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Institutional Holders of STOT

There is a long list of 53 institutional holders of STOT within the last two holding periods in our database of 13F filers, so we've sorted through to present to you just the top 50 institutional holders of STOT by largest to smallest position reported in the institutional investor's latest 13F filing. In the institutional-holders-of-STOT table below, the initial column indicates the name of each top institutional holder of STOT, with a link to that fund's top holdings. The next columns indicate the amount of STOT stock held by each of the institutional holders of STOT, followed by the STOT position size held by the institution, and finally the date of the quarterly 13F filing period the holdings data represents for that institution.

HolderAmountPosition Size
($ in 1000's)
 As of
Captrust Financial Advisors529,763$24,814 12/31/2023
     STOT529,763$24,814 12/31/2023
Spinnaker Investment Group LLC491,110$23,078 03/31/2024
     STOT491,110$23,078 03/31/2024
LPL Financial LLC252,334$11,858 03/31/2024
     STOT252,334$11,858 03/31/2024
MBL Wealth LLC128,211$6,025 03/31/2024
     STOT128,211$6,025 03/31/2024
Hofer & Associates. Inc124,893$5,869 03/31/2024
     STOT124,893$5,869 03/31/2024
UBS Group AG74,621$3,495 12/31/2023
     STOT74,621$3,495 12/31/2023
Lineweaver Wealth Advisors LLC72,468$3,406 03/31/2024
     STOT72,468$3,406 03/31/2024
Royal Bank of Canada65,535$3,069 12/31/2023
     STOT65,535$3,069 12/31/2023
Morgan Stanley65,319$3,060 12/31/2023
     STOT65,319$3,060 12/31/2023
Susquehanna International Group LLP59,657$2,803 03/31/2024
     STOT59,657$2,803 03/31/2024
Exencial Wealth Advisors LLC56,762$2,667 03/31/2024
     STOT56,762$2,667 03/31/2024
Arrowroot Family Office LLC45,868$2,148 12/31/2023
     STOT45,868$2,148 12/31/2023
Eldridge Investment Advisors Inc.42,827$2,013 03/31/2024
     STOT42,827$2,013 03/31/2024
Proficio Capital Partners LLC36,880$1,733 03/31/2024
     STOT36,880$1,733 03/31/2024
Belpointe Asset Management LLC36,229$1,702 03/31/2024
     STOT36,229$1,702 03/31/2024
Focus Financial Network Inc.34,021$1,587 03/31/2024
     STOT34,021$1,587 03/31/2024
MONECO Advisors LLC29,604$1,391 03/31/2024
     STOT29,604$1,391 03/31/2024
Focus Financial Network Inc. ADV29,446$1,379 12/31/2023
     STOT29,446$1,379 12/31/2023
Jane Street Group LLC28,494$1,335 12/31/2023
     STOT28,494$1,335 12/31/2023
Janney Montgomery Scott LLC24,759$1,163 03/31/2024
     STOT24,759$1,163 03/31/2024
AE Wealth Management LLC23,831$1,119 12/31/2023
     STOT23,831$1,119 12/31/2023
Secured Retirement Advisors LLC23,305$1,092 12/31/2023
     STOT23,305$1,092 12/31/2023
Virtu Financial LLC23,284$1,091 12/31/2023
     STOT23,284$1,091 12/31/2023
Private Advisor Group LLC21,377$1,005 03/31/2024
     STOT21,377$1,005 03/31/2024
Synergy Financial Management LLC20,370$957 03/31/2024
     STOT20,370$957 03/31/2024
Bank of America Corp DE19,725$924 12/31/2023
     STOT19,725$924 12/31/2023
Snowden Capital Advisors LLC18,650$874 12/31/2023
     STOT18,650$874 12/31/2023
Greatmark Investment Partners Inc.17,500$822 03/31/2024
     STOT17,500$822 03/31/2024
Larson Financial Group LLC16,157$759 03/31/2024
     STOT16,157$759 03/31/2024
Integrated Wealth Concepts LLC15,315$717 12/31/2023
     STOT15,315$717 12/31/2023
Envestnet Asset Management Inc.14,868$696 12/31/2023
     STOT14,868$696 12/31/2023
Clearwater Capital Advisors LLC13,264$623 03/31/2024
     STOT13,264$623 03/31/2024
KLR Investment Advisors LLC12,422$580 03/31/2024
     STOT12,422$580 03/31/2024
Advisor Group Holdings Inc.7,729$363 03/31/2024
     STOT7,729$363 03/31/2024
Lunt Capital Management Inc.6,840$321 03/31/2024
     STOT6,840$321 03/31/2024
JBR Co Financial Management Inc6,718$316 03/31/2024
     STOT6,718$316 03/31/2024
Cetera Investment Advisers6,693$313 12/31/2023
     STOT6,693$313 12/31/2023
Citigroup Inc.5,962$280 03/31/2024
     STOT5,962$280 03/31/2024
HighTower Advisors LLC5,274$245 03/31/2024
     STOT5,274$245 03/31/2024
Tenon Financial LLC5,140$242 03/31/2024
     STOT5,140$242 03/31/2024
Nations Financial Group Inc. IA ADV4,890$230 03/31/2024
     STOT4,890$230 03/31/2024
Aveo Capital Partners LLC4,856$227 03/31/2024
     STOT4,856$227 03/31/2024
Sunbelt Securities Inc.3,605$169 03/31/2024
     STOT3,605$169 03/31/2024
Pacific Center for Financial Services2,406$113 12/31/2023
     STOT2,406$113 12/31/2023
Valley National Advisers Inc.1,615$75 03/31/2024
     STOT1,615$75 03/31/2024
NBC Securities Inc.728$34 03/31/2024
     STOT728$34 03/31/2024
Geneos Wealth Management Inc.690$32 03/31/2024
     STOT690$32 03/31/2024
Capital Advisors Ltd. LLC533$25 03/31/2024
     STOT533$25 03/31/2024
Private Trust Co. NA240$11 03/31/2024
     STOT240$11 03/31/2024
Covestor Ltd31$1 03/31/2024
     STOT31$1 03/31/2024

See All: Funds Holding STOT
See Details: Top 10 Hedge Funds Holding STOT
Also See: STOT Holdings Changes

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