Who owns STIP (STIP)
Which tracked institutional funds hold STIP, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See STIP 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
230 tracked funds added or opened STIP while 133 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
STIP’s largest tracked holder by dollar value, BlackRock, Inc., sizes it at 0.1% of its own reported 13F book, while the median holder sizes it at 1.1% of theirs — a 1.0pp gap the other way — the median holder sizes STIP more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in STIP 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 755 tracked filers holding STIP, 420 increased or opened the position and 333 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 STIP 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 47
- Main Management Fund Advisors LLC$152M
- AMJ Financial Wealth Management$33M
- Opus Capital Group, LLC$28M
- SYON CAPITAL LLC$23M
- Insight Wealth Strategies, LLC$12M
- CONSILIO WEALTH ADVISORS, LLC$12M
Full exits 43
- SB Capital Management Inc$37M
- JANE STREET GROUP, LLC$31M
- NewEdge Advisors, LLC$18M
- CITADEL ADVISORS LLC$18M
- IFG Advisory, LLC$12M
- PURE PORTFOLIOS HOLDINGS LLC$10M
Largest adds
- BlackRock, Inc.$1.2B
- COLDSTREAM CAPITAL MANAGEMENT INC$128M
- ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP$87M
- Kestra Investment Management, LLC$74M
- SCS Capital Management LLC$45M
- MERCER GLOBAL ADVISORS INC /ADV$37M
Largest trims
- FMR LLC$215M
- BANK OF AMERICA CORP /DE/$207M
- 3EDGE Asset Management, LP$60M
- Dynasty Wealth Management, LLC$45M
- Quotient Wealth Partners, LLC$43M
- ASSETMARK, INC$42M
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 |
|---|---|---|---|---|
| BlackRock, Inc. added | 41,827,302 | $4.3B | 41.4% | 2026-Q1 |
| Betterment LLC added | 4,487,580 | $464M | 4.4% | 2026-Q1 |
| LPL Financial LLC added | 3,123,669 | $323M | 3.1% | 2026-Q1 |
| Modera Wealth Management, LLC added | 2,442,854 | $253M | 2.4% | 2026-Q1 |
| RITHOLTZ WEALTH MANAGEMENT added | 2,409,803 | $249M | 2.4% | 2026-Q1 |
| MORGAN STANLEY added | 1,785,559 | $185M | 1.8% | 2026-Q1 |
| ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP added | 1,560,200 | $161M | 1.5% | 2026-Q1 |
| Main Management Fund Advisors LLC new | 2,480,600 | $152M | 1.5% | 2026-Q1 |
| COLDSTREAM CAPITAL MANAGEMENT INC added | 1,453,255 | $150M | 1.4% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ trimmed | 1,333,398 | $138M | 1.3% | 2026-Q1 |
| Wealthcare Advisory Partners LLC added | 1,209,342 | $125M | 1.2% | 2026-Q1 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC added | 1,163,284 | $120M | 1.2% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 1,125,270 | $116M | 1.1% | 2026-Q1 |
| PARTNERS CAPITAL INVESTMENT GROUP, LLP trimmed | 983,845 | $102M | 1.0% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC added | 973,318 | $101M | 1.0% | 2026-Q1 |
| SCS Capital Management LLC added | 967,994 | $100M | 1.0% | 2026-Q1 |
| Farther Finance Advisors, LLC added | 946,212 | $98M | 0.9% | 2026-Q1 |
| JPMORGAN CHASE & CO trimmed | 942,661 | $97M | 0.9% | 2026-Q1 |
| FLPUTNAM INVESTMENT MANAGEMENT CO added | 935,426 | $97M | 0.9% | 2026-Q1 |
| Kestra Investment Management, LLC added | 923,635 | $96M | 0.9% | 2026-Q1 |
| WEALTHCARE CAPITAL MANAGEMENT LLC added | 917,536 | $95M | 0.9% | 2026-Q1 |
| Tortoise Investment Management, LLC added | 840,231 | $87M | 0.8% | 2026-Q1 |
| Destination Wealth Management added | 825,668 | $85M | 0.8% | 2026-Q1 |
| MASECO LLP added | 774,850 | $80M | 0.8% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 772,578 | $80M | 0.8% | 2026-Q1 |
| M. Kulyk & Associates, LLC added | 726,680 | $75M | 0.7% | 2026-Q1 |
| Haverford Trust Co added | 708,230 | $73M | 0.7% | 2026-Q1 |
| STATE STREET CORP trimmed | 652,613 | $67M | 0.6% | 2026-Q1 |
| Dynasty Wealth Management, LLC trimmed | 650,096 | $67M | 0.6% | 2026-Q1 |
| Beacon Pointe Advisors, LLC added | 640,243 | $66M | 0.6% | 2026-Q1 |
| KEATING INVESTMENT COUNSELORS INC added | 637,361 | $66M | 0.6% | 2026-Q1 |
| Quotient Wealth Partners, LLC trimmed | 634,015 | $66M | 0.6% | 2026-Q1 |
| Cerity Partners LLC trimmed | 629,364 | $65M | 0.6% | 2026-Q1 |
| Abacus Planning Group, Inc. added | 602,288 | $62M | 0.6% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN added | 565,736 | $59M | 0.6% | 2026-Q1 |
| MARTIN & CO INC /TN/ | 537,540 | $56M | 0.5% | 2026-Q1 |
| 3EDGE Asset Management, LP trimmed | 528,613 | $55M | 0.5% | 2026-Q1 |
| FMR LLC trimmed | 527,406 | $55M | 0.5% | 2026-Q1 |
| Amplius Wealth Advisors, LLC added | 510,301 | $53M | 0.5% | 2026-Q1 |
| Empowered Funds, LLC trimmed | 508,001 | $52M | 0.5% | 2026-Q1 |
| AlTi Global, Inc. trimmed | 505,346 | $52M | 0.5% | 2026-Q1 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 481,437 | $50M | 0.5% | 2026-Q1 |
| GOULD ASSET MANAGEMENT LLC /CA/ added | 469,722 | $49M | 0.5% | 2026-Q1 |
| Cetera Investment Advisers added | 453,628 | $47M | 0.4% | 2026-Q1 |
| MERCER GLOBAL ADVISORS INC /ADV added | 429,384 | $44M | 0.4% | 2026-Q1 |
| LVW Advisors, LLC added | 418,646 | $43M | 0.4% | 2026-Q1 |
| SIGMA INVESTMENT COUNSELORS INC added | 407,325 | $42M | 0.4% | 2026-Q1 |
| ALTFEST L J & CO INC added | 391,581 | $41M | 0.4% | 2026-Q1 |
| Modern Wealth Management, LLC trimmed | 351,679 | $36M | 0.3% | 2026-Q1 |
| CENTRAL TRUST Co trimmed | 348,215 | $36M | 0.3% | 2026-Q1 |
| SUMMITRY LLC trimmed | 335,167 | $35M | 0.3% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC added | 317,303 | $33M | 0.3% | 2026-Q1 |
| AMJ Financial Wealth Management added | 314,997 | $33M | 0.3% | 2026-Q1 |
| Kelman-Lazarov, Inc. added | 311,471 | $32M | 0.3% | 2026-Q1 |
| Austin Asset Management Co Inc added | 310,550 | $32M | 0.3% | 2026-Q1 |
| World Investment Advisors trimmed | 308,576 | $32M | 0.3% | 2026-Q1 |
| EVOKE WEALTH, LLC added | 306,484 | $32M | 0.3% | 2026-Q1 |
| Prime Capital Investment Advisors, LLC added | 302,644 | $31M | 0.3% | 2026-Q1 |
| Creative Planning trimmed | 274,824 | $28M | 0.3% | 2026-Q1 |
| UBS Group AG added | 272,353 | $28M | 0.3% | 2026-Q1 |
| Opus Capital Group, LLC new | 268,570 | $28M | 0.3% | 2026-Q1 |
| HighTower Advisors, LLC added | 258,893 | $27M | 0.3% | 2026-Q1 |
| OSAIC HOLDINGS, INC. added | 256,561 | $27M | 0.3% | 2026-Q1 |
| Seneca Financial Advisors LLC added | 248,663 | $26M | 0.2% | 2026-Q1 |
| ProVise Management Group, LLC added | 237,320 | $25M | 0.2% | 2026-Q1 |
| ROCKLAND TRUST CO added | 236,135 | $24M | 0.2% | 2026-Q1 |
| MAI Capital Management added | 235,506 | $24M | 0.2% | 2026-Q1 |
| ROYAL BANK OF CANADA added | 231,665 | $24M | 0.2% | 2026-Q1 |
| NorthRock Partners, LLC added | 227,876 | $24M | 0.2% | 2026-Q1 |
| SYON CAPITAL LLC new | 225,964 | $23M | 0.2% | 2026-Q1 |
| SoundView Advisors Inc. added | 218,439 | $23M | 0.2% | 2026-Q1 |
| Walker Financial Services, Inc. added | 215,048 | $22M | 0.2% | 2026-Q1 |
| Integrated Wealth Concepts LLC added | 212,212 | $22M | 0.2% | 2026-Q1 |
| Stordahl Capital Management, Inc. added | 211,973 | $22M | 0.2% | 2026-Q1 |
| Pure Financial Advisors, LLC trimmed | 210,983 | $22M | 0.2% | 2026-Q1 |
| AE Wealth Management LLC added | 204,023 | $21M | 0.2% | 2026-Q1 |
| Deane Retirement Strategies, Inc. added | 198,076 | $20M | 0.2% | 2026-Q1 |
| ARKANSAS FINANCIAL GROUP, INC. added | 194,455 | $20M | 0.2% | 2026-Q1 |
| DDFG, Inc added | 192,015 | $20M | 0.2% | 2026-Q1 |
| Portland Global Advisors LLC added | 190,454 | $20M | 0.2% | 2026-Q1 |
| Parcion Private Wealth LLC added | 190,109 | $20M | 0.2% | 2026-Q1 |
| Financial Gravity Asset Management, Inc. added | 186,235 | $19M | 0.2% | 2026-Q1 |
| Ancora Advisors LLC added | 181,566 | $19M | 0.2% | 2026-Q1 |
| EXENCIAL WEALTH ADVISORS, LLC added | 181,263 | $19M | 0.2% | 2026-Q1 |
| Elm Partners Management LLC trimmed | 179,257 | $19M | 0.2% | 2026-Q1 |
| Stadion Money Management, LLC trimmed | 178,430 | $18M | 0.2% | 2026-Q1 |
| KWMG, LLC added | 173,959 | $18M | 0.2% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. trimmed | 173,642 | $18M | 0.2% | 2026-Q1 |
| JEPPSON WEALTH MANAGEMENT, LLC added | 171,466 | $18M | 0.2% | 2026-Q1 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management trimmed | 170,271 | $18M | 0.2% | 2026-Q1 |
| NorthCoast Asset Management LLC added | 168,427 | $17M | 0.2% | 2026-Q1 |
| Prime Buchholz LLC added | 162,116 | $17M | 0.2% | 2026-Q1 |
| SB Capital Management Inc new | 361,193 | $37M | 0.4% | 2025-Q4 stale |
| JANE STREET GROUP, LLC added | 301,594 | $31M | 0.3% | 2025-Q4 stale |
| Sensible Financial Planning & Management, LLC. added | 222,335 | $23M | 0.2% | 2025-Q3 stale |
| Parkside Advisors LLC added | 197,185 | $20M | 0.2% | 2025-Q2 stale |
| CI INVESTMENTS INC. added | 195,425 | $20M | 0.2% | 2025-Q1 stale |
| JACOBSON & SCHMITT ADVISORS, LLC added | 183,820 | $19M | 0.2% | 2025-Q2 stale |
| NewEdge Advisors, LLC trimmed | 177,769 | $18M | 0.2% | 2025-Q4 stale |
| CITADEL ADVISORS LLC added | 177,273 | $18M | 0.2% | 2025-Q4 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.