Stock ownership · SEC 13F · Q4 2025
STATE STRT UTLTES SLET
Institutional ownership of STATE STRT UTLTES SLET (CUSIP 81369Y886) - who holds it, how concentrated it is, and what moved last quarter.
- $12.1M
- Reported value
- 11
- Institutions
- 95%
- Top-5 share
The verdict
According to SEC Form 13F-HR filings in this corpus, STATE STRT UTLTES SLET ranks #409 of 775 tracked securities by reported institutional value (largest first), matching the /stocks listing among names with ≥5 reporting holders. 11 institutions report $12.1M as of Q4 2025, with ownership heavily concentrated in a handful of holders.
- 11
- institutions hold it
- $12.1M
- reported 13F value
- 95%
- held by top 5
- #409
- of 775 by value
Based on long positions reported to the SEC as of Q4 2025; 13F omits shorts, options and non-US holdings.
According to SEC Form 13F-HR filings in this corpus, STATE STRT UTLTES SLET ranks #409 of 775 tracked securities by reported institutional value (largest first), matching the /stocks listing among names with ≥5 reporting holders.
How 13F ownership is computed · All tracked stocks · Concentration rankings
SEC Form 13F-HR ownership desk
CUSIP 81369Y886 · Q4 2025 $12M reported
VALUE-LIGHT · HOLDERS-NARROW · CONC-DOM · PHOTO-FINISH · ACTIVITY-MID · BOOK-FULL
- VALUE-LIGHT #409/775
- HOLDERS-NARROW 11 filers
- CONC-DOM 95% top-5
- PHOTO-FINISH ENBRIDGE F
- ACTIVITY-MID 9 new
- BOOK-FULL 8Q history
Photo-finish peer on reported value: ENBRIDGE INC F
Read with: Ownership concentration guide - STATE STRT UTLTES SLET's top-five holders account for 95% of reported value — read concentration before treating any single filer as a signal.
Reported-value neighbourhood · STATE STRT UTLTES SLET
Nearest tracked securities by aggregate 13F reported value, not a full corpus reprint.
STATE STRT UTLTES SLET vs. the broadly-held institutional universe
Where this security's reporting-institution count sits among tracked 13F securities
11 Top 67% higher than 33% of 216 securities
Broadly-held tracked securities, banded by reporting-institution count
Each bar is a band; taller bars hold more securities. The dashed line + filled bar mark this entry. Hover or tap any bar for its full count and share, and where it sits relative to this entry.
Source SEC Form 13F-HR filings · Q4 2025
Institutional ownership over time
The number of institutions reporting a STATE STRT UTLTES SLET position has risen from 7 to 11 over the last 8 quarters of 13F filings.
Top Institutional Holders
| # | Institution | Shares | Value | Share of reported |
|---|---|---|---|---|
| 1 | FLOYD FINANCIAL GROUP LLC | 121,471 | $5.6M | 46.3% |
| 2 | SOUTHERN CAPITAL SERVICES INC /ADV | 62,689 | $2.7M | 22.0% |
| 3 | Aristides Capital LLC | 42,196 | $1.8M | 14.8% |
| 4 | KW WEALTH MANAGEMENT LLC | 21,921 | $936K | 7.7% |
| 5 | OakTrust Wealth Advisors, LLC | 10,881 | $465K | 3.8% |
| 6 | Clear Retirement Advice LLC | 6,652 | $287K | 2.4% |
| 7 | TD Capital Management LLC | 4,052 | $173K | 1.4% |
| 8 | Anchor Investment Management, LLC | 2,705 | $115K | 1.0% |
| 9 | Bell Investment Advisors, Inc | 732 | $31K | 0.3% |
| 10 | Compass Financial Services Inc | 592 | $25K | 0.2% |
| 11 | Strategic Investment Solutions, Inc. /IL | 210 | $9K | 0.1% |
Investment Discretion
SEC Form 13F requires each institutional filer to report whether it exercises sole or shared discretion over a position. Among STATE STRT UTLTES SLET's reported holders for Q4 2025, by reported value:
Latest Quarter Activity · Q4 2025
New positions (9)
Complete exits (15)
Frequently Asked Questions
How many institutions hold STATE STRT UTLTES SLET?▼
Where does STATE STRT UTLTES SLET sit among tracked securities?▼
What is the total institutional value of STATE STRT UTLTES SLET?▼
How concentrated is ownership of STATE STRT UTLTES SLET?▼
Who is the largest institutional holder of STATE STRT UTLTES SLET?▼
Nationwide stocks with similar institutional value or holder count
Two 13F-derived peer sets for STATE STRT UTLTES SLET: nearest aggregate reported value and nearest institutional holder count, not catalog browse links.
Similar reported value
Nearest stocks by aggregate 13F reported value ($12.1M here).
Similar holder count
Nearest stocks by number of disclosing 13F holders (11 here).
Source: U.S. Securities and Exchange Commission (SEC) - EDGAR Form 13F-HR institutional holdings filings · Q4 2025 13F-HR discloses long US-listed equity positions of managers with $100M+ qualifying assets, filed within 45 days of period end. Short positions and most derivatives are not disclosed.
PlainFundData is rendered directly from SEC EDGAR Form 13F-HR institutional holdings filings, no number is typed in by an editor. Holder lists, concentration, and reported value on this page are aggregated live from those 13F-HR extracts. See our editorial standards & corrections policy, the methodology behind these numbers, or report a data error. Data current as of 2026-05-16.