STIP Institutional Ownership
Who owns STIP and what the big funds did with it last quarter, from every SEC 13F filing. 828 funds reported holding STIP at Jun 30, 2026.
- ▲543 buying vs 222 selling
- ▲Shares held by funds +8.1%
- ▲Funds holding +64
- ▲Superinvestors: 1 added, 0 cut
- ●Put/call not meaningful
What the filings show, not a forecast. Positions can be up to 45 days old and leave out short sales.
Funds holding and ownership
8 quartersQuarter over quarter
all 13F filers| Q2 2026 | This quarter | Q1 2026 | Change |
|---|---|---|---|
| Funds holding | 828 | 764 | +8.4% |
| In funds' top 10 | 66 | 73 | −9.6% |
| 13F shares | 126M | 116M | +8.1% |
| Held by funds | – | – | – |
| New positions | 118 | 82 | +43.9% |
| Increased | 425 | 329 | +29.2% |
| Reduced | 175 | 235 | −25.5% |
| Sold out | 47 | 77 | −39.0% |
| Calls (shares) | 0 | 0 | – |
| Puts (shares) | 0 | 0 | – |
| Put/call ratio | – | – | – |
Buyers vs sellers
adding or new vs cutting or sold outSuperinvestors in STIP
All superinvestors →
Who owns STIP
share of fund held shares- Index and passive funds35.7%
- Active managers and hedge funds52.3%
- Banks and brokers11.5%
- Pensions, insurers and other0.4%
The top 10 holders own 53.5% of all STIP shares that funds reported. Groups are our own grouping of filers by name.
Filed so far for Q3 2026
671 funds changed their position- Coldstream Capital Management IncTrimmed−1.3M sh
- Mariner, LLCAdded+1.1M sh
- Adventist Health System Sunbelt Healthcare CorpAdded+883K sh
- LPL Financial LLCAdded+714K sh
- Northwestern Mutual Wealth Management CoAdded+633K sh
🔒 Free account: see all 20.
Top holders
Q2 2026| # | Fund | Of company | Shares | Value | Change |
|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | – | 44.2M | $4.5B | +2M |
| 2 | Betterment LLC | – | 4.6M | $465M | +66K |
| 3 | LPL Financial LLC | – | 4.1M | $422M | +1M |
| 4 | Modera Wealth Management, LLC | – | 2.6M | $261M | +112K |
| 5 | Ritholtz Wealth Management | – | 2.5M | $258M | +113K |
| 6 | Morgan Stanley | – | 2.3M | $230M | +465K |
| 7 | Envestnet Asset Management Inc | – | 2M | $204M | +871K |
| 8 | Coldstream Capital Management Inc | – | 1.9M | $190M | +407K |
| 9 | Bank of America Corp /de/ | – | 1.6M | $159M | +220K |
| 10 | Adventist Health System Sunbelt Healthcare Corp | – | 1.5M | $154M | −49K |
- BlackRock, Inc.+2M sh+$201M
- LPL Financial LLC+1M sh+$103M
- Cetera Investment Advisers+984K sh+$101M
- Envestnet Asset Management Inc+871K sh+$88.9M
- Morgan Stanley+465K sh+$47.5M
- Mercer Global Advisors Inc /adv+431K sh+$44M
- Coldstream Capital Management Inc+407K sh+$41.6M
- Alpine Bank Wealth Management+340K sh+$34.7M
- Main Management Fund Advisors LLC−2.3M sh−$235M
- Cerity Partners LLC−453K sh−$45.9M
- Evoke Wealth, LLC−306K sh−$31.7M
- Amplius Wealth Advisors, LLC−310K sh−$31.6M
- Kestra Investment Management, LLC−296K sh−$30.3M
- JSF Financial, LLC−143K sh−$14.8M
- Portfolio Design Labs, LLC−121K sh−$12.5M
- Ascent Group, LLC−100K sh−$10.4M
STIP institutional ownership FAQ
Who owns the most STIP stock?
In Q2 2026 13F filings the largest holder of STIP was BlackRock, Inc., followed by Betterment LLC and LPL Financial LLC. Index fund managers are usually the biggest holders of large companies.
What percentage of STIP is owned by institutions?
828 funds reported holding 126M STIP shares at Jun 30, 2026.
Are hedge funds buying STIP?
In Q2 2026, 543 funds bought STIP (118 of them new positions) and 222 sold (47 sold out completely). Among well known investors, 1 added and 0 cut. Our fund sentiment for STIP is strongly bullish.
What is STIP's institutional put/call ratio?
Too few option positions were reported for a meaningful ratio.
How current is this STIP ownership data?
13F filings show holdings at the end of each quarter and are due within 45 days, so positions can be up to six weeks old when they appear. We add each new filing within minutes, and the "filed so far" list shows funds that have already reported the next quarter.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Fund sentiment summarises what 13F filings show and is not a forecast. Holdings come from SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.