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Institutional Ownership · SEC Form 13F

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.

755
Institutional holders
115,418,251
Shares held (tracked funds)

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).

FundSharesReported value% of valueQuarter
BlackRock, Inc. added41,827,302$4.3B41.4%2026-Q1
Betterment LLC added4,487,580$464M4.4%2026-Q1
LPL Financial LLC added3,123,669$323M3.1%2026-Q1
Modera Wealth Management, LLC added2,442,854$253M2.4%2026-Q1
RITHOLTZ WEALTH MANAGEMENT added2,409,803$249M2.4%2026-Q1
MORGAN STANLEY added1,785,559$185M1.8%2026-Q1
ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP added1,560,200$161M1.5%2026-Q1
Main Management Fund Advisors LLC new2,480,600$152M1.5%2026-Q1
COLDSTREAM CAPITAL MANAGEMENT INC added1,453,255$150M1.4%2026-Q1
BANK OF AMERICA CORP /DE/ trimmed1,333,398$138M1.3%2026-Q1
Wealthcare Advisory Partners LLC added1,209,342$125M1.2%2026-Q1
O'SHAUGHNESSY ASSET MANAGEMENT, LLC added1,163,284$120M1.2%2026-Q1
ENVESTNET ASSET MANAGEMENT INC added1,125,270$116M1.1%2026-Q1
PARTNERS CAPITAL INVESTMENT GROUP, LLP trimmed983,845$102M1.0%2026-Q1
AMERIPRISE FINANCIAL INC added973,318$101M1.0%2026-Q1
SCS Capital Management LLC added967,994$100M1.0%2026-Q1
Farther Finance Advisors, LLC added946,212$98M0.9%2026-Q1
JPMORGAN CHASE & CO trimmed942,661$97M0.9%2026-Q1
FLPUTNAM INVESTMENT MANAGEMENT CO added935,426$97M0.9%2026-Q1
Kestra Investment Management, LLC added923,635$96M0.9%2026-Q1
WEALTHCARE CAPITAL MANAGEMENT LLC added917,536$95M0.9%2026-Q1
Tortoise Investment Management, LLC added840,231$87M0.8%2026-Q1
Destination Wealth Management added825,668$85M0.8%2026-Q1
MASECO LLP added774,850$80M0.8%2026-Q1
RAYMOND JAMES FINANCIAL INC added772,578$80M0.8%2026-Q1
M. Kulyk & Associates, LLC added726,680$75M0.7%2026-Q1
Haverford Trust Co added708,230$73M0.7%2026-Q1
STATE STREET CORP trimmed652,613$67M0.6%2026-Q1
Dynasty Wealth Management, LLC trimmed650,096$67M0.6%2026-Q1
Beacon Pointe Advisors, LLC added640,243$66M0.6%2026-Q1
KEATING INVESTMENT COUNSELORS INC added637,361$66M0.6%2026-Q1
Quotient Wealth Partners, LLC trimmed634,015$66M0.6%2026-Q1
Cerity Partners LLC trimmed629,364$65M0.6%2026-Q1
Abacus Planning Group, Inc. added602,288$62M0.6%2026-Q1
WELLS FARGO & COMPANY/MN added565,736$59M0.6%2026-Q1
MARTIN & CO INC /TN/537,540$56M0.5%2026-Q1
3EDGE Asset Management, LP trimmed528,613$55M0.5%2026-Q1
FMR LLC trimmed527,406$55M0.5%2026-Q1
Amplius Wealth Advisors, LLC added510,301$53M0.5%2026-Q1
Empowered Funds, LLC trimmed508,001$52M0.5%2026-Q1
AlTi Global, Inc. trimmed505,346$52M0.5%2026-Q1
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added481,437$50M0.5%2026-Q1
GOULD ASSET MANAGEMENT LLC /CA/ added469,722$49M0.5%2026-Q1
Cetera Investment Advisers added453,628$47M0.4%2026-Q1
MERCER GLOBAL ADVISORS INC /ADV added429,384$44M0.4%2026-Q1
LVW Advisors, LLC added418,646$43M0.4%2026-Q1
SIGMA INVESTMENT COUNSELORS INC added407,325$42M0.4%2026-Q1
ALTFEST L J & CO INC added391,581$41M0.4%2026-Q1
Modern Wealth Management, LLC trimmed351,679$36M0.3%2026-Q1
CENTRAL TRUST Co trimmed348,215$36M0.3%2026-Q1
SUMMITRY LLC trimmed335,167$35M0.3%2026-Q1
GOLDMAN SACHS GROUP INC added317,303$33M0.3%2026-Q1
AMJ Financial Wealth Management added314,997$33M0.3%2026-Q1
Kelman-Lazarov, Inc. added311,471$32M0.3%2026-Q1
Austin Asset Management Co Inc added310,550$32M0.3%2026-Q1
World Investment Advisors trimmed308,576$32M0.3%2026-Q1
EVOKE WEALTH, LLC added306,484$32M0.3%2026-Q1
Prime Capital Investment Advisors, LLC added302,644$31M0.3%2026-Q1
Creative Planning trimmed274,824$28M0.3%2026-Q1
UBS Group AG added272,353$28M0.3%2026-Q1
Opus Capital Group, LLC new268,570$28M0.3%2026-Q1
HighTower Advisors, LLC added258,893$27M0.3%2026-Q1
OSAIC HOLDINGS, INC. added256,561$27M0.3%2026-Q1
Seneca Financial Advisors LLC added248,663$26M0.2%2026-Q1
ProVise Management Group, LLC added237,320$25M0.2%2026-Q1
ROCKLAND TRUST CO added236,135$24M0.2%2026-Q1
MAI Capital Management added235,506$24M0.2%2026-Q1
ROYAL BANK OF CANADA added231,665$24M0.2%2026-Q1
NorthRock Partners, LLC added227,876$24M0.2%2026-Q1
SYON CAPITAL LLC new225,964$23M0.2%2026-Q1
SoundView Advisors Inc. added218,439$23M0.2%2026-Q1
Walker Financial Services, Inc. added215,048$22M0.2%2026-Q1
Integrated Wealth Concepts LLC added212,212$22M0.2%2026-Q1
Stordahl Capital Management, Inc. added211,973$22M0.2%2026-Q1
Pure Financial Advisors, LLC trimmed210,983$22M0.2%2026-Q1
AE Wealth Management LLC added204,023$21M0.2%2026-Q1
Deane Retirement Strategies, Inc. added198,076$20M0.2%2026-Q1
ARKANSAS FINANCIAL GROUP, INC. added194,455$20M0.2%2026-Q1
DDFG, Inc added192,015$20M0.2%2026-Q1
Portland Global Advisors LLC added190,454$20M0.2%2026-Q1
Parcion Private Wealth LLC added190,109$20M0.2%2026-Q1
Financial Gravity Asset Management, Inc. added186,235$19M0.2%2026-Q1
Ancora Advisors LLC added181,566$19M0.2%2026-Q1
EXENCIAL WEALTH ADVISORS, LLC added181,263$19M0.2%2026-Q1
Elm Partners Management LLC trimmed179,257$19M0.2%2026-Q1
Stadion Money Management, LLC trimmed178,430$18M0.2%2026-Q1
KWMG, LLC added173,959$18M0.2%2026-Q1
Cambridge Investment Research Advisors, Inc. trimmed173,642$18M0.2%2026-Q1
JEPPSON WEALTH MANAGEMENT, LLC added171,466$18M0.2%2026-Q1
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management trimmed170,271$18M0.2%2026-Q1
NorthCoast Asset Management LLC added168,427$17M0.2%2026-Q1
Prime Buchholz LLC added162,116$17M0.2%2026-Q1
SB Capital Management Inc new361,193$37M0.4%2025-Q4 stale
JANE STREET GROUP, LLC added301,594$31M0.3%2025-Q4 stale
Sensible Financial Planning & Management, LLC. added222,335$23M0.2%2025-Q3 stale
Parkside Advisors LLC added197,185$20M0.2%2025-Q2 stale
CI INVESTMENTS INC. added195,425$20M0.2%2025-Q1 stale
JACOBSON & SCHMITT ADVISORS, LLC added183,820$19M0.2%2025-Q2 stale
NewEdge Advisors, LLC trimmed177,769$18M0.2%2025-Q4 stale
CITADEL ADVISORS LLC added177,273$18M0.2%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.

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