Review the latest institutional ownership data for STEW based on recent 13F filings. Holdings Channel tracks 125 institutional holders of STEW across the most recent two holding periods in our 13F database.
The table below shows the top 50 institutional holders of STEW by reported position size, including share amounts, position values, and the filing period for each holder. Holder names link to each institution’s 13F portfolio page.
STEW institutional holders summary
- Security: STEW
- Institutional holders tracked: 125
- Largest reported holder shown: Atlas Wealth LLC
- Table includes: holder name, share amount, position value, and filing period
- Source: recent institutional 13F filings
| Holder | Amount | Position Size ($ in 1000's) | As of |
|---|---|---|---|
 Atlas Wealth LLC | 3,511,313 | $62,852 | 06/30/2026 |
| STEW | 3,511,313 | $62,852 | 06/30/2026 |
| Morgan Stanley | 2,074,631 | $37,136 | 06/30/2026 |
| COM | 2,074,631 | $37,136 | 06/30/2026 |
 1607 Capital Partners LLC | $32,200 | 06/30/2026 | |
| STEW | 899,421 | $16,100 | 06/30/2026 |
| COM | 899,421 | $16,100 | 06/30/2026 |
| JP Wealth Management Inc. | 1,572,713 | $27,318 | 09/30/2026 |
| STEW | 1,572,713 | $27,318 | 09/30/2026 |
| Bulldog Investors LLC | 1,347,582 | $24,122 | 06/30/2026 |
| COM | 1,347,582 | $24,122 | 06/30/2026 |
| Pathstone Holdings LLC | 891,906 | $15,965 | 06/30/2026 |
| STEW | 891,906 | $15,965 | 06/30/2026 |
| Allspring Global Investments Holdings LLC | 853,372 | $15,275 | 06/30/2026 |
| STEW | 853,372 | $15,275 | 06/30/2026 |
| CSS LLC IL | 461,965 | $8,269 | 06/30/2026 |
| COM | 461,965 | $8,269 | 06/30/2026 |
| LPL Financial LLC | 446,897 | $7,999 | 06/30/2026 |
| COM | 446,897 | $7,999 | 06/30/2026 |
| GatePass Capital LLC | 443,600 | $7,940 | 06/30/2026 |
| STEW | 443,600 | $7,940 | 06/30/2026 |
| Blue Bell Private Wealth Management LLC | $6,690 | 06/30/2026 | |
| CEF | 373,762 | $6,690 | 06/30/2026 |
| National Asset Management Inc. | 359,766 | $6,249 | 09/30/2026 |
| STEW | 359,766 | $6,249 | 09/30/2026 |
| Bank of America Corp DE | 286,235 | $5,124 | 06/30/2026 |
| COM | 286,235 | $5,124 | 06/30/2026 |
| Cohen & Steers Inc. | 256,158 | $4,585 | 06/30/2026 |
| COM | 256,158 | $4,585 | 06/30/2026 |
| Quantedge Capital Pte Ltd | 245,103 | $4,387 | 06/30/2026 |
| STEW | 245,103 | $4,387 | 06/30/2026 |
| Matisse Capital | 226,000 | $4,045 | 06/30/2026 |
| STEW | 226,000 | $4,045 | 06/30/2026 |
| Flagship Harbor Advisors LLC | 214,190 | $3,834 | 06/30/2026 |
| STEW | 214,190 | $3,834 | 06/30/2026 |
| Envestnet Asset Management Inc. | $3,790 | 06/30/2026 | |
| STEW | 105,885 | $1,895 | 06/30/2026 |
| COM | 105,885 | $1,895 | 06/30/2026 |
| Raymond James Financial Inc. | 204,363 | $3,658 | 06/30/2026 |
| COM | 204,363 | $3,658 | 06/30/2026 |
| RPO LLC | 178,990 | $3,204 | 06/30/2026 |
| STEW | 178,990 | $3,204 | 06/30/2026 |
| Wolverine Asset Management LLC | 178,469 | $3,195 | 06/30/2026 |
| COM | 178,469 | $3,195 | 06/30/2026 |
| Shaker Financial Services LLC | 179,744 | $3,122 | 09/30/2026 |
| STEW | 179,744 | $3,122 | 09/30/2026 |
| Wells Fargo & Company MN | 173,852 | $3,112 | 06/30/2026 |
| COM | 173,852 | $3,112 | 06/30/2026 |
| Winning Points Advisors LLC | 172,065 | $3,080 | 06/30/2026 |
| STEW | 172,065 | $3,080 | 06/30/2026 |
| Rocky Mountain Advisers LLC | $2,950 | 06/30/2026 | |
| STEW | 164,822 | $2,950 | 06/30/2026 |
| Kingdom Financial Group LLC. | 163,061 | $2,919 | 06/30/2026 |
| STEW | 163,061 | $2,919 | 06/30/2026 |
| Principal Securities Inc. | 156,585 | $2,803 | 06/30/2026 |
| COM | 156,585 | $2,803 | 06/30/2026 |
| Rockefeller Capital Management L.P. | 155,599 | $2,785 | 06/30/2026 |
| STEW | 155,599 | $2,785 | 06/30/2026 |
| Evolve Private Wealth LLC | 146,354 | $2,620 | 06/30/2026 |
| STEW | 146,354 | $2,620 | 06/30/2026 |
| Cambridge Investment Research Advisors Inc. | $2,432 | 06/30/2026 | |
| TOTAL RETURN FUND INC COM | 135,877 | $2,432 | 06/30/2026 |
| Almitas Capital LLC | 133,773 | $2,395 | 06/30/2026 |
| STEW | 133,773 | $2,395 | 06/30/2026 |
| Royal Bank of Canada | 128,474 | $2,299 | 06/30/2026 |
| COM | 128,474 | $2,299 | 06/30/2026 |
| Uhlmann Price Securities LLC | 114,375 | $2,047 | 06/30/2026 |
| COM | 114,375 | $2,047 | 06/30/2026 |
| Capstone Investment Advisors LLC | 111,819 | $2,002 | 06/30/2026 |
| COM | 111,819 | $2,002 | 06/30/2026 |
| HighTower Advisors LLC | 103,631 | $1,855 | 06/30/2026 |
| COM | 103,631 | $1,855 | 06/30/2026 |
| South State CORP. | 100,000 | $1,790 | 06/30/2026 |
| COM | 100,000 | $1,790 | 06/30/2026 |
| Park Avenue Securities LLC | 96,227 | $1,722 | 06/30/2026 |
| COM | 96,227 | $1,722 | 06/30/2026 |
| D.A. Davidson & CO. | 83,703 | $1,498 | 06/30/2026 |
| COM | 83,703 | $1,498 | 06/30/2026 |
| UBS Group AG | 76,169 | $1,363 | 06/30/2026 |
| STEW | 76,169 | $1,363 | 06/30/2026 |
| GWM Advisors LLC | 75,697 | $1,355 | 06/30/2026 |
| STEW | 75,697 | $1,355 | 06/30/2026 |
| Oppenheimer & Co. Inc. | 74,877 | $1,340 | 06/30/2026 |
| COM | 74,877 | $1,340 | 06/30/2026 |
| Kingswood Wealth Advisors LLC | 72,775 | $1,303 | 06/30/2026 |
| STEW | 72,775 | $1,303 | 06/30/2026 |
| MML Investors Services LLC | 70,790 | $1,267 | 06/30/2026 |
| COM | 70,790 | $1,267 | 06/30/2026 |
| Boothbay Fund Management LLC | 66,297 | $1,187 | 06/30/2026 |
| STEW | 66,297 | $1,187 | 06/30/2026 |
| Advisory Advocates LLC | 61,910 | $1,108 | 06/30/2026 |
| STEW | 61,910 | $1,108 | 06/30/2026 |
| Beverly Hills Private Wealth LLC | 59,365 | $1,063 | 06/30/2026 |
| STEW | 59,365 | $1,063 | 06/30/2026 |
| Peak Asset Management LLC | 51,285 | $918 | 06/30/2026 |
| STEW | 51,285 | $918 | 06/30/2026 |
| Monetary Management Group Inc. | 50,900 | $911 | 06/30/2026 |
| COM | 50,900 | $911 | 06/30/2026 |
| DCF Advisers LLC | 50,000 | $895 | 06/30/2026 |
| STEW | 50,000 | $895 | 06/30/2026 |
| WealthTrust Axiom LLC | 46,842 | $838 | 06/30/2026 |
| COM | 46,842 | $838 | 06/30/2026 |
