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State Street DoubleLine Short Duration Total Return Tactical ETF (STOT) Institutional Ownership

$46.84 -0.02 (-0.04%)
As of 08/21/2026 04:10 PM Eastern
Compare

Institutional Ownership Changes (13F Filings) for State Street DoubleLine Short Duration Total Return Tactical ETF (BATS:STOT)

Number of
Institutional Buyers
(last 12 months)
2
Total
Institutional Inflows
(last 12 months)
$493.21K
Number of
Institutional Sellers
(last 12 months)
4
Total
Institutional Outflows
(last 12 months)
$171.96K
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STOT Institutional Buying and Selling by Quarter

State Street DoubleLine Short Duration Total Return Tactical ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/7/2026 Koss Olinger Consulting LLC5,117$241K0.0%-12.3%0.095%
4/24/2026 Root Financial Partners LLC4,547$214K0.0%N/A0.085%
4/22/2026 Janney Montgomery Scott LLC38,045$1.79M0.0%+1.4%0.707%
2/17/2026 Captrust Financial Advisors21,786$1.03M0.0%-9.3%0.405%
2/11/2026 Janney Montgomery Scott LLC37,520$1.77M0.0%+16.7%0.697%
2/11/2026 Eldridge Investment Advisors Inc.26,248$1.24M0.3%-1.2%0.488%
11/19/2025Sunbelt Securities Inc.2,494$118K0.0%-13.4%0.046%
8/15/2025 Captrust Financial Advisors26,735$1.27M0.0%-13.5%0.497%
8/13/2025 Flow Traders U.S. LLC5,151$244K0.0%N/A0.096%
7/29/2025 Private Trust Co. NA1,142$54K0.0%-25.9%0.021%
7/17/2025 Janney Montgomery Scott LLC29,133$1.38M0.0%+9.7%0.542%
5/1/2025Greatmark Investment Partners Inc.15,000$709K0.1%-15.5%0.339%
4/9/2025NBC Securities Inc.570$26K0.0%N/A0.014%
2/18/2025Sunbelt Securities Inc.2,879$135K0.0%-7.8%0.082%
2/17/2025Captrust Financial Advisors45,047$2.11M0.0%-15.9%1.280%
2/10/2025Eldridge Investment Advisors Inc.41,231$1.93M0.4%+1.1%1.171%
2/10/2025Greatmark Investment Partners Inc.17,750$832K0.1%-26.0%0.504%
2/5/2025Private Trust Co. NA1,542$72K0.0%+196.5%0.044%
1/17/2025Janney Montgomery Scott LLC26,363$1.24M0.0%+11.1%0.749%
11/18/2024Sunbelt Securities Inc.3,122$148K0.0%-10.5%0.089%
11/14/2024Flow Traders U.S. LLC4,454$211K0.0%-93.3%0.127%
11/14/2024Captrust Financial Advisors53,583$2.54M0.0%-19.3%1.522%
11/13/2024Private Trust Co. NA520$25K0.0%+116.7%0.015%
10/29/2024Janney Montgomery Scott LLC23,730$1.13M0.0%+3.1%0.674%
10/23/2024Great Lakes Retirement Inc.72,883$3.46M0.4%N/A2.071%
5/16/2024Captrust Financial Advisors677,699$31.85M0.1%+27.9%18.567%
5/1/2024Janney Montgomery Scott LLC24,759$1.16M0.0%-3.9%0.678%
2/8/2024Janney Montgomery Scott LLC25,772$1.21M0.0%-14.4%0.937%
2/6/2024Eldridge Investment Advisors Inc.46,892$2.20M0.6%+837.8%1.705%
2/5/2024Greatmark Investment Partners Inc.13,500$632K0.1%+8.0%0.491%
11/8/2023Janney Montgomery Scott LLC30,097$1.40M0.0%-2.7%1.094%
11/6/2023Eldridge Investment Advisors Inc.5,000$231K0.1%N/A0.182%
11/4/2023NBC Securities Inc.771$35K0.0%N/A0.028%
7/26/2023Janney Montgomery Scott LLC30,930$1.44M0.0%+5.3%1.146%
5/5/2023Silver Oak Securities Incorporated13,495$627K0.1%N/A0.515%
4/28/2023Janney Montgomery Scott LLC29,385$1.36M0.0%-4.1%1.122%
3/6/2023OLD Mission Capital LLC821$38K0.0%N/A0.000%
2/1/2023Janney Montgomery Scott LLC30,657$1.41M0.0%+23.9%0.000%
11/14/2022Elmwood Wealth Management Inc.82,394$3.79M1.9%-10.2%0.000%
10/25/2022Janney Montgomery Scott LLC24,746$1.14M0.0%+50.6%0.000%
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10/17/2022Private Trust Co. NA930$43K0.0%N/A0.000%
8/12/2022Strategic Blueprint LLC6,450$301K0.0%N/A0.000%
8/3/2022Janney Montgomery Scott LLC16,433$766K0.0%+2.9%0.000%
7/12/2022Elmwood Wealth Management Inc.91,724$4.28M2.4%-8.3%0.000%


STOT Institutional Ownership - Frequently Asked Questions

During the previous two years, 11 institutional investors and hedge funds held shares of State Street DoubleLine Short Duration Total Return Tactical ETF. The most heavily invested institutionals were Great Lakes Retirement Inc. ($3.46M), Janney Montgomery Scott LLC ($1.79M), Eldridge Investment Advisors Inc. ($1.24M), Captrust Financial Advisors ($1.03M), Greatmark Investment Partners Inc. ($709K), Flow Traders U.S. LLC ($244K), and Koss Olinger Consulting LLC ($241K).Learn more on State Street DoubleLine Short Duration Total Return Tactical ETF's institutional investors.

The following institutional investors have purchased State Street DoubleLine Short Duration Total Return Tactical ETF's stock in the last 24 months: Great Lakes Retirement Inc. ($72.88K), Janney Montgomery Scott LLC ($11.82K), Flow Traders U.S. LLC ($5.15K), Root Financial Partners LLC ($4.55K), Private Trust Co. NA ($1.30K), NBC Securities Inc. ($570.00), and Eldridge Investment Advisors Inc. ($451.00).

Institutional investors have bought a total of 10,449 shares in the last 24 months. This purchase volume represents approximately $493.21K in transactions.

The following institutional investors have sold State Street DoubleLine Short Duration Total Return Tactical ETF stock in the last 24 months: Captrust Financial Advisors ($2.22K), Koss Olinger Consulting LLC ($716.00), Sunbelt Securities Inc. ($385.00), and Eldridge Investment Advisors Inc. ($316.00).

Institutional investors have sold a total of 3,639 shares in the last 24 months. This volume of shares sold represents approximately $171.96K in transactions.


Related Companies

Institutional ownership data for BATS:STOT is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 5/7/2026. New 13F filings are added each quarter as they're published.
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