4% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.4pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
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 2025-Q4 and 2026-Q1, across 67 tracked filers holding STOT, 35 increased or opened the position and 28 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 2025-Q4 and 2026-Q1 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 5
- CITADEL ADVISORS LLC$3M
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$2M
- Independent Wealth Network Inc.$1M
- Belpointe Asset Management LLC$658K
- STIFEL FINANCIAL CORP$630K
Full exits 3
- Eldridge Investment Advisors, Inc.$1M
- MSH Capital Advisors LLC$1M
- FLOW TRADERS U.S. LLC$999K
Largest adds
- BANK OF AMERICA CORP /DE/$29M
- Foundations Investment Advisors, LLC$9M
- UBS Group AG$8M
- ROYAL BANK OF CANADA$6M
- LPL Financial LLC$4M
- MORGAN STANLEY$3M
Largest trims
- Journey Advisory Group, LLC$5M
- Spinnaker Investment Group, LLC$2M
- PARAGON CAPITAL MANAGEMENT INC$2M
- Focus Financial Network, Inc.$2M
- Saiph Capital, LLC$506K
- EXENCIAL WEALTH ADVISORS, LLC$465K
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 |
|---|---|---|---|---|
| Foundations Investment Advisors, LLC added | 740,512 | $35M | 13.2% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 690,736 | $33M | 12.3% | 2026-Q1 |
| LPL Financial LLC added | 602,118 | $28M | 10.7% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC trimmed | 591,872 | $28M | 10.5% | 2026-Q1 |
| Spinnaker Investment Group, LLC trimmed | 543,494 | $26M | 9.7% | 2026-Q1 |
| MORGAN STANLEY added | 461,184 | $22M | 8.2% | 2026-Q1 |
| UBS Group AG added | 276,896 | $13M | 4.9% | 2026-Q1 |
| Hofer & Associates. Inc added | 153,753 | $7M | 2.7% | 2026-Q1 |
| Saiph Capital, LLC trimmed | 146,822 | $7M | 2.6% | 2026-Q1 |
| ROYAL BANK OF CANADA added | 125,382 | $6M | 2.2% | 2026-Q1 |
| Arrowroot Family Office, LLC | 102,097 | $5M | 1.8% | 2026-Q1 |
| Great Lakes Retirement, Inc. added | 98,815 | $5M | 1.8% | 2026-Q1 |
| Sanctuary Advisors, LLC added | 71,976 | $3M | 1.3% | 2026-Q1 |
| Lineweaver Wealth Advisors, LLC added | 57,901 | $3M | 1.0% | 2026-Q1 |
| Journey Advisory Group, LLC trimmed | 56,141 | $3M | 1.0% | 2026-Q1 |
| CITADEL ADVISORS LLC trimmed | 54,317 | $3M | 1.0% | 2026-Q1 |
| ASSETMARK, INC trimmed | 51,193 | $2M | 0.9% | 2026-Q1 |
| Wealthcare Advisory Partners LLC added | 39,892 | $2M | 0.7% | 2026-Q1 |
| Janney Montgomery Scott LLC added | 38,045 | $2M | 0.7% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 35,213 | $2M | 0.6% | 2026-Q1 |
| Rockefeller Capital Management L.P. added | 34,026 | $2M | 0.6% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 32,955 | $2M | 0.6% | 2026-Q1 |
| HighTower Advisors, LLC added | 30,699 | $1M | 0.5% | 2026-Q1 |
| Focus Financial Network, Inc. trimmed | 29,588 | $1M | 0.5% | 2026-Q1 |
| Integrated Wealth Concepts LLC added | 28,601 | $1M | 0.5% | 2026-Q1 |
| Independent Wealth Network Inc. new | 26,186 | $1M | 0.5% | 2026-Q1 |
| Clearwater Capital Advisors, LLC added | 23,000 | $1M | 0.4% | 2026-Q1 |
| PARAGON CAPITAL MANAGEMENT INC trimmed | 21,382 | $1M | 0.4% | 2026-Q1 |
| CAPTRUST FINANCIAL ADVISORS trimmed | 20,509 | $967K | 0.4% | 2026-Q1 |
| Cetera Investment Advisers added | 17,798 | $839K | 0.3% | 2026-Q1 |
| Proficio Capital Partners LLC | 17,727 | $835K | 0.3% | 2026-Q1 |
| JANE STREET GROUP, LLC added | 15,516 | $731K | 0.3% | 2026-Q1 |
| GREATMARK INVESTMENT PARTNERS, INC. | 15,000 | $707K | 0.3% | 2026-Q1 |
| Essex Financial Services, Inc. added | 14,846 | $700K | 0.3% | 2026-Q1 |
| Private Advisor Group, LLC added | 14,655 | $691K | 0.3% | 2026-Q1 |
| EXENCIAL WEALTH ADVISORS, LLC trimmed | 14,236 | $671K | 0.3% | 2026-Q1 |
| Belpointe Asset Management LLC added | 13,954 | $658K | 0.2% | 2026-Q1 |
| STIFEL FINANCIAL CORP new | 13,358 | $630K | 0.2% | 2026-Q1 |
| Brookwood Investment Group LLC trimmed | 7,360 | $347K | 0.1% | 2026-Q1 |
| XY Planning Network, Inc. added | 6,562 | $308K | 0.1% | 2026-Q1 |
| Trilogy Capital Inc. added | 5,743 | $271K | 0.1% | 2026-Q1 |
| Smith Partners Wealth Management, LLC trimmed | 5,291 | $249K | 0.1% | 2026-Q1 |
| Koss-Olinger Consulting, LLC trimmed | 5,117 | $241K | 0.1% | 2026-Q1 |
| Walser Wealth Management Company, A Ltd Liability Co new | 4,840 | $228K | 0.1% | 2026-Q1 |
| Financial Strategies Group, Inc. added | 4,795 | $226K | 0.1% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC new | 4,765 | $225K | 0.1% | 2026-Q1 |
| Glen Eagle Advisors, LLC trimmed | 4,635 | $218K | 0.1% | 2026-Q1 |
| Root Financial Partners, LLC new | 4,547 | $214K | 0.1% | 2026-Q1 |
| Larson Financial Group LLC trimmed | 4,468 | $211K | 0.1% | 2026-Q1 |
| Merit Financial Group, LLC trimmed | 4,299 | $203K | 0.1% | 2026-Q1 |
| Western Wealth Management, LLC trimmed | 4,154 | $196K | 0.1% | 2026-Q1 |
| Sunbelt Securities, Inc. trimmed | 2,399 | $113K | 0.0% | 2026-Q1 |
| OSAIC HOLDINGS, INC. trimmed | 2,324 | $110K | 0.0% | 2026-Q1 |
| Pacific Center for Financial Services added | 1,720 | $81K | 0.0% | 2026-Q1 |
| CITIGROUP INC trimmed | 1,679 | $79K | 0.0% | 2026-Q1 |
| PRIVATE TRUST CO NA | 1,297 | $61K | 0.0% | 2026-Q1 |
| VALLEY NATIONAL ADVISERS INC | 1,180 | $55K | 0.0% | 2026-Q1 |
| Capital Advisors, Ltd. LLC | 863 | $41K | 0.0% | 2026-Q1 |
| Strategic Wealth Partners, Ltd. | 604 | $28K | 0.0% | 2026-Q1 |
| Geneos Wealth Management Inc. | 400 | $19K | 0.0% | 2026-Q1 |
| Medallion Wealth Advisors, LLC | 390 | $18K | 0.0% | 2026-Q1 |
| CWM, LLC | 300 | $14K | 0.0% | 2026-Q1 |
| AdvisorNet Financial, Inc | 52 | $2K | 0.0% | 2026-Q1 |
| ROTHSCHILD INVESTMENT LLC | 45 | $2K | 0.0% | 2026-Q1 |
| AE Wealth Management LLC | 14 | $660 | 0.0% | 2026-Q1 |
| CoreCap Advisors, LLC | 2 | $94 | 0.0% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN added | 1 | $29 | 0.0% | 2026-Q1 |
| Virtu Financial LLC added | 85,791 | $4M | 1.5% | 2025-Q3 stale |
| Eldridge Investment Advisors, Inc. trimmed | 26,248 | $1M | 0.5% | 2025-Q4 stale |
| MSH Capital Advisors LLC added | 23,201 | $1M | 0.4% | 2025-Q4 stale |
| FLOW TRADERS U.S. LLC added | 21,122 | $999K | 0.4% | 2025-Q4 stale |
| BRASS TAX WEALTH MANAGEMENT, INC added | 19,612 | $929K | 0.4% | 2025-Q2 stale |
| StoneX Group Inc. new | 11,660 | $553K | 0.2% | 2025-Q3 stale |
| MBL Wealth, LLC trimmed | 8,525 | $404K | 0.2% | 2025-Q2 stale |
| NATURAL INVESTMENTS, LLC new | 12,279 | $357K | 0.1% | 2025-Q3 stale |
| Jaffetilchin Investment Partners, LLC added | 5,606 | $265K | 0.1% | 2025-Q4 stale |
| Snowden Capital Advisors LLC trimmed | 5,500 | $260K | 0.1% | 2025-Q4 stale |
| Beckerman Institutional, LLC trimmed | 5,473 | $259K | 0.1% | 2025-Q1 stale |
| New Millennium Group LLC trimmed | 801 | $38K | 0.0% | 2025-Q4 stale |
| MARK SHEPTOFF FINANCIAL PLANNING, LLC | 739 | $35K | 0.0% | 2025-Q1 stale |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 556 | $26K | 0.0% | 2025-Q4 stale |
| NBC SECURITIES, INC. | 570 | $26K | 0.0% | 2025-Q1 stale |
| JPMORGAN CHASE & CO trimmed | 192 | $9K | 0.0% | 2025-Q1 stale |
| 1 NORTH WEALTH SERVICES LLC trimmed | 185 | $9K | 0.0% | 2025-Q1 stale |
| ELEVATION WEALTH PARTNERS, LLC new | 106 | $5K | 0.0% | 2025-Q3 stale |
| CAROLINAS WEALTH CONSULTING LLC added | 97 | $5K | 0.0% | 2025-Q1 stale |
| JONES FINANCIAL COMPANIES LLLP new | 87 | $4K | 0.0% | 2025-Q4 stale |
| Briaud Financial Planning, Inc new | 99 | $4K | 0.0% | 2025-Q2 stale |
| Transce3nd, LLC | 82 | $4K | 0.0% | 2025-Q2 stale |
| Fairway Wealth LLC new | 82 | $4K | 0.0% | 2025-Q4 stale |
| NewEdge Advisors, LLC added | 45 | $2K | 0.0% | 2025-Q4 stale |
| NorthRock Partners, LLC new | 35 | $2K | 0.0% | 2025-Q1 stale |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | — | 0.0% | 2025-Q2 stale |
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.