Who owns STPZ (STPZ)
Which tracked institutional funds hold STPZ, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See STPZ 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.
How the tape is positioned
16 tracked funds added or opened STPZ while 12 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
STPZ’s largest tracked holder by dollar value, BANK OF AMERICA CORP /DE/, 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 STPZ more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in STPZ 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 114 tracked filers holding STPZ, 47 increased or opened the position and 58 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 STPZ 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 4
- Elevation Capital Advisory, LLC$8M
- TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC$4M
- Focus Partners Advisor Solutions, LLC$3M
- MANUFACTURERS LIFE INSURANCE COMPANY, THE$695K
Full exits 4
- FLOW TRADERS U.S. LLC$5M
- IHT Wealth Management, LLC$3M
- Motiv8 Investments LLC$1M
- Gallagher Capital Advisors, LLC$597K
Largest adds
- BANK OF AMERICA CORP /DE/$5M
- GOLDMAN SACHS GROUP INC$1M
- CAPTRUST FINANCIAL ADVISORS$963K
- LPL Financial LLC$904K
- ROYAL BANK OF CANADA$777K
- Eagle Strategies LLC$606K
Largest trims
- TIAA TRUST, NATIONAL ASSOCIATION$5M
- JANE STREET GROUP, LLC$4M
- MORGAN STANLEY$3M
- Composition Wealth, LLC$760K
- MML INVESTORS SERVICES, LLC$384K
- ENVESTNET ASSET MANAGEMENT INC$374K
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 |
|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ added | 646,919 | $35M | 10.5% | 2026-Q1 |
| MORGAN STANLEY trimmed | 460,160 | $25M | 7.4% | 2026-Q1 |
| Ameritas Advisory Services, LLC added | 365,080 | $20M | 5.9% | 2026-Q1 |
| BANK OF NOVA SCOTIA added | 280,542 | $15M | 4.5% | 2026-Q1 |
| Eagle Strategies LLC added | 275,311 | $15M | 4.5% | 2026-Q1 |
| Bleakley Financial Group, LLC added | 254,712 | $14M | 4.1% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN trimmed | 246,427 | $13M | 4.0% | 2026-Q1 |
| LPL Financial LLC added | 217,622 | $12M | 3.5% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC added | 175,053 | $9M | 2.8% | 2026-Q1 |
| ROYAL BANK OF CANADA added | 146,747 | $8M | 2.4% | 2026-Q1 |
| Elevation Capital Advisory, LLC new | 143,984 | $8M | 2.3% | 2026-Q1 |
| GREAT VALLEY ADVISOR GROUP, INC. added | 134,563 | $7M | 2.2% | 2026-Q1 |
| Kelman-Lazarov, Inc. trimmed | 130,364 | $7M | 2.1% | 2026-Q1 |
| OSAIC HOLDINGS, INC. trimmed | 123,912 | $7M | 2.0% | 2026-Q1 |
| TIAA TRUST, NATIONAL ASSOCIATION trimmed | 117,895 | $6M | 1.9% | 2026-Q1 |
| Arbor Investment Advisors, LLC added | 96,423 | $5M | 1.6% | 2026-Q1 |
| STIFEL FINANCIAL CORP added | 91,469 | $5M | 1.5% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 80,384 | $4M | 1.3% | 2026-Q1 |
| Lutz Financial Services LLC trimmed | 76,584 | $4M | 1.2% | 2026-Q1 |
| D.A. DAVIDSON & CO. added | 67,081 | $4M | 1.1% | 2026-Q1 |
| Focus Partners Wealth trimmed | 66,851 | $4M | 1.1% | 2026-Q1 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC new | 66,687 | $4M | 1.1% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC trimmed | 63,845 | $3M | 1.0% | 2026-Q1 |
| Beacon Pointe Advisors, LLC added | 62,993 | $3M | 1.0% | 2026-Q1 |
| CAPTRUST FINANCIAL ADVISORS added | 62,032 | $3M | 1.0% | 2026-Q1 |
| Focus Partners Advisor Solutions, LLC trimmed | 53,245 | $3M | 0.9% | 2026-Q1 |
| Lantern Wealth Advisors, LLC added | 43,535 | $2M | 0.7% | 2026-Q1 |
| UBS Group AG added | 42,768 | $2M | 0.7% | 2026-Q1 |
| CITADEL ADVISORS LLC added | 42,116 | $2M | 0.7% | 2026-Q1 |
| Concurrent Investment Advisors, LLC added | 41,581 | $2M | 0.7% | 2026-Q1 |
| TRUIST FINANCIAL CORP trimmed | 35,021 | $2M | 0.6% | 2026-Q1 |
| Hudson Portfolio Management LLC added | 34,248 | $2M | 0.6% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 29,927 | $2M | 0.5% | 2026-Q1 |
| Belleair Asset Management, LLC trimmed | 28,000 | $2M | 0.5% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC trimmed | 27,188 | $1M | 0.4% | 2026-Q1 |
| JPMORGAN CHASE & CO added | 26,651 | $1M | 0.4% | 2026-Q1 |
| Summit Financial, LLC added | 24,494 | $1M | 0.4% | 2026-Q1 |
| Destination Wealth Management added | 21,548 | $1M | 0.3% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 21,172 | $1M | 0.3% | 2026-Q1 |
| Essential Planning, LLC. trimmed | 19,698 | $1M | 0.3% | 2026-Q1 |
| Rehmann Capital Advisory Group | 19,499 | $1M | 0.3% | 2026-Q1 |
| JANE STREET GROUP, LLC trimmed | 17,543 | $949K | 0.3% | 2026-Q1 |
| Tower Research Capital LLC (TRC) added | 17,456 | $944K | 0.3% | 2026-Q1 |
| Creative Planning trimmed | 16,941 | $917K | 0.3% | 2026-Q1 |
| Alesco Advisors, LLC, An ESL Co | 16,710 | $904K | 0.3% | 2026-Q1 |
| Ascent Group, LLC trimmed | 16,061 | $869K | 0.3% | 2026-Q1 |
| TD PRIVATE CLIENT WEALTH LLC trimmed | 15,531 | $840K | 0.3% | 2026-Q1 |
| Steward Partners Investment Advisory, LLC trimmed | 14,425 | $780K | 0.2% | 2026-Q1 |
| Cetera Investment Advisers added | 14,272 | $772K | 0.2% | 2026-Q1 |
| Advisory Services Network, LLC added | 14,154 | $766K | 0.2% | 2026-Q1 |
| Fiduciary Trust Co trimmed | 14,138 | $765K | 0.2% | 2026-Q1 |
| Cherry Tree Wealth Management, LLC trimmed | 13,219 | $715K | 0.2% | 2026-Q1 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE added | 12,854 | $695K | 0.2% | 2026-Q1 |
| Rockefeller Capital Management L.P. added | 11,723 | $634K | 0.2% | 2026-Q1 |
| WCG Wealth Advisors LLC | 11,400 | $617K | 0.2% | 2026-Q1 |
| HMV Wealth Advisors, LLC | 10,655 | $577K | 0.2% | 2026-Q1 |
| Ausdal Financial Partners, Inc. trimmed | 10,300 | $557K | 0.2% | 2026-Q1 |
| Courage Miller Partners, LLC | 10,084 | $546K | 0.2% | 2026-Q1 |
| GOULD ASSET MANAGEMENT LLC /CA/ trimmed | 10,050 | $544K | 0.2% | 2026-Q1 |
| MONTAG A & ASSOCIATES INC | 9,385 | $508K | 0.2% | 2026-Q1 |
| Allworth Financial LP trimmed | 9,368 | $507K | 0.2% | 2026-Q1 |
| Vertex Planning Partners, LLC added | 8,981 | $486K | 0.1% | 2026-Q1 |
| KFA Private Wealth Group, LLC new | 8,580 | $464K | 0.1% | 2026-Q1 |
| JIM SAULNIER & ASSOCIATES, LLC trimmed | 8,291 | $449K | 0.1% | 2026-Q1 |
| Kestra Advisory Services, LLC added | 8,247 | $446K | 0.1% | 2026-Q1 |
| Breakwater Investment Management trimmed | 8,159 | $441K | 0.1% | 2026-Q1 |
| NorthRock Partners, LLC trimmed | 7,827 | $424K | 0.1% | 2026-Q1 |
| DIMENSION CAPITAL MANAGEMENT LLC | 7,483 | $405K | 0.1% | 2026-Q1 |
| JONES FINANCIAL COMPANIES LLLP added | 6,925 | $373K | 0.1% | 2026-Q1 |
| Evanson Asset Management, LLC | 6,306 | $341K | 0.1% | 2026-Q1 |
| Mezzasalma Advisors, LLC added | 6,140 | $332K | 0.1% | 2026-Q1 |
| Breakwater Capital Group added | 6,078 | $329K | 0.1% | 2026-Q1 |
| Diversified Trust Co trimmed | 6,000 | $325K | 0.1% | 2026-Q1 |
| MERCER GLOBAL ADVISORS INC /ADV trimmed | 5,607 | $303K | 0.1% | 2026-Q1 |
| Composition Wealth, LLC trimmed | 5,600 | $303K | 0.1% | 2026-Q1 |
| IRON Financial LLC added | 5,507 | $298K | 0.1% | 2026-Q1 |
| MML INVESTORS SERVICES, LLC trimmed | 5,466 | $296K | 0.1% | 2026-Q1 |
| 3EDGE Asset Management, LP added | 186,196 | $10M | 3.0% | 2025-Q3 stale |
| GeoWealth Management, LLC added | 102,205 | $6M | 1.6% | 2025-Q1 stale |
| FLOW TRADERS U.S. LLC added | 91,777 | $5M | 1.5% | 2025-Q4 stale |
| Efficient Advisors, LLC added | 74,595 | $4M | 1.2% | 2025-Q2 stale |
| SILVER OAK SECURITIES, INCORPORATED added | 54,402 | $4M | 1.1% | 2025-Q1 stale |
| IHT Wealth Management, LLC trimmed | 63,298 | $3M | 1.0% | 2025-Q4 stale |
| One Capital Management, LLC trimmed | 38,557 | $2M | 0.6% | 2025-Q3 stale |
| Kovitz Investment Group Partners, LLC added | 36,368 | $2M | 0.6% | 2025-Q3 stale |
| Herold Advisors, Inc. trimmed | 33,125 | $2M | 0.5% | 2025-Q2 stale |
| Motiv8 Investments LLC added | 22,200 | $1M | 0.4% | 2025-Q4 stale |
| Blue Oak Capital, LLC | 20,675 | $1M | 0.3% | 2025-Q2 stale |
| Foundations Investment Advisors, LLC new | 17,499 | $945K | 0.3% | 2025-Q1 stale |
| Burt Wealth Advisors | 15,052 | $815K | 0.2% | 2025-Q3 stale |
| Perennial Investment Advisors, LLC new | 13,189 | $715K | 0.2% | 2025-Q3 stale |
| Gallagher Capital Advisors, LLC new | 13,939 | $597K | 0.2% | 2025-Q4 stale |
| Parkside Advisors LLC trimmed | 8,294 | $446K | 0.1% | 2025-Q2 stale |
| Financial Advocates Investment Management added | 7,865 | $425K | 0.1% | 2025-Q1 stale |
| KWB Wealth new | 7,266 | $391K | 0.1% | 2025-Q3 stale |
| Cambridge Investment Research Advisors, Inc. trimmed | 6,808 | $365K | 0.1% | 2025-Q4 stale |
| NATURAL INVESTMENTS, LLC new | 3,568 | $352K | 0.1% | 2025-Q3 stale |
| Private Advisor Group, LLC added | 5,765 | $312K | 0.1% | 2025-Q3 stale |
| PNC Financial Services Group, Inc. trimmed | 5,335 | $286K | 0.1% | 2025-Q4 stale |
| SYNOVUS FINANCIAL CORP | 5,150 | $279K | 0.1% | 2025-Q3 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.
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.