114 tracked 13F filers disclose a position in STPZ as of the latest SEC 13F filings, a combined $363.9M 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 | BANK OF AMERICA CORP /DE/ | $35.0M | 647K | ▲+17% Added · +96K sh | Q1 2026 | |
| 2 | WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC | $32.3M | 606K | ▲New +606K sh | Q2 2026 | |
| 3 | Ameritas Advisory Services, LLC | $30.0M | 562K | ▲+54% Added · +197K sh | Q2 2026 | |
| 4 | BANK OF NOVA SCOTIA | $27.6M | 512K | ▲+83% Added · +232K sh | Q2 2026 | |
| 5 | MORGAN STANLEY | $24.9M | 460K | ▼−10% Reduced · −53K sh | Q1 2026 | |
| 6 | IHT Wealth Management, LLC | $16.1M | 301K | ▲Added Added · +301K sh | Q2 2026 | |
| 7 | Eagle Strategies LLC | $15.4M | 289K | ▲+5.1% Added · +14K sh | Q2 2026 | |
| 8 | Bleakley Financial Group, LLC | $13.6M | 255K | ▲+0.2% Added · +454 sh | Q2 2026 | |
| 9 | WELLS FARGO & COMPANY/MN | $13.3M | 246K | ▼−1.6% Reduced · −4K sh | Q1 2026 | |
| 10 | LPL Financial LLC | $11.8M | 218K | ▲+7.4% Added · +15K sh | Q1 2026 | |
| 11 | GOLDMAN SACHS GROUP INC | $9.5M | 175K | ▲+12% Added · +19K sh | Q1 2026 | |
| 12 | GREAT VALLEY ADVISOR GROUP, INC. | $8.3M | 156K | ▲+16% Added · +21K sh | Q2 2026 | |
| 13 | ROYAL BANK OF CANADA | $7.9M | 147K | ▲+9.9% Added · +13K sh | Q1 2026 | |
| 14 | Kelman-Lazarov, Inc. | $7.0M | 131K | ▲+0.8% Added · +1K sh | Q2 2026 | |
| 15 | OSAIC HOLDINGS, INC. | $6.7M | 124K | ▼−4.6% Reduced · −6K sh | Q1 2026 | |
| 16 | TIAA TRUST, NATIONAL ASSOCIATION | $6.4M | 120K | ▲+1.6% Added · +2K sh | Q2 2026 | |
| 17 | D.A. DAVIDSON & CO. | $6.2M | 116K | ▲+73% Added · +49K sh | Q2 2026 | |
| 18 | Arbor Investment Advisors, LLC | $5.6M | 105K | ▲+9.2% Added · +9K sh | Q2 2026 | |
| 19 | Optimus Capital Advisors, LLC | $5.2M | 97K | ▲+1.4% Added · +1K sh | Q2 2026 | |
| 20 | STIFEL FINANCIAL CORP | $4.9M | 91K | ▲+2.4% Added · +2K sh | Q1 2026 | |
| 21 | ENVESTNET ASSET MANAGEMENT INC | $4.3M | 80K | ▼−8.7% Reduced · −8K sh | Q1 2026 | |
| 22 | Lutz Financial Services LLC | $4.1M | 77K | —Held | Q2 2026 | |
| 23 | Focus Partners Wealth | $3.6M | 67K | ▼−1.9% Reduced · −1K sh | Q1 2026 | |
| 24 | AMERIPRISE FINANCIAL INC | $3.5M | 64K | ▼−0.4% Reduced · −285 sh | Q1 2026 | |
| 25 | Beacon Pointe Advisors, LLC | $3.2M | 60K | ▼−4.9% Reduced · −3K 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, 3 funds opened a new position in STPZ and 21 added to an existing one, while 7 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 |
|---|---|---|
| APPLE INCAAPL | 49 funds | $5.9B |
| AMAZON.COM INCAMZN | 47 funds | $3.5B |
| MICROSOFT CORPMSFT | 47 funds | $3.4B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 46 funds | $3.5B |
| NVIDIA CORPNVDA | 45 funds | $6.3B |
| ALPHABET INC-CL AGOOGL | 45 funds | $2.4B |
| ALPHABET INC-CL CGOOG | 45 funds | $2.1B |
| ELI LILLY & COLLY | 45 funds | $1.0B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 44 funds | $1.5B |
| VANGUARD FTSE DEVELOPED ETFVEA | 43 funds | $3.2B |
| JPMORGAN CHASE & COJPM | 43 funds | $1.9B |
| ISHARES CORE S&P 500 ETFIVV | 42 funds | $7.1B |
Ranked by how many of STPZ's institutional holders also hold each name, a cross-fund conviction signal.
No filings captured for this ticker in the live stream yet.
Connected entities for STPZ
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/STPZ/capital-change-brief"
Use Arkolith's capital_change_brief for STPZ. 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 STPZ. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.