Who Owns SPDE Doubline Shrt Dur Total Return Tact ETF (STOT)? -- Institutional Holders (2026-06-30)

77 institutions reported holding $314.1M of SPDE Doubline Shrt Dur Total Return Tact ETF (STOT) in SEC 13F filings for 2026-06-30. Largest institutional holders: BANK OF AMERICA CORP /DE/ ($45.3M), LPL Financial LLC ($45.3M), Foundations Investment Advisors, LLC ($39.0M), RAYMOND JAMES FINANCIAL INC ($37.2M), MORGAN STANLEY ($30.1M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1BANK OF AMERICA CORP /DE/$45.3M962,764Added
2LPL Financial LLC$45.3M962,313Added
3Foundations Investment Advisors, LLC$39.0M828,575Added
4RAYMOND JAMES FINANCIAL INC$37.2M790,730Added
5MORGAN STANLEY$30.1M639,696Added
6Spinnaker Investment Group, LLC$14.0M297,491Trimmed
7UBS Group AG$13.3M283,469Added
8Stratos Wealth Partners, LTD.$9.4M200,362New
9Hofer & Associates. Inc$7.5M159,481Added
10Royal Bank of Canada$7.1M151,707Added
11Saiph Capital, LLC$7.0M149,132Added
12GOLDMAN SACHS GROUP INC$6.0M127,555New
13Great Lakes Retirement, Inc.$4.9M104,933Added
14Sanctuary Advisors, LLC$3.4M73,045Added
15Arrowroot Family Office, LLC$3.0M63,655Trimmed
16Lineweaver Wealth Advisors, LLC$2.8M60,381Added
17KESTRA PRIVATE WEALTH SERVICES, LLC$2.7M58,273New
18Journey Advisory Group, LLC$2.7M56,367Added
19ASSETMARK, INC$2.4M50,964Trimmed
20Janney Montgomery Scott LLC$1.8M38,390Added
21Wealthcare Advisory Partners LLC$1.7M36,252Trimmed
22Global Assets Advisory, LLC$1.6M34,267New
23Ashton Thomas Private Wealth, LLC$1.6M33,496New
24HighTower Advisors, LLC$1.5M32,138Added
25Integrated Wealth Concepts LLC$1.5M31,186Added

Source: SEC Form 13F filings · as of 2026-06-30