SS DL St Dur TR Tact ETFSTOTETF
13F holders, Q1 2026 (March 31)66holders
10new positions
10sold out
1famous investor
$47.13avg. 13F price*
At the end of Q1 2026, 66 institutions reported holding SS DL St Dur TR Tact ETF (STOT) in their 13F filings, unchanged from Q4 2025. 10 opened new positions and 10 sold out. The largest holders were Foundations Investment Advisors, LLC ($34.9M), Bank of America Corp. ($32.6M) and LPL Financial LLC ($28.4M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- SS DL St Dur TR Tact ETF
- Filed as
- SSGA ACTIVE TR (Q1 2026)
- CUSIP
- 78470P200
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 10 | $7.8M |
| Exits | 10 | $4.1M |
All 13F filers, Q4 2025 → Q1 2026: 1,489,684 shares bought and 358,214 shares sold, net +1,131,470 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 66 holders
| Foundations Investment Advisors, LLC | 0.43% | Add +33.0% | 740,512 | $34.9M |
| Bank of America Corp. | 0.00% | Add +739.7% | 690,736 | $32.6M |
| LPL Financial LLC | 0.01% | Add +17.0% | 602,118 | $28.4M |
| Raymond James Financial Inc. | 0.01% | Reduce -0.2% | 591,872 | $27.9M |
| Spinnaker Investment Group, LLC | 5.22% | Reduce -6.0% | 543,494 | $25.6M |
| Morgan Stanley | 0.00% | Add +13.6% | 461,184 | $21.7M |
| UBS Group AG | 0.00% | Add +163.2% | 276,896 | $13.1M |
| Hofer & Associates. Inc | 3.89% | Add +2.6% | 153,753 | $7.2M |
| Saiph Capital, LLC | 2.62% | Reduce -6.5% | 146,822 | $6.9M |
| Royal Bank of Canada | 0.00% | Add +2833.6% | 125,382 | $5.9M |
| Great Lakes Retirement, Inc. | 0.48% | Add +10.2% | 98,815 | $4.7M |
| Sanctuary Advisors, LLC | 0.02% | Add +51.7% | 71,976 | $3.4M |
| Arrowroot Family Office, LLC | 1.03% | Reduce -35.0% | 66,361 | $3.1M |
| Lineweaver Wealth Advisors, LLC | 0.37% | Add +15.7% | 57,901 | $2.7M |
| Journey Advisory Group, LLC | 0.23% | Reduce -63.2% | 56,141 | $2.6M |
| Citadel Advisors | 0.00% | New | 54,317 | $2.6M |
| Assetmark, Inc. | 0.00% | Reduce -8.9% | 51,193 | $2.4M |
| Wealthcare Advisory Partners LLC | 0.04% | Add +1.8% | 39,892 | $1.9M |
| Janney Montgomery Scott LLC | 0.00% | Add +1.4% | 38,045 | $1.8M |
| Susquehanna International Group, LLP | 0.00% | New | 35,213 | $1.7M |
| Rockefeller Capital Management L.P. | 0.00% | Add +148.8% | 34,026 | $1.6M |
| Envestnet Asset Management Inc. | 0.00% | Add +100.9% | 32,955 | $1.6M |
| HighTower Advisors, LLC | 0.00% | Add +1.2% | 30,699 | $1.4M |
| Focus Financial Network, Inc. | 0.05% | Reduce -52.2% | 29,588 | $1.4M |
| Integrated Wealth Concepts LLC | 0.01% | Add +1.8% | 28,601 | $1.3M |
| Independent Wealth Network Inc. | 0.37% | New | 26,186 | $1.2M |
| Clearwater Capital Advisors, LLC | 0.09% | Add +1.2% | 23,000 | $1.1M |
| Paragon Capital Management Inc. | 0.85% | Reduce -61.1% | 21,382 | $1.0M |
| Captrust Financial Advisors | 0.00% | Reduce -5.9% | 20,509 | $967K |
| Cetera Investment Advisers | 0.00% | Add +7.4% | 17,798 | $839K |
| Proficio Capital Partners LLC | 0.04% | No change | 17,727 | $835K |
| Jane Street Group, LLC | 0.00% | Add +103.6% | 15,516 | $731K |
| Greatmark Investment Partners, Inc. | 0.08% | No change | 15,000 | $707K |
| Essex Financial Services, Inc. | 0.04% | Add +0.0% | 14,846 | $700K |
| Private Advisor Group, LLC | 0.00% | Add +2.2% | 14,655 | $691K |
| Exencial Wealth Advisors, LLC | 0.02% | Reduce -40.7% | 14,236 | $671K |
| Belpointe Asset Management LLC | 0.02% | New | 13,954 | $658K |
| Stifel Financial Corp. | 0.00% | New | 13,358 | $630K |
| Brookwood Investment Group LLC | 0.04% | Reduce -14.2% | 7,360 | $347K |
| XY Planning Network, Inc. | 0.05% | Add +16.9% | 6,562 | $308K |
| Trilogy Capital Inc. | 0.01% | Add +6.7% | 5,743 | $271K |
| Smith Partners Wealth Management, LLC | 0.22% | Reduce -7.4% | 5,291 | $249K |
| Koss-Olinger Consulting, LLC | 0.02% | Reduce -12.3% | 5,117 | $241K |
| Walser Wealth Management Company, A Ltd Liability Co | 0.10% | New | 4,840 | $228K |
| Financial Strategies Group, Inc. | 0.04% | New | 4,795 | $226K |
| Commonwealth Equity Services, LLC | 0.00% | New | 4,765 | $225K |
| Glen Eagle Advisors, LLC | 0.03% | Reduce -21.0% | 4,635 | $218K |
| Root Financial Partners, LLC | 0.01% | New | 4,547 | $214K |
| Larson Financial Group LLC | 0.01% | Reduce -24.2% | 4,468 | $211K |
| Merit Financial Group, LLC | 0.00% | New | 4,299 | $203K |
| Sunbelt Securities, Inc. | 0.01% | Reduce -0.4% | 2,399 | $113K |
| Osaic Holdings, Inc. | 0.00% | Reduce -62.8% | 2,324 | $110K |
| Pacific Center for Financial Services | 0.02% | Add +0.8% | 1,720 | $81K |
| Citigroup Inc. | 0.00% | Reduce -43.9% | 1,679 | $79K |
| Private Trust Co. NA | 0.01% | No change | 1,297 | $61K |
| Valley National Advisers Inc. | 0.01% | No change | 1,180 | $55K |
| Capital Advisors, Ltd. LLC | 0.00% | No change | 863 | $41K |
| Strategic Wealth Partners, Ltd. | 0.00% | No change | 604 | $28K |
| Geneos Wealth Management Inc. | 0.00% | No change | 400 | $19K |
| Medallion Wealth Advisors, LLC | 0.01% | No change | 390 | $18K |
| Cwm, LLC | 0.00% | No change | 300 | $14K |
| AdvisorNet Financial, Inc | 0.00% | No change | 52 | $2K |
| Rothschild Investment LLC | 0.00% | No change | 45 | $2K |
| AE Wealth Management LLC | 0.00% | No change | 14 | $660 |
| CoreCap Advisors, LLC | 0.00% | No change | 2 | $94 |
| Wells Fargo & Company | 0.00% | Add +0.0% | 1 | $29 |
"% of holder's portfolio" is STOT's weight in each manager's 13F, not the share of SS DL St Dur TR Tact ETF the manager owns.