Review the latest institutional ownership data for STIP based on recent 13F filings. Holdings Channel tracks 130 institutional holders of STIP across the most recent two holding periods in our 13F database.
The table below shows the top 50 institutional holders of STIP 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.
STIP institutional holders summary
- Security: STIP
- Institutional holders tracked: 130
- Largest reported holder shown: Main Management Fund Advisors 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 |
|---|---|---|---|
 Main Management Fund Advisors LLC | 2,480,600 | $256,568 | 03/31/2026 |
| STIP | 2,480,600 | $256,568 | 03/31/2026 |
| Coldstream Capital Management Inc. | 1,453,255 | $150,310 | 03/31/2026 |
| STIP | 1,453,255 | $150,310 | 03/31/2026 |
| Bank of America Corp DE | 1,333,398 | $137,913 | 03/31/2026 |
| STIP | 1,333,398 | $137,913 | 03/31/2026 |
| Wealthcare Advisory Partners LLC | 1,322,733 | $135,130 | 06/30/2026 |
| STIP | 1,322,733 | $135,130 | 06/30/2026 |
| Wealthcare Capital Management LLC | 938,761 | $95,904 | 06/30/2026 |
| STIP | 938,761 | $95,904 | 06/30/2026 |
| Destination Wealth Management | 825,668 | $85,399 | 03/31/2026 |
| STIP | 825,668 | $85,399 | 03/31/2026 |
| Raymond James Financial Inc. | 772,578 | $79,908 | 03/31/2026 |
| STIP | 772,578 | $79,908 | 03/31/2026 |
| Beacon Pointe Advisors LLC | 640,243 | $66,220 | 03/31/2026 |
| STIP | 640,243 | $66,220 | 03/31/2026 |
| Wells Fargo & Company MN | 565,736 | $58,514 | 03/31/2026 |
| STIP | 565,736 | $58,514 | 03/31/2026 |
| Empowered Funds LLC | 508,001 | $52,364 | 03/31/2026 |
| STIP | 508,001 | $52,364 | 03/31/2026 |
| Rockland Trust Co. | 252,016 | $25,746 | 06/30/2026 |
| STIP | 252,016 | $25,746 | 06/30/2026 |
| Royal Bank of Canada | 231,665 | $23,961 | 03/31/2026 |
| STIP | 231,665 | $23,961 | 03/31/2026 |
| Syon Capital LLC | 225,964 | $23,371 | 03/31/2026 |
| STIP | 225,964 | $23,371 | 03/31/2026 |
| Pure Financial Advisors Inc. | 210,983 | $21,822 | 03/31/2026 |
| STIP | 210,983 | $21,822 | 03/31/2026 |
| Deane Retirement Strategies Inc. | 190,880 | $19,501 | 06/30/2026 |
| STIP | 190,880 | $19,501 | 06/30/2026 |
| Financial Gravity Asset Management Inc. | 186,235 | $19,262 | 03/31/2026 |
| STIP | 186,235 | $19,262 | 03/31/2026 |
| Exencial Wealth Advisors LLC | 181,263 | $18,748 | 03/31/2026 |
| STIP | 181,263 | $18,748 | 03/31/2026 |
| Insight Wealth Strategies LLC | 184,565 | $18,665 | 06/30/2026 |
| STIP | 184,565 | $18,665 | 06/30/2026 |
| Kwmg LLC | 180,141 | $18,403 | 06/30/2026 |
| STIP | 180,141 | $18,403 | 06/30/2026 |
| Brinker Capital Investments LLC | 134,598 | $13,921 | 03/31/2026 |
| STIP | 134,598 | $13,921 | 03/31/2026 |
| Talon Private Wealth LLC | 110,494 | $11,428 | 03/31/2026 |
| STIP | 110,494 | $11,428 | 03/31/2026 |
| Financial Plan Inc. | 102,298 | $10,581 | 03/31/2026 |
| STIP | 102,298 | $10,581 | 03/31/2026 |
| Greenline Partners LLC | 99,023 | $10,242 | 03/31/2026 |
| STIP | 99,023 | $10,242 | 03/31/2026 |
| Sterling Investment Advisors LLC ADV | 80,324 | $8,206 | 06/30/2026 |
| STIP | 80,324 | $8,206 | 06/30/2026 |
| MJT & Associates Financial Advisory Group Inc. | 78,729 | $8,043 | 06/30/2026 |
| STIP | 78,729 | $8,043 | 06/30/2026 |
| Sax Wealth Advisors LLC | 74,321 | $7,687 | 06/30/2026 |
| STIP | 74,321 | $7,687 | 06/30/2026 |
| McIlrath & Eck LLC | 65,935 | $6,820 | 03/31/2026 |
| STIP | 65,935 | $6,820 | 03/31/2026 |
| Wealthcare Capital Partners LLC | 58,981 | $6,026 | 06/30/2026 |
| STIP | 58,981 | $6,026 | 06/30/2026 |
| Equitable Holdings Inc. | 55,719 | $5,706 | 03/31/2026 |
| STIP | 55,719 | $5,706 | 03/31/2026 |
| Lake Hills Wealth Management LLC | 47,651 | $4,868 | 06/30/2026 |
| STIP | 47,651 | $4,868 | 06/30/2026 |
| Signet Financial Management LLC | 45,890 | $4,746 | 03/31/2026 |
| STIP | 45,890 | $4,746 | 03/31/2026 |
| Fairview Capital Investment Management LLC | 40,976 | $4,238 | 03/31/2026 |
| STIP | 40,976 | $4,238 | 03/31/2026 |
| Dogwood Wealth Management LLC | 41,235 | $4,213 | 06/30/2026 |
| STIP | 41,235 | $4,213 | 06/30/2026 |
| Vigilare Wealth Management | 41,118 | $4,201 | 06/30/2026 |
| STIP | 41,118 | $4,201 | 06/30/2026 |
| Copia Wealth Management | 39,708 | $4,107 | 03/31/2026 |
| STIP | 39,708 | $4,107 | 03/31/2026 |
| Ares Financial Consulting LLC | 38,081 | $3,890 | 06/30/2026 |
| STIP | 38,081 | $3,890 | 06/30/2026 |
| Trilogy Capital Inc. | 36,238 | $3,702 | 06/30/2026 |
| STIP | 36,238 | $3,702 | 06/30/2026 |
| Boltwood Capital Management | 33,140 | $3,386 | 06/30/2026 |
| STIP | 33,140 | $3,386 | 06/30/2026 |
| Breakwater Capital Group | 32,705 | $3,341 | 06/30/2026 |
| STIP | 32,705 | $3,341 | 06/30/2026 |
| Martin Capital Partners LLC | 32,237 | $3,293 | 06/30/2026 |
| STIP | 32,237 | $3,293 | 06/30/2026 |
| Chesley Taft & Associates LLC | 31,375 | $3,205 | 06/30/2026 |
| STIP | 31,375 | $3,205 | 06/30/2026 |
| Canandaigua National Bank & Trust Co. | 31,049 | $3,172 | 06/30/2026 |
| STIP | 31,049 | $3,172 | 06/30/2026 |
| Winter & Associates Inc. | 30,902 | $3,157 | 06/30/2026 |
| STIP | 30,902 | $3,157 | 06/30/2026 |
| Garrett Investment Advisors LLC | 29,618 | $3,026 | 06/30/2026 |
| STIP | 29,618 | $3,026 | 06/30/2026 |
| Mutual Advisors LLC | 28,831 | $2,982 | 03/31/2026 |
| STIP | 28,831 | $2,982 | 03/31/2026 |
| Heck Capital Advisors LLC | 27,546 | $2,814 | 06/30/2026 |
| STIP | 27,546 | $2,814 | 06/30/2026 |
| LifeGuide Financial Advisors LLC | 25,490 | $2,604 | 06/30/2026 |
| STIP | 25,490 | $2,604 | 06/30/2026 |
| CWM LLC | 24,250 | $2,508 | 03/31/2026 |
| STIP | 24,250 | $2,508 | 03/31/2026 |
| Fermata Advisors LLC | 21,826 | $2,230 | 06/30/2026 |
| STIP | 21,826 | $2,230 | 06/30/2026 |
| Mendota Financial Group LLC | 21,191 | $2,165 | 06/30/2026 |
| STIP | 21,191 | $2,165 | 06/30/2026 |
