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Institutional Holders of STOT

There is a long list of 54 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 LLC185,084$8,669 12/31/2023
     STOT185,084$8,669 12/31/2023
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 LLC70,314$3,294 12/31/2023
     STOT70,314$3,294 12/31/2023
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
Exencial Wealth Advisors LLC59,178$2,772 12/31/2023
     STOT59,178$2,772 12/31/2023
Eldridge Investment Advisors Inc.46,892$2,196 12/31/2023
     STOT46,892$2,196 12/31/2023
Arrowroot Family Office LLC45,868$2,148 12/31/2023
     STOT45,868$2,148 12/31/2023
Private Advisor Group LLC38,659$1,811 12/31/2023
     STOT38,659$1,811 12/31/2023
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 LLC25,772$1,207 12/31/2023
     STOT25,772$1,207 12/31/2023
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
Merit Financial Group LLC22,844$1,070 12/31/2023
     STOT22,844$1,070 12/31/2023
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
Larson Financial Group LLC18,245$855 12/31/2023
     STOT18,245$855 12/31/2023
Integrated Wealth Concepts LLC15,315$717 12/31/2023
     STOT15,315$717 12/31/2023
Proficio Capital Partners LLC14,950$700 12/31/2023
     STOT14,950$700 12/31/2023
Envestnet Asset Management Inc.14,868$696 12/31/2023
     STOT14,868$696 12/31/2023
Greatmark Investment Partners Inc.13,500$632 12/31/2023
     STOT13,500$632 12/31/2023
Clearwater Capital Advisors LLC13,330$624 12/31/2023
     STOT13,330$624 12/31/2023
KLR Investment Advisors LLC12,422$580 03/31/2024
     STOT12,422$580 03/31/2024
Money Concepts Capital Corp10,950$513 12/31/2023
     STOT10,950$513 12/31/2023
Aveo Capital Partners LLC7,560$354 12/31/2023
     STOT7,560$354 12/31/2023
Lunt Capital Management Inc.6,840$321 03/31/2024
     STOT6,840$321 03/31/2024
Cetera Investment Advisers6,693$313 12/31/2023
     STOT6,693$313 12/31/2023
SILVER OAK SECURITIES Inc5,999$281 12/31/2023
     STOT5,999$281 12/31/2023
Citigroup Inc.5,840$274 12/31/2023
     STOT5,840$274 12/31/2023
HighTower Advisors LLC5,324$247 12/31/2023
     STOT5,324$247 12/31/2023
Tenon Financial LLC5,140$242 03/31/2024
     STOT5,140$242 03/31/2024
Western Wealth Management LLC4,969$233 12/31/2023
     STOT4,969$233 12/31/2023
Nations Financial Group Inc. IA ADV4,890$230 03/31/2024
     STOT4,890$230 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
Advisor Group Holdings Inc.2,395$112 12/31/2023
     STOT2,395$112 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 12/31/2023
     STOT690$32 12/31/2023
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

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

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