Security record · archived quarter
STEW
name pending profile ingest
25Tracked holders
0Δ holders
4.79MShares held
$81.93MReported value
+2New positions
−2Exits
Momentum inputs (comparable managers): holder breadth 0.0% · share flow -3.1% · net new positions 0.0% — formula
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2026
Ownership over time
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 25 | +1 | 5.00M | $89.50M | +3 | −2 |
| Q1 2026 | 25 | 0 | 4.79M | $81.93M | +2 | −2 |
| Q4 2025 | 25 | 0 | 4.95M | $91.71M | +1 | −1 |
| Q3 2025 | 3 | 0 | 2.51M | $45.50M | — | — |
| Q2 2025 | 1 | 0 | 135.17K | $2.39M | +1 | −1 |
| Q1 2025 | 1 | 0 | 19.59K | $337,841 | — | — |
| Q4 2024 | 1 | +1 | 21.04K | $337,125 | +1 | — |
Who holds it · Q1 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 2.17M | -8.3% | $37.05M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 2.17M | -8.3% | $37.05M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 2.17M | -8.3% | $37.05M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 2.17M | -8.3% | $37.05M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 5 | Allspring Global Investments… | 721.64K | +9.6% | $12.34M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | LPL Financial LLC | 426.31K | +8.3% | $7.29M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | Bank Of America Corp /De/ | 278.87K | +0.5% | $4.77M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | Raymond James Financial Inc | 222.62K | +1.9% | $3.81M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | Raymond James Financial Inc | 222.62K | +1.9% | $3.81M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | Raymond James Financial Inc | 222.62K | +1.9% | $3.81M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Royal Bank Of Canada | 170.17K | -12.7% | $2.91M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 12 | Royal Bank Of Canada | 170.17K | -12.7% | $2.91M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 13 | Royal Bank Of Canada | 170.17K | -12.7% | $2.91M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 14 | Royal Bank Of Canada | 170.17K | -12.7% | $2.91M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 15 | Wells Fargo & Company/Mn | 151.75K | -0.2% | $2.59M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 16 | Wells Fargo & Company/Mn | 151.75K | -0.2% | $2.59M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 17 | Capstone Investment Advisors, Llc | 111.82K | 0.0% | $1.91M | 0.0% | Held | 2 | SEC ↗ |
| 18 | HighTower Advisors, LLC | 107.15K | -6.2% | $1.83M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 19 | Envestnet Asset Management Inc | 106.75K | -9.4% | $1.83M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 20 | UBS Group AG | 78.84K | -3.6% | $1.35M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 21 | UBS Group AG | 78.84K | -3.6% | $1.35M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 22 | Mml Investors Services, Llc | 70.28K | -6.5% | $1.20M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 23 | Osaic Holdings, Inc. | 40.30K | +8.8% | $689,196 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 24 | Osaic Holdings, Inc. | 40.30K | +8.8% | $689,196 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 25 | Stifel Financial Corp | 36.32K | -7.2% | $621,137 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 26 | Stifel Financial Corp | 36.32K | -7.2% | $621,137 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 27 | Cetera Investment Advisers | 25.59K | -6.1% | $437,611 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 28 | Commonwealth Equity Services, Llc | 17.64K | -1.8% | $301,560 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 29 | Creative Planning | 14.61K | New | $249,810 | 0.0% | New | 1 | SEC ↗ |
| 30 | Northwestern Mutual Wealth… | 12.55K | -2.9% | $214,604 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 31 | Jones Financial Companies Lllp | 12.21K | +9.1% | $202,713 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 32 | Citadel Advisors ✦ | 10.12K | -28.0% | $173,120 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 33 | Cwm, Llc | 5.77K | -0.2% | $98,616 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 34 | Rockefeller Capital Management L.P. | 1.72K | +1.1% | $29,400 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 35 | Fifth Third Bancorp | 1.54K | New | $26,317 | 0.0% | New | 1 | SEC ↗ |
| 36 | Pnc Financial Services Group, Inc. | 220 | -95.4% | $3,762 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 37 | Pnc Financial Services Group, Inc. | 220 | -95.4% | $3,762 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 38 | Assetmark, Inc | 167 | 0.0% | $2,856 | 0.0% | Held | 2 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Creative Planning | $249,810 | 0.0% |
| Fifth Third Bancorp | $26,317 | 0.0% |
Exited
| Mariner, LLC | $186,471 | was 0.0% |
| JPMorgan Chase | $117,173 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 124 holders, 15.55M shares, $255.99M reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
Frequently co-owned
What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.
Provenance: Ownership from parsed 13F common-stock positions (tracked universe, comparable sets for changes); insider rows from Forms 3/4/5; stakes from Schedules 13D/13G; every filing links to its original on SEC EDGAR.
Reporting period: Q1 2026 ·
Methodology ·
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