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Institutional Ownership · SEC Form 13F

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.

801
Institutional holders
119M
Shares held (tracked funds)

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.

FundSharesReported value% of valueQuarter
BlackRock, Inc. added44,245,089$4.5B42.6%2026-Q2
LPL Financial LLC added4,133,408$422M4.0%2026-Q2
Modera Wealth Management, LLC added2,554,931$261M2.5%2026-Q2
RITHOLTZ WEALTH MANAGEMENT added2,522,612$258M2.4%2026-Q2
MORGAN STANLEY added2,250,138$230M2.2%2026-Q2
ENVESTNET ASSET MANAGEMENT INC added1,995,879$204M1.9%2026-Q2
COLDSTREAM CAPITAL MANAGEMENT INC added1,860,288$190M1.8%2026-Q2
BANK OF AMERICA CORP /DE/ added1,553,079$159M1.5%2026-Q2
ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP trimmed1,511,194$154M1.5%2026-Q2
Cetera Investment Advisers added1,437,435$147M1.4%2026-Q2
Wealthcare Advisory Partners LLC added1,322,733$135M1.3%2026-Q2
O'SHAUGHNESSY ASSET MANAGEMENT, LLC added1,213,731$124M1.2%2026-Q2
Farther Finance Advisors, LLC added1,118,491$114M1.1%2026-Q2
AMERIPRISE FINANCIAL INC added1,108,855$113M1.1%2026-Q2
JPMORGAN CHASE & CO added1,086,681$111M1.0%2026-Q2
PARTNERS CAPITAL INVESTMENT GROUP, LLP added1,014,965$104M1.0%2026-Q2
SCS Capital Management LLC added989,768$101M1.0%2026-Q2
FLPUTNAM INVESTMENT MANAGEMENT CO added964,676$99M0.9%2026-Q2
WEALTHCARE CAPITAL MANAGEMENT LLC added938,761$96M0.9%2026-Q2
Tortoise Investment Management, LLC added900,987$92M0.9%2026-Q2
RAYMOND JAMES FINANCIAL INC added863,944$88M0.8%2026-Q2
MERCER GLOBAL ADVISORS INC /ADV added860,000$88M0.8%2026-Q2
Destination Wealth Management added846,480$86M0.8%2026-Q2
MASECO LLP added800,732$82M0.8%2026-Q2
M. Kulyk & Associates, LLC added771,097$79M0.7%2026-Q2
Haverford Trust Co added728,697$74M0.7%2026-Q2
Abacus Planning Group, Inc. added705,445$72M0.7%2026-Q2
STATE STREET CORP added665,185$68M0.6%2026-Q2
Dynasty Wealth Management, LLC added664,407$68M0.6%2026-Q2
Quotient Wealth Partners, LLC added649,411$66M0.6%2026-Q2
Kestra Investment Management, LLC trimmed627,164$64M0.6%2026-Q2
KEATING INVESTMENT COUNSELORS INC trimmed623,779$64M0.6%2026-Q2
Beacon Pointe Advisors, LLC trimmed617,519$63M0.6%2026-Q2
WELLS FARGO & COMPANY/MN added614,427$63M0.6%2026-Q2
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added595,739$61M0.6%2026-Q2
3EDGE Asset Management, LP added546,891$56M0.5%2026-Q2
MARTIN & CO INC /TN/537,540$55M0.5%2026-Q2
FMR LLC trimmed527,294$54M0.5%2026-Q2
Empowered Funds, LLC added512,062$52M0.5%2026-Q2
AlTi Global, Inc. trimmed502,009$51M0.5%2026-Q2
MAI Capital Management added494,193$50M0.5%2026-Q2
GOULD ASSET MANAGEMENT LLC /CA/ added472,277$48M0.5%2026-Q2
NewEdge Advisors, LLC added470,685$48M0.5%2026-Q2
LVW Advisors, LLC added431,464$44M0.4%2026-Q2
SIGMA INVESTMENT COUNSELORS INC added416,939$43M0.4%2026-Q2
ALTFEST L J & CO INC added401,268$41M0.4%2026-Q2
GOLDMAN SACHS GROUP INC added369,657$38M0.4%2026-Q2
Austin Asset Management Co Inc added356,912$36M0.3%2026-Q2
ROYAL BANK OF CANADA added340,403$35M0.3%2026-Q2
Alpine Bank Wealth Management new339,975$35M0.3%2026-Q2
CENTRAL TRUST Co trimmed328,813$34M0.3%2026-Q2
Kestra Advisory Services, LLC added326,147$33M0.3%2026-Q2
Kelman-Lazarov, Inc. added320,695$33M0.3%2026-Q2
Mirae Asset Global Investments Co., Ltd. added315,658$32M0.3%2026-Q2
SYON CAPITAL LLC added315,195$32M0.3%2026-Q2
AMJ Financial Wealth Management314,997$33M0.3%2026-Q2
UBS Group AG added313,586$32M0.3%2026-Q2
World Investment Advisors added309,836$32M0.3%2026-Q2
Prime Capital Investment Advisors, LLC added308,643$32M0.3%2026-Q2
Modern Wealth Management, LLC trimmed290,562$30M0.3%2026-Q2
TRUSTMARK BANK TRUST DEPARTMENT added288,636$29M0.3%2026-Q2
Integrated Wealth Concepts LLC added286,542$29M0.3%2026-Q2
Savant Capital, LLC added271,584$27M0.3%2026-Q2
AE Wealth Management LLC added268,853$27M0.3%2026-Q2
SUMMITRY LLC trimmed268,602$27M0.3%2026-Q2
DDFG, Inc added268,165$27M0.3%2026-Q2
Seneca Financial Advisors LLC added262,884$27M0.3%2026-Q2
Capital Advantage, Inc. new258,789$26M0.2%2026-Q2
MML INVESTORS SERVICES, LLC added257,510$26M0.2%2026-Q2
ROCKLAND TRUST CO added252,016$26M0.2%2026-Q2
ProVise Management Group, LLC added251,467$26M0.2%2026-Q2
Creative Planning trimmed243,750$25M0.2%2026-Q2
Walker Financial Services, Inc. added241,916$25M0.2%2026-Q2
Astoria Strategic Wealth, Inc. new234,927$24M0.2%2026-Q2
OSAIC HOLDINGS, INC. trimmed230,807$24M0.2%2026-Q2
NorthCoast Asset Management LLC added230,741$24M0.2%2026-Q2
Stordahl Capital Management, Inc. added226,904$23M0.2%2026-Q2
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added216,268$17M0.2%2026-Q2
Pure Financial Advisors, LLC added212,089$22M0.2%2026-Q2
NorthRock Partners, LLC trimmed212,088$22M0.2%2026-Q2
Parcion Private Wealth LLC added208,243$21M0.2%2026-Q2
Estate Counselors, LLC added205,090$21M0.2%2026-Q2
Amplius Wealth Advisors, LLC trimmed200,597$20M0.2%2026-Q2
ARKANSAS FINANCIAL GROUP, INC. added198,408$20M0.2%2026-Q2
Alesco Advisors, LLC, An ESL Co added194,533$20M0.2%2026-Q2
Ancora Advisors LLC added193,971$20M0.2%2026-Q2
Portland Global Advisors LLC added192,435$20M0.2%2026-Q2
Deane Retirement Strategies, Inc. trimmed190,880$20M0.2%2026-Q2
Financial Gravity Companies, Inc. added188,071$19M0.2%2026-Q2
Insight Wealth Strategies, LLC added184,565$19M0.2%2026-Q2
Stadion Money Management, LLC added180,704$18M0.2%2026-Q2
KWMG, LLC added180,141$18M0.2%2026-Q2
BIP Wealth, LLC added178,686$18M0.2%2026-Q2
Cerity Partners LLC trimmed175,966$18M0.2%2026-Q2
STIFEL FINANCIAL CORP added174,612$18M0.2%2026-Q2
PNC Financial Services Group, Inc. added171,555$18M0.2%2026-Q2
JEPPSON WEALTH MANAGEMENT, LLC trimmed170,049$17M0.2%2026-Q2
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management trimmed169,160$17M0.2%2026-Q2
Concurrent Investment Advisors, LLC added167,928$17M0.2%2026-Q2
Bank of New York Mellon Corp added167,643$17M0.2%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.

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