Who owns STEW (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-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
9 tracked funds added or opened STEW while 23 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
STEW’s largest tracked holder by dollar value, MORGAN STANLEY, sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.0pp gap the other way — the median holder sizes STEW more heavily than its largest holder by dollar value does.
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 2025-Q4 and 2026-Q1, across 124 tracked filers holding STEW, 57 increased or opened the position and 50 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 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 3
- Lloyd Advisory Services, LLC.$3M
- Independent Advisor Alliance$1M
- Janney Montgomery Scott LLC$565K
Full exits 4
- Winning Points Advisors, LLC$3M
- AQR Arbitrage LLC$3M
- NewEdge Advisors, LLC$1M
- IFG Advisory, LLC$654K
Largest adds
- Shaker Financial Services, LLC$3M
- Almitas Capital LLC$1M
- WOLVERINE ASSET MANAGEMENT LLC$938K
- COHEN & STEERS, INC.$871K
- Beverly Hills Private Wealth, LLC$371K
- Matisse Capital$356K
Largest trims
- MORGAN STANLEY$7M
- Thomas J. Herzfeld Advisors, Inc.$5M
- Karpus Management, Inc.$5M
- NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$3M
- Pathstone Holdings, LLC$2M
- Bulldog Investors, LLP$1M
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 |
|---|---|---|---|---|
| MORGAN STANLEY trimmed | 2,166,650 | $37M | 13.1% | 2026-Q1 |
| JP Wealth Management, Inc. added | 1,555,695 | $27M | 9.4% | 2026-Q1 |
| Bulldog Investors, LLP added | 1,287,582 | $22M | 7.8% | 2026-Q1 |
| Pathstone Holdings, LLC trimmed | 910,227 | $16M | 5.5% | 2026-Q1 |
| 1607 Capital Partners, LLC added | 885,921 | $15M | 5.4% | 2026-Q1 |
| Allspring Global Investments Holdings, LLC added | 721,643 | $12M | 4.4% | 2026-Q1 |
| CSS LLC/IL | 461,965 | $8M | 2.8% | 2026-Q1 |
| GatePass Capital, LLC trimmed | 430,595 | $7M | 2.6% | 2026-Q1 |
| LPL Financial LLC added | 426,314 | $7M | 2.6% | 2026-Q1 |
| B. Riley Wealth Advisors, Inc. added | 403,720 | $7M | 2.4% | 2026-Q1 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC added | 350,678 | $6M | 2.1% | 2026-Q1 |
| COHEN & STEERS, INC. added | 296,158 | $5M | 1.8% | 2026-Q1 |
| Shaker Financial Services, LLC added | 286,488 | $5M | 1.7% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 278,867 | $5M | 1.7% | 2026-Q1 |
| Quantedge Capital Pte Ltd added | 255,603 | $4M | 1.5% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 222,619 | $4M | 1.3% | 2026-Q1 |
| Matisse Capital added | 216,000 | $4M | 1.3% | 2026-Q1 |
| FLAGSHIP HARBOR ADVISORS, LLC trimmed | 207,230 | $4M | 1.3% | 2026-Q1 |
| SRH ADVISORS, LLC added | 188,926 | $3M | 1.1% | 2026-Q1 |
| RPO LLC added | 178,990 | $3M | 1.1% | 2026-Q1 |
| ROYAL BANK OF CANADA trimmed | 170,172 | $3M | 1.0% | 2026-Q1 |
| EVOLVE PRIVATE WEALTH, LLC trimmed | 158,980 | $3M | 1.0% | 2026-Q1 |
| Kingdom Financial Group LLC. added | 154,836 | $3M | 0.9% | 2026-Q1 |
| Lloyd Advisory Services, LLC. new | 154,836 | $3M | 0.9% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN trimmed | 151,751 | $3M | 0.9% | 2026-Q1 |
| PRINCIPAL SECURITIES, INC. trimmed | 133,164 | $2M | 0.8% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. added | 132,383 | $2M | 0.8% | 2026-Q1 |
| Almitas Capital LLC added | 116,755 | $2M | 0.7% | 2026-Q1 |
| CAPSTONE INVESTMENT ADVISORS, LLC | 111,819 | $2M | 0.7% | 2026-Q1 |
| Thomas J. Herzfeld Advisors, Inc. trimmed | 107,778 | $2M | 0.7% | 2026-Q1 |
| HighTower Advisors, LLC trimmed | 107,147 | $2M | 0.6% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 106,748 | $2M | 0.6% | 2026-Q1 |
| SouthState Bank Corp | 100,000 | $2M | 0.6% | 2026-Q1 |
| PARK AVENUE SECURITIES LLC trimmed | 96,812 | $2M | 0.6% | 2026-Q1 |
| UHLMANN PRICE SECURITIES, LLC added | 89,699 | $2M | 0.6% | 2026-Q1 |
| WOLVERINE ASSET MANAGEMENT LLC added | 93,534 | $2M | 0.6% | 2026-Q1 |
| D.A. DAVIDSON & CO. added | 83,645 | $1M | 0.5% | 2026-Q1 |
| UBS Group AG trimmed | 78,842 | $1M | 0.5% | 2026-Q1 |
| &PARTNERS added | 78,243 | $1M | 0.5% | 2026-Q1 |
| KINGSWOOD WEALTH ADVISORS, LLC trimmed | 72,775 | $1M | 0.4% | 2026-Q1 |
| MML INVESTORS SERVICES, LLC trimmed | 70,284 | $1M | 0.4% | 2026-Q1 |
| OPPENHEIMER & CO INC trimmed | 66,933 | $1M | 0.4% | 2026-Q1 |
| BOOTHBAY FUND MANAGEMENT, LLC added | 66,297 | $1M | 0.4% | 2026-Q1 |
| Independent Advisor Alliance trimmed | 60,360 | $1M | 0.4% | 2026-Q1 |
| Advisory Advocates, LLC added | 57,899 | $990K | 0.4% | 2026-Q1 |
| Beverly Hills Private Wealth, LLC added | 50,831 | $869K | 0.3% | 2026-Q1 |
| DCF Advisers, LLC | 50,000 | $855K | 0.3% | 2026-Q1 |
| WealthTrust Axiom LLC added | 49,082 | $839K | 0.3% | 2026-Q1 |
| Clear Creek Financial Management, LLC | 44,800 | $766K | 0.3% | 2026-Q1 |
| TWIN FOCUS CAPITAL PARTNERS, LLC | 43,487 | $744K | 0.3% | 2026-Q1 |
| Private Advisor Group, LLC added | 43,213 | $739K | 0.3% | 2026-Q1 |
| OSAIC HOLDINGS, INC. added | 40,302 | $689K | 0.2% | 2026-Q1 |
| FLPUTNAM INVESTMENT MANAGEMENT CO | 37,673 | $644K | 0.2% | 2026-Q1 |
| GRACE & WHITE INC /NY | 36,560 | $625K | 0.2% | 2026-Q1 |
| STIFEL FINANCIAL CORP trimmed | 36,324 | $621K | 0.2% | 2026-Q1 |
| READYSTATE ASSET MANAGEMENT LP added | 35,622 | $609K | 0.2% | 2026-Q1 |
| Janney Montgomery Scott LLC added | 33,023 | $565K | 0.2% | 2026-Q1 |
| MONETARY MANAGEMENT GROUP INC | 29,700 | $508K | 0.2% | 2026-Q1 |
| Karpus Management, Inc. trimmed | 29,393 | $503K | 0.2% | 2026-Q1 |
| Advisors Asset Management, Inc. trimmed | 26,362 | $451K | 0.2% | 2026-Q1 |
| Cetera Investment Advisers trimmed | 25,591 | $438K | 0.2% | 2026-Q1 |
| Joel Isaacson & Co., LLC | 24,867 | $425K | 0.2% | 2026-Q1 |
| Meridian Wealth Management, LLC trimmed | 24,456 | $418K | 0.1% | 2026-Q1 |
| Closed-End Fund Advisors, Inc. added | 24,040 | $411K | 0.1% | 2026-Q1 |
| LEVEL FOUR ADVISORY SERVICES, LLC added | 22,857 | $391K | 0.1% | 2026-Q1 |
| GUGGENHEIM CAPITAL LLC trimmed | 20,266 | $347K | 0.1% | 2026-Q1 |
| Roundview Capital LLC added | 19,281 | $330K | 0.1% | 2026-Q1 |
| NWF Advisory Services Inc. trimmed | 19,250 | $329K | 0.1% | 2026-Q1 |
| Sather Financial Group Inc | 19,159 | $328K | 0.1% | 2026-Q1 |
| Ancora Advisors LLC | 18,481 | $316K | 0.1% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 17,635 | $302K | 0.1% | 2026-Q1 |
| Stolper Co added | 17,596 | $301K | 0.1% | 2026-Q1 |
| Stratos Wealth Partners, LTD. added | 17,363 | $297K | 0.1% | 2026-Q1 |
| INTEGRATED CAPITAL MANAGEMENT, INC. trimmed | 16,710 | $286K | 0.1% | 2026-Q1 |
| WestHill Financial Advisors, Inc. | 16,168 | $276K | 0.1% | 2026-Q1 |
| Z3 Capital Partners, LLC trimmed | 15,566 | $266K | 0.1% | 2026-Q1 |
| Kestra Advisory Services, LLC trimmed | 15,493 | $265K | 0.1% | 2026-Q1 |
| Waverly Advisors, LLC added | 15,252 | $261K | 0.1% | 2026-Q1 |
| Wealthspire Advisors, LLC | 14,678 | $251K | 0.1% | 2026-Q1 |
| Creative Planning trimmed | 14,609 | $250K | 0.1% | 2026-Q1 |
| Nitor Capital Management LLC | 14,151 | $242K | 0.1% | 2026-Q1 |
| GREENWOOD GEARHART LLC | 14,128 | $242K | 0.1% | 2026-Q1 |
| HANOVER ADVISORS INC | 13,976 | $239K | 0.1% | 2026-Q1 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO trimmed | 12,550 | $215K | 0.1% | 2026-Q1 |
| Horizon Wealth Management, LLC | 12,503 | $214K | 0.1% | 2026-Q1 |
| Consolidated Portfolio Review Corp trimmed | 203,541 | $4M | 1.3% | 2025-Q3 stale |
| Winning Points Advisors, LLC added | 184,162 | $3M | 1.2% | 2025-Q4 stale |
| AQR Arbitrage LLC trimmed | 137,083 | $3M | 0.9% | 2025-Q4 stale |
| TWO SIGMA INVESTMENTS, LP | 135,174 | $2M | 0.9% | 2025-Q3 stale |
| Atria Wealth Solutions, Inc. trimmed | 109,447 | $2M | 0.7% | 2025-Q1 stale |
| NewEdge Advisors, LLC trimmed | 64,734 | $1M | 0.4% | 2025-Q4 stale |
| Wilmington Savings Fund Society, FSB | 62,500 | $1M | 0.4% | 2025-Q2 stale |
| Thrivent Financial for Lutherans | 51,305 | $839K | 0.3% | 2025-Q1 stale |
| IFG Advisory, LLC trimmed | 35,248 | $654K | 0.2% | 2025-Q4 stale |
| Calamos Advisors LLC added | 24,196 | $449K | 0.2% | 2025-Q4 stale |
| Heritage Wealth Management, Inc. trimmed | 19,856 | $368K | 0.1% | 2025-Q4 stale |
| MILLENNIUM MANAGEMENT LLC trimmed | 19,585 | $338K | 0.1% | 2025-Q1 stale |
| Dakota Wealth Management | 17,145 | $318K | 0.1% | 2025-Q4 stale |
| High Falls Advisors, Inc added | 13,240 | $245K | 0.1% | 2025-Q4 stale |
| Moloney Securities Asset Management, LLC added | 12,917 | $235K | 0.1% | 2025-Q3 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.