Active Institutional Investors - Full List

List of institutional investors who are active in the last 9 months.
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# Name Latest Filing Quarter Latest Holding Count Latest AUM
6901 Steward Partners Investment Advisory LLC 2024Q4 3820 $11.1B
6902 Stewardship Advisors LLC 2025Q1 137 $347.94M
6903 STF Management LP 2024Q4 101 $222.87M
6904 Stieven Capital Advisors L.P. 2025Q1 45 $516.41M
6905 STIFEL FINANCIAL CORP 2024Q4 3283 $94.19B
6906 Stiles Financial Services Inc 2025Q1 170 $260.51M
6907 Stillwater Capital Advisors LLC 2025Q1 69 $716.66M
6908 Stillwater LLC 2024Q4 0 $0
6909 Stillwater Wealth Management Group 2025Q1 69 $115.48M
6910 Stilwell Value LLC 2024Q4 31 $131.25M
6911 STOCK YARDS BANK & TRUST CO 2025Q1 379 $2.81B
6912 Stockbridge Partners LLC 2024Q4 12 $4.71B
6913 Stockman Wealth Management Inc. 2025Q1 162 $638.54M
6914 Stokes Capital Advisors LLC 2025Q1 72 $393.07M
6915 Stokes Family Office LLC 2024Q4 231 $921.99M
6916 Stolper Co 2025Q1 87 $304.92M
6917 Stone House Capital Management LLC 2024Q4 3 $168.78M
6918 Stone House Investment Management LLC 2024Q4 45 $385.49M
6919 STONE POINT CAPITAL LLC 2024Q4 5 $1.22B
6920 Stone Ridge Holdings Group LP 2024Q4 33 $92.47M
6921 STONE RUN CAPITAL LLC 2024Q4 68 $254.5M
6922 Stone Summit Wealth LLC 2025Q1 134 $269.91M
6923 STONEBRIDGE ADVISORS LLC 2025Q1 2 $86.33M
6924 Stonebridge Capital Advisors LLC 2024Q4 214 $1.24B
6925 STONEBRIDGE CAPITAL MANAGEMENT INC 2024Q4 79 $244.22M
6926 Stonebridge Financial Group LLC 2025Q1 980 $793.55M
6927 Stonebridge Financial Planning Group LLC 2024Q4 156 $223.01M
6928 Stonebrook Private Inc. 2025Q1 185 $375.96M
6929 StoneCrest Wealth Management Inc. 2025Q1 63 $152.62M
6930 Stonegate Investment Group LLC 2025Q1 352 $3.73B
6931 Stonegate Management LLC 2024Q4 0 $0
6932 Stonehage Fleming Financial Services Holdings Ltd 2024Q4 211 $3.57B
6933 STONEHAVEN WEALTH & TAX SOLUTIONS LLC 2024Q4 77 $86M
6934 Stonehearth Capital Management LLC 2025Q1 84 $239.14M
6935 Stonehill Capital Management LLC 2024Q4 9 $215.8M
6936 Stonekeep Investments LLC 2024Q4 53 $127.3M
6937 Stonepeak GP Investors Holdings Manager LLC 2024Q4 0 $0
6938 Stonepine Capital Management, LLC 2024Q4 52 $123.89M
6939 STONERIDGE INVESTMENT PARTNERS LLC 2024Q4 135 $279.78M
6940 StoneX Group Inc. 2024Q4 406 $1.52B
6941 Stony Point Capital LLC 2024Q4 36 $435.21M
6942 Stordahl Capital Management Inc. 2024Q4 56 $385.84M
6943 Straight Path Wealth Management 2025Q1 101 $217.25M
6944 STRAIGHTLINE GROUP LLC 2024Q4 49 $134.99M
6945 Strait & Sound Wealth Management LLC 2024Q4 143 $213.22M
6946 Strata Wealth Advisors LLC 2025Q1 65 $311.28M
6947 Strategent Financial LLC 2025Q1 31 $109.03M
6948 Strategic Advisors LLC 2025Q1 186 $515.3M
6949 Strategic Advocates LLC 2024Q4 110 $296.21M
6950 Strategic Blueprint LLC 2025Q1 662 $1.83B
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