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Institutional Holders of STIP

There is a long list of 623 institutional holders of STIP within the last two holding periods in our database of 13F filers, so we've sorted through to present to you just the top 50 institutional holders of STIP by largest to smallest position reported in the institutional investor's latest 13F filing. In the institutional-holders-of-STIP table below, the initial column indicates the name of each top institutional holder of STIP, with a link to that fund's top holdings. The next columns indicate the amount of STIP stock held by each of the institutional holders of STIP, followed by the STIP position size held by the institution, and finally the date of the quarterly 13F filing period the holdings data represents for that institution.

HolderAmountPosition Size
($ in 1000's)
 As of
BlackRock Inc.24,941,823$2,509,147 12/31/2024
     STIP24,941,823$2,509,147 12/31/2024
Betterment LLC4,050,462$407,476 12/31/2024
     STIP4,050,462$407,476 12/31/2024
FMR LLC3,308,805$332,866 12/31/2024
     STIP3,308,805$332,866 12/31/2024
Modera Wealth Management LLC1,894,273$190,564 12/31/2024
     STIP1,894,273$190,564 12/31/2024
Ritholtz Wealth Management1,777,451$183,913 03/31/2025
     STIP1,777,451$183,913 03/31/2025
LPL Financial LLC1,538,970$154,820 12/31/2024
     STIP1,538,970$154,820 12/31/2024
3EDGE Asset Management LP1,261,483$126,905 12/31/2024
     STIP1,261,483$126,905 12/31/2024
Morgan Stanley1,212,308$121,958 12/31/2024
     STIP1,212,308$121,958 12/31/2024
Bank of America Corp DE1,205,971$121,321 12/31/2024
     STIP1,205,971$121,321 12/31/2024
Wealthcare Advisory Partners LLC933,682$96,608 03/31/2025
     STIP933,682$96,608 03/31/2025
O Shaughnessy Asset Management LLC835,918$84,093 12/31/2024
     STIP835,918$84,093 12/31/2024
Wealthcare Capital Management LLC775,136$80,203 03/31/2025
     STIP775,136$80,203 03/31/2025
Destination Wealth Management722,543$72,688 12/31/2024
     STIP722,543$72,688 12/31/2024
Putnam FL Investment Management Co.705,873$71,011 12/31/2024
     STIP705,873$71,011 12/31/2024
State Street Corp678,343$68,241 12/31/2024
     STIP678,343$68,241 12/31/2024
Partners Capital Investment Group LLP654,868$65,880 12/31/2024
     STIP654,868$65,880 12/31/2024
AlTi Global Inc.651,553$65,549 12/31/2024
     STIP651,553$65,549 12/31/2024
Modern Wealth Management LLC634,297$64,476 12/31/2024
     STIP634,297$64,476 12/31/2024
Haverford Trust Co.592,789$59,635 12/31/2024
     STIP592,789$59,635 12/31/2024
Assetmark Inc.578,648$58,212 12/31/2024
     STIP578,648$58,212 12/31/2024
JPMorgan Chase & Co.528,778$53,195 12/31/2024
     STIP528,778$53,195 12/31/2024
Ameriprise Financial Inc.525,644$52,889 12/31/2024
     STIP525,644$52,889 12/31/2024
Keating Investment Counselors Inc.522,667$52,580 12/31/2024
     STIP522,667$52,580 12/31/2024
M. Kulyk & Associates LLC520,673$52,380 12/31/2024
     STIP520,673$52,380 12/31/2024
Envestnet Asset Management Inc.516,056$51,915 12/31/2024
     STIP516,056$51,915 12/31/2024
Cerity Partners LLC515,972$51,733 12/31/2024
     STIP515,972$51,733 12/31/2024
Renaissance Technologies LLC466,400$46,920 12/31/2024
     STIP466,400$46,920 12/31/2024
Tortoise Investment Management LLC462,653$46,543 12/31/2024
     STIP462,653$46,543 12/31/2024
CENTRAL TRUST Co430,063$44,499 03/31/2025
     STIP430,063$44,499 03/31/2025
Dynasty Wealth Management LLC439,747$44,239 12/31/2024
     STIP439,747$44,239 12/31/2024
Quotient Wealth Partners LLC433,812$43,641 12/31/2024
     STIP433,812$43,641 12/31/2024
LVW Advisors LLC398,597$41,243 03/31/2025
     STIP398,597$41,243 03/31/2025
Raymond James Financial Inc.402,021$40,443 12/31/2024
     STIP402,021$40,443 12/31/2024
Wells Fargo & Company MN375,932$37,819 12/31/2024
     STIP375,932$37,819 12/31/2024
Summitry LLC375,137$37,739 12/31/2024
     STIP375,137$37,739 12/31/2024
Sigma Investment Counselors Inc.374,427$37,667 12/31/2024
     STIP374,427$37,667 12/31/2024
Cetera Investment Advisers371,884$37,412 12/31/2024
     STIP371,884$37,412 12/31/2024
Victory Capital Management Inc.370,019$37,224 12/31/2024
     STIP370,019$37,224 12/31/2024
New York Life Investment Management LLC332,198$33,419 12/31/2024
     STIP332,198$33,419 12/31/2024
Abacus Planning Group Inc.303,160$31,368 03/31/2025
     STIP303,160$31,368 03/31/2025
Wilshire Associates Inc304,072$30,592 12/31/2024
     STIP304,072$30,592 12/31/2024
SCS Capital Management LLC301,924$30,374 12/31/2024
     STIP301,924$30,374 12/31/2024
Integrated Wealth Concepts LLC295,264$29,704 12/31/2024
     STIP295,264$29,704 12/31/2024
Gould Asset Management LLC CA294,209$29,597 12/31/2024
     STIP294,209$29,597 12/31/2024
Austin Asset Management Co Inc272,255$28,170 03/31/2025
     STIP272,255$28,170 03/31/2025
Empowered Funds LLC254,166$25,569 12/31/2024
     STIP254,166$25,569 12/31/2024
Kelman Lazarov Inc.252,997$25,451 12/31/2024
     STIP252,997$25,451 12/31/2024
Pure Financial Advisors Inc.242,653$25,107 03/31/2025
     STIP242,653$25,107 03/31/2025
Rockland Trust Co.234,849$24,300 03/31/2025
     STIP234,849$24,300 03/31/2025
Wealth Enhancement Advisory Services LLC226,878$23,475 03/31/2025
     STIP226,878$23,475 03/31/2025

See All: Funds Holding STIP
See Details: Top 10 Hedge Funds Holding STIP
Also See: STIP Holdings Changes

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