List of institutional investors who are active in the last 9 months.
| # | Name | Latest Filing Quarter | Latest Holding Count | Latest AUM |
| 6601 | Sequent Planning LLC | 2025Q1 | 141 | $255.84M |
| 6602 | Sequoia Financial Advisors LLC | 2025Q1 | 1321 | $12.21B |
| 6603 | Serenity Capital LLC | 2025Q1 | 7 | $167.13M |
| 6604 | SERENITY CAPITAL MANAGEMENT PTE. LTD. | 2025Q1 | 7 | $167.13M |
| 6605 | Serenus Wealth Advisors LLC | 2025Q1 | 64 | $602.55M |
| 6606 | Seros Financial LLC | 2025Q1 | 55 | $133.8M |
| 6607 | Sessa Capital IM L.P. | 2025Q1 | 29 | $2.42B |
| 6608 | Settian Capital LP | 2025Q1 | 26 | $128.55M |
| 6609 | SEVEN EIGHT CAPITAL LP | 2024Q4 | 0 | $0 |
| 6610 | SEVEN GRAND MANAGERS LLC | 2025Q1 | 40 | $427.8M |
| 6611 | SEVEN MILE ADVISORY | 2025Q1 | 175 | $149.83M |
| 6612 | Seven Post Investment Office LP | 2025Q1 | 32 | $243.73M |
| 6613 | Seven Six Capital Management LLC | 2025Q1 | 26 | $111.42M |
| 6614 | Seven Springs Wealth Group LLC | 2025Q1 | 77 | $259.28M |
| 6615 | SevenBridge Financial Group LLC | 2025Q1 | 215 | $486.11M |
| 6616 | SFE Investment Counsel | 2025Q1 | 135 | $488.59M |
| 6617 | SFG Wealth Management LLC. | 2025Q1 | 108 | $193.49M |
| 6618 | SFI Advisors LLC | 2025Q1 | 72 | $135.3M |
| 6619 | SFM LLC | 2025Q1 | 55 | $135.76M |
| 6620 | SFMG LLC | 2025Q1 | 273 | $1.25B |
| 6621 | SG Americas Securities LLC | 2025Q1 | 2903 | $29.01B |
| 6622 | SG Capital Management LLC | 2025Q1 | 51 | $994.63M |
| 6623 | SGL Investment Advisors Inc. | 2025Q1 | 113 | $190.89M |
| 6624 | Shade Tree Advisors LLC | 2025Q1 | 16 | $96.82M |
| 6625 | SHAH CAPITAL MANAGEMENT | 2025Q1 | 17 | $489.56M |
| 6626 | Shaker Financial Services LLC | 2025Q1 | 153 | $256.91M |
| 6627 | SHAKER INVESTMENTS LLC | 2025Q1 | 94 | $207.61M |
| 6628 | Shakespeare Wealth Management LLC | 2025Q1 | 94 | $342.59M |
| 6629 | SHANDA ASSET MANAGEMENT HOLDINGS Ltd | 2025Q1 | 7 | $1.64B |
| 6630 | ShankerValleau Wealth Advisors Inc. | 2025Q1 | 37 | $262.57M |
| 6631 | Shannon River Fund Management LLC | 2025Q1 | 14 | $383.23M |
| 6632 | Shaolin Capital Management LLC | 2025Q1 | 37 | $312.49M |
| 6633 | SHAPIRO CAPITAL MANAGEMENT LLC | 2025Q1 | 46 | $2.43B |
| 6634 | Share Andrew L. | 2025Q1 | 13 | $137.1M |
| 6635 | Shared Vision Wealth Group LLC | 2025Q1 | 65 | $169.16M |
| 6636 | SHARIAPORTFOLIO INC. | 2025Q1 | 26 | $192.5M |
| 6637 | Sharkey Howes & Javer | 2025Q1 | 144 | $678.85M |
| 6638 | Sharp Capital Gestora de Recursos Ltda. | 2025Q1 | 2 | $46.38M |
| 6639 | Sharp Financial Services LLC | 2025Q1 | 89 | $130.64M |
| 6640 | SHARPEPOINT LLC | 2025Q1 | 74 | $104.78M |
| 6641 | Sharper & Granite LLC | 2025Q1 | 97 | $228.99M |
| 6642 | ShawSpring Partners LLC | 2025Q1 | 10 | $727.74M |
| 6643 | Shay Capital LLC | 2025Q1 | 229 | $341.53M |
| 6644 | SHAYNE & JACOBS LLC | 2025Q1 | 87 | $402.08M |
| 6645 | SHCP LLC | 2025Q1 | 0 | $0 |
| 6646 | Sheaff Brock Investment Advisors LLC | 2025Q1 | 448 | $1.09B |
| 6647 | Shearwater Capital LLC | 2025Q1 | 45 | $142.34M |
| 6648 | Sheets Smith Investment Management | 2025Q1 | 41 | $89.49M |
| 6649 | SHEETS SMITH WEALTH MANAGEMENT | 2025Q1 | 346 | $790.1M |
| 6650 | SHELL ASSET MANAGEMENT CO | 2025Q1 | 1258 | $2.11B |