Who owns State Street DoubleLine Short Duration Total Return Tactical ETF?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of STOT from SEC Form 13F filings across 71 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
As of the 2026-06-30 reporting period, 71 institutions disclosed 6.7M shares of State Street DoubleLine Short Duration Total Return Tactical ETF worth $313.7M — about 66.3% of shares outstanding; the largest disclosed holder is BANK OF AMERICA CORP /DE/. Source: SEC Form 13F filings, parsed by EvidInvest.
71
13F holders
$313.7M
value, 2026 filers
66.3%
of shares outstanding (6.7M sh)
13
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of STOT's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | BANK OF AMERICA CORP /DE/ | 962,764 | $45.3M | 0.0% | 9.5% | +39.4% |
| 2 | LPL Financial LLC | 962,313 | $45.3M | 0.0% | 9.5% | +59.8% |
| 3 | Foundations Investment Advisors, LLC | 828,575 | $39.0M | 0.4% | 8.2% | +11.9% |
| 4 | RAYMOND JAMES FINANCIAL INC | 790,730 | $37.2M | 0.0% | 7.8% | +33.6% |
| 5 | MORGAN STANLEY | 639,696 | $30.1M | 0.0% | 6.3% | +38.7% |
| 6 | Spinnaker Investment Group, LLC | 297,491 | $14.0M | 2.2% | 2.9% | -45.3% |
| 7 | UBS Group AG | 283,469 | $13.3M | 0.0% | 2.8% | +2.4% |
| 8 | Stratos Wealth Partners, LTD.NEW | 200,362 | $9.4M | 0.1% | 2% | new |
| 9 | Hofer & Associates. Inc | 159,481 | $7.5M | 3.6% | 1.6% | +3.7% |
| 10 | ROYAL BANK OF CANADA | 151,707 | $7.1M | 0.0% | 1.5% | +21.0% |
| 11 | Saiph Capital, LLC | 149,132 | $7.0M | 2.1% | 1.5% | +1.6% |
| 12 | GOLDMAN SACHS GROUP INCNEW | 127,555 | $6.0M | 0.0% | 1.3% | new |
| 13 | Great Lakes Retirement, Inc. | 104,933 | $4.9M | 0.4% | 1% | +6.2% |
| 14 | Sanctuary Advisors, LLC | 73,045 | $3.4M | 0.0% | 0.7% | +1.5% |
| 15 | Arrowroot Family Office, LLC | 63,655 | $3.0M | 0.9% | 0.6% | -37.7% |
| 16 | Integrated Wealth Concepts LLC | 62,371 | $2.9M | 0.0% | 0.6% | +118.1% |
| 17 | Lineweaver Wealth Advisors, LLC | 60,381 | $2.8M | 0.3% | 0.6% | +4.3% |
| 18 | KESTRA PRIVATE WEALTH SERVICES, LLCNEW | 58,273 | $2.7M | 0.0% | 0.6% | new |
| 19 | Journey Advisory Group, LLC | 56,367 | $2.7M | 0.2% | 0.6% | +0.4% |
| 20 | ASSETMARK, INC | 50,964 | $2.4M | 0.0% | 0.5% | -0.4% |
| 21 | Janney Montgomery Scott LLC | 38,390 | $1,807 | 0.0% | 0.4% | +0.9% |
| 22 | Wealthcare Advisory Partners LLC | 36,252 | $1.7M | 0.0% | 0.4% | -9.1% |
| 23 | Global Assets Advisory, LLCNEW | 34,267 | $1.6M | 0.4% | 0.3% | new |
| 24 | Ashton Thomas Private Wealth, LLCNEW | 33,496 | $1.6M | 0.0% | 0.3% | new |
| 25 | HighTower Advisors, LLC | 32,138 | $1.5M | 0.0% | 0.3% | +4.7% |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.