Who owns STNC
Which tracked institutional funds hold STNC, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See STNC company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-14). 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
2 tracked funds added or opened STNC while 1 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
STNC’s largest tracked holder by dollar value, STANCE CAPITAL LLC, sizes it at 5.2% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 5.2pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in STNC 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 21 tracked filers holding STNC, 5 increased or opened the position and 11 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 STNC 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.
Largest adds
- STANCE CAPITAL LLC$2M
- Robertson Stephens Wealth Management, LLC$1M
Largest trims
- GTS SECURITIES LLC$372K
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 |
|---|---|---|---|---|
| STANCE CAPITAL LLC added | 445,763 | $17M | 39.4% | 2026-Q2 |
| Robertson Stephens Wealth Management, LLC trimmed | 440,133 | $17M | 38.9% | 2026-Q2 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 60,690 | $2M | 5.2% | 2026-Q2 |
| BlackRock, Inc. | 27,426 | $1M | 2.4% | 2026-Q2 |
| LPL Financial LLC added | 19,241 | $741K | 1.7% | 2026-Q2 |
| Ausdal Financial Partners, Inc. | 17,161 | $661K | 1.5% | 2026-Q2 |
| Cetera Investment Advisers | 12,475 | $480K | 1.1% | 2026-Q2 |
| Mesirow Financial Investment Management, Inc. | 10,000 | $385K | 0.9% | 2026-Q2 |
| GTS SECURITIES LLC trimmed | 9,796 | $377K | 0.9% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC | 6,000 | $231K | 0.5% | 2026-Q2 |
| Williams Jones Wealth Management, LLC. trimmed | 6,947 | $230K | 0.5% | 2026-Q2 |
| IHT Wealth Management, LLC new | 5,670 | $218K | 0.5% | 2026-Q2 |
| Mayflower Financial Advisors, LLC new | 5,335 | $205K | 0.5% | 2026-Q2 |
| LANARK FINANCIAL, INC. | 4,880 | $188K | 0.4% | 2026-Q2 |
| FMR LLC | 3,694 | $142K | 0.3% | 2026-Q2 |
| MORGAN STANLEY trimmed | 3,380 | $130K | 0.3% | 2026-Q2 |
| HORIZON FINANCIAL SERVICES, LLC | 2,248 | $87K | 0.2% | 2026-Q2 |
| Geneos Wealth Management Inc. | 656 | $25K | 0.1% | 2026-Q2 |
| Arax Advisory Partners | 588 | $23K | 0.1% | 2026-Q2 |
| OSAIC HOLDINGS, INC. trimmed | 407 | $16K | 0.0% | 2026-Q2 |
| JNBA Financial Advisors new | 0 | $3 | 0.0% | 2026-Q2 |
| HRT FINANCIAL LP new | 7,436 | $252K | 0.6% | 2026-Q1 stale (1 quarter behind) |
| WELLS FARGO & COMPANY/MN new | 748 | $25K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| CWM, LLC | 638 | $22K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| Golden State Wealth Management, LLC trimmed | 522 | $18K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| Kohmann Bosshard Financial Services, LLC | 76 | $3K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| UBS Group AG trimmed | 70 | $2K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 7,523 | $249K | 0.6% | 2025-Q4 stale (2 quarters behind) |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC new | 6,081 | $202K | 0.5% | 2025-Q4 stale (2 quarters behind) |
| Garton & Associates Financial Advisors LLC new | 2,071 | $55K | 0.1% | 2025-Q4 stale (2 quarters behind) |
| CIBC Private Wealth Group LLC | 1,006 | $33K | 0.1% | 2025-Q4 stale (2 quarters behind) |
| ROYAL BANK OF CANADA new | 1,599 | $52K | 0.1% | 2025-Q3 stale (3 quarters behind) |
| Wealthspire Advisors, LLC new | 976 | $32K | 0.1% | 2025-Q3 stale (3 quarters behind) |
| Cedar Mountain Advisors, LLC | 15,204 | $469K | 1.1% | 2025-Q2 stale (4 quarters behind) |
| Modern Wealth Management, LLC | 7,118 | $220K | 0.5% | 2025-Q2 stale (4 quarters behind) |
| Atlas Private Wealth Advisors new | 6,890 | $213K | 0.5% | 2025-Q2 stale (4 quarters behind) |
| RAYMOND JAMES FINANCIAL INC new | 3,097 | $96K | 0.2% | 2025-Q2 stale (4 quarters behind) |
| Abound Wealth Management new | 490 | $15K | 0.0% | 2025-Q2 stale (4 quarters behind) |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | — | 0.0% | 2025-Q2 stale (4 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.