List of institutional investors who are active in the last 9 months.
| # | Name | Latest Filing Quarter | Latest Holding Count | Latest AUM |
| 6651 | SlateStone Wealth LLC | 2024Q4 | 290 | $1.02B |
| 6652 | Slocum Gordon & Co LLP | 2025Q1 | 134 | $134.23M |
| 6653 | Slotnik Capital LLC | 2024Q4 | 16 | $219.35M |
| 6654 | Slow Capital Inc. | 2024Q4 | 115 | $671.99M |
| 6655 | Sloy Dahl & Holst LLC | 2024Q4 | 107 | $787.61M |
| 6656 | SLT Holdings LLC | 2024Q4 | 85 | $103.12M |
| 6657 | Smallwood Wealth Investment Management LLC | 2025Q1 | 491 | $152.83M |
| 6658 | Smart Money Group LLC | 2024Q4 | 93 | $282.02M |
| 6659 | Smart Portfolios LLC | 2025Q1 | 92 | $81.04M |
| 6660 | SMART Wealth LLC | 2024Q4 | 146 | $280.98M |
| 6661 | Smartleaf Asset Management LLC | 2024Q4 | 2885 | $947.52M |
| 6662 | Smead Capital Management Inc. | 2024Q4 | 33 | $6.45B |
| 6663 | SMH CAPITAL ADVISORS INC | 2024Q4 | 40 | $19.48M |
| 6664 | SMI Advisory Services LLC | 2025Q1 | 40 | $392.81M |
| 6665 | Smith & Howard Wealth Management LLC | 2025Q1 | 77 | $362.54M |
| 6666 | Smith Anglin Financial LLC | 2025Q1 | 212 | $913.02M |
| 6667 | SMITH CHAS P & ASSOCIATES PA CPAS | 2024Q4 | 157 | $1.74B |
| 6668 | Smith Group Asset Management LLC | 2024Q4 | 187 | $1.36B |
| 6669 | SMITH MOORE & CO. | 2024Q4 | 469 | $1.08B |
| 6670 | Smith Salley Wealth Management | 2025Q1 | 237 | $1.5B |
| 6671 | SMITH SHELLNUT WILSON LLC | 2025Q1 | 140 | $218.2M |
| 6672 | Smith Thornton Advisors LLC | 2024Q4 | 131 | $143.59M |
| 6673 | SMITHBRIDGE ASSET MANAGEMENT INC | 2025Q1 | 126 | $539.62M |
| 6674 | Smithfield Trust Co | 2024Q4 | 1032 | $1.7B |
| 6675 | Snider Financial Group | 2025Q1 | 108 | $291.38M |
| 6676 | Snow Phipps Group LLC | 2025Q1 | 2 | $294.33M |
| 6677 | Snowden Capital Advisors LLC | 2024Q4 | 1157 | $3.15B |
| 6678 | SNS Financial Group LLC | 2024Q4 | 184 | $814.95M |
| 6679 | SNYDER CAPITAL MANAGEMENT L P | 2024Q4 | 69 | $4.78B |
| 6680 | SOA Wealth Advisors LLC. | 2025Q1 | 881 | $479.01M |
| 6681 | Soapstone Management L.P. | 2024Q4 | 15 | $106.43M |
| 6682 | Socha Financial Group LLC | 2025Q1 | 21 | $204.61M |
| 6683 | Social Capital Group LLC | 2024Q4 | 0 | $0 |
| 6684 | Socorro Asset Management LP | 2024Q4 | 30 | $241.51M |
| 6685 | SOF Ltd | 2024Q4 | 1 | $297.66M |
| 6686 | SOFI WEALTH LLC | 2025Q1 | 36 | $1.33B |
| 6687 | Sofinnova Investments Inc. | 2024Q4 | 60 | $1.36B |
| 6688 | SoftBank Group Corp. | 2024Q4 | 22 | $23.37B |
| 6689 | SoftVest Advisors LLC | 2024Q4 | 2 | $484.06M |
| 6690 | SOL Capital Management CO | 2025Q1 | 296 | $907.2M |
| 6691 | Solano Wealth Investment Advisors LLC | 2024Q4 | 34 | $166.35M |
| 6692 | Solas Capital Management LLC | 2024Q4 | 19 | $150.58M |
| 6693 | Solel Partners LP | 2024Q4 | 21 | $492.88M |
| 6694 | Soleus Capital Management L.P. | 2024Q4 | 80 | $1.32B |
| 6695 | Solidarity Wealth LLC | 2024Q4 | 85 | $383.84M |
| 6696 | Solitude Financial Services | 2024Q4 | 33 | $228.2M |
| 6697 | Sollinda Capital Management LLC | 2025Q1 | 60 | $320.5M |
| 6698 | Solstein Capital LLC | 2025Q1 | 322 | $171.64M |
| 6699 | Soltis Investment Advisors LLC | 2024Q4 | 360 | $1.05B |
| 6700 | Solus Alternative Asset Management LP | 2024Q4 | 9 | $276.59M |