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 Stone House Capital Management LLC 2024Q4 3 $168.78M
6902 Stone House Investment Management LLC 2024Q4 45 $385.49M
6903 STONE POINT CAPITAL LLC 2024Q4 5 $1.22B
6904 Stone Ridge Holdings Group LP 2024Q4 33 $92.47M
6905 STONE RUN CAPITAL LLC 2024Q4 68 $254.5M
6906 Stone Summit Wealth LLC 2025Q1 134 $269.91M
6907 STONEBRIDGE ADVISORS LLC 2024Q4 3 $90.99M
6908 Stonebridge Capital Advisors LLC 2024Q4 214 $1.24B
6909 STONEBRIDGE CAPITAL MANAGEMENT INC 2024Q4 79 $244.22M
6910 Stonebridge Financial Group LLC 2025Q1 980 $793.55M
6911 Stonebridge Financial Planning Group LLC 2024Q4 156 $223.01M
6912 Stonebrook Private Inc. 2024Q4 179 $373.77M
6913 StoneCrest Wealth Management Inc. 2025Q1 63 $152.62M
6914 Stonegate Investment Group LLC 2025Q1 352 $3.73B
6915 Stonegate Management LLC 2024Q4 0 $0
6916 Stonehage Fleming Financial Services Holdings Ltd 2024Q4 211 $3.57B
6917 STONEHAVEN WEALTH & TAX SOLUTIONS LLC 2024Q4 77 $86M
6918 Stonehearth Capital Management LLC 2025Q1 84 $239.14M
6919 Stonehill Capital Management LLC 2024Q4 9 $215.8M
6920 Stonekeep Investments LLC 2024Q4 53 $127.3M
6921 Stonepeak GP Investors Holdings Manager LLC 2024Q4 0 $0
6922 Stonepine Capital Management, LLC 2024Q4 52 $123.89M
6923 STONERIDGE INVESTMENT PARTNERS LLC 2024Q4 135 $279.78M
6924 StoneX Group Inc. 2024Q4 406 $1.52B
6925 Stony Point Capital LLC 2024Q4 36 $435.21M
6926 Stordahl Capital Management Inc. 2024Q4 56 $385.84M
6927 Straight Path Wealth Management 2024Q4 89 $228.34M
6928 STRAIGHTLINE GROUP LLC 2024Q4 49 $134.99M
6929 Strait & Sound Wealth Management LLC 2024Q4 143 $213.22M
6930 Strata Wealth Advisors LLC 2024Q4 74 $307.84M
6931 Strategent Financial LLC 2025Q1 31 $109.03M
6932 Strategic Advisors LLC 2025Q1 186 $515.3M
6933 Strategic Advocates LLC 2024Q4 110 $296.21M
6934 Strategic Blueprint LLC 2024Q4 647 $1.68B
6935 Strategic Equity Management 2025Q1 59 $237.88M
6936 Strategic Family Wealth Counselors L.L.C. 2024Q4 131 $296.75M
6937 Strategic Financial Concepts LLC 2024Q4 1099 $1.03B
6938 Strategic Financial Partners Ltd. 2024Q4 66 $187.93M
6939 Strategic Financial Planning Inc. 2024Q4 35 $142.61M
6940 Strategic Financial Services Inc. 2024Q4 131 $1.58B
6941 Strategic Global Advisors LLC 2024Q4 134 $547.03M
6942 Strategic Investment Advisors 2025Q1 224 $832.83M
6943 STRATEGIC INVESTMENT MANAGEMENT LLC 2024Q4 20 $289.99M
6944 Strategic Investment Solutions Inc. 2024Q4 649 $298.92M
6945 STRATEGIC PLANNING GROUP LLC 2025Q1 78 $509.16M
6946 Strategic Point Investment Advisors LLC 2025Q1 30 $495.08M
6947 STRATEGIC VALUE BANK PARTNERS LLC 2024Q4 14 $154.98M
6948 Strategic Value Partners LLC 2024Q4 1 $1.15B
6949 Strategic Wealth Investment Group LLC 2025Q1 47 $57.46M
6950 Strategic Wealth Partners Ltd. 2024Q4 314 $1.21B
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