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Institutional Ownership · SEC Form 13F

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-Q1 13F filings. 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.

24
Institutional holders
1M
Shares held (tracked funds)

How the tape is positioned

3 tracked funds added or opened STNC while 2 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

STNC’s largest tracked holder by dollar value, Robertson Stephens Wealth Management, LLC, sizes it at 0.4% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.4pp 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 2025-Q4 and 2026-Q1, across 24 tracked filers holding STNC, 8 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 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 1

  • Ausdal Financial Partners, Inc.$583K

Largest adds

  • Robertson Stephens Wealth Management, LLC$9M
  • STANCE CAPITAL LLC$355K

Largest trims

  • BlackRock, Inc.$6M
  • GTS SECURITIES LLC$985K

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
Robertson Stephens Wealth Management, LLC added462,380$16M39.9%2026-Q1
STANCE CAPITAL LLC trimmed440,642$15M38.0%2026-Q1
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed60,690$2M5.3%2026-Q1
BlackRock, Inc. trimmed27,426$931K2.4%2026-Q1
GTS SECURITIES LLC trimmed22,066$749K1.9%2026-Q1
LPL Financial LLC added17,671$600K1.5%2026-Q1
Ausdal Financial Partners, Inc. new17,161$583K1.5%2026-Q1
Cetera Investment Advisers12,475$424K1.1%2026-Q1
Mesirow Financial Investment Management, Inc. added10,000$340K0.9%2026-Q1
HRT FINANCIAL LP new7,436$252K0.6%2026-Q1
Williams Jones Wealth Management, LLC.7,228$213K0.5%2026-Q1
COMMONWEALTH EQUITY SERVICES, LLC trimmed6,000$204K0.5%2026-Q1
MORGAN STANLEY5,083$173K0.4%2026-Q1
NBC SECURITIES, INC.4,880$166K0.4%2026-Q1
FMR LLC3,694$125K0.3%2026-Q1
HORIZON FINANCIAL SERVICES, LLC2,248$76K0.2%2026-Q1
WELLS FARGO & COMPANY/MN added748$25K0.1%2026-Q1
Geneos Wealth Management Inc.656$22K0.1%2026-Q1
CWM, LLC638$22K0.1%2026-Q1
Arax Advisory Partners new588$20K0.1%2026-Q1
Golden State Wealth Management, LLC trimmed522$18K0.0%2026-Q1
OSAIC HOLDINGS, INC. trimmed436$15K0.0%2026-Q1
Kohmann Bosshard Financial Services, LLC76$3K0.0%2026-Q1
UBS Group AG trimmed70$2K0.0%2026-Q1
Cedar Mountain Advisors, LLC15,204$469K1.2%2025-Q2 stale
SUSQUEHANNA INTERNATIONAL GROUP, LLP added7,523$249K0.6%2025-Q4 stale
Modern Wealth Management, LLC7,118$220K0.6%2025-Q2 stale
Atlas Private Wealth Advisors new6,890$213K0.5%2025-Q2 stale
O'SHAUGHNESSY ASSET MANAGEMENT, LLC new6,081$202K0.5%2025-Q4 stale
RAYMOND JAMES FINANCIAL INC new3,097$96K0.2%2025-Q2 stale
Garton & Associates Financial Advisors LLC new2,071$55K0.1%2025-Q4 stale
ROYAL BANK OF CANADA trimmed1,599$52K0.1%2025-Q3 stale
CIBC Private Wealth Group LLC1,006$33K0.1%2025-Q4 stale
Wealthspire Advisors, LLC new976$32K0.1%2025-Q3 stale
Abound Wealth Management new490$15K0.0%2025-Q2 stale
NewEdge Advisors, LLC163$5K0.0%2025-Q1 stale
Annis Gardner Whiting Capital Advisors, LLC new46$1K0.0%2025-Q1 stale
CONCOURSE FINANCIAL GROUP SECURITIES, INC.00.0%2025-Q2 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