Who owns 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-Q2 13F filings (latest filed 2026-09-22). 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
238 tracked funds added or opened STIP while 105 trimmed or exited it between 2026-Q1 and 2026-Q2 — 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 0.9% of theirs — a 0.8pp 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 2026-Q1 and 2026-Q2, across 801 tracked filers holding STIP, 541 increased or opened the position and 257 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 2026-Q1 and 2026-Q2 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 45
- NewEdge Advisors, LLC$48M
- Alpine Bank Wealth Management$35M
- Capital Advantage, Inc.$26M
- Astoria Strategic Wealth, Inc.$24M
- Financial Gravity Companies, Inc.$19M
- IFG Advisory, LLC$13M
Full exits 39
- Betterment LLC$464M
- Main Management Fund Advisors LLC$152M
- EVOKE WEALTH, LLC$32M
- Opus Capital Group, LLC$28M
- HighTower Advisors, LLC$27M
- SoundView Advisors Inc.$23M
Largest adds
- BlackRock, Inc.$194M
- Cetera Investment Advisers$100M
- LPL Financial LLC$99M
- ENVESTNET ASSET MANAGEMENT INC$88M
- MORGAN STANLEY$45M
- MERCER GLOBAL ADVISORS INC /ADV$43M
Largest trims
- Cerity Partners LLC$47M
- Amplius Wealth Advisors, LLC$32M
- Kestra Investment Management, LLC$31M
- Ethos Capital Management, Inc.$10M
- SUMMITRY LLC$7M
- NATIONS FINANCIAL GROUP INC, /IA/ /ADV$7M
Institutional holders
One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| BlackRock, Inc. added | 44,245,089 | $4.5B | 42.6% | 2026-Q2 |
| LPL Financial LLC added | 4,133,408 | $422M | 4.0% | 2026-Q2 |
| Modera Wealth Management, LLC added | 2,554,931 | $261M | 2.5% | 2026-Q2 |
| RITHOLTZ WEALTH MANAGEMENT added | 2,522,612 | $258M | 2.4% | 2026-Q2 |
| MORGAN STANLEY added | 2,250,138 | $230M | 2.2% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 1,995,879 | $204M | 1.9% | 2026-Q2 |
| COLDSTREAM CAPITAL MANAGEMENT INC added | 1,860,288 | $190M | 1.8% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ added | 1,553,079 | $159M | 1.5% | 2026-Q2 |
| ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP trimmed | 1,511,194 | $154M | 1.5% | 2026-Q2 |
| Cetera Investment Advisers added | 1,437,435 | $147M | 1.4% | 2026-Q2 |
| Wealthcare Advisory Partners LLC added | 1,322,733 | $135M | 1.3% | 2026-Q2 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC added | 1,213,731 | $124M | 1.2% | 2026-Q2 |
| Farther Finance Advisors, LLC added | 1,118,491 | $114M | 1.1% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC added | 1,108,855 | $113M | 1.1% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 1,086,681 | $111M | 1.0% | 2026-Q2 |
| PARTNERS CAPITAL INVESTMENT GROUP, LLP added | 1,014,965 | $104M | 1.0% | 2026-Q2 |
| SCS Capital Management LLC added | 989,768 | $101M | 1.0% | 2026-Q2 |
| FLPUTNAM INVESTMENT MANAGEMENT CO added | 964,676 | $99M | 0.9% | 2026-Q2 |
| WEALTHCARE CAPITAL MANAGEMENT LLC added | 938,761 | $96M | 0.9% | 2026-Q2 |
| Tortoise Investment Management, LLC added | 900,987 | $92M | 0.9% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 863,944 | $88M | 0.8% | 2026-Q2 |
| MERCER GLOBAL ADVISORS INC /ADV added | 860,000 | $88M | 0.8% | 2026-Q2 |
| Destination Wealth Management added | 846,480 | $86M | 0.8% | 2026-Q2 |
| MASECO LLP added | 800,732 | $82M | 0.8% | 2026-Q2 |
| M. Kulyk & Associates, LLC added | 771,097 | $79M | 0.7% | 2026-Q2 |
| Haverford Trust Co added | 728,697 | $74M | 0.7% | 2026-Q2 |
| Abacus Planning Group, Inc. added | 705,445 | $72M | 0.7% | 2026-Q2 |
| STATE STREET CORP added | 665,185 | $68M | 0.6% | 2026-Q2 |
| Dynasty Wealth Management, LLC added | 664,407 | $68M | 0.6% | 2026-Q2 |
| Quotient Wealth Partners, LLC added | 649,411 | $66M | 0.6% | 2026-Q2 |
| Kestra Investment Management, LLC trimmed | 627,164 | $64M | 0.6% | 2026-Q2 |
| KEATING INVESTMENT COUNSELORS INC trimmed | 623,779 | $64M | 0.6% | 2026-Q2 |
| Beacon Pointe Advisors, LLC trimmed | 617,519 | $63M | 0.6% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 614,427 | $63M | 0.6% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 595,739 | $61M | 0.6% | 2026-Q2 |
| 3EDGE Asset Management, LP added | 546,891 | $56M | 0.5% | 2026-Q2 |
| MARTIN & CO INC /TN/ | 537,540 | $55M | 0.5% | 2026-Q2 |
| FMR LLC trimmed | 527,294 | $54M | 0.5% | 2026-Q2 |
| Empowered Funds, LLC added | 512,062 | $52M | 0.5% | 2026-Q2 |
| AlTi Global, Inc. trimmed | 502,009 | $51M | 0.5% | 2026-Q2 |
| MAI Capital Management added | 494,193 | $50M | 0.5% | 2026-Q2 |
| GOULD ASSET MANAGEMENT LLC /CA/ added | 472,277 | $48M | 0.5% | 2026-Q2 |
| NewEdge Advisors, LLC added | 470,685 | $48M | 0.5% | 2026-Q2 |
| LVW Advisors, LLC added | 431,464 | $44M | 0.4% | 2026-Q2 |
| SIGMA INVESTMENT COUNSELORS INC added | 416,939 | $43M | 0.4% | 2026-Q2 |
| ALTFEST L J & CO INC added | 401,268 | $41M | 0.4% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC added | 369,657 | $38M | 0.4% | 2026-Q2 |
| Austin Asset Management Co Inc added | 356,912 | $36M | 0.3% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 340,403 | $35M | 0.3% | 2026-Q2 |
| Alpine Bank Wealth Management new | 339,975 | $35M | 0.3% | 2026-Q2 |
| CENTRAL TRUST Co trimmed | 328,813 | $34M | 0.3% | 2026-Q2 |
| Kestra Advisory Services, LLC added | 326,147 | $33M | 0.3% | 2026-Q2 |
| Kelman-Lazarov, Inc. added | 320,695 | $33M | 0.3% | 2026-Q2 |
| Mirae Asset Global Investments Co., Ltd. added | 315,658 | $32M | 0.3% | 2026-Q2 |
| SYON CAPITAL LLC added | 315,195 | $32M | 0.3% | 2026-Q2 |
| AMJ Financial Wealth Management | 314,997 | $33M | 0.3% | 2026-Q2 |
| UBS Group AG added | 313,586 | $32M | 0.3% | 2026-Q2 |
| World Investment Advisors added | 309,836 | $32M | 0.3% | 2026-Q2 |
| Prime Capital Investment Advisors, LLC added | 308,643 | $32M | 0.3% | 2026-Q2 |
| Modern Wealth Management, LLC trimmed | 290,562 | $30M | 0.3% | 2026-Q2 |
| TRUSTMARK BANK TRUST DEPARTMENT added | 288,636 | $29M | 0.3% | 2026-Q2 |
| Integrated Wealth Concepts LLC added | 286,542 | $29M | 0.3% | 2026-Q2 |
| Savant Capital, LLC added | 271,584 | $27M | 0.3% | 2026-Q2 |
| AE Wealth Management LLC added | 268,853 | $27M | 0.3% | 2026-Q2 |
| SUMMITRY LLC trimmed | 268,602 | $27M | 0.3% | 2026-Q2 |
| DDFG, Inc added | 268,165 | $27M | 0.3% | 2026-Q2 |
| Seneca Financial Advisors LLC added | 262,884 | $27M | 0.3% | 2026-Q2 |
| Capital Advantage, Inc. new | 258,789 | $26M | 0.2% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC added | 257,510 | $26M | 0.2% | 2026-Q2 |
| ROCKLAND TRUST CO added | 252,016 | $26M | 0.2% | 2026-Q2 |
| ProVise Management Group, LLC added | 251,467 | $26M | 0.2% | 2026-Q2 |
| Creative Planning trimmed | 243,750 | $25M | 0.2% | 2026-Q2 |
| Walker Financial Services, Inc. added | 241,916 | $25M | 0.2% | 2026-Q2 |
| Astoria Strategic Wealth, Inc. new | 234,927 | $24M | 0.2% | 2026-Q2 |
| OSAIC HOLDINGS, INC. trimmed | 230,807 | $24M | 0.2% | 2026-Q2 |
| NorthCoast Asset Management LLC added | 230,741 | $24M | 0.2% | 2026-Q2 |
| Stordahl Capital Management, Inc. added | 226,904 | $23M | 0.2% | 2026-Q2 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added | 216,268 | $17M | 0.2% | 2026-Q2 |
| Pure Financial Advisors, LLC added | 212,089 | $22M | 0.2% | 2026-Q2 |
| NorthRock Partners, LLC trimmed | 212,088 | $22M | 0.2% | 2026-Q2 |
| Parcion Private Wealth LLC added | 208,243 | $21M | 0.2% | 2026-Q2 |
| Estate Counselors, LLC added | 205,090 | $21M | 0.2% | 2026-Q2 |
| Amplius Wealth Advisors, LLC trimmed | 200,597 | $20M | 0.2% | 2026-Q2 |
| ARKANSAS FINANCIAL GROUP, INC. added | 198,408 | $20M | 0.2% | 2026-Q2 |
| Alesco Advisors, LLC, An ESL Co added | 194,533 | $20M | 0.2% | 2026-Q2 |
| Ancora Advisors LLC added | 193,971 | $20M | 0.2% | 2026-Q2 |
| Portland Global Advisors LLC added | 192,435 | $20M | 0.2% | 2026-Q2 |
| Deane Retirement Strategies, Inc. trimmed | 190,880 | $20M | 0.2% | 2026-Q2 |
| Financial Gravity Companies, Inc. added | 188,071 | $19M | 0.2% | 2026-Q2 |
| Insight Wealth Strategies, LLC added | 184,565 | $19M | 0.2% | 2026-Q2 |
| Stadion Money Management, LLC added | 180,704 | $18M | 0.2% | 2026-Q2 |
| KWMG, LLC added | 180,141 | $18M | 0.2% | 2026-Q2 |
| BIP Wealth, LLC added | 178,686 | $18M | 0.2% | 2026-Q2 |
| Cerity Partners LLC trimmed | 175,966 | $18M | 0.2% | 2026-Q2 |
| STIFEL FINANCIAL CORP added | 174,612 | $18M | 0.2% | 2026-Q2 |
| PNC Financial Services Group, Inc. added | 171,555 | $18M | 0.2% | 2026-Q2 |
| JEPPSON WEALTH MANAGEMENT, LLC trimmed | 170,049 | $17M | 0.2% | 2026-Q2 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management trimmed | 169,160 | $17M | 0.2% | 2026-Q2 |
| Concurrent Investment Advisors, LLC added | 167,928 | $17M | 0.2% | 2026-Q2 |
| Bank of New York Mellon Corp added | 167,643 | $17M | 0.2% | 2026-Q2 |
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.