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Institutional Ownership · SEC Form 13F

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.

67
Institutional holders
5,402,241
Shares held (tracked funds)

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).

FundSharesReported value% of valueQuarter
Foundations Investment Advisors, LLC added740,512$35M13.2%2026-Q1
BANK OF AMERICA CORP /DE/ added690,736$33M12.3%2026-Q1
LPL Financial LLC added602,118$28M10.7%2026-Q1
RAYMOND JAMES FINANCIAL INC trimmed591,872$28M10.5%2026-Q1
Spinnaker Investment Group, LLC trimmed543,494$26M9.7%2026-Q1
MORGAN STANLEY added461,184$22M8.2%2026-Q1
UBS Group AG added276,896$13M4.9%2026-Q1
Hofer & Associates. Inc added153,753$7M2.7%2026-Q1
Saiph Capital, LLC trimmed146,822$7M2.6%2026-Q1
ROYAL BANK OF CANADA added125,382$6M2.2%2026-Q1
Arrowroot Family Office, LLC102,097$5M1.8%2026-Q1
Great Lakes Retirement, Inc. added98,815$5M1.8%2026-Q1
Sanctuary Advisors, LLC added71,976$3M1.3%2026-Q1
Lineweaver Wealth Advisors, LLC added57,901$3M1.0%2026-Q1
Journey Advisory Group, LLC trimmed56,141$3M1.0%2026-Q1
CITADEL ADVISORS LLC trimmed54,317$3M1.0%2026-Q1
ASSETMARK, INC trimmed51,193$2M0.9%2026-Q1
Wealthcare Advisory Partners LLC added39,892$2M0.7%2026-Q1
Janney Montgomery Scott LLC added38,045$2M0.7%2026-Q1
SUSQUEHANNA INTERNATIONAL GROUP, LLP added35,213$2M0.6%2026-Q1
Rockefeller Capital Management L.P. added34,026$2M0.6%2026-Q1
ENVESTNET ASSET MANAGEMENT INC added32,955$2M0.6%2026-Q1
HighTower Advisors, LLC added30,699$1M0.5%2026-Q1
Focus Financial Network, Inc. trimmed29,588$1M0.5%2026-Q1
Integrated Wealth Concepts LLC added28,601$1M0.5%2026-Q1
Independent Wealth Network Inc. new26,186$1M0.5%2026-Q1
Clearwater Capital Advisors, LLC added23,000$1M0.4%2026-Q1
PARAGON CAPITAL MANAGEMENT INC trimmed21,382$1M0.4%2026-Q1
CAPTRUST FINANCIAL ADVISORS trimmed20,509$967K0.4%2026-Q1
Cetera Investment Advisers added17,798$839K0.3%2026-Q1
Proficio Capital Partners LLC17,727$835K0.3%2026-Q1
JANE STREET GROUP, LLC added15,516$731K0.3%2026-Q1
GREATMARK INVESTMENT PARTNERS, INC.15,000$707K0.3%2026-Q1
Essex Financial Services, Inc. added14,846$700K0.3%2026-Q1
Private Advisor Group, LLC added14,655$691K0.3%2026-Q1
EXENCIAL WEALTH ADVISORS, LLC trimmed14,236$671K0.3%2026-Q1
Belpointe Asset Management LLC added13,954$658K0.2%2026-Q1
STIFEL FINANCIAL CORP new13,358$630K0.2%2026-Q1
Brookwood Investment Group LLC trimmed7,360$347K0.1%2026-Q1
XY Planning Network, Inc. added6,562$308K0.1%2026-Q1
Trilogy Capital Inc. added5,743$271K0.1%2026-Q1
Smith Partners Wealth Management, LLC trimmed5,291$249K0.1%2026-Q1
Koss-Olinger Consulting, LLC trimmed5,117$241K0.1%2026-Q1
Walser Wealth Management Company, A Ltd Liability Co new4,840$228K0.1%2026-Q1
Financial Strategies Group, Inc. added4,795$226K0.1%2026-Q1
COMMONWEALTH EQUITY SERVICES, LLC new4,765$225K0.1%2026-Q1
Glen Eagle Advisors, LLC trimmed4,635$218K0.1%2026-Q1
Root Financial Partners, LLC new4,547$214K0.1%2026-Q1
Larson Financial Group LLC trimmed4,468$211K0.1%2026-Q1
Merit Financial Group, LLC trimmed4,299$203K0.1%2026-Q1
Western Wealth Management, LLC trimmed4,154$196K0.1%2026-Q1
Sunbelt Securities, Inc. trimmed2,399$113K0.0%2026-Q1
OSAIC HOLDINGS, INC. trimmed2,324$110K0.0%2026-Q1
Pacific Center for Financial Services added1,720$81K0.0%2026-Q1
CITIGROUP INC trimmed1,679$79K0.0%2026-Q1
PRIVATE TRUST CO NA1,297$61K0.0%2026-Q1
VALLEY NATIONAL ADVISERS INC1,180$55K0.0%2026-Q1
Capital Advisors, Ltd. LLC863$41K0.0%2026-Q1
Strategic Wealth Partners, Ltd.604$28K0.0%2026-Q1
Geneos Wealth Management Inc.400$19K0.0%2026-Q1
Medallion Wealth Advisors, LLC390$18K0.0%2026-Q1
CWM, LLC300$14K0.0%2026-Q1
AdvisorNet Financial, Inc52$2K0.0%2026-Q1
ROTHSCHILD INVESTMENT LLC45$2K0.0%2026-Q1
AE Wealth Management LLC14$6600.0%2026-Q1
CoreCap Advisors, LLC2$940.0%2026-Q1
WELLS FARGO & COMPANY/MN added1$290.0%2026-Q1
Virtu Financial LLC added85,791$4M1.5%2025-Q3 stale
Eldridge Investment Advisors, Inc. trimmed26,248$1M0.5%2025-Q4 stale
MSH Capital Advisors LLC added23,201$1M0.4%2025-Q4 stale
FLOW TRADERS U.S. LLC added21,122$999K0.4%2025-Q4 stale
BRASS TAX WEALTH MANAGEMENT, INC added19,612$929K0.4%2025-Q2 stale
StoneX Group Inc. new11,660$553K0.2%2025-Q3 stale
MBL Wealth, LLC trimmed8,525$404K0.2%2025-Q2 stale
NATURAL INVESTMENTS, LLC new12,279$357K0.1%2025-Q3 stale
Jaffetilchin Investment Partners, LLC added5,606$265K0.1%2025-Q4 stale
Snowden Capital Advisors LLC trimmed5,500$260K0.1%2025-Q4 stale
Beckerman Institutional, LLC trimmed5,473$259K0.1%2025-Q1 stale
New Millennium Group LLC trimmed801$38K0.0%2025-Q4 stale
MARK SHEPTOFF FINANCIAL PLANNING, LLC739$35K0.0%2025-Q1 stale
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added556$26K0.0%2025-Q4 stale
NBC SECURITIES, INC.570$26K0.0%2025-Q1 stale
JPMORGAN CHASE & CO trimmed192$9K0.0%2025-Q1 stale
1 NORTH WEALTH SERVICES LLC trimmed185$9K0.0%2025-Q1 stale
ELEVATION WEALTH PARTNERS, LLC new106$5K0.0%2025-Q3 stale
CAROLINAS WEALTH CONSULTING LLC added97$5K0.0%2025-Q1 stale
JONES FINANCIAL COMPANIES LLLP new87$4K0.0%2025-Q4 stale
Briaud Financial Planning, Inc new99$4K0.0%2025-Q2 stale
Transce3nd, LLC82$4K0.0%2025-Q2 stale
Fairway Wealth LLC new82$4K0.0%2025-Q4 stale
NewEdge Advisors, LLC added45$2K0.0%2025-Q4 stale
NorthRock Partners, LLC new35$2K0.0%2025-Q1 stale
CONCOURSE FINANCIAL GROUP SECURITIES, INC.00.0%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.

HoldersTotal shares

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.

Learn how to read institutional ownership