List of institutional investors who are active in the last 9 months.
| # | Name | Latest Filing Quarter | Latest Holding Count | Latest AUM |
| 6401 | Sagace Wealth Management LLC | 2025Q1 | 58 | $118.94M |
| 6402 | SAGE ADVISORS LLC | 2025Q1 | 32 | $142.14M |
| 6403 | Sage Advisory Services Ltd.Co. | 2025Q1 | 34 | $154.8M |
| 6404 | Sage Capital Advisors llc | 2025Q1 | 129 | $374.6M |
| 6405 | Sage Capital Management LLC | 2025Q1 | 151 | $180.28M |
| 6406 | SAGE FINANCIAL GROUP INC | 2025Q1 | 97 | $1.23B |
| 6407 | Sage Financial Management Group Inc. | 2025Q1 | 53 | $245.33M |
| 6408 | Sage Investment Counsel LLC | 2025Q1 | 118 | $78.49M |
| 6409 | Sage Mountain Advisors LLC | 2025Q1 | 490 | $1.36B |
| 6410 | Sage Private Wealth Group LLC | 2025Q1 | 88 | $132.08M |
| 6411 | SAGE RHINO CAPITAL LLC | 2025Q1 | 256 | $411.18M |
| 6412 | Sagefield Capital LP | 2025Q1 | 109 | $829.69M |
| 6413 | SageOak Financial LLC | 2025Q1 | 32 | $112.8M |
| 6414 | SAGESPRING WEALTH PARTNERS LLC | 2025Q1 | 629 | $3.68B |
| 6415 | SageView Advisory Group LLC | 2025Q1 | 579 | $2.3B |
| 6416 | Sageworth Trust Co | 2025Q1 | 97 | $1.61B |
| 6417 | Sageworth Trust Co of South Dakota | 2025Q1 | 50 | $83.2M |
| 6418 | Sagil Capital LLP | 2025Q1 | 15 | $115.08M |
| 6419 | SailingStone Capital Partners LLC | 2025Q1 | 12 | $269.51M |
| 6420 | Saiph Capital LLC | 2025Q1 | 46 | $201.14M |
| 6421 | SALEM INVESTMENT COUNSELORS INC | 2025Q1 | 1199 | $2.87B |
| 6422 | Salomon & Ludwin LLC | 2025Q1 | 714 | $938.22M |
| 6423 | SALT Holding Corp. | 2025Q1 | 12 | $107.9M |
| 6424 | Saltoro Capital LP | 2024Q4 | 0 | $0 |
| 6425 | Salus Financial Advisors LLC | 2025Q1 | 31 | $114.86M |
| 6426 | Salvus Wealth Management LLC | 2025Q1 | 121 | $159.5M |
| 6427 | SALZHAUER MICHAEL | 2025Q1 | 78 | $163.71M |
| 6428 | SAM Advisors LLC | 2025Q1 | 38 | $264.33M |
| 6429 | Samalin Investment Counsel LLC | 2025Q1 | 311 | $234.79M |
| 6430 | SAMJO MANAGEMENT, LLC | 2025Q1 | 57 | $235.89M |
| 6431 | SAMLYN CAPITAL, LLC | 2025Q1 | 75 | $6.05B |
| 6432 | SAMSARA BIOCAPITAL LLC | 2025Q1 | 35 | $560.76M |
| 6433 | Samson Rock Capital LLP | 2025Q1 | 2 | $53.62M |
| 6434 | Samsung C&T Corporation | 2025Q1 | 1 | $36.92M |
| 6435 | San Luis Wealth Advisors LLC | 2025Q1 | 129 | $344.31M |
| 6436 | Sanchez Wealth Management Group | 2025Q1 | 44 | $346.89M |
| 6437 | Sanctuary Advisors LLC | 2024Q4 | 2310 | $15.3B |
| 6438 | Sanctuary Wealth Management L.L.C. | 2024Q4 | 262 | $150.85M |
| 6439 | Sand Grove Capital Management LLP | 2025Q1 | 6 | $120.69M |
| 6440 | Sand Hill Global Advisors LLC | 2025Q1 | 188 | $2.36B |
| 6441 | Sandbox Financial Partners LLC | 2025Q1 | 108 | $279.05M |
| 6442 | SANDER CAPITAL ADVISORS INC | 2025Q1 | 15 | $190.07M |
| 6443 | Sanders Capital, LLC | 2025Q1 | 47 | $66.91B |
| 6444 | SANDERS MORRIS HARRIS LLC | 2025Q1 | 275 | $640.55M |
| 6445 | Sandhill Capital Partners LLC | 2025Q1 | 93 | $1.22B |
| 6446 | Sandia Investment Management LP | 2025Q1 | 61 | $20.15M |
| 6447 | SANDLER CAPITAL MANAGEMENT | 2025Q1 | 100 | $306.02M |
| 6448 | SANDS CAPITAL MANAGEMENT, LLC | 2025Q1 | 75 | $29.39B |
| 6449 | Sands Capital Ventures, LLC | 2025Q1 | 20 | $408.9M |
| 6450 | Sandy Cove Advisors LLC | 2025Q1 | 117 | $242.09M |