Who Owns SSGA ACTIVE TR (STOT)? -- Institutional Holders (2026-03-31)
87 institutions reported holding $310.1M of SSGA ACTIVE TR (STOT) in SEC 13F filings for 2026-03-31. Largest institutional holders: Foundations Investment Advisors, LLC ($34.9M), BANK OF AMERICA CORP /DE/ ($32.6M), LPL Financial LLC ($28.4M), RAYMOND JAMES FINANCIAL INC ($27.9M), Spinnaker Investment Group, LLC ($25.6M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | Foundations Investment Advisors, LLC | $34.9M | 740,512 | Added |
| 2 | BANK OF AMERICA CORP /DE/ | $32.6M | 690,736 | Added |
| 3 | LPL Financial LLC | $28.4M | 602,118 | Added |
| 4 | RAYMOND JAMES FINANCIAL INC | $27.9M | 591,872 | Trimmed |
| 5 | Spinnaker Investment Group, LLC | $25.6M | 543,494 | Trimmed |
| 6 | MORGAN STANLEY | $21.9M | 467,651 | Added |
| 7 | UBS Group AG | $13.1M | 276,896 | Added |
| 8 | Apollo Management Holdings, L.P. | $10.9M | 434,996 | New |
| 9 | JANE STREET GROUP, LLC | $8.1M | 311,271 | Added |
| 10 | Hofer & Associates. Inc | $7.2M | 153,753 | Added |
| 11 | Saiph Capital, LLC | $6.9M | 146,822 | Trimmed |
| 12 | Heartwood Wealth Advisors LLC | $6.6M | 265,263 | New |
| 13 | GOLDMAN SACHS GROUP INC | $6.5M | 259,899 | New |
| 14 | Royal Bank of Canada | $5.9M | 125,382 | Added |
| 15 | JPMORGAN CHASE & CO | $5.2M | 207,524 | New |
| 16 | CITIGROUP INC | $5.1M | 201,679 | Added |
| 17 | WELLS FARGO & COMPANY/MN | $5.0M | 199,301 | New |
| 18 | CITADEL ADVISORS LLC | $4.7M | 138,515 | Trimmed |
| 19 | Great Lakes Retirement, Inc. | $4.7M | 98,815 | Added |
| 20 | Sanctuary Advisors, LLC | $3.4M | 71,976 | Added |
| 21 | Arrowroot Family Office, LLC | $3.1M | 66,361 | Trimmed |
| 22 | Lineweaver Wealth Advisors, LLC | $2.7M | 57,901 | Added |
| 23 | Journey Advisory Group, LLC | $2.6M | 56,141 | Trimmed |
| 24 | Lido Advisors, LLC | $2.6M | 105,973 | Added |
| 25 | Impact Partnership Wealth, LLC | $2.6M | 104,431 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31