STEW — Institutional owners (13F)

132 filers · $339.7M total · As of June 30, 2026

Institutions that report holding this stock in their quarterly SEC Form 13F. Long positions only; a single filer may appear twice for separate option legs. Large offsetting put/call legs typically reflect market-making or hedged inventory, not directional conviction.

Institution Value Shares % of tracked 13F Type
Atlas Wealth LLC $62,852,494 3,511,313 18.50% Shares
MORGAN STANLEY $37,135,913 2,074,631 10.93% Shares
JP Wealth Management, Inc. $28,164,451 1,573,433 8.29% Shares
Bulldog Investors, LLP $24,121,718 1,347,582 7.10% Shares
1607 Capital Partners, LLC $16,099,636 899,421 4.74% Shares
Pathstone Holdings, LLC $15,965,123 891,906 4.70% Shares
Allspring Global Investments Holdings, LLC $15,275,359 853,372 4.50% Shares
CSS LLC/IL $8,269,173 461,965 2.43% Shares
LPL Financial LLC $7,999,463 446,897 2.35% Shares
GatePass Capital, LLC $7,940,440 443,600 2.34% Shares
B. Riley Wealth Advisors, Inc. $7,222,015 405,048 2.13% Shares
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC $6,690,334 373,762 1.97% Shares
Shaker Financial Services, LLC $5,347,017 298,716 1.57% Shares
BANK OF AMERICA CORP /DE/ $5,123,598 286,235 1.51% Shares
Quantedge Capital Pte Ltd $4,387,344 245,103 1.29% Shares
FLAGSHIP HARBOR ADVISORS, LLC $3,834,017 214,190 1.13% Shares
Matisse Capital $3,693,600 216,000 1.09% Shares
RAYMOND JAMES FINANCIAL INC $3,658,093 204,363 1.08% Shares
RPO LLC $3,203,921 178,990 0.94% Shares
WOLVERINE ASSET MANAGEMENT LLC $3,194,595 178,469 0.94% Shares
WELLS FARGO & COMPANY/MN $3,111,955 173,852 0.92% Shares
Winning Points Advisors, LLC $3,079,962 172,065 0.91% Shares
SRH ADVISORS, LLC $2,950,310 164,822 0.87% Shares
Kingdom Financial Group LLC. $2,918,799 163,061 0.86% Shares
PRINCIPAL SECURITIES, INC. $2,802,872 156,585 0.83% Shares
Rockefeller Capital Management L.P. $2,785,235 155,599 0.82% Shares
EVOLVE PRIVATE WEALTH, LLC $2,619,745 146,354 0.77% Shares
Almitas Capital LLC $2,394,537 133,773 0.70% Shares
ROYAL BANK OF CANADA $2,299,000 128,474 0.68% Shares
UHLMANN PRICE SECURITIES, LLC $2,047,401 114,375 0.60% Shares
CAPSTONE INVESTMENT ADVISORS, LLC $2,001,560 111,819 0.59% Shares
ENVESTNET ASSET MANAGEMENT INC $1,895,335 105,885 0.56% Shares
HighTower Advisors, LLC $1,854,992 103,631 0.55% Shares
SouthState Bank Corp $1,790,000 100,000 0.53% Shares
D.A. DAVIDSON & CO. $1,498,301 83,703 0.44% Shares
&PARTNERS $1,396,522 78,118 0.41% Shares
UBS Group AG $1,363,425 76,169 0.40% Shares
NewEdge Advisors, LLC $1,354,971 75,697 0.40% Shares
OPPENHEIMER & CO INC $1,340,298 74,877 0.39% Shares
KINGSWOOD WEALTH ADVISORS, LLC $1,302,673 72,775 0.38% Shares
MML INVESTORS SERVICES, LLC $1,267,139 70,790 0.37% Shares
BOOTHBAY FUND MANAGEMENT, LLC $1,186,716 66,297 0.35% Shares
Advisory Advocates, LLC $1,108,194 61,910 0.33% Shares
Beverly Hills Private Wealth, LLC $1,062,628 59,365 0.31% Shares
Peak Asset Management, LLC $918,002 51,285 0.27% Shares
MONETARY MANAGEMENT GROUP INC $911,110 50,900 0.27% Shares
DCF Advisers, LLC $895,000 50,000 0.26% Shares
WealthTrust Axiom LLC $838,467 46,842 0.25% Shares
TWIN FOCUS CAPITAL PARTNERS, LLC $778,417 43,487 0.23% Shares
Private Advisor Group, LLC $728,403 40,693 0.21% Shares
Clear Creek Financial Management, LLC $690,940 38,600 0.20% Shares
OSAIC HOLDINGS, INC. $689,331 38,509 0.20% Shares
FLPUTNAM INVESTMENT MANAGEMENT CO $674,347 37,673 0.20% Shares
GRACE & WHITE INC /NY $654,424 36,560 0.19% Shares
STIFEL FINANCIAL CORP $650,196 36,324 0.19% Shares
READYSTATE ASSET MANAGEMENT LP $633,588 35,396 0.19% Shares
COMMONWEALTH EQUITY SERVICES, LLC $582,190 32,524 0.17% Shares
XTX Topco Ltd $570,938 31,896 0.17% Shares
Cetera Investment Advisers $460,166 25,707 0.14% Shares
Joel Isaacson & Co., LLC $445,119 24,867 0.13% Shares
Meridian Wealth Management, LLC $425,232 23,756 0.13% Shares
LEVEL FOUR ADVISORY SERVICES, LLC $420,630 23,498 0.12% Shares
Closed-End Fund Advisors, Inc. $412,398 23,039 0.12% Shares
Heritage Wealth Management, Inc. $355,422 19,856 0.10% Shares
GUGGENHEIM CAPITAL LLC $347,153 19,394 0.10% Shares
NWF Advisory Services Inc. $344,575 19,250 0.10% Shares
Sather Financial Group Inc $342,946 19,159 0.10% Shares
Kestra Advisory Services, LLC $339,773 18,982 0.10% Shares
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO $338,041 18,885 0.10% Shares
Roundview Capital LLC $327,562 18,300 0.10% Shares
Stratos Wealth Partners, LTD. $312,659 17,467 0.09% Shares
Mariner, LLC $311,250 17,388 0.09% Shares
WestHill Financial Advisors, Inc. $289,407 16,168 0.09% Shares
Ancora Advisors LLC $277,110 15,481 0.08% Shares
Waverly Advisors, LLC $273,906 15,302 0.08% Shares
INTEGRATED CAPITAL MANAGEMENT, INC. $265,948 14,857 0.08% Shares
Wealthspire Advisors, LLC $262,737 14,678 0.08% Shares
Nitor Capital Management LLC $253,302 14,151 0.07% Shares
GREENWOOD GEARHART LLC $252,891 14,128 0.07% Shares
HANOVER ADVISORS INC $250,170 13,976 0.07% Shares
High Falls Advisors, Inc $245,477 13,240 0.07% Shares
Moloney Securities Asset Management, LLC $234,573 12,917 0.07% Shares
Horizon Wealth Management, LLC $223,809 12,503 0.07% Shares
JONES FINANCIAL COMPANIES LLLP $223,330 12,575 0.07% Shares
MERCER GLOBAL ADVISORS INC /ADV $222,421 12,426 0.07% Shares
Z3 Capital Partners, LLC $216,378 12,088 0.06% Shares
DECISION INVESTMENTS, INC $208,374 11,641 0.06% Shares
STEPHENS INC /AR/ $207,336 11,583 0.06% Shares
NATIONS FINANCIAL GROUP INC, /IA/ /ADV $205,850 11,500 0.06% Shares
JANE STREET GROUP, LLC $203,487 11,368 0.06% Shares
Sage Capital Management, LLC $201,724 11,269 0.06% Shares
Steward Partners Investment Advisory, LLC $199,836 11,164 0.06% Shares
Camelot Portfolios, LLC $194,233 10,851 0.06% Shares
Carnegie Lake Advisors LLC $192,336 10,745 0.06% Shares
Basepoint Wealth LLC $189,510 10,587 0.06% Shares
Buffington Mohr McNeal $184,627 10,703 0.05% Shares
CALDWELL SUTTER CAPITAL, INC. $151,899 8,486 0.04% Shares
LANARK FINANCIAL, INC. $151,087 8,440 0.04% Shares
Costello Asset Management, INC $122,002 6,816 0.04% Shares
Global Retirement Partners, LLC $114,663 6,406 0.03% Shares
FINANCIAL CONSULATE, INC $107,875 6,026 0.03% Shares
CWM, LLC $98,616 5,767 0.03% Shares
Colonial Trust Advisors $94,673 5,289 0.03% Shares
Institute for Wealth Management, LLC. $85,956 4,802 0.03% Shares
Nemes Rush Group LLC $69,250 3,869 0.02% Shares
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. $43,905 2,452 0.01% Shares
FIFTH THIRD BANCORP $36,122 2,018 0.01% Shares
COMERICA BANK $32,593 1,758 0.01% Shares
IFG Advisory, LLC $30,466 1,702 0.01% Shares
MCF Advisors LLC $18,974 1,060 0.01% Shares
Game Plan Financial Advisors, LLC $17,900 1,000 0.01% Shares
AdvisorNet Financial, Inc $8,950 500 0.00% Shares
HARBOUR INVESTMENTS, INC. $8,234 460 0.00% Shares
Thomas J. Herzfeld Advisors, Inc. $6,802 380 0.00% Shares
ASSETMARK, INC $6,534 365 0.00% Shares
Nalls Sherbakoff Group, LLC $5,585 312 0.00% Shares
COHEN & STEERS, INC. $4,585 256,158 0.00% Shares
PNC Financial Services Group, Inc. $3,938 220 0.00% Shares
Lodestone Wealth Management LLC $3,580 200 0.00% Shares
Asset Dedication, LLC $3,294 184 0.00% Shares
NorthAvenue LLC $3,294 184 0.00% Shares
Pinnacle Wealth Planning Services, Inc. $2,434 136 0.00% Shares
Cambridge Investment Research Advisors, Inc. $2,432 135,877 0.00% Shares
PARK AVENUE SECURITIES LLC $1,722 96,227 0.00% Shares
WPG Advisers, LLC $1,522 85 0.00% Shares
Janney Montgomery Scott LLC $623 34,823 0.00% Shares
Farther Finance Advisors, LLC $322 18 0.00% Shares
Stolper Co $315 17,596 0.00% Shares
Allworth Financial LP $146 8 0.00% Shares
Kilter Group LLC $17 1 0.00% Shares
Merrithew & Thorsten Inc $16 933 0.00% Shares
Clean Yield Group $1 0 0.00% Shares