Stepstone Group Inc. Class ASTEP
13F holders, Q2 2025 (June 30)268holders +31
56new positions
24sold out
6famous investors
$55.50avg. 13F price*
At the end of Q2 2025, 268 institutions reported holding Stepstone Group Inc. Class A (STEP) in their 13F filings, up 31 from Q1 2025. 56 opened new positions and 24 sold out. The largest holders were BlackRock, Inc. ($524.2M), Vanguard Group Inc. ($412.1M) and T. Rowe Price Associates Inc. ($336.2M). 6 famous investors held it, including Israel Englander (0.2% of Millennium Management's portfolio), Jeremy Grantham (0.1% of GMO's portfolio) and Ken Griffin (0.1% of Citadel Advisors's portfolio).
- Company
- Stepstone Group Inc. Class A
- CUSIP
- 85914M107
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 56 | $66.8M |
| Exits | 24 | $20.6M |
All 13F filers, Q1 2025 → Q2 2025: 6,691,076 shares bought and 5,269,979 shares sold, net +1,421,097 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 268 holders
| BlackRock, Inc. | 0.01% | Reduce -4.6% | 9,444,613 | $524.2M |
| Vanguard Group Inc. | 0.01% | Add +0.1% | 7,425,090 | $412.1M |
| T. Rowe Price Associates Inc. | 0.04% | Add +0.3% | 6,057,978 | $336.2M |
| Millennium Management | 0.23% | Add +48.4% | 4,397,926 | $244.1M |
| Invesco Ltd. | 0.04% | Add +0.8% | 4,043,640 | $224.4M |
| Wellington Management Group LLP | 0.04% | Reduce -3.2% | 3,465,193 | $192.3M |
| Capital World Investors | 0.02% | Add +11.3% | 2,859,391 | $158.7M |
| State Street Corp. | 0.01% | Reduce -1.7% | 2,536,392 | $140.8M |
| FMR LLC | 0.01% | Reduce -36.0% | 2,432,527 | $135.0M |
| T. Rowe Price Investment Management, Inc. | 0.08% | Add +18.1% | 2,332,561 | $129.5M |
| Citadel Advisors | 0.09% | Add +39.7% | 1,892,847 | $105.1M |
| Geode Capital Management, LLC | 0.01% | Reduce -1.9% | 1,585,112 | $88.0M |
| JPMorgan Chase & Co. | 0.01% | Reduce -9.5% | 1,488,306 | $82.6M |
| Alliancebernstein L.P. | 0.02% | Reduce -19.3% | 1,180,181 | $65.5M |
| Franklin Resources Inc. | 0.02% | Add +28.0% | 1,122,986 | $62.3M |
| Wasatch Advisors LP | 0.32% | Add +1.5% | 1,111,135 | $61.7M |
| Massachusetts Financial Services Co. | 0.02% | Add +19.8% | 942,241 | $52.3M |
| CIBC Private Wealth Group LLC | 0.09% | Add +83.2% | 937,196 | $52.0M |
| Fred Alger Management, LLC | 0.21% | Reduce -44.8% | 858,823 | $47.7M |
| Capital Research Global Investors | 0.01% | Add +9.1% | 794,883 | $44.1M |
| Raymond James Financial Inc. | 0.01% | Add +0.8% | 705,380 | $39.1M |
| Northern Trust Corp. | 0.01% | Reduce -1.5% | 650,784 | $36.1M |
| Bank of New York Mellon Corp | 0.01% | Reduce -6.5% | 593,544 | $32.9M |
| GMO | 0.10% | Reduce -26.5% | 592,794 | $32.9M |
| Charles Schwab Investment Management Inc. | 0.01% | Reduce -0.2% | 592,409 | $32.9M |
| Morgan Stanley | 0.00% | Reduce -12.5% | 567,249 | $31.5M |
| Goldman Sachs Group Inc. | 0.01% | Add +54.6% | 552,503 | $30.7M |
| William Blair Investment Management, LLC | 0.08% | Add +4.5% | 535,125 | $29.7M |
| Balyasny Asset Management L.P. | 0.06% | Add +125.7% | 472,270 | $26.2M |
| Loomis Sayles & Co. L P | 0.03% | Reduce -33.3% | 426,566 | $23.7M |
| Voya Investment Management LLC | 0.02% | Add +2151.3% | 385,134 | $21.4M |
| Principal Financial Group Inc. | 0.01% | Reduce -0.7% | 327,143 | $18.2M |
| Bank of America Corp. | 0.00% | Add +12.0% | 315,806 | $17.5M |
| Nuveen, LLC | 0.00% | Reduce -13.7% | 281,343 | $15.6M |
| Voloridge Investment Management, LLC | 0.06% | Add +96.5% | 276,679 | $15.4M |
| Neuberger Berman Group LLC | 0.01% | Add +108.8% | 255,197 | $14.2M |
| Segall Bryant & Hamill, LLC | 0.20% | Add +20.6% | 251,133 | $13.9M |
| Lazard Asset Management LLC | 0.02% | Add +3.6% | 240,119 | $13.3M |
| Public Sector Pension Investment Board | 0.05% | Add +7.5% | 224,974 | $12.5M |
| Wells Fargo & Company | 0.00% | Reduce -7.7% | 203,758 | $11.3M |
| Barclays PLC | 0.00% | Add +105.9% | 195,855 | $10.9M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +46.9% | 192,302 | $10.7M |
| Holocene Advisors, LP | 0.02% | New | 181,987 | $10.1M |
| Rhumbline Advisers | 0.01% | Add +2.5% | 181,576 | $10.1M |
| State of Wisconsin Investment Board | 0.02% | Reduce -3.0% | 181,487 | $10.1M |
| Legal & General Group Plc | 0.00% | Add +3.7% | 179,265 | $9.9M |
| Ameriprise Financial Inc. | 0.00% | Add +24.5% | 178,198 | $9.9M |
| Prudential Financial Inc. | 0.01% | Reduce -2.1% | 167,936 | $9.3M |
| Rockefeller Capital Management L.P. | 0.02% | New | 155,331 | $8.6M |
| Baron Capital (BAMCO) | 0.02% | No change | 140,515 | $7.8M |
| Tidal Investments LLC | 0.05% | New | 138,548 | $7.7M |
| Granahan Investment Management, LLC | 0.31% | Reduce -72.8% | 137,960 | $7.7M |
| Twinbeech Capital LP | 0.17% | Add +2184.9% | 131,906 | $7.3M |
| Swiss National Bank | 0.00% | Add +2.8% | 130,400 | $7.2M |
| Cubist Systematic Strategies, LLC | 0.08% | New | 129,869 | $7.2M |
| UBS Group AG | 0.00% | Reduce -12.7% | 120,671 | $6.7M |
| Thrivent Financial for Lutherans | 0.01% | Add +0.1% | 104,469 | $5.8M |
| Jane Street Group, LLC | 0.01% | New | 102,061 | $5.7M |
| Schonfeld Strategic Advisors LLC | 0.04% | Add +64.0% | 100,459 | $5.6M |
| First Trust Advisors LP | 0.00% | Add +8.8% | 94,995 | $5.3M |
| Susquehanna International Group, LLP | 0.01% | Reduce -6.9% | 87,859 | $4.9M |
| National Bank of Canada | 0.00% | Add +19.7% | 74,407 | $4.1M |
| Aquatic Capital Management LLC | 0.08% | New | 74,359 | $4.1M |
| Thornburg Investment Management Inc. | 0.05% | Add +23.3% | 73,141 | $4.1M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -2.0% | 72,549 | $4.0M |
| BNP Paribas Financial Markets | 0.00% | Add +1251.4% | 67,516 | $3.7M |
| Citigroup Inc. | 0.00% | Reduce -32.4% | 65,530 | $3.6M |
| Engineers Gate Manager LP | 0.04% | Add +123.8% | 62,399 | $3.5M |
| Sei Investments Co. | 0.00% | Add +6.0% | 61,229 | $3.4M |
| California State Teachers Retirement System | 0.00% | No change | 59,692 | $3.3M |
| Prana Capital Management, LP | 0.11% | Add +83.2% | 55,668 | $3.1M |
| Public Employees Retirement System of Ohio | 0.01% | Add +5.8% | 50,958 | $2.8M |
| Hudson Bay Capital Management LP | 0.02% | New | 50,074 | $2.8M |
| TD Asset Management Inc | 0.00% | Add +35.2% | 49,784 | $2.8M |
| Deutsche Bank AG | 0.00% | Reduce -15.2% | 46,620 | $2.6M |
| Teachers Retirement System of the State of Kentucky | 0.02% | Reduce -5.0% | 45,807 | $2.5M |
| Qube Research & Technologies Ltd | 0.00% | Reduce -17.9% | 42,905 | $2.4M |
| Pathstone Holdings, LLC | 0.01% | Reduce -9.2% | 42,835 | $2.4M |
| PDT Partners, LLC | 0.13% | Reduce -0.6% | 42,775 | $2.4M |
| HighTower Advisors, LLC | 0.00% | Add +1.6% | 42,303 | $2.3M |
| State of Alaska, Department of Revenue | 0.02% | Add +7.3% | 39,244 | $2.2M |
| Squarepoint Ops LLC | 0.00% | New | 38,942 | $2.2M |
| MetLife Investment Management, LLC | 0.01% | Reduce -1.6% | 38,268 | $2.1M |
| Trexquant Investment LP | 0.02% | New | 38,014 | $2.1M |
| Quantbot Technologies LP | 0.05% | Reduce -29.1% | 37,122 | $2.1M |
| Creative Planning | 0.00% | Add +10.8% | 36,170 | $2.0M |
| Illinois Municipal Retirement Fund | 0.03% | Reduce -24.6% | 36,114 | $2.0M |
| Manufacturers Life Insurance Company, The | 0.00% | Reduce -8.8% | 34,991 | $1.9M |
| Dimensional Fund Advisors LP | 0.00% | Reduce -92.0% | 34,858 | $1.9M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Reduce -13.2% | 34,391 | $1.9M |
| Intech Investment Management LLC | 0.02% | Reduce -11.4% | 34,070 | $1.9M |
| HRT Financial LP | 0.01% | New | 33,610 | $1.9M |
| State of New Jersey Common Pension Fund D | 0.01% | Reduce -0.3% | 33,212 | $1.8M |
| Gsa Capital Partners LLP | 0.13% | New | 32,884 | $1.8M |
| Keebeck Wealth Management | 0.24% | Reduce -0.7% | 32,768 | $1.8M |
| Stifel Financial Corp. | 0.00% | Reduce -23.2% | 32,133 | $1.8M |
| Louisiana State Employees Retirement System | 0.03% | Reduce -1.0% | 30,800 | $1.7M |
| Natixis Advisors, LLC | 0.00% | Reduce -5.9% | 30,527 | $1.7M |
| Janus Henderson Group PLC | 0.00% | No change | 29,998 | $1.7M |
| Brevan Howard Capital Management LP | 0.02% | Add +346.5% | 27,907 | $1.5M |
| Yousif Capital Management, LLC | 0.01% | Add +0.9% | 24,785 | $1.4M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | Add +15.0% | 24,723 | $1.4M |
| Susquehanna Portfolio Strategies, LLC | 0.03% | New | 24,345 | $1.4M |
| State of Tennessee, Department of Treasury | 0.00% | Add +56.3% | 23,629 | $1.3M |
| Comerica Bank | 0.00% | Add +1.0% | 22,229 | $1.2M |
| WINTON GROUP Ltd | 0.06% | Add +1.8% | 22,143 | $1.2M |
| Harbor Capital Advisors, Inc. | 0.05% | Reduce -8.6% | 21,494 | $1.2M |
| Alps Advisors Inc. | 0.01% | Add +16.4% | 21,470 | $1.2M |
| Fox Run Management, L.L.C. | 0.20% | New | 21,339 | $1.2M |
| Dynamic Technology Lab Private Ltd | 0.16% | New | 20,989 | $1.2M |
| New York State Common Retirement Fund | 0.00% | No change | 20,954 | $1.2M |
| Arizona State Retirement System | 0.01% | Add +6.3% | 19,919 | $1.1M |
| Royal Bank of Canada | 0.00% | Add +116.9% | 19,814 | $1.1M |
| Maryland State Retirement & Pension System | 0.02% | Add +0.8% | 19,393 | $1.1M |
| Verition Fund Management LLC | 0.01% | Add +34.4% | 19,183 | $1.1M |
| Amalgamated Bank | 0.01% | No change | 18,808 | $1.0M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.00% | Add +29.6% | 18,684 | $1.0M |
| Bryce Point Capital, LLC | 0.87% | Add +17.5% | 18,619 | $1.0M |
| AlphaQuest LLC | 0.10% | Add +13367.1% | 18,450 | $1.0M |
| LPL Financial LLC | 0.00% | Reduce -0.0% | 17,138 | $951K |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.01% | Add +7.3% | 16,942 | $940K |
| Blair William & Co. | 0.00% | Reduce -42.5% | 15,972 | $886K |
| AQR Capital Management | 0.00% | Add +6.6% | 15,890 | $882K |
| State Board of Administration of Florida Retirement System | 0.00% | No change | 15,409 | $855K |
| Oregon Public Employees Retirement Fund | 0.01% | No change | 15,095 | $838K |
| Centiva Capital, LP | 0.06% | New | 15,049 | $835K |
| Sumitomo Mitsui Trust Group, Inc. | 0.00% | Add +3.1% | 14,864 | $825K |
| Versor Investments LP | 0.14% | New | 14,606 | $811K |
| Police & Firemen's Retirement System of New Jersey | 0.01% | Add +0.8% | 14,500 | $805K |
| Cibc World Market Inc. | 0.00% | Reduce -0.3% | 14,452 | $802K |
| New York State Teachers Retirement System | 0.00% | Reduce -9.8% | 14,400 | $799K |
| KLP Kapitalforvaltning As | 0.00% | Add +12.7% | 14,200 | $788K |
| ProShare Advisors LLC | 0.00% | Reduce -10.2% | 14,063 | $780K |
| Norges Bank | 0.00% | No change | 13,656 | $758K |
| Meketa Investment Group Inc. | 2.27% | Reduce -74.8% | 13,488 | $749K |
| Handelsbanken Fonder AB | 0.00% | Reduce -37.2% | 13,328 | $740K |
| Man Group plc | 0.00% | New | 13,206 | $733K |
| Dark Forest Capital Management LP | 0.03% | Add +76.9% | 13,098 | $727K |
| Truist Financial Corp. | 0.00% | Reduce -35.1% | 12,332 | $684K |
| Point72 Asset Management | 0.00% | New | 12,000 | $666K |
| Victory Capital Management Inc. | 0.00% | Reduce -34.1% | 12,000 | $666K |
| Amundi | 0.00% | Add +2448.3% | 11,391 | $643K |
| Elo Mutual Pension Insurance Co | 0.01% | New | 11,262 | $625K |
| Smith Group Asset Management, LLC | 0.04% | No change | 11,113 | $617K |
| Bank of Montreal | 0.00% | Add +9.9% | 10,727 | $595K |
| Pictet Asset Management Holding SA | 0.00% | No change | 10,426 | $579K |
| Teacher Retirement System of Texas | 0.00% | Add +8.3% | 10,343 | $574K |
| Entropy Technologies, LP | 0.05% | Reduce -12.1% | 10,287 | $571K |
| Oppenheimer Asset Management Inc. | 0.01% | Reduce -57.1% | 10,250 | $569K |
| Van Eck Associates Corp. | 0.00% | New | 9,628 | $534K |
| Tower Research Capital LLC (TRC) | 0.01% | Add +535.0% | 8,808 | $489K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 8,563 | $475K |
| Point72 (DIFC) Ltd | 0.04% | New | 8,499 | $472K |
| Mutual of America Capital Management LLC | 0.01% | Reduce -11.8% | 8,477 | $470K |
| Cibc World Markets Corp. | 0.00% | Reduce -47.6% | 7,731 | $429K |
| SG Americas Securities, LLC | 0.00% | New | 7,209 | $400K |
| Neo Ivy Capital Management | 0.13% | New | 7,193 | $399K |
| iSAM Funds (UK) Ltd | 0.08% | New | 6,779 | $376K |
| Ameritas Investment Partners, Inc. | 0.01% | Reduce -6.7% | 6,406 | $356K |
| HSBC Holdings PLC | 0.00% | New | 6,094 | $340K |
| Cetera Investment Advisers | 0.00% | Add +9.7% | 6,030 | $335K |
| Praxis Investment Management Inc. | 0.02% | No change | 5,670 | $315K |
| Cim, LLC | 0.04% | Reduce -83.7% | 5,237 | $291K |
| Magnetar Financial LLC | 0.00% | New | 5,201 | $289K |
| Old Mission Capital LLC | 0.01% | New | 5,184 | $288K |
| Evergreen Capital Management LLC | 0.01% | Reduce -18.6% | 5,003 | $278K |
| Monument Capital Management | 0.07% | New | 4,900 | $272K |
| Xponance LLC | 0.00% | Reduce -3.5% | 4,873 | $270K |
| Vicus Capital | 0.02% | Add +16.5% | 4,685 | $260K |
| FJ Capital Management LLC | 0.03% | New | 4,651 | $258K |
| Oxford Asset Management LLP | 0.08% | New | 4,517 | $251K |
| Aigen Investment Management, LP | 0.03% | New | 4,358 | $242K |
| Quantinno Capital Management LP | 0.00% | New | 4,344 | $241K |
| O'shaughnessy Asset Management, LLC | 0.00% | Reduce -19.5% | 4,323 | $240K |
| Atria Investments, Inc | 0.00% | Reduce -29.5% | 4,194 | $233K |
| Keybank National Association | 0.00% | Reduce -13.5% | 4,188 | $232K |
| New Age Alpha Advisors, LLC | 0.01% | Add +6.0% | 4,159 | $231K |
| Jump Financial, LLC | 0.00% | Reduce -87.9% | 4,125 | $229K |
| Mackenzie Financial Corp. | 0.00% | No change | 4,102 | $228K |
| CIBC Asset Management Inc | 0.00% | No change | 3,846 | $213K |
| Revisor Wealth Management LLC | 0.08% | New | 3,524 | $212K |
| Ethic Inc. | 0.00% | New | 3,739 | $210K |
| R Squared Ltd | 0.11% | New | 3,683 | $204K |
| &partners | 0.00% | Reduce -21.3% | 3,663 | $203K |
| STRS Ohio | 0.00% | Reduce -78.6% | 3,100 | $172K |
| Mirae Asset Global Investments Co., Ltd. | 0.00% | Reduce -45.2% | 3,000 | $167K |
| Russell Investments Group, Ltd. | 0.00% | Add +60.6% | 2,966 | $165K |
| Osaic Holdings, Inc. | 0.00% | Add +368.0% | 2,223 | $118K |
| Walleye Trading LLC | 0.00% | New | 2,025 | $112K |
| KBC Group NV | 0.00% | Reduce -35.6% | 1,951 | $108K |
| PNC Financial Services Group, Inc. | 0.00% | Add +88.2% | 1,829 | $102K |
| Gen-Wealth Partners Inc | 0.04% | No change | 1,691 | $94K |
| Cwm, LLC | 0.00% | Add +1.6% | 1,626 | $90K |
| Point72 Hong Kong Ltd | 0.01% | New | 1,400 | $78K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +332.2% | 1,236 | $69K |
| GAMMA Investing LLC | 0.00% | Reduce -4.4% | 1,118 | $62K |
| Darwin Wealth Management, LLC | 0.02% | Reduce -66.6% | 821 | $46K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | No change | 743 | $41K |
| Nisa Investment Advisors, LLC | 0.00% | Add +17.2% | 676 | $38K |
| Versant Capital Management, Inc | 0.01% | No change | 661 | $37K |
| CI Investments Inc. | 0.00% | Reduce -24.3% | 651 | $36K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -17.2% | 611 | $34K |
| BI Asset Management Fondsmaeglerselskab A/S | 0.00% | Reduce -70.5% | 541 | $30K |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.00% | New | 530 | $29K |
| Harvest Fund Management Co., Ltd | 0.00% | Reduce -4.5% | 512 | $28K |
| Spire Wealth Management | 0.00% | Reduce -37.5% | 500 | $28K |
| Signaturefd, LLC | 0.00% | Add +26.4% | 378 | $21K |
| Larson Financial Group LLC | 0.00% | Add +902.7% | 371 | $21K |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | New | 368 | $20K |
| Simplex Trading, LLC | 0.00% | New | 372 | $20K |
| Fifth Third Bancorp | 0.00% | Add +61.0% | 343 | $19K |
| Park Square Financial Group, LLC | 0.01% | No change | 320 | $18K |
| Point72 Asia (Singapore) Pte. Ltd. | 0.00% | New | 312 | $17K |
| Danske Bank A/S | 0.00% | New | 300 | $17K |
| Brooklyn Investment Group | 0.00% | Reduce -14.7% | 273 | $15K |
| Clearstead Advisors, LLC | 0.00% | Add +51.8% | 255 | $14K |
| Geneos Wealth Management Inc. | 0.00% | No change | 250 | $14K |
| Arax Advisory Partners | 0.00% | New | 241 | $13K |
| UMB Bank, n.a. | 0.00% | Reduce -19.3% | 205 | $11K |
| Quarry LP | 0.00% | Add +81.1% | 201 | $11K |
| Optiver Holding B.V. | 0.00% | Reduce -24.6% | 190 | $11K |
| US Bancorp \de | 0.00% | Reduce -80.8% | 186 | $10K |
| Rise Advisors, LLC | 0.00% | No change | 171 | $9K |
| Parallel Advisors, LLC | 0.00% | Reduce -2.3% | 167 | $9K |
| Sterling Capital Management LLC | 0.00% | Add +120.3% | 152 | $8K |
| Rothschild Investment LLC | 0.00% | Add +20.0% | 150 | $8K |
| Twin Peaks Wealth Advisors, LLC | 0.00% | New | 121 | $7K |
| Allworth Financial LP | 0.00% | Reduce -14.6% | 123 | $7K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -22.0% | 117 | $6K |
| Caitong International Asset Management Co., Ltd | 0.00% | New | 116 | $6K |
| Bare Financial Services, Inc | 0.00% | Add +281.5% | 103 | $6K |
| Smartleaf Asset Management LLC | 0.00% | Reduce -46.6% | 94 | $5K |
| Assetmark, Inc. | 0.00% | New | 83 | $5K |
| Global Retirement Partners, LLC | 0.00% | — | 81 | $4K |
| Bessemer Group Inc. | 0.00% | Reduce -46.5% | 76 | $4K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Reduce -48.6% | 72 | $4K |
| High Note Wealth, LLC | 0.00% | Add +31.5% | 71 | $4K |
| Hantz Financial Services, Inc. | 0.00% | Add +142.1% | 46 | $3K |
| Wolff Wiese Magana LLC | 0.00% | No change | 48 | $3K |
| Parkside Financial Bank & Trust | 0.00% | No change | 42 | $2K |
| Northwestern Mutual Wealth Management Co. | 0.00% | New | 38 | $2K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 37 | $2K |
| Jones Financial Companies LLLP | 0.00% | New | 36 | $2K |
| North Capital, Inc. | 0.00% | No change | 28 | $2K |
| True Wealth Design, LLC | 0.00% | No change | 25 | $1K |
| MAI Capital Management | 0.00% | New | 25 | $1K |
| Aster Capital Management (DIFC) Ltd | 0.00% | Reduce -98.6% | 21 | $1K |
| Picton Mahoney Asset Management | 0.00% | No change | 22 | $1K |
| Whittier Trust Co. | 0.00% | Reduce -50.0% | 18 | $999 |
| SBI Securities Co., Ltd. | 0.00% | No change | 18 | $999 |
| ORG Partners LLC | 0.00% | New | 15 | $832 |
| Hughes Financial Services, LLC | 0.00% | New | 11 | $642 |
| Fortitude Family Office, LLC | 0.00% | Reduce -42.1% | 11 | $611 |
| Physician Wealth Advisors, Inc. | 0.00% | New | 11 | $611 |
| SouthState Bank Corp | 0.00% | New | 11 | $611 |
| WealthTrak Capital Management LLC | 0.00% | No change | 10 | $555 |
| Rialto Wealth Management, LLC | 0.00% | New | 10 | $555 |
| Clearstead Trust, LLC | 0.00% | New | 8 | $444 |
| JFS Wealth Advisors, LLC | 0.00% | Reduce -53.3% | 7 | $389 |
| Huntington National Bank | 0.00% | Reduce -37.5% | 5 | $278 |
| DiNuzzo Private Wealth, Inc. | 0.00% | No change | 5 | $278 |
| Annis Gardner Whiting Capital Advisors, LLC | 0.00% | New | 4 | $222 |
| Essential Partners LLC | 0.00% | — | 4 | $222 |
| Abound Wealth Management | 0.00% | Reduce -25.0% | 3 | $167 |
| SJS Investment Consulting Inc. | 0.00% | Reduce -60.0% | 2 | $111 |
| Parkworth Wealth Management, Inc. | 0.00% | No change | 1 | $56 |
| Hemington Wealth Management | 0.00% | No change | 6 | $0 |
| Covestor Ltd | 0.00% | No change | 3 | $0 |
"% of holder's portfolio" is STEP's weight in each manager's 13F, not the share of Stepstone Group Inc. Class A the manager owns.