Signals

STEW

127 in-universe funds with a nonzero position in STEW within the trailing 4 quarters, as of 2025Q4

Flow ranking

Rank#514
Score / z0.310 / 0.43
Consensus40.79 over 79 funds
Momentumno 12m return

Price & positioning

226 cached closes, trailing year
Drawdownno history
Short interest-86% / 1.0d

Forensics

No XBRL fundamentals on file for this issuer — either not backfilled yet, or a financial/REIT excluded from these ratios. Not the same as clean.

Insider

No Form 4 activity on file for this ticker.

8-K events

Negative / total0 / 0
FiledFormItems
2022-03-25 8-K 5.03, 8.01, 9.01
2021-10-07 8-K 1.01, 1.02
2017-08-10 8-K 7.01, 9.01
2010-08-05 8-K 5.03, 9.01
2001-07-17 8-K 1

Ownership

13D / 13G / dilution0 / 0 / 0

LLM reads

Ticker Eval hasn't reached this ticker yet. It's gated to the top of the ranking, so this is an ordering artefact, not a judgement.
Quarter
Fund AUM ($M)
Fund Positions
Quarters Held

Fund holders

Fund Quality Q Positions Value ($M) % of Fund AUM Qtrs Held Δ 1Q Δ 2Q Δ 3Q Δ 4Q
MORGAN STANLEY (MS, MS-PA, MS-PE, MS-PF, MS-PI, MS-PK, MS-PL, MS-PO, MS-PP, MS-PQ) CIK 0000895421 0.985 8402 43.8 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
JP Wealth Management, Inc. CIK 0001967622 0.823 14 27.4 19.3% 3 +4.0 pp +2.3 pp +19.3 pp +19.3 pp
Bulldog Investors, LLP CIK 0001504304 0.136 225 23.1 5.1% 3 +0.4 pp +0.1 pp +5.1 pp +5.1 pp
Pathstone Holdings, LLC CIK 0002011612 0.785 2324 17.3 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
1607 Capital Partners, LLC CIK 0001436866 0.484 142 16.1 1.1% 3 -0.0 pp -0.0 pp +1.1 pp +1.1 pp
Allspring Global Investments Holdings, LLC CIK 0001890906 0.790 1874 12.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CSS LLC/IL CIK 0001103646 0.116 766 8.6 0.5% 3 -0.0 pp -0.0 pp +0.5 pp +0.5 pp
GatePass Capital, LLC CIK 0002087399 0.107 188 8.1 4.2% 4 -0.4 pp -1.0 pp -1.6 pp +4.2 pp
B. Riley Wealth Advisors, Inc. CIK 0001464811 0.381 831 7.4 0.3% 3 -0.0 pp +0.0 pp +0.3 pp +0.3 pp
LPL Financial LLC CIK 0001403438 0.957 5996 7.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Thomas J. Herzfeld Advisors, Inc. CIK 0001509510 0.121 129 7.1 2.4% 3 +0.1 pp +0.3 pp +2.4 pp +2.4 pp
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC CIK 0001352860 0.600 716 6.1 0.9% 3 +0.1 pp +0.1 pp +0.9 pp +0.9 pp
BANK OF AMERICA CORP /DE/ (BAC, BAC-PB, BAC-PE, BAC-PK, BAC-PL, BAC-PM, BAC-PN, BAC-PO, BAC-PP, BAC-PQ, BAC-PS, BML-PG, BML-PL) CIK 0000070858 0.982 5665 5.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Quantedge Capital Pte Ltd CIK 0001561418 0.098 49 4.3 2.0% 1 +2.0 pp -1.2 pp +2.0 pp +2.0 pp
RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 4.0 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
FLAGSHIP HARBOR ADVISORS, LLC CIK 0001691766 0.512 752 3.9 0.2% 4 +0.0 pp +0.0 pp -0.0 pp +0.2 pp
ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 3.6 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
SRH ADVISORS, LLC CIK 0001512779 0.875 276 3.5 1.0% 3 +0.0 pp -0.0 pp +1.0 pp +1.0 pp
Matisse Capital CIK 0001668256 0.148 158 3.3 1.5% 3 +0.0 pp -0.0 pp +1.5 pp +1.5 pp
Kingdom Financial Group LLC. CIK 0001962236 0.603 855 2.9 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 2.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
AQR Arbitrage LLC CIK 0001167456 0.150 634 2.5 0.1% 3 -0.1 pp -0.1 pp +0.1 pp +0.1 pp
PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 2.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 2.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
HighTower Advisors, LLC CIK 0001462245 0.000 1 2.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
CAPSTONE INVESTMENT ADVISORS, LLC CIK 0001426196 0.598 942 2.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Shaker Financial Services, LLC CIK 0001511794 0.040 148 2.0 0.6% 3 -0.7 pp +0.2 pp +0.6 pp +0.6 pp
SouthState Bank Corp (SSB) CIK 0000764038 0.516 1313 1.9 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
UHLMANN PRICE SECURITIES, LLC CIK 0001035344 0.952 291 1.6 0.9% 5 +0.2 pp +0.1 pp +0.1 pp +0.2 pp
D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 1.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
UBS Group AG (UBS) CIK 0001610520 0.954 9044 1.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
KINGSWOOD WEALTH ADVISORS, LLC CIK 0001987855 0.418 995 1.5 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 1.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
&PARTNERS CIK 0000107136 0.806 2509 1.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
OPPENHEIMER & CO INC CIK 0000822581 0.633 1759 1.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
NewEdge Advisors, LLC CIK 0001633516 0.773 4198 1.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
BOOTHBAY FUND MANAGEMENT, LLC CIK 0001549230 0.057 1962 1.0 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
DCF Advisers, LLC CIK 0001802493 0.265 80 0.9 0.3% 3 -0.0 pp -0.1 pp +0.3 pp +0.3 pp
Clear Creek Financial Management, LLC CIK 0001784235 0.237 642 0.8 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
TWIN FOCUS CAPITAL PARTNERS, LLC CIK 0001387761 0.654 170 0.8 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
WealthTrust Axiom LLC CIK 0001425949 0.277 302 0.8 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
Private Advisor Group, LLC CIK 0001567755 0.603 2512 0.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 0.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
FLPUTNAM INVESTMENT MANAGEMENT CO CIK 0001140334 0.732 655 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 0.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
GRACE & WHITE INC /NY CIK 0000903064 0.450 133 0.7 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
WOLVERINE ASSET MANAGEMENT LLC CIK 0001279891 0.147 1262 0.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
IFG Advisory, LLC CIK 0001728319 0.000 2358 0.7 0.0% 3 -0.0 pp -0.1 pp +0.0 pp +0.0 pp
READYSTATE ASSET MANAGEMENT LP CIK 0001900923 0.035 509 0.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
MONETARY MANAGEMENT GROUP INC CIK 0001133014 0.324 335 0.6 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
Almitas Capital LLC CIK 0001596468 0.265 130 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Cetera Investment Advisers CIK 0001666741 0.909 4863 0.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Beverly Hills Private Wealth, LLC CIK 0001965710 0.150 249 0.5 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
Meridian Wealth Management, LLC CIK 0001697300 0.542 809 0.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Joel Isaacson & Co., LLC CIK 0001599330 0.877 479 0.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Calamos Advisors LLC CIK 0001316507 0.672 942 0.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
LEVEL FOUR ADVISORY SERVICES, LLC CIK 0001696715 0.514 935 0.4 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
GUGGENHEIM CAPITAL LLC CIK 0001283072 0.662 1702 0.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
NWF Advisory Services Inc. CIK 0002045735 0.429 452 0.4 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
INTEGRATED CAPITAL MANAGEMENT, INC. CIK 0001608826 0.475 57 0.4 0.3% 3 +0.0 pp +0.0 pp +0.3 pp +0.3 pp
Heritage Wealth Management, Inc. CIK 0001944755 0.016 272 0.4 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Roundview Capital LLC CIK 0001476804 0.530 349 0.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Sather Financial Group Inc CIK 0001568540 0.765 121 0.4 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Ancora Advisors LLC CIK 0001446114 0.489 2040 0.3 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 0.3 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Dakota Wealth Management CIK 0001631353 0.544 771 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
WestHill Financial Advisors, Inc. CIK 0001759641 0.878 82 0.3 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Waverly Advisors, LLC CIK 0001568787 0.673 1737 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 0.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
GREENWOOD GEARHART LLC CIK 0001084683 0.702 168 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
HANOVER ADVISORS INC CIK 0000914973 0.663 122 0.3 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
Stolper Co CIK 0001808195 0.048 91 0.3 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
High Falls Advisors, Inc CIK 0001569139 0.636 144 0.2 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Basepoint Wealth LLC CIK 0002088236 0.229 632 0.2 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Horizon Wealth Management, LLC CIK 0001815123 0.198 148 0.2 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
STEPHENS INC /AR/ CIK 0000757657 0.689 1332 0.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
NATIONS FINANCIAL GROUP INC, /IA/ /ADV CIK 0001109767 0.340 789 0.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 0.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Camelot Portfolios, LLC CIK 0001569766 0.081 196 0.2 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
Carnegie Lake Advisors LLC CIK 0002043591 0.284 167 0.2 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 0.2 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Mariner, LLC CIK 0001373442 0.925 3517 0.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
CALDWELL SUTTER CAPITAL, INC. CIK 0000702007 0.183 930 0.2 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
Costello Asset Management, INC CIK 0001760145 0.423 710 0.2 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
LANARK FINANCIAL, INC. CIK 0000791540 0.318 2420 0.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Global Retirement Partners, LLC CIK 0001749744 0.465 4501 0.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 0.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FINANCIAL CONSULATE, INC CIK 0001624510 0.813 1449 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 0.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Nemes Rush Group LLC CIK 0001982273 0.516 945 0.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. CIK 0000319933 0.085 1236 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
COMERICA BANK CIK 0000901541 0.812 3711 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MCF Advisors LLC CIK 0001602905 0.682 1403 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Pinnacle Wealth Planning Services, Inc. CIK 0001726752 0.481 2749 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
OPTIMA CAPITAL LLC CIK 0002070972 0.173 165 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Game Plan Financial Advisors, LLC CIK 0001802952 0.165 465 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Kilter Group LLC CIK 0002058915 0.349 1580 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
AdvisorNet Financial, Inc CIK 0001409362 0.474 2266 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
WPG Advisers, LLC CIK 0002067343 0.198 1549 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Nalls Sherbakoff Group, LLC CIK 0001767500 0.297 378 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
COHEN & STEERS, INC. (CNS) CIK 0001284812 0.191 442 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MAI Capital Management CIK 0001040197 0.725 1889 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Lodestone Wealth Management LLC CIK 0001950158 0.202 781 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Asset Dedication, LLC CIK 0001475896 0.787 1242 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
ASSETMARK, INC CIK 0001344551 0.900 3558 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Strategic Investment Solutions, Inc. /IL CIK 0001960144 0.439 707 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Allworth Financial LP CIK 0001555170 0.907 5124 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Clean Yield Group CIK 0001525865 0.299 395 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Walleye Capital LLC CIK 0001758720 0.283 1924 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Creekmur Asset Management LLC CIK 0002013091 0.963 6 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
TOTAL INVESTMENT MANAGEMENT INC CIK 0001068804 0.810 89 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Wilmington Savings Fund Society, FSB CIK 0000900974 0.685 1487 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Consolidated Portfolio Review Corp CIK 0001972835 0.920 34 0.0 0.0% 0 -0.5 pp -0.5 pp +0.0 pp +0.0 pp
Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Moloney Securities Asset Management, LLC CIK 0001697934 0.179 497 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
TWO SIGMA INVESTMENTS, LP CIK 0001179392 0.542 3901 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
RPO LLC CIK 0001885066 0.000 17 0.0 0.0% 0 -3.9 pp +0.0 pp +0.0 pp +0.0 pp
Bank Julius Baer & Co. Ltd, Zurich CIK 0001544599 0.851 661 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Tower Research Capital LLC (TRC) CIK 0001533421 0.051 5180 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Karpus Management, Inc. CIK 0001048703 0.623 233 0.0 0.0% 0 -0.2 pp -0.2 pp +0.0 pp +0.0 pp
Value and % of AUM are this fund's own disclosed long-equity book (13F does not report true firm AUM). Positions is the fund's total position count (all tickers, not just STEW). Qtrs Held counts distinct quarters this fund has actually held STEW (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its STEW position size. Δ columns are the percentage-point change in STEW's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2025Q3 / 2025Q2 / 2025Q1 / 2024Q4) — a fund not yet holding it that far back is treated as 0%. Only in-universe (quality-scored) funds are shown, matching the Signals-tab methodology.
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short. JSON: /api/signals · /api/funds · /api/status