Who owns STBF
Which tracked institutional funds hold STBF, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See STBF company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-14). 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
The tracked-fund tape on STBF is one-sided between 2026-Q1 and 2026-Q2: 9 added or opened and 1 trimmed or exited — on balance accumulating.
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
STBF’s largest tracked holder by dollar value, Brookwood Investment Group LLC, sizes it at 1.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 1.0pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in STBF 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 2026-Q1 and 2026-Q2, across 25 tracked filers holding STBF, 23 increased or opened the position and 5 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.
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 STBF between the 2026-Q1 and 2026-Q2 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 5
- AXXCESS WEALTH MANAGEMENT, LLC$1M
- BELLEVUE ASSET MANAGEMENT, LLC$888K
- JANE STREET GROUP, LLC$746K
- Convergence Financial, LLC$703K
- Sanctuary Advisors, LLC$588K
Full exits 1
- Cambridge Investment Research Advisors, Inc.$3M
Largest adds
- LPL Financial LLC$5M
- ROTHSCHILD INVESTMENT LLC$2M
- DKM Wealth Management, Inc.$621K
- BLUE JEAN FINANCIAL LLC$354K
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 |
|---|---|---|---|---|
| ROTHSCHILD INVESTMENT LLC added | 335,607 | $9M | 18.3% | 2026-Q2 |
| LPL Financial LLC added | 238,483 | $6M | 13.0% | 2026-Q2 |
| DKM Wealth Management, Inc. added | 206,695 | $5M | 11.3% | 2026-Q2 |
| BLUE JEAN FINANCIAL LLC added | 113,106 | $3M | 6.2% | 2026-Q2 |
| WINEBRENNER CAPITAL MANAGEMENT LLC trimmed | 83,023 | $2M | 4.5% | 2026-Q2 |
| AXXCESS WEALTH MANAGEMENT, LLC new | 43,140 | $1M | 2.4% | 2026-Q2 |
| Private Advisor Group, LLC added | 40,888 | $1M | 2.2% | 2026-Q2 |
| BELLEVUE ASSET MANAGEMENT, LLC new | 34,977 | $888K | 1.9% | 2026-Q2 |
| JANE STREET GROUP, LLC added | 29,386 | $746K | 1.6% | 2026-Q2 |
| Chicago Wealth Management, Inc. added | 29,137 | $740K | 1.6% | 2026-Q2 |
| Convergence Financial, LLC new | 27,703 | $703K | 1.5% | 2026-Q2 |
| Sanctuary Advisors, LLC new | 23,152 | $588K | 1.3% | 2026-Q2 |
| Acorn Wealth Advisors, LLC added | 21,052 | $534K | 1.1% | 2026-Q2 |
| Summit Financial, LLC added | 20,565 | $522K | 1.1% | 2026-Q2 |
| ROBERTS GLORE & CO INC /IL/ new | 17,000 | $431K | 0.9% | 2026-Q2 |
| D.A. DAVIDSON & CO. added | 16,500 | $419K | 0.9% | 2026-Q2 |
| Arax Advisory Partners new | 11,285 | $286K | 0.6% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC new | 11,172 | $284K | 0.6% | 2026-Q2 |
| Kellett Wealth Advisors, LLC new | 10,472 | $266K | 0.6% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 10,420 | $264K | 0.6% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC new | 10,027 | $254K | 0.5% | 2026-Q2 |
| CITADEL ADVISORS LLC trimmed | 9,244 | $235K | 0.5% | 2026-Q2 |
| Syntegra Private Wealth Group, LLC | 8,223 | $209K | 0.4% | 2026-Q2 |
| PRIVATE TRUST CO NA new | 7,300 | $185K | 0.4% | 2026-Q2 |
| Geneos Wealth Management Inc. added | 4,410 | $112K | 0.2% | 2026-Q2 |
| Brookwood Investment Group LLC new | 339,110 | $9M | 18.6% | 2025-Q3 stale |
| Cambridge Investment Research Advisors, Inc. added | 109,449 | $3M | 6.0% | 2026-Q1 stale |
| ROYAL BANK OF CANADA added | 16,390 | $415K | 0.9% | 2026-Q1 stale |
| CWM, LLC | 2,844 | $72K | 0.2% | 2026-Q1 stale |
| UBS Group AG trimmed | 250 | $6K | 0.0% | 2026-Q1 stale |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | — | 0.0% | 2025-Q2 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.