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Institutional Ownership · SEC Form 13F

Who owns STEX (STEX)


Which tracked institutional funds hold STEX, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See STEX 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.

67
Institutional holders
23,922,828
Shares held (tracked funds)
48.0%
Of shares outstanding

How the tape is positioned

4 tracked funds added or opened STEX while 7 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

STEX’s largest tracked holder by dollar value, Legacy Investment Solutions, LLC, sizes it at 25.8% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 25.8pp conviction gap — its largest holder concentrates the name more heavily than the typical one.

Book-share is each fund’s reported value in STEX 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 67 tracked filers holding STEX, 52 increased or opened the position and 20 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 STEX 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 2

  • VANGUARD CAPITAL MANAGEMENT LLC$4M
  • Yorkville Advisors Global, LP$4M

Full exits 1

  • VANGUARD GROUP INC$4M

Largest adds

  • BlackRock, Inc.$757K
  • MARSHALL WACE, LLP$423K

Largest trims

  • Legacy Wealth Managment, LLC/ID$14M
  • Cambridge Investment Research Advisors, Inc.$602K
  • Rossby Financial, LCC$557K
  • NorthCoast Asset Management LLC$452K
  • JANE STREET GROUP, LLC$329K
  • Qube Research & Technologies Ltd$254K

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
Legacy Wealth Managment, LLC/ID trimmed7,029,351$8M9.8%2026-Q1
VANGUARD CAPITAL MANAGEMENT LLC new3,957,994$4M5.5%2026-Q1
Yorkville Advisors Global, LP new3,750,000$4M5.2%2026-Q1
BlackRock, Inc. added933,112$1M1.3%2026-Q1
GEODE CAPITAL MANAGEMENT, LLC added918,787$1M1.3%2026-Q1
MILLENNIUM MANAGEMENT LLC added724,052$818K1.0%2026-Q1
SUSQUEHANNA INTERNATIONAL GROUP, LLP added662,081$748K0.9%2026-Q1
Shay Capital LLC added562,924$636K0.8%2026-Q1
MARSHALL WACE, LLP added536,920$607K0.7%2026-Q1
VANGUARD FIDUCIARY TRUST CO new427,108$483K0.6%2026-Q1
RENAISSANCE TECHNOLOGIES LLC new401,604$454K0.6%2026-Q1
HRT FINANCIAL LP added330,000$372K0.5%2026-Q1
NATIONAL BANK OF CANADA /FI/ added330,000$370K0.5%2026-Q1
Cambridge Investment Research Advisors, Inc. added320,144$362K0.4%2026-Q1
Rossby Financial, LCC added321,030$356K0.4%2026-Q1
STATE STREET CORP added285,690$323K0.4%2026-Q1
United Capital Management of KS, Inc. new247,733$280K0.3%2026-Q1
NorthCoast Asset Management LLC237,913$269K0.3%2026-Q1
One68 Global Capital, LLC added192,924$218K0.3%2026-Q1
NORTHERN TRUST CORP added181,131$205K0.3%2026-Q1
UBS Group AG added174,123$197K0.2%2026-Q1
PFG Investments, LLC added130,691$148K0.2%2026-Q1
Man Group plc new117,899$133K0.2%2026-Q1
Quattro Advisors LLC103,345$117K0.1%2026-Q1
OMERS ADMINISTRATION Corp added76,600$87K0.1%2026-Q1
XTX Topco Ltd added74,724$84K0.1%2026-Q1
Squarepoint Ops LLC added70,740$80K0.1%2026-Q1
BOOTHBAY FUND MANAGEMENT, LLC new70,000$79K0.1%2026-Q1
GREENLEAF TRUST68,632$78K0.1%2026-Q1
JANE STREET GROUP, LLC trimmed61,937$70K0.1%2026-Q1
GC Wealth Management RIA, LLC new57,435$65K0.1%2026-Q1
TRUIST FINANCIAL CORP trimmed48,511$55K0.1%2026-Q1
Engineers Gate Manager LP added42,854$48K0.1%2026-Q1
VAN ECK ASSOCIATES CORP new39,097$44K0.1%2026-Q1
IMC-Chicago, LLC new38,600$44K0.1%2026-Q1
FNY Investment Advisers, LLC added37,700$42K0.1%2026-Q1
Vanguard Global Advisers, LLC new35,393$40K0.0%2026-Q1
SteelPeak Wealth, LLC34,900$39K0.0%2026-Q1
Savant Capital, LLC added28,300$32K0.0%2026-Q1
GOLDMAN SACHS GROUP INC trimmed26,852$30K0.0%2026-Q1
COMMONWEALTH EQUITY SERVICES, LLC added24,899$28K0.0%2026-Q1
LPL Financial LLC added22,200$25K0.0%2026-Q1
MORGAN STANLEY trimmed21,495$24K0.0%2026-Q1
Virtu Financial LLC trimmed21,482$24K0.0%2026-Q1
Tower Research Capital LLC (TRC) added19,424$22K0.0%2026-Q1
OSAIC HOLDINGS, INC. added16,400$19K0.0%2026-Q1
CITADEL ADVISORS LLC new16,196$18K0.0%2026-Q1
INTEGRITY WEALTH ADVISORS, INC. added15,743$18K0.0%2026-Q1
Arax Advisory Partners15,000$17K0.0%2026-Q1
Qube Research & Technologies Ltd trimmed14,422$16K0.0%2026-Q1
Catalyst Funds Management Pty Ltd new13,500$15K0.0%2026-Q1
Bank of New York Mellon Corp new10,870$12K0.0%2026-Q1
JPMORGAN CHASE & CO added9,520$10K0.0%2026-Q1
WEBSTER BANK, N. A.4,000$5K0.0%2026-Q1
ROYAL BANK OF CANADA added2,803$2K0.0%2026-Q1
MAI Capital Management new1,000$1K0.0%2026-Q1
Innovative Asset Advisors Group, LLC new1,000$1K0.0%2026-Q1
Penserra Capital Management LLC new1,623$1K0.0%2026-Q1
SBI Securities Co., Ltd. added871$9840.0%2026-Q1
Western Wealth Management, LLC new500$5650.0%2026-Q1
RMG Wealth Management LLC added550$5220.0%2026-Q1
Ascentis Independent Advisors new200$2260.0%2026-Q1
FMR LLC added134$1510.0%2026-Q1
Colonial Trust Advisors100$1130.0%2026-Q1
Steward Partners Investment Advisory, LLC50$570.0%2026-Q1
Robbins Farley8$100.0%2026-Q1
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO new7$80.0%2026-Q1
Legacy Investment Solutions, LLC added6,838,677$49M60.0%2025-Q2 stale
VANGUARD GROUP INC added1,435,317$4M5.3%2025-Q4 stale
SIMPLEX TRADING, LLC added88,463$268K0.3%2025-Q4 stale
Centiva Capital, LP new36,185$258K0.3%2025-Q2 stale
Y-Intercept (Hong Kong) Ltd new43,844$253K0.3%2025-Q3 stale
Quantbot Technologies LP new48,461$147K0.2%2025-Q4 stale
BAXTER BROS INC new12,500$72K0.1%2025-Q3 stale
Balyasny Asset Management L.P. new16,209$49K0.1%2025-Q4 stale
Hudson Bay Capital Management LP new14,040$43K0.1%2025-Q4 stale
BNP PARIBAS FINANCIAL MARKETS added12,310$37K0.0%2025-Q4 stale
GROUP ONE TRADING LLC added11,707$35K0.0%2025-Q4 stale
Lighthouse Investment Partners, LLC new11,640$35K0.0%2025-Q4 stale
TWO SIGMA SECURITIES, LLC added30,691$18K0.0%2025-Q1 stale
Aster Capital Management (DIFC) Ltd new1,415$10K0.0%2025-Q2 stale
BARCLAYS PLC new1,352$10K0.0%2025-Q2 stale
Advisory Services Network, LLC new200$1K0.0%2025-Q3 stale
BANK OF AMERICA CORP /DE/ trimmed371$1K0.0%2025-Q4 stale
Allworth Financial LP200$6060.0%2025-Q4 stale
Riverview Trust Co60$1820.0%2025-Q4 stale
EverSource Wealth Advisors, LLC36$1090.0%2025-Q4 stale
PNC Financial Services Group, Inc. trimmed8$240.0%2025-Q4 stale
Truvestments Capital LLC new30$180.0%2025-Q1 stale
CITIGROUP INC trimmed1$30.0%2025-Q4 stale
CONCOURSE FINANCIAL GROUP SECURITIES, INC.00.0%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.

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