115 tracked 13F filers disclose a position in STEW as of the latest SEC 13F filings, a combined $323.2M in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Atlas Wealth LLC | $62.9M | 3.5M | ▲New +3.5M sh | Q2 2026 | |
| 2 | MORGAN STANLEY | $37.0M | 2.2M | ▼−8.3% Reduced · −196K sh | Q1 2026 | |
| 3 | JP Wealth Management, Inc. | $28.2M | 1.6M | ▲+1.1% Added · +18K sh | Q2 2026 | |
| 4 | Bulldog Investors, LLP | $24.1M | 1.3M | ▲+4.7% Added · +60K sh | Q2 2026 | |
| 5 | Pathstone Holdings, LLC | $15.6M | 910K | ▼−2.5% Reduced · −23K sh | Q1 2026 | |
| 6 | 1607 Capital Partners, LLC | $16.1M | 899K | ▲+1.5% Added · +14K sh | Q2 2026 | |
| 7 | Allspring Global Investments Holdings, LLC | $15.3M | 853K | ▲+18% Added · +132K sh | Q2 2026 | |
| 8 | CSS LLC/IL | $7.9M | 462K | —Held | Q1 2026 | |
| 9 | GatePass Capital, LLC | $7.9M | 444K | ▲+3.0% Added · +13K sh | Q2 2026 | |
| 10 | LPL Financial LLC | $7.3M | 426K | ▲+8.3% Added · +33K sh | Q1 2026 | |
| 11 | B. Riley Wealth Advisors, Inc. | $7.3M | 426K | ▲+5.2% Added · +21K sh | Q3 2026 | |
| 12 | BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | $6.7M | 374K | ▲+6.6% Added · +23K sh | Q2 2026 | |
| 13 | Shaker Financial Services, LLC | $5.3M | 299K | ▲+4.3% Added · +12K sh | Q2 2026 | |
| 14 | BANK OF AMERICA CORP /DE/ | $4.8M | 279K | ▲+0.5% Added · +1K sh | Q1 2026 | |
| 15 | Quantedge Capital Pte Ltd | $4.4M | 245K | ▼−4.1% Reduced · −11K sh | Q2 2026 | |
| 16 | Matisse Capital | $4.0M | 226K | ▲+4.6% Added · +10K sh | Q2 2026 | |
| 17 | RAYMOND JAMES FINANCIAL INC | $3.8M | 223K | ▲+1.9% Added · +4K sh | Q1 2026 | |
| 18 | FLAGSHIP HARBOR ADVISORS, LLC | $3.8M | 214K | ▲+3.4% Added · +7K sh | Q2 2026 | |
| 19 | ROYAL BANK OF CANADA | $2.9M | 170K | ▼−13% Reduced · −25K sh | Q1 2026 | |
| 20 | SRH ADVISORS, LLC | $3.0M | 165K | ▼−13% Reduced · −24K sh | Q2 2026 | |
| 21 | Kingdom Financial Group LLC. | $2.9M | 163K | ▲+5.3% Added · +8K sh | Q2 2026 | |
| 22 | PRINCIPAL SECURITIES, INC. | $2.8M | 157K | ▲+18% Added · +23K sh | Q2 2026 | |
| 23 | WELLS FARGO & COMPANY/MN | $2.6M | 152K | ▼−0.2% Reduced · −328 sh | Q1 2026 | |
| 24 | EVOLVE PRIVATE WEALTH, LLC | $2.6M | 146K | ▼−7.9% Reduced · −13K sh | Q2 2026 | |
| 25 | Almitas Capital LLC | $2.4M | 134K | ▲+15% Added · +17K sh | Q2 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
Last quarter, 1 fund opened a new position in STEW and 22 added to an existing one, while 16 reduced and 0 exited entirely — based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Combined value |
|---|---|---|
| MICROSOFT CORPMSFT | 56 funds | $6.5B |
| APPLE INCAAPL | 54 funds | $7.2B |
| ALPHABET INC-CL AGOOGL | 53 funds | $3.9B |
| META PLATFORMS INC-CLASS AMETA | 53 funds | $2.9B |
| TESLA INCTSLA | 53 funds | $2.1B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 53 funds | $2.0B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 53 funds | $2.0B |
| INVESCO QQQ TRUST SERIES 1QQQ | 53 funds | $1.8B |
| AMAZON.COM INCAMZN | 52 funds | $5.7B |
| ALPHABET INC-CL CGOOG | 52 funds | $3.2B |
| JPMORGAN CHASE & COJPM | 52 funds | $2.2B |
| JOHNSON & JOHNSONJNJ | 52 funds | $1.4B |
Ranked by how many of STEW's institutional holders also hold each name, a cross-fund conviction signal.
Connected entities for STEW
This ETF page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/STEW/capital-change-brief"
Use Arkolith's capital_change_brief for STEW. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + quarter-over-quarter ownership changes + end-of-day price history + the live filing stream, joined for STEW. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.