Who owns STK
Which tracked institutional funds hold STK, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See STK company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-19). 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
The tracked-fund tape on STK is one-sided between 2026-Q1 and 2026-Q2: 35 added or opened and 5 trimmed or exited — on balance accumulating.
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
STK’s largest tracked holder by dollar value, WELLS FARGO & COMPANY/MN, sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.0pp gap the other way — the median holder sizes STK more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in STK 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 95 tracked filers holding STK, 47 increased or opened the position and 36 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 STK 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 5
- Advisory Solutions Group, LLC$9M
- RMR Wealth Builders$1M
- NewEdge Advisors, LLC$1M
- Compound Planning, Inc.$747K
- XTX Topco Ltd$613K
Full exits 3
- Janney Montgomery Scott LLC$12M
- COHEN & STEERS, INC.$1M
- Cambridge Investment Research Advisors, Inc.$825K
Largest adds
- MORGAN STANLEY$9M
- WELLS FARGO & COMPANY/MN$6M
- Thomas J. Herzfeld Advisors, Inc.$4M
- LPL Financial LLC$3M
- Invesco Ltd.$3M
- Karpus Management, Inc.$2M
Largest trims
- Shaker Financial Services, LLC$3M
- 1607 Capital Partners, LLC$488K
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 |
|---|---|---|---|---|
| WELLS FARGO & COMPANY/MN trimmed | 399,385 | $22M | 12.5% | 2026-Q2 |
| MORGAN STANLEY added | 385,444 | $21M | 12.0% | 2026-Q2 |
| Invesco Ltd. trimmed | 205,485 | $11M | 6.4% | 2026-Q2 |
| LPL Financial LLC added | 196,882 | $11M | 6.2% | 2026-Q2 |
| Karpus Management, Inc. trimmed | 168,899 | $9M | 5.3% | 2026-Q2 |
| Advisory Solutions Group, LLC new | 160,919 | $9M | 5.0% | 2026-Q2 |
| Thomas J. Herzfeld Advisors, Inc. added | 129,150 | $7M | 4.0% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ trimmed | 113,493 | $6M | 3.5% | 2026-Q2 |
| ROYAL BANK OF CANADA trimmed | 93,526 | $5M | 2.9% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 87,030 | $5M | 2.7% | 2026-Q2 |
| PMG Family Office LLC added | 76,732 | $4M | 2.4% | 2026-Q2 |
| Advisory Advocates, LLC added | 54,394 | $3M | 1.7% | 2026-Q2 |
| Aviance Capital Partners, LLC trimmed | 44,393 | $2M | 1.4% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC trimmed | 44,072 | $2M | 1.4% | 2026-Q2 |
| Advisors Asset Management, Inc. added | 39,707 | $2M | 1.2% | 2026-Q2 |
| Cetera Investment Advisers trimmed | 33,256 | $2M | 1.0% | 2026-Q2 |
| UBS Group AG trimmed | 31,230 | $2M | 1.0% | 2026-Q2 |
| WOLVERINE ASSET MANAGEMENT LLC trimmed | 30,492 | $2M | 1.0% | 2026-Q2 |
| Kingsview Wealth Management, LLC trimmed | 29,153 | $2M | 0.9% | 2026-Q2 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC trimmed | 28,753 | $2M | 0.9% | 2026-Q2 |
| OSAIC HOLDINGS, INC. trimmed | 24,290 | $1M | 0.8% | 2026-Q2 |
| IHT Wealth Management, LLC trimmed | 21,015 | $1M | 0.7% | 2026-Q2 |
| LAUREL OAK WEALTH MANAGEMENT, LLC trimmed | 20,877 | $1M | 0.7% | 2026-Q2 |
| RMR Wealth Builders new | 20,648 | $1M | 0.6% | 2026-Q2 |
| NewEdge Advisors, LLC added | 20,495 | $1M | 0.6% | 2026-Q2 |
| HUB Investment Partners, LLC | 19,000 | $1M | 0.6% | 2026-Q2 |
| Meridian Wealth Management, LLC added | 17,839 | $961K | 0.6% | 2026-Q2 |
| BENJAMIN EDWARDS INC added | 17,602 | $948K | 0.5% | 2026-Q2 |
| Alteri Wealth LLC trimmed | 17,447 | $940K | 0.5% | 2026-Q2 |
| Kestra Advisory Services, LLC added | 17,386 | $937K | 0.5% | 2026-Q2 |
| World Investment Advisors | 23,466 | $890K | 0.5% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 15,898 | $856K | 0.5% | 2026-Q2 |
| &PARTNERS added | 15,887 | $855K | 0.5% | 2026-Q2 |
| Shaker Financial Services, LLC trimmed | 15,785 | $850K | 0.5% | 2026-Q2 |
| Smith Asset Management Co., LLC trimmed | 15,702 | $846K | 0.5% | 2026-Q2 |
| Parallel Advisors, LLC added | 14,411 | $776K | 0.5% | 2026-Q2 |
| Compound Planning, Inc. added | 13,863 | $747K | 0.4% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 13,291 | $716K | 0.4% | 2026-Q2 |
| David J Yvars Group trimmed | 12,254 | $660K | 0.4% | 2026-Q2 |
| XTX Topco Ltd added | 11,371 | $613K | 0.4% | 2026-Q2 |
| LVZ, Inc. trimmed | 11,115 | $599K | 0.3% | 2026-Q2 |
| Concurrent Investment Advisors, LLC added | 10,976 | $591K | 0.3% | 2026-Q2 |
| OPPENHEIMER & CO INC trimmed | 10,735 | $578K | 0.3% | 2026-Q2 |
| NorthRock Partners, LLC | 10,095 | $544K | 0.3% | 2026-Q2 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added | 10,331 | $538K | 0.3% | 2026-Q2 |
| KESTRA PRIVATE WEALTH SERVICES, LLC added | 9,915 | $534K | 0.3% | 2026-Q2 |
| Allworth Financial LP added | 8,743 | $471K | 0.3% | 2026-Q2 |
| SteelPeak Wealth, LLC added | 8,328 | $449K | 0.3% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC new | 8,160 | $440K | 0.3% | 2026-Q2 |
| 1607 Capital Partners, LLC trimmed | 7,800 | $420K | 0.2% | 2026-Q2 |
| MOSAIC FAMILY WEALTH PARTNERS, LLC | 7,247 | $390K | 0.2% | 2026-Q2 |
| J.W. COLE ADVISORS, INC. trimmed | 6,993 | $377K | 0.2% | 2026-Q2 |
| LANARK FINANCIAL, INC. added | 6,953 | $375K | 0.2% | 2026-Q2 |
| JANE STREET GROUP, LLC trimmed | 6,860 | $370K | 0.2% | 2026-Q2 |
| Arax Advisory Partners new | 6,480 | $349K | 0.2% | 2026-Q2 |
| CHOREO, LLC added | 6,086 | $328K | 0.2% | 2026-Q2 |
| Compass Planning Associates Inc trimmed | 5,690 | $307K | 0.2% | 2026-Q2 |
| READYSTATE ASSET MANAGEMENT LP trimmed | 5,520 | $297K | 0.2% | 2026-Q2 |
| Capital Investment Advisory Services, LLC new | 5,500 | $296K | 0.2% | 2026-Q2 |
| Attessa Capital LLC new | 5,374 | $289K | 0.2% | 2026-Q2 |
| Perigon Wealth Management, LLC new | 5,170 | $279K | 0.2% | 2026-Q2 |
| Kovack Advisors, Inc. new | 4,713 | $253K | 0.1% | 2026-Q2 |
| HARBOUR INVESTMENTS, INC. | 4,377 | $236K | 0.1% | 2026-Q2 |
| Capital Investment Advisors, LLC new | 4,301 | $232K | 0.1% | 2026-Q2 |
| INSIGNEO ADVISORY SERVICES, LLC new | 4,000 | $215K | 0.1% | 2026-Q2 |
| VISTA INVESTMENT PARTNERS II, LLC new | 3,992 | $215K | 0.1% | 2026-Q2 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | 4,420 | $210K | 0.1% | 2026-Q2 |
| Diversify Advisory Services, LLC new | 4,420 | $210K | 0.1% | 2026-Q2 |
| NORTHERN TRUST CORP new | 3,841 | $207K | 0.1% | 2026-Q2 |
| PNC Financial Services Group, Inc. trimmed | 3,216 | $173K | 0.1% | 2026-Q2 |
| Steward Partners Investment Advisory, LLC trimmed | 2,527 | $136K | 0.1% | 2026-Q2 |
| Farther Finance Advisors, LLC | 2,258 | $122K | 0.1% | 2026-Q2 |
| Western Pacific Wealth Management, LP new | 1,500 | $81K | 0.0% | 2026-Q2 |
| CoreCap Advisors, LLC | 1,442 | $78K | 0.0% | 2026-Q2 |
| PRIVATE TRUST CO NA | 1,288 | $69K | 0.0% | 2026-Q2 |
| FIFTH THIRD BANCORP | 1,243 | $67K | 0.0% | 2026-Q2 |
| MOTCO | 1,000 | $54K | 0.0% | 2026-Q2 |
| Larson Financial Group LLC added | 832 | $45K | 0.0% | 2026-Q2 |
| RHL GROUP, LLC | 575 | $31K | 0.0% | 2026-Q2 |
| Allied Private Wealth LLC new | 598 | $30K | 0.0% | 2026-Q2 |
| Keating Financial Advisory Services, Inc. trimmed | 393 | $21K | 0.0% | 2026-Q2 |
| Colonial Trust Advisors | 378 | $20K | 0.0% | 2026-Q2 |
| US BANCORP \DE\ | 289 | $16K | 0.0% | 2026-Q2 |
| GoalVest Advisory LLC | 243 | $13K | 0.0% | 2026-Q2 |
| Rockefeller Capital Management L.P. | 235 | $13K | 0.0% | 2026-Q2 |
| Noble Wealth Management PBC new | 225 | $12K | 0.0% | 2026-Q2 |
| MB, LEVIS & ASSOCIATES, LLC new | 210 | $11K | 0.0% | 2026-Q2 |
| Stone House Investment Management, LLC | 144 | $8K | 0.0% | 2026-Q2 |
| Atlantic Edge Private Wealth Management, LLC new | 125 | $7K | 0.0% | 2026-Q2 |
| DUNCKER STREETT & CO INC | 100 | $5K | 0.0% | 2026-Q2 |
| IFP Advisors, Inc trimmed | 76 | $4K | 0.0% | 2026-Q2 |
| JPMORGAN CHASE & CO new | 70 | $4K | 0.0% | 2026-Q2 |
| Truvestments Capital LLC | 23 | $1K | 0.0% | 2026-Q2 |
| VSM Wealth Advisory, LLC | 18 | $970 | 0.0% | 2026-Q2 |
| DANSKE BANK A/S | 4 | $215 | 0.0% | 2026-Q2 |
| Janney Montgomery Scott LLC added | 306,516 | $12M | 6.7% | 2026-Q1 stale (1 quarter behind) |
| COHEN & STEERS, INC. new | 30,000 | $1M | 0.7% | 2026-Q1 stale (1 quarter behind) |
| Cambridge Investment Research Advisors, Inc. trimmed | 21,761 | $825K | 0.5% | 2026-Q1 stale (1 quarter behind) |
| Cornerstone Advisors, LLC trimmed | 38,662 | $1M | 0.8% | 2025-Q4 stale (2 quarters behind) |
| Consolidated Portfolio Review Corp trimmed | 19,398 | $685K | 0.4% | 2025-Q3 stale (3 quarters behind) |
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.