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Institutional Holders of STIP

There is a long list of 578 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
FMR LLC3,400,591$335,264 12/31/2023
     STIP3,400,591$335,264 12/31/2023
Betterment LLC3,221,388$317,597 12/31/2023
     STIP3,221,388$317,597 12/31/2023
BlackRock Inc.2,042,709$201,391 12/31/2023
     STIP2,042,709$201,391 12/31/2023
Bank of America Corp DE1,856,358$183,018 12/31/2023
     STIP1,856,358$183,018 12/31/2023
Financial Gravity Asset Management Inc.1,677,104$180,182 12/31/2023
     STIP1,677,104$180,182 12/31/2023
Ameriprise Financial Inc.1,551,793$152,982 12/31/2023
     STIP1,551,793$152,982 12/31/2023
Morgan Stanley1,420,725$140,069 12/31/2023
     STIP1,420,725$140,069 12/31/2023
Ritholtz Wealth Management1,376,049$136,821 03/31/2024
     STIP1,376,049$136,821 03/31/2024
Modera Wealth Management LLC1,228,229$121,091 12/31/2023
     STIP1,228,229$121,091 12/31/2023
LPL Financial LLC1,193,103$117,628 12/31/2023
     STIP1,193,103$117,628 12/31/2023
AlTi Global Inc.1,086,310$107,099 12/31/2023
     STIP1,086,310$107,099 12/31/2023
Envestnet Asset Management Inc.1,061,456$104,649 12/31/2023
     STIP1,061,456$104,649 12/31/2023
Modern Wealth Management LLC1,052,932$103,809 12/31/2023
     STIP1,052,932$103,809 12/31/2023
Wealthcare Advisory Partners LLC760,271$75,594 03/31/2024
     STIP760,271$75,594 03/31/2024
Partners Capital Investment Group LLP704,707$69,477 12/31/2023
     STIP704,707$69,477 12/31/2023
State Street Corp695,416$68,561 12/31/2023
     STIP695,416$68,561 12/31/2023
Wealthcare Capital Management LLC665,819$66,202 03/31/2024
     STIP665,819$66,202 03/31/2024
Destination Wealth Management629,187$62,031 12/31/2023
     STIP629,187$62,031 12/31/2023
3EDGE Asset Management LP618,416$60,970 12/31/2023
     STIP618,416$60,970 12/31/2023
Haverford Trust Co.603,567$60,013 03/31/2024
     STIP603,567$60,013 03/31/2024
Wells Fargo & Company MN606,496$59,794 12/31/2023
     STIP606,496$59,794 12/31/2023
O Shaughnessy Asset Management LLC598,798$59,035 12/31/2023
     STIP598,798$59,035 12/31/2023
Keating Investment Counselors Inc.561,345$55,343 12/31/2023
     STIP561,345$55,343 12/31/2023
CENTRAL TRUST Co513,164$51,024 03/31/2024
     STIP513,164$51,024 03/31/2024
Cerity Partners LLC465,596$45,733 12/31/2023
     STIP465,596$45,733 12/31/2023
JPMorgan Chase & Co.462,677$45,615 12/31/2023
     STIP462,677$45,615 12/31/2023
M. Kulyk & Associates LLC460,942$45,444 12/31/2023
     STIP460,942$45,444 12/31/2023
Putnam FL Investment Management Co.396,061$39,380 03/31/2024
     STIP396,061$39,380 03/31/2024
Creative Planning367,055$36,188 12/31/2023
     STIP367,055$36,188 12/31/2023
SCS Capital Management LLC365,556$36,040 12/31/2023
     STIP365,556$36,040 12/31/2023
Sigma Investment Counselors Inc.356,966$35,493 03/31/2024
     STIP356,966$35,493 03/31/2024
Quotient Wealth Partners LLC359,506$35,444 12/31/2023
     STIP359,506$35,444 12/31/2023
Tortoise Investment Management LLC340,126$33,533 12/31/2023
     STIP340,126$33,533 12/31/2023
Summitry LLC337,381$33,262 12/31/2023
     STIP337,381$33,262 12/31/2023
Wealth Enhancement Advisory Services LLC317,130$31,532 03/31/2024
     STIP317,130$31,532 03/31/2024
UBS Group AG318,100$31,361 12/31/2023
     STIP318,100$31,361 12/31/2023
Royal Bank of Canada316,227$31,176 12/31/2023
     STIP316,227$31,176 12/31/2023
LVW Advisors LLC313,162$31,138 03/31/2024
     STIP313,162$31,138 03/31/2024
Pure Financial Advisors Inc.303,539$30,181 03/31/2024
     STIP303,539$30,181 03/31/2024
CI Private Wealth LLC293,462$28,932 12/31/2023
     STIP293,462$28,932 12/31/2023
Townsquare Capital LLC280,262$27,631 12/31/2023
     STIP280,262$27,631 12/31/2023
HighTower Advisors LLC270,144$26,626 12/31/2023
     STIP270,144$26,626 12/31/2023
Advisor Group Holdings Inc.263,306$25,962 12/31/2023
     STIP263,306$25,962 12/31/2023
Raymond James Financial Services Advisors Inc.260,821$25,933 03/31/2024
     STIP260,821$25,933 03/31/2024
Austin Asset Management Co Inc259,540$25,806 03/31/2024
     STIP259,540$25,806 03/31/2024
First Command Advisory Services Inc.241,458$24,008 03/31/2024
     STIP241,458$24,008 03/31/2024
The PNC Financial Services Group Inc.237,599$23,425 12/31/2023
     STIP237,599$23,425 12/31/2023
Victory Capital Management Inc.235,579$23,424 03/31/2024
     STIP235,579$23,424 03/31/2024
Altfest L J & Co. Inc.229,881$22,857 03/31/2024
     STIP229,881$22,857 03/31/2024
Abacus Planning Group Inc.224,274$22,300 03/31/2024
     STIP224,274$22,300 03/31/2024

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

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