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Institutional Ownership · SEC Form 13F

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.

124
Institutional holders
15,551,316
Shares held (tracked funds)

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).

FundSharesReported value% of valueQuarter
MORGAN STANLEY trimmed2,166,650$37M13.1%2026-Q1
JP Wealth Management, Inc. added1,555,695$27M9.4%2026-Q1
Bulldog Investors, LLP added1,287,582$22M7.8%2026-Q1
Pathstone Holdings, LLC trimmed910,227$16M5.5%2026-Q1
1607 Capital Partners, LLC added885,921$15M5.4%2026-Q1
Allspring Global Investments Holdings, LLC added721,643$12M4.4%2026-Q1
CSS LLC/IL461,965$8M2.8%2026-Q1
GatePass Capital, LLC trimmed430,595$7M2.6%2026-Q1
LPL Financial LLC added426,314$7M2.6%2026-Q1
B. Riley Wealth Advisors, Inc. added403,720$7M2.4%2026-Q1
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC added350,678$6M2.1%2026-Q1
COHEN & STEERS, INC. added296,158$5M1.8%2026-Q1
Shaker Financial Services, LLC added286,488$5M1.7%2026-Q1
BANK OF AMERICA CORP /DE/ added278,867$5M1.7%2026-Q1
Quantedge Capital Pte Ltd added255,603$4M1.5%2026-Q1
RAYMOND JAMES FINANCIAL INC added222,619$4M1.3%2026-Q1
Matisse Capital added216,000$4M1.3%2026-Q1
FLAGSHIP HARBOR ADVISORS, LLC trimmed207,230$4M1.3%2026-Q1
SRH ADVISORS, LLC added188,926$3M1.1%2026-Q1
RPO LLC added178,990$3M1.1%2026-Q1
ROYAL BANK OF CANADA trimmed170,172$3M1.0%2026-Q1
EVOLVE PRIVATE WEALTH, LLC trimmed158,980$3M1.0%2026-Q1
Kingdom Financial Group LLC. added154,836$3M0.9%2026-Q1
Lloyd Advisory Services, LLC. new154,836$3M0.9%2026-Q1
WELLS FARGO & COMPANY/MN trimmed151,751$3M0.9%2026-Q1
PRINCIPAL SECURITIES, INC. trimmed133,164$2M0.8%2026-Q1
Cambridge Investment Research Advisors, Inc. added132,383$2M0.8%2026-Q1
Almitas Capital LLC added116,755$2M0.7%2026-Q1
CAPSTONE INVESTMENT ADVISORS, LLC111,819$2M0.7%2026-Q1
Thomas J. Herzfeld Advisors, Inc. trimmed107,778$2M0.7%2026-Q1
HighTower Advisors, LLC trimmed107,147$2M0.6%2026-Q1
ENVESTNET ASSET MANAGEMENT INC trimmed106,748$2M0.6%2026-Q1
SouthState Bank Corp100,000$2M0.6%2026-Q1
PARK AVENUE SECURITIES LLC trimmed96,812$2M0.6%2026-Q1
UHLMANN PRICE SECURITIES, LLC added89,699$2M0.6%2026-Q1
WOLVERINE ASSET MANAGEMENT LLC added93,534$2M0.6%2026-Q1
D.A. DAVIDSON & CO. added83,645$1M0.5%2026-Q1
UBS Group AG trimmed78,842$1M0.5%2026-Q1
&PARTNERS added78,243$1M0.5%2026-Q1
KINGSWOOD WEALTH ADVISORS, LLC trimmed72,775$1M0.4%2026-Q1
MML INVESTORS SERVICES, LLC trimmed70,284$1M0.4%2026-Q1
OPPENHEIMER & CO INC trimmed66,933$1M0.4%2026-Q1
BOOTHBAY FUND MANAGEMENT, LLC added66,297$1M0.4%2026-Q1
Independent Advisor Alliance trimmed60,360$1M0.4%2026-Q1
Advisory Advocates, LLC added57,899$990K0.4%2026-Q1
Beverly Hills Private Wealth, LLC added50,831$869K0.3%2026-Q1
DCF Advisers, LLC50,000$855K0.3%2026-Q1
WealthTrust Axiom LLC added49,082$839K0.3%2026-Q1
Clear Creek Financial Management, LLC44,800$766K0.3%2026-Q1
TWIN FOCUS CAPITAL PARTNERS, LLC43,487$744K0.3%2026-Q1
Private Advisor Group, LLC added43,213$739K0.3%2026-Q1
OSAIC HOLDINGS, INC. added40,302$689K0.2%2026-Q1
FLPUTNAM INVESTMENT MANAGEMENT CO37,673$644K0.2%2026-Q1
GRACE & WHITE INC /NY36,560$625K0.2%2026-Q1
STIFEL FINANCIAL CORP trimmed36,324$621K0.2%2026-Q1
READYSTATE ASSET MANAGEMENT LP added35,622$609K0.2%2026-Q1
Janney Montgomery Scott LLC added33,023$565K0.2%2026-Q1
MONETARY MANAGEMENT GROUP INC29,700$508K0.2%2026-Q1
Karpus Management, Inc. trimmed29,393$503K0.2%2026-Q1
Advisors Asset Management, Inc. trimmed26,362$451K0.2%2026-Q1
Cetera Investment Advisers trimmed25,591$438K0.2%2026-Q1
Joel Isaacson & Co., LLC24,867$425K0.2%2026-Q1
Meridian Wealth Management, LLC trimmed24,456$418K0.1%2026-Q1
Closed-End Fund Advisors, Inc. added24,040$411K0.1%2026-Q1
LEVEL FOUR ADVISORY SERVICES, LLC added22,857$391K0.1%2026-Q1
GUGGENHEIM CAPITAL LLC trimmed20,266$347K0.1%2026-Q1
Roundview Capital LLC added19,281$330K0.1%2026-Q1
NWF Advisory Services Inc. trimmed19,250$329K0.1%2026-Q1
Sather Financial Group Inc19,159$328K0.1%2026-Q1
Ancora Advisors LLC18,481$316K0.1%2026-Q1
COMMONWEALTH EQUITY SERVICES, LLC trimmed17,635$302K0.1%2026-Q1
Stolper Co added17,596$301K0.1%2026-Q1
Stratos Wealth Partners, LTD. added17,363$297K0.1%2026-Q1
INTEGRATED CAPITAL MANAGEMENT, INC. trimmed16,710$286K0.1%2026-Q1
WestHill Financial Advisors, Inc.16,168$276K0.1%2026-Q1
Z3 Capital Partners, LLC trimmed15,566$266K0.1%2026-Q1
Kestra Advisory Services, LLC trimmed15,493$265K0.1%2026-Q1
Waverly Advisors, LLC added15,252$261K0.1%2026-Q1
Wealthspire Advisors, LLC14,678$251K0.1%2026-Q1
Creative Planning trimmed14,609$250K0.1%2026-Q1
Nitor Capital Management LLC14,151$242K0.1%2026-Q1
GREENWOOD GEARHART LLC14,128$242K0.1%2026-Q1
HANOVER ADVISORS INC13,976$239K0.1%2026-Q1
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO trimmed12,550$215K0.1%2026-Q1
Horizon Wealth Management, LLC12,503$214K0.1%2026-Q1
Consolidated Portfolio Review Corp trimmed203,541$4M1.3%2025-Q3 stale
Winning Points Advisors, LLC added184,162$3M1.2%2025-Q4 stale
AQR Arbitrage LLC trimmed137,083$3M0.9%2025-Q4 stale
TWO SIGMA INVESTMENTS, LP135,174$2M0.9%2025-Q3 stale
Atria Wealth Solutions, Inc. trimmed109,447$2M0.7%2025-Q1 stale
NewEdge Advisors, LLC trimmed64,734$1M0.4%2025-Q4 stale
Wilmington Savings Fund Society, FSB62,500$1M0.4%2025-Q2 stale
Thrivent Financial for Lutherans51,305$839K0.3%2025-Q1 stale
IFG Advisory, LLC trimmed35,248$654K0.2%2025-Q4 stale
Calamos Advisors LLC added24,196$449K0.2%2025-Q4 stale
Heritage Wealth Management, Inc. trimmed19,856$368K0.1%2025-Q4 stale
MILLENNIUM MANAGEMENT LLC trimmed19,585$338K0.1%2025-Q1 stale
Dakota Wealth Management17,145$318K0.1%2025-Q4 stale
High Falls Advisors, Inc added13,240$245K0.1%2025-Q4 stale
Moloney Securities Asset Management, LLC added12,917$235K0.1%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.

HoldersTotal shares

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.

Learn how to read institutional ownership