Who owns STAA (STAA)
Which tracked institutional funds hold STAA, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See STAA company fundamentals →
Ownership as of the 2026-Q1 13F filings. 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
31 tracked funds added or opened STAA while 69 trimmed or exited it between 2025-Q4 and 2026-Q1 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
STAA’s largest tracked holder by dollar value, BROADWOOD CAPITAL INC, sizes it at 21.3% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 21.2pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in STAA divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2025-Q4 and 2026-Q1, across 187 tracked filers holding STAA, 93 increased or opened the position and 121 reduced or closed it; over the same quarter, open-market insider Form 4s were net purchases.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in STAA between the 2025-Q4 and 2026-Q1 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 19
- Madison Avenue Partners, LP$46M
- VANGUARD PORTFOLIO MANAGEMENT LLC$40M
- VANGUARD CAPITAL MANAGEMENT LLC$32M
- Anatole Investment Management Ltd$30M
- Two Seas Capital LP$19M
- Point72 Asset Management, L.P.$15M
Full exits 27
- VANGUARD GROUP INC$89M
- Magnetar Financial LLC$57M
- Balyasny Asset Management L.P.$36M
- AQR Arbitrage LLC$21M
- ALPINE ASSOCIATES MANAGEMENT INC.$11M
- Topline Capital Management, LLC$7M
Largest adds
- CITADEL ADVISORS LLC$15M
- TWO SIGMA INVESTMENTS, LP$8M
- MORGAN STANLEY$7M
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$3M
- Yunqi Capital Ltd$3M
- DIMENSIONAL FUND ADVISORS LP$2M
Largest trims
- BlackRock, Inc.$45M
- BROADWOOD CAPITAL INC$45M
- GOLDMAN SACHS GROUP INC$28M
- STATE STREET CORP$11M
- GEODE CAPITAL MANAGEMENT, LLC$9M
- MILLENNIUM MANAGEMENT LLC$7M
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| BROADWOOD CAPITAL INC added | 16,123,842 | $302M | 20.5% | 2026-Q1 |
| BlackRock, Inc. trimmed | 6,666,118 | $125M | 8.5% | 2026-Q1 |
| Yunqi Capital Ltd added | 3,257,130 | $61M | 4.1% | 2026-Q1 |
| Madison Avenue Partners, LP new | 2,441,678 | $46M | 3.1% | 2026-Q1 |
| VANGUARD PORTFOLIO MANAGEMENT LLC new | 2,123,589 | $40M | 2.7% | 2026-Q1 |
| STATE STREET CORP trimmed | 1,832,996 | $34M | 2.3% | 2026-Q1 |
| VANGUARD CAPITAL MANAGEMENT LLC new | 1,690,606 | $32M | 2.2% | 2026-Q1 |
| Anatole Investment Management Ltd added | 1,601,701 | $30M | 2.0% | 2026-Q1 |
| MORGAN STANLEY added | 1,499,356 | $28M | 1.9% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC trimmed | 1,069,939 | $20M | 1.4% | 2026-Q1 |
| CITADEL ADVISORS LLC added | 1,059,428 | $20M | 1.3% | 2026-Q1 |
| Two Seas Capital LP new | 1,036,973 | $19M | 1.3% | 2026-Q1 |
| GEODE CAPITAL MANAGEMENT, LLC trimmed | 1,016,504 | $19M | 1.3% | 2026-Q1 |
| AMERICAN CAPITAL MANAGEMENT INC added | 878,035 | $16M | 1.1% | 2026-Q1 |
| Point72 Asset Management, L.P. added | 823,152 | $15M | 1.0% | 2026-Q1 |
| DIMENSIONAL FUND ADVISORS LP added | 820,782 | $15M | 1.0% | 2026-Q1 |
| Defender Capital, LLC. trimmed | 644,542 | $12M | 0.8% | 2026-Q1 |
| Quinn Opportunity Partners LLC added | 633,316 | $12M | 0.8% | 2026-Q1 |
| TWO SIGMA INVESTMENTS, LP added | 559,586 | $10M | 0.7% | 2026-Q1 |
| JANE STREET GROUP, LLC added | 442,181 | $8M | 0.6% | 2026-Q1 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC trimmed | 408,576 | $8M | 0.5% | 2026-Q1 |
| NORTHERN TRUST CORP trimmed | 400,218 | $7M | 0.5% | 2026-Q1 |
| Prescott Group Capital Management, L.L.C. new | 359,701 | $7M | 0.5% | 2026-Q1 |
| Squarepoint Ops LLC added | 346,721 | $6M | 0.4% | 2026-Q1 |
| VANGUARD FIDUCIARY TRUST CO new | 322,070 | $6M | 0.4% | 2026-Q1 |
| BRIGHT VALLEY CAPITAL Ltd new | 271,965 | $5M | 0.3% | 2026-Q1 |
| AI-Squared Management Ltd new | 268,084 | $5M | 0.3% | 2026-Q1 |
| PRINCIPAL FINANCIAL GROUP INC trimmed | 241,975 | $5M | 0.3% | 2026-Q1 |
| Bank of New York Mellon Corp trimmed | 231,527 | $4M | 0.3% | 2026-Q1 |
| GABELLI FUNDS LLC trimmed | 225,463 | $4M | 0.3% | 2026-Q1 |
| HRT FINANCIAL LP added | 220,415 | $4M | 0.3% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 183,052 | $3M | 0.2% | 2026-Q1 |
| UBS Group AG trimmed | 179,929 | $3M | 0.2% | 2026-Q1 |
| Public Sector Pension Investment Board added | 177,911 | $3M | 0.2% | 2026-Q1 |
| MILLENNIUM MANAGEMENT LLC trimmed | 165,508 | $3M | 0.2% | 2026-Q1 |
| Susquehanna Portfolio Strategies, LLC trimmed | 151,324 | $3M | 0.2% | 2026-Q1 |
| Invesco Ltd. trimmed | 149,027 | $3M | 0.2% | 2026-Q1 |
| Nuveen, LLC trimmed | 137,920 | $3M | 0.2% | 2026-Q1 |
| RENAISSANCE TECHNOLOGIES LLC added | 135,200 | $3M | 0.2% | 2026-Q1 |
| GABELLI & Co INVESTMENT ADVISERS, INC. trimmed | 133,700 | $3M | 0.2% | 2026-Q1 |
| JANUS HENDERSON GROUP PLC trimmed | 130,404 | $2M | 0.2% | 2026-Q1 |
| Jump Financial, LLC added | 129,600 | $2M | 0.2% | 2026-Q1 |
| RHUMBLINE ADVISERS trimmed | 129,257 | $2M | 0.2% | 2026-Q1 |
| Freshford Capital Management, LLC new | 125,000 | $2M | 0.2% | 2026-Q1 |
| Legal & General Group Plc trimmed | 101,728 | $2M | 0.1% | 2026-Q1 |
| CRCM LP new | 100,000 | $2M | 0.1% | 2026-Q1 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC added | 97,581 | $2M | 0.1% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC trimmed | 82,010 | $2M | 0.1% | 2026-Q1 |
| Greenfield Seitz Capital Management, LLC trimmed | 76,674 | $1M | 0.1% | 2026-Q1 |
| ALLIANCEBERNSTEIN L.P. added | 58,948 | $1M | 0.1% | 2026-Q1 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | 70,400 | $1M | 0.1% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ trimmed | 64,745 | $1M | 0.1% | 2026-Q1 |
| Swiss National Bank trimmed | 64,000 | $1M | 0.1% | 2026-Q1 |
| Quantinno Capital Management LP added | 59,302 | $1M | 0.1% | 2026-Q1 |
| VANGUARD GROUP INC trimmed | 3,852,505 | $89M | 6.1% | 2025-Q4 stale |
| Magnetar Financial LLC added | 2,472,390 | $57M | 3.9% | 2025-Q4 stale |
| ARMISTICE CAPITAL, LLC trimmed | 2,812,000 | $47M | 3.2% | 2025-Q2 stale |
| Resona Asset Management Co.,Ltd. added | 2,421,836 | $41M | 2.8% | 2025-Q2 stale |
| Balyasny Asset Management L.P. trimmed | 1,541,160 | $36M | 2.4% | 2025-Q4 stale |
| Sand Grove Capital Management LLP new | 829,123 | $22M | 1.5% | 2025-Q3 stale |
| AQR Arbitrage LLC added | 914,573 | $21M | 1.4% | 2025-Q4 stale |
| Slotnik Capital, LLC new | 635,000 | $17M | 1.2% | 2025-Q3 stale |
| KRYGER CAPITAL Ltd new | 623,937 | $17M | 1.1% | 2025-Q3 stale |
| Palo Alto Investors LP added | 791,879 | $13M | 0.9% | 2025-Q2 stale |
| ALPINE ASSOCIATES MANAGEMENT INC. trimmed | 466,607 | $11M | 0.7% | 2025-Q4 stale |
| NORGES BANK added | 272,445 | $10M | 0.7% | 2025-Q3 stale |
| JUPITER ASSET MANAGEMENT LTD trimmed | 539,070 | $9M | 0.6% | 2025-Q2 stale |
| GLAZER CAPITAL, LLC new | 287,000 | $8M | 0.5% | 2025-Q3 stale |
| Topline Capital Management, LLC new | 297,672 | $7M | 0.5% | 2025-Q4 stale |
| ABC ARBITRAGE SA new | 246,829 | $7M | 0.5% | 2025-Q3 stale |
| NEXPOINT ASSET MANAGEMENT, L.P. new | 233,537 | $6M | 0.4% | 2025-Q3 stale |
| Artisan Partners Limited Partnership trimmed | 354,432 | $6M | 0.4% | 2025-Q1 stale |
| FEDERATED HERMES, INC. added | 363,233 | $6M | 0.4% | 2025-Q2 stale |
| Versor Investments LP added | 212,421 | $6M | 0.4% | 2025-Q3 stale |
| Ensign Peak Advisors, Inc trimmed | 248,394 | $4M | 0.3% | 2025-Q2 stale |
| CenterBook Partners LP added | 177,974 | $4M | 0.3% | 2025-Q4 stale |
| Schonfeld Strategic Advisors LLC added | 148,592 | $4M | 0.3% | 2025-Q3 stale |
| ADAGE CAPITAL PARTNERS GP, L.L.C. new | 159,765 | $4M | 0.3% | 2025-Q4 stale |
| LMR Partners LLP added | 158,607 | $4M | 0.2% | 2025-Q4 stale |
| CREDIT INDUSTRIEL ET COMMERCIAL new | 121,258 | $3M | 0.2% | 2025-Q3 stale |
| Verition Fund Management LLC added | 114,085 | $3M | 0.2% | 2025-Q4 stale |
| STIFEL FINANCIAL CORP added | 102,835 | $2M | 0.2% | 2025-Q4 stale |
| OXFORD ASSET MANAGEMENT LLP new | 87,151 | $2M | 0.2% | 2025-Q3 stale |
| Vestcor Inc added | 86,558 | $2M | 0.2% | 2025-Q3 stale |
| Groupe la Francaise new | 80,838 | $2M | 0.1% | 2025-Q3 stale |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC trimmed | 92,854 | $2M | 0.1% | 2025-Q4 stale |
| Absolute Gestao de Investimentos Ltda. new | 90,000 | $2M | 0.1% | 2025-Q4 stale |
| Y-Intercept (Hong Kong) Ltd added | 88,905 | $2M | 0.1% | 2025-Q4 stale |
| NEW YORK LIFE INVESTMENT MANAGEMENT LLC added | 86,748 | $2M | 0.1% | 2025-Q4 stale |
| TWO SIGMA ADVISERS, LP added | 99,141 | $2M | 0.1% | 2025-Q2 stale |
| Connor, Clark & Lunn Investment Management Ltd. added | 91,800 | $2M | 0.1% | 2025-Q1 stale |
| WATER ISLAND CAPITAL LLC trimmed | 67,862 | $2M | 0.1% | 2025-Q4 stale |
| BCK Capital Management LP new | 51,006 | $1M | 0.1% | 2025-Q3 stale |
| ExodusPoint Capital Management, LP trimmed | 46,927 | $1M | 0.1% | 2025-Q3 stale |
| DEERFIELD MANAGEMENT COMPANY, L.P. trimmed | 51,894 | $1M | 0.1% | 2025-Q4 stale |
| HARVEST MANAGEMENT LLC added | 50,200 | $1M | 0.1% | 2025-Q4 stale |
| Polar Asset Management Partners Inc. trimmed | 50,180 | $1M | 0.1% | 2025-Q4 stale |
| Pinnacle Investment Management Ltd new | 65,500 | $1M | 0.1% | 2025-Q1 stale |
| CREDIT AGRICOLE S A new | 48,000 | $1M | 0.1% | 2025-Q4 stale |
| SummitTX Capital, L.P. trimmed | 46,373 | $1M | 0.1% | 2025-Q4 stale |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.