Who owns STEW
Which tracked institutional funds hold STEW, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See STEW company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-19). 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
28 tracked funds added or opened STEW while 11 trimmed or exited it between 2026-Q1 and 2026-Q2 — 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
STEW’s largest tracked holder by dollar value, Atlas Wealth LLC, sizes it at 9.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 8.9pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in STEW 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 122 tracked filers holding STEW, 54 increased or opened the position and 48 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 STEW 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 4
- Atlas Wealth LLC$63M
- NewEdge Advisors, LLC$1M
- Peak Asset Management, LLC$918K
- XTX Topco Ltd$571K
Full exits 8
- COHEN & STEERS, INC.$5M
- Lloyd Advisory Services, LLC.$3M
- Cambridge Investment Research Advisors, Inc.$2M
- HighTower Advisors, LLC$2M
- PARK AVENUE SECURITIES LLC$2M
- Independent Advisor Alliance$1M
Largest adds
- Allspring Global Investments Holdings, LLC$3M
- Rockefeller Capital Management L.P.$3M
- Bulldog Investors, LLP$2M
- WOLVERINE ASSET MANAGEMENT LLC$2M
- JP Wealth Management, Inc.$2M
- 1607 Capital Partners, LLC$950K
Largest trims
- Thomas J. Herzfeld Advisors, Inc.$2M
- ROYAL BANK OF CANADA$611K
- SRH ADVISORS, LLC$280K
Institutional holders
One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| Atlas Wealth LLC new | 3,511,313 | $63M | 18.6% | 2026-Q2 |
| MORGAN STANLEY trimmed | 2,074,631 | $37M | 11.0% | 2026-Q2 |
| JP Wealth Management, Inc. added | 1,573,433 | $28M | 8.3% | 2026-Q2 |
| Bulldog Investors, LLP added | 1,347,582 | $24M | 7.1% | 2026-Q2 |
| 1607 Capital Partners, LLC added | 899,421 | $16M | 4.8% | 2026-Q2 |
| Pathstone Holdings, LLC trimmed | 891,906 | $16M | 4.7% | 2026-Q2 |
| Allspring Global Investments Holdings, LLC added | 853,372 | $15M | 4.5% | 2026-Q2 |
| CSS LLC/IL | 461,965 | $8M | 2.4% | 2026-Q2 |
| LPL Financial LLC added | 446,897 | $8M | 2.4% | 2026-Q2 |
| GatePass Capital, LLC added | 443,600 | $8M | 2.3% | 2026-Q2 |
| B. Riley Wealth Advisors, Inc. added | 405,048 | $7M | 2.1% | 2026-Q2 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC added | 373,762 | $7M | 2.0% | 2026-Q2 |
| Shaker Financial Services, LLC added | 298,716 | $5M | 1.6% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ added | 286,235 | $5M | 1.5% | 2026-Q2 |
| Quantedge Capital Pte Ltd trimmed | 245,103 | $4M | 1.3% | 2026-Q2 |
| Matisse Capital added | 226,000 | $4M | 1.2% | 2026-Q2 |
| FLAGSHIP HARBOR ADVISORS, LLC added | 214,190 | $4M | 1.1% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC trimmed | 204,363 | $4M | 1.1% | 2026-Q2 |
| RPO LLC | 178,990 | $3M | 0.9% | 2026-Q2 |
| WOLVERINE ASSET MANAGEMENT LLC added | 178,469 | $3M | 0.9% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 173,852 | $3M | 0.9% | 2026-Q2 |
| Winning Points Advisors, LLC trimmed | 172,065 | $3M | 0.9% | 2026-Q2 |
| SRH ADVISORS, LLC trimmed | 164,822 | $3M | 0.9% | 2026-Q2 |
| Kingdom Financial Group LLC. added | 163,061 | $3M | 0.9% | 2026-Q2 |
| PRINCIPAL SECURITIES, INC. added | 156,585 | $3M | 0.8% | 2026-Q2 |
| Rockefeller Capital Management L.P. added | 155,599 | $3M | 0.8% | 2026-Q2 |
| EVOLVE PRIVATE WEALTH, LLC trimmed | 146,354 | $3M | 0.8% | 2026-Q2 |
| Almitas Capital LLC added | 133,773 | $2M | 0.7% | 2026-Q2 |
| ROYAL BANK OF CANADA trimmed | 128,474 | $2M | 0.7% | 2026-Q2 |
| UHLMANN PRICE SECURITIES, LLC added | 114,375 | $2M | 0.6% | 2026-Q2 |
| CAPSTONE INVESTMENT ADVISORS, LLC | 111,819 | $2M | 0.6% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 105,885 | $2M | 0.6% | 2026-Q2 |
| SouthState Bank Corp | 100,000 | $2M | 0.5% | 2026-Q2 |
| D.A. DAVIDSON & CO. added | 83,703 | $1M | 0.4% | 2026-Q2 |
| &PARTNERS trimmed | 78,118 | $1M | 0.4% | 2026-Q2 |
| UBS Group AG trimmed | 76,169 | $1M | 0.4% | 2026-Q2 |
| NewEdge Advisors, LLC added | 75,697 | $1M | 0.4% | 2026-Q2 |
| OPPENHEIMER & CO INC added | 74,877 | $1M | 0.4% | 2026-Q2 |
| KINGSWOOD WEALTH ADVISORS, LLC | 72,775 | $1M | 0.4% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC added | 70,790 | $1M | 0.4% | 2026-Q2 |
| BOOTHBAY FUND MANAGEMENT, LLC | 66,297 | $1M | 0.4% | 2026-Q2 |
| Advisory Advocates, LLC added | 61,910 | $1M | 0.3% | 2026-Q2 |
| Beverly Hills Private Wealth, LLC added | 59,365 | $1M | 0.3% | 2026-Q2 |
| Peak Asset Management, LLC new | 51,285 | $918K | 0.3% | 2026-Q2 |
| MONETARY MANAGEMENT GROUP INC added | 50,900 | $911K | 0.3% | 2026-Q2 |
| DCF Advisers, LLC | 50,000 | $895K | 0.3% | 2026-Q2 |
| Advisors Asset Management, Inc. added | 47,042 | $842K | 0.2% | 2026-Q2 |
| WealthTrust Axiom LLC trimmed | 46,842 | $838K | 0.2% | 2026-Q2 |
| TWIN FOCUS CAPITAL PARTNERS, LLC | 43,487 | $778K | 0.2% | 2026-Q2 |
| Private Advisor Group, LLC trimmed | 40,693 | $728K | 0.2% | 2026-Q2 |
| Clear Creek Financial Management, LLC trimmed | 38,600 | $691K | 0.2% | 2026-Q2 |
| OSAIC HOLDINGS, INC. trimmed | 38,509 | $689K | 0.2% | 2026-Q2 |
| FLPUTNAM INVESTMENT MANAGEMENT CO | 37,673 | $674K | 0.2% | 2026-Q2 |
| GRACE & WHITE INC /NY | 36,560 | $654K | 0.2% | 2026-Q2 |
| STIFEL FINANCIAL CORP | 36,324 | $650K | 0.2% | 2026-Q2 |
| READYSTATE ASSET MANAGEMENT LP trimmed | 35,396 | $634K | 0.2% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 32,524 | $582K | 0.2% | 2026-Q2 |
| XTX Topco Ltd new | 31,896 | $571K | 0.2% | 2026-Q2 |
| Cetera Investment Advisers added | 25,707 | $460K | 0.1% | 2026-Q2 |
| Joel Isaacson & Co., LLC | 24,867 | $445K | 0.1% | 2026-Q2 |
| Meridian Wealth Management, LLC trimmed | 23,756 | $425K | 0.1% | 2026-Q2 |
| LEVEL FOUR ADVISORY SERVICES, LLC added | 23,498 | $421K | 0.1% | 2026-Q2 |
| Closed-End Fund Advisors, Inc. trimmed | 23,039 | $412K | 0.1% | 2026-Q2 |
| Heritage Wealth Management, Inc. | 19,856 | $355K | 0.1% | 2026-Q2 |
| GUGGENHEIM CAPITAL LLC trimmed | 19,394 | $347K | 0.1% | 2026-Q2 |
| NWF Advisory Services Inc. | 19,250 | $345K | 0.1% | 2026-Q2 |
| Sather Financial Group Inc | 19,159 | $343K | 0.1% | 2026-Q2 |
| Kestra Advisory Services, LLC added | 18,982 | $340K | 0.1% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 18,885 | $338K | 0.1% | 2026-Q2 |
| Roundview Capital LLC trimmed | 18,300 | $328K | 0.1% | 2026-Q2 |
| Stratos Wealth Partners, LTD. added | 17,467 | $313K | 0.1% | 2026-Q2 |
| Mariner, LLC added | 17,388 | $311K | 0.1% | 2026-Q2 |
| WestHill Financial Advisors, Inc. | 16,168 | $289K | 0.1% | 2026-Q2 |
| Ancora Advisors LLC trimmed | 15,481 | $277K | 0.1% | 2026-Q2 |
| Waverly Advisors, LLC added | 15,302 | $274K | 0.1% | 2026-Q2 |
| INTEGRATED CAPITAL MANAGEMENT, INC. trimmed | 14,857 | $266K | 0.1% | 2026-Q2 |
| Wealthspire Advisors, LLC | 14,678 | $263K | 0.1% | 2026-Q2 |
| Nitor Capital Management LLC | 14,151 | $253K | 0.1% | 2026-Q2 |
| GREENWOOD GEARHART LLC | 14,128 | $253K | 0.1% | 2026-Q2 |
| HANOVER ADVISORS INC | 13,976 | $250K | 0.1% | 2026-Q2 |
| JONES FINANCIAL COMPANIES LLLP added | 12,575 | $223K | 0.1% | 2026-Q2 |
| Horizon Wealth Management, LLC | 12,503 | $224K | 0.1% | 2026-Q2 |
| MERCER GLOBAL ADVISORS INC /ADV new | 12,426 | $222K | 0.1% | 2026-Q2 |
| Z3 Capital Partners, LLC trimmed | 12,088 | $216K | 0.1% | 2026-Q2 |
| DECISION INVESTMENTS, INC trimmed | 11,641 | $208K | 0.1% | 2026-Q2 |
| STEPHENS INC /AR/ | 11,583 | $207K | 0.1% | 2026-Q2 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 11,500 | $206K | 0.1% | 2026-Q2 |
| JANE STREET GROUP, LLC added | 11,368 | $203K | 0.1% | 2026-Q2 |
| Sage Capital Management, LLC new | 11,269 | $202K | 0.1% | 2026-Q2 |
| Steward Partners Investment Advisory, LLC | 11,164 | $200K | 0.1% | 2026-Q2 |
| Camelot Portfolios, LLC | 10,851 | $194K | 0.1% | 2026-Q2 |
| Carnegie Lake Advisors LLC | 10,745 | $192K | 0.1% | 2026-Q2 |
| Basepoint Wealth LLC added | 10,587 | $190K | 0.1% | 2026-Q2 |
| CALDWELL SUTTER CAPITAL, INC. trimmed | 8,486 | $152K | 0.0% | 2026-Q2 |
| LANARK FINANCIAL, INC. added | 8,440 | $151K | 0.0% | 2026-Q2 |
| Costello Asset Management, INC trimmed | 6,816 | $122K | 0.0% | 2026-Q2 |
| Global Retirement Partners, LLC trimmed | 6,406 | $115K | 0.0% | 2026-Q2 |
| FINANCIAL CONSULATE, INC added | 6,026 | $108K | 0.0% | 2026-Q2 |
| Colonial Trust Advisors | 5,289 | $95K | 0.0% | 2026-Q2 |
| Institute for Wealth Management, LLC. new | 4,802 | $86K | 0.0% | 2026-Q2 |
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.