Stepstone Group Inc. Class ASTEP
13F holders, Q3 2025 (September 30)257holders −11
32new positions
42sold out
5famous investors
$65.31avg. 13F price*
At the end of Q3 2025, 257 institutions reported holding Stepstone Group Inc. Class A (STEP) in their 13F filings, down 11 from Q2 2025. 32 opened new positions and 42 sold out. The largest holders were BlackRock, Inc. ($670.8M), Vanguard Group Inc. ($504.3M) and Wellington Management Group LLP ($373.8M). 5 famous investors held it, including Israel Englander (0.2% of Millennium Management's portfolio), Jeremy Grantham (0.1% of GMO's portfolio) and Ron Baron (0.1% of Baron Capital (BAMCO)'s portfolio).
- Company
- Stepstone Group Inc. Class A
- CUSIP
- 85914M107
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 32 | $84.2M |
| Exits | 42 | $40.0M |
All 13F filers, Q2 2025 → Q3 2025: 8,748,480 shares bought and 6,011,311 shares sold, net +2,737,169 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 257 holders
| BlackRock, Inc. | 0.01% | Add +8.8% | 10,271,678 | $670.8M |
| Vanguard Group Inc. | 0.01% | Add +4.0% | 7,721,468 | $504.3M |
| Wellington Management Group LLP | 0.07% | Add +65.2% | 5,723,073 | $373.8M |
| T. Rowe Price Associates Inc. | 0.03% | Reduce -27.7% | 4,378,465 | $286.0M |
| Invesco Ltd. | 0.04% | Add +2.4% | 4,138,979 | $270.3M |
| Millennium Management | 0.21% | Reduce -11.4% | 3,894,974 | $254.4M |
| Capital World Investors | 0.03% | Add +3.6% | 2,961,976 | $193.4M |
| State Street Corp. | 0.01% | Add +8.7% | 2,756,830 | $180.0M |
| FMR LLC | 0.01% | Reduce -24.7% | 1,832,300 | $119.7M |
| T. Rowe Price Investment Management, Inc. | 0.07% | Reduce -23.3% | 1,788,638 | $116.8M |
| Geode Capital Management, LLC | 0.01% | Add +8.8% | 1,723,964 | $112.6M |
| Citadel Advisors | 0.08% | Reduce -20.3% | 1,509,420 | $98.6M |
| JPMorgan Chase & Co. | 0.01% | Reduce -7.6% | 1,375,736 | $89.8M |
| Alliancebernstein L.P. | 0.03% | Add +3.2% | 1,217,860 | $79.5M |
| Franklin Resources Inc. | 0.02% | Add +4.6% | 1,174,680 | $76.7M |
| Wasatch Advisors LP | 0.40% | Add +2.0% | 1,133,020 | $74.0M |
| Massachusetts Financial Services Co. | 0.02% | Add +2.7% | 967,800 | $63.2M |
| CIBC Private Wealth Group LLC | 0.10% | Reduce -0.3% | 934,299 | $61.0M |
| Fred Alger Management, LLC | 0.22% | Add +0.2% | 860,405 | $56.2M |
| Capital Research Global Investors | 0.01% | No change | 794,883 | $51.9M |
| Westfield Capital Management Co. LP | 0.21% | New | 778,728 | $50.9M |
| Raymond James Financial Inc. | 0.02% | Add +6.9% | 754,367 | $49.3M |
| Ameriprise Financial Inc. | 0.01% | Add +320.8% | 749,841 | $49.0M |
| Northern Trust Corp. | 0.01% | Add +9.9% | 715,488 | $46.7M |
| Charles Schwab Investment Management Inc. | 0.01% | Add +11.6% | 660,887 | $43.2M |
| William Blair Investment Management, LLC | 0.11% | Add +16.6% | 623,919 | $40.7M |
| UBS Group AG | 0.01% | Add +401.0% | 604,518 | $39.5M |
| GMO | 0.11% | Add +0.9% | 598,398 | $39.1M |
| Baron Capital (BAMCO) | 0.10% | Add +325.8% | 598,290 | $39.1M |
| Morgan Stanley | 0.00% | Reduce -4.1% | 544,218 | $35.5M |
| Bank of New York Mellon Corp | 0.01% | Reduce -9.2% | 538,994 | $35.2M |
| Voya Investment Management LLC | 0.04% | Add +36.0% | 523,991 | $34.2M |
| Principal Financial Group Inc. | 0.02% | Add +49.0% | 487,461 | $31.8M |
| Loomis Sayles & Co. L P | 0.03% | Add +2.8% | 438,309 | $28.6M |
| Neuberger Berman Group LLC | 0.02% | Add +53.3% | 391,285 | $25.6M |
| Balyasny Asset Management L.P. | 0.05% | Reduce -18.8% | 383,488 | $25.0M |
| Granahan Investment Management, LLC | 1.02% | Add +176.5% | 381,455 | $24.9M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -45.2% | 302,886 | $19.8M |
| Nuveen, LLC | 0.01% | Add +6.1% | 298,615 | $19.5M |
| Voloridge Investment Management, LLC | 0.06% | Add +6.8% | 295,494 | $19.3M |
| Bank of America Corp. | 0.00% | Reduce -8.8% | 288,063 | $18.8M |
| Public Sector Pension Investment Board | 0.07% | Add +25.3% | 281,875 | $18.4M |
| Segall Bryant & Hamill, LLC | 0.22% | Add +2.5% | 257,390 | $16.8M |
| Wells Fargo & Company | 0.00% | Add +15.3% | 234,879 | $15.3M |
| Lazard Asset Management LLC | 0.02% | Reduce -5.6% | 226,612 | $14.8M |
| Rockefeller Capital Management L.P. | 0.03% | Add +33.5% | 207,323 | $13.5M |
| Victory Capital Management Inc. | 0.01% | Add +1598.9% | 203,873 | $13.3M |
| Rhumbline Advisers | 0.01% | Add +8.5% | 197,029 | $12.9M |
| Legal & General Group Plc | 0.00% | Add +5.3% | 188,788 | $12.3M |
| Tidal Investments LLC | 0.05% | Add +33.6% | 185,165 | $12.1M |
| State of Wisconsin Investment Board | 0.03% | Add +0.2% | 181,877 | $11.9M |
| Hudson Bay Capital Management LP | 0.07% | Add +213.3% | 156,855 | $10.2M |
| Swiss National Bank | 0.01% | Add +5.1% | 137,100 | $9.0M |
| Engle Capital Management, L.P. | 2.93% | New | 127,000 | $8.3M |
| Prana Capital Management, LP | 0.24% | Add +99.6% | 111,101 | $7.3M |
| Barclays PLC | 0.00% | Reduce -43.3% | 111,012 | $7.3M |
| Capitolis Liquid Global Markets LLC | 0.05% | New | 104,000 | $6.8M |
| Prudential Financial Inc. | 0.01% | Reduce -41.2% | 98,796 | $6.5M |
| Macquarie Group Ltd. | 0.01% | New | 88,437 | $5.8M |
| Trillium Asset Management, LLC | 0.14% | New | 81,976 | $5.4M |
| Thrivent Financial for Lutherans | 0.01% | Reduce -24.5% | 78,873 | $5.2M |
| Envestnet Asset Management Inc. | 0.00% | Add +8.1% | 78,396 | $5.1M |
| Thornburg Investment Management Inc. | 0.06% | No change | 73,141 | $4.8M |
| Qube Research & Technologies Ltd | 0.01% | Add +68.1% | 72,129 | $4.7M |
| First Trust Advisors LP | 0.00% | Reduce -25.0% | 71,220 | $4.7M |
| National Bank of Canada | 0.01% | Reduce -4.4% | 71,163 | $4.6M |
| Comerica Bank | 0.02% | Add +190.6% | 64,606 | $4.2M |
| California State Teachers Retirement System | 0.00% | Add +0.8% | 60,184 | $3.9M |
| Sei Investments Co. | 0.00% | Reduce -1.9% | 60,083 | $3.9M |
| Teachers Retirement System of the State of Kentucky | 0.03% | Add +19.1% | 54,561 | $3.6M |
| PDT Partners, LLC | 0.22% | Add +26.1% | 53,929 | $3.5M |
| Deutsche Bank AG | 0.00% | Add +11.7% | 52,049 | $3.4M |
| Public Employees Retirement System of Ohio | 0.01% | No change | 50,958 | $3.3M |
| Pathstone Holdings, LLC | 0.01% | Add +11.5% | 47,769 | $3.1M |
| Royal Bank of Canada | 0.00% | Add +133.1% | 46,177 | $3.0M |
| Schonfeld Strategic Advisors LLC | 0.02% | Reduce -55.2% | 45,026 | $2.9M |
| Creative Planning | 0.00% | Add +22.8% | 44,428 | $2.9M |
| HighTower Advisors, LLC | 0.00% | Add +2.2% | 43,227 | $2.8M |
| MetLife Investment Management, LLC | 0.01% | Add +6.4% | 40,704 | $2.7M |
| Natixis Advisors, LLC | 0.00% | Add +30.4% | 39,809 | $2.6M |
| Harbor Capital Advisors, Inc. | 0.20% | Add +84.1% | 39,563 | $2.6M |
| Credit Agricole S A | 0.01% | — | 38,397 | $2.5M |
| Susquehanna Portfolio Strategies, LLC | 0.04% | Add +55.7% | 37,905 | $2.5M |
| Aquatic Capital Management LLC | 0.04% | Reduce -51.0% | 36,419 | $2.4M |
| Dimensional Fund Advisors LP | 0.00% | Add +4.5% | 36,409 | $2.4M |
| State of Alaska, Department of Revenue | 0.02% | Reduce -7.3% | 36,363 | $2.4M |
| State of New Jersey Common Pension Fund D | 0.01% | Add +9.1% | 36,230 | $2.4M |
| Manufacturers Life Insurance Company, The | 0.00% | Add +2.5% | 35,875 | $2.3M |
| Illinois Municipal Retirement Fund | 0.03% | Reduce -3.0% | 35,020 | $2.3M |
| TD Asset Management Inc | 0.00% | Reduce -31.5% | 34,104 | $2.2M |
| Louisiana State Employees Retirement System | 0.04% | Add +7.8% | 33,200 | $2.2M |
| Van Eck Associates Corp. | 0.00% | Add +242.6% | 32,986 | $2.2M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Reduce -5.7% | 32,426 | $2.1M |
| Keebeck Wealth Management | 0.25% | Reduce -2.8% | 31,857 | $2.1M |
| Janus Henderson Group PLC | 0.00% | No change | 29,998 | $2.0M |
| Trexquant Investment LP | 0.02% | Reduce -27.6% | 27,517 | $1.8M |
| Alps Advisors Inc. | 0.01% | Add +28.0% | 27,480 | $1.8M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | Add +8.7% | 26,863 | $1.8M |
| WINTON GROUP Ltd | 0.06% | Add +15.5% | 25,570 | $1.7M |
| Citigroup Inc. | 0.00% | Reduce -61.4% | 25,293 | $1.7M |
| Intech Investment Management LLC | 0.01% | Reduce -26.9% | 24,899 | $1.6M |
| Stifel Financial Corp. | 0.00% | Reduce -28.6% | 22,953 | $1.5M |
| Yousif Capital Management, LLC | 0.02% | Reduce -9.4% | 22,457 | $1.5M |
| Moody National Bank Trust Division | 0.12% | New | 21,310 | $1.4M |
| New York State Common Retirement Fund | 0.00% | No change | 20,954 | $1.4M |
| Arizona State Retirement System | 0.01% | Add +4.9% | 20,896 | $1.4M |
| Amalgamated Bank | 0.01% | Add +10.3% | 20,755 | $1.4M |
| Quantbot Technologies LP | 0.04% | Reduce -46.3% | 19,928 | $1.3M |
| Holocene Advisors, LP | 0.00% | Reduce -89.1% | 19,902 | $1.3M |
| BNP Paribas Financial Markets | 0.00% | Reduce -70.9% | 19,617 | $1.3M |
| Police & Firemen's Retirement System of New Jersey | 0.01% | Add +29.1% | 18,716 | $1.2M |
| AQR Capital Management | 0.00% | Add +16.7% | 18,548 | $1.2M |
| State of Tennessee, Department of Treasury | 0.00% | Reduce -22.0% | 18,431 | $1.2M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.01% | Add +8.6% | 18,405 | $1.2M |
| LPL Financial LLC | 0.00% | Reduce -3.7% | 16,506 | $1.1M |
| Oregon Public Employees Retirement Fund | 0.01% | Add +8.0% | 16,295 | $1.1M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.00% | Reduce -12.9% | 16,267 | $1.1M |
| Blair William & Co. | 0.00% | No change | 15,972 | $1.0M |
| State Board of Administration of Florida Retirement System | 0.00% | No change | 15,409 | $1.0M |
| New York State Teachers Retirement System | 0.00% | Add +6.9% | 15,400 | $1.0M |
| KLP Kapitalforvaltning As | 0.00% | Add +6.3% | 15,100 | $986K |
| Sumitomo Mitsui Trust Group, Inc. | 0.00% | No change | 14,864 | $971K |
| Amundi | 0.00% | Add +26.1% | 14,365 | $971K |
| Cibc World Market Inc. | 0.00% | Reduce -0.0% | 14,451 | $944K |
| Meketa Investment Group Inc. | 3.08% | Add +6.5% | 14,363 | $938K |
| Summit Wealth Group LLC / Co. | 0.09% | New | 19,117 | $887K |
| Handelsbanken Fonder AB | 0.00% | No change | 13,328 | $870K |
| ProShare Advisors LLC | 0.00% | Reduce -6.2% | 13,191 | $862K |
| Smith Group Asset Management, LLC | 0.04% | Add +2.8% | 11,419 | $746K |
| Jane Street Group, LLC | 0.00% | Reduce -88.9% | 11,350 | $741K |
| Truist Financial Corp. | 0.00% | Reduce -10.1% | 11,085 | $724K |
| Oppenheimer Asset Management Inc. | 0.01% | Add +6.3% | 10,899 | $712K |
| Maryland State Retirement & Pension System | 0.01% | Reduce -46.4% | 10,389 | $679K |
| Pictet Asset Management Holding SA | 0.00% | Reduce -8.1% | 9,583 | $626K |
| Cetera Investment Advisers | 0.00% | Add +58.0% | 9,528 | $622K |
| Bryce Point Capital, LLC | 0.75% | Reduce -49.6% | 9,378 | $612K |
| Teacher Retirement System of Texas | 0.00% | Reduce -10.9% | 9,220 | $602K |
| Quantinno Capital Management LP | 0.00% | Add +112.2% | 9,219 | $602K |
| Verition Fund Management LLC | 0.00% | Reduce -52.0% | 9,208 | $601K |
| Russell Investments Group, Ltd. | 0.00% | Add +201.4% | 8,941 | $584K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 8,563 | $559K |
| DRW Securities, LLC | 0.03% | New | 8,210 | $539K |
| Mutual of America Capital Management LLC | 0.01% | Reduce -4.5% | 8,095 | $529K |
| Jackson Square Capital, LLC | 0.11% | New | 7,486 | $489K |
| CIBC Bancorp USA Inc. | 0.00% | — | 7,440 | $486K |
| Dark Forest Capital Management LP | 0.02% | Reduce -43.4% | 7,415 | $484K |
| Ibex Wealth Advisors | 0.04% | New | 6,869 | $449K |
| Corient Private Wealth LP | 0.00% | New | 6,673 | $436K |
| XTX Topco Ltd | 0.02% | New | 6,673 | $436K |
| PNC Financial Services Group, Inc. | 0.00% | Add +261.0% | 6,602 | $431K |
| Aigen Investment Management, LP | 0.06% | Add +44.5% | 6,295 | $411K |
| Evergreen Capital Management LLC | 0.01% | Add +17.3% | 5,869 | $383K |
| Ameritas Investment Partners, Inc. | 0.01% | Reduce -9.0% | 5,831 | $381K |
| Praxis Investment Management Inc. | 0.02% | No change | 5,670 | $370K |
| Atom Investors LP | 0.03% | New | 5,530 | $361K |
| Inceptionr LLC | 0.09% | New | 5,525 | $361K |
| Xponance LLC | 0.00% | Add +12.6% | 5,486 | $358K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +24.9% | 5,399 | $353K |
| Keybank National Association | 0.00% | Add +27.4% | 5,336 | $348K |
| Cim, LLC | 0.04% | No change | 5,237 | $342K |
| Mirae Asset Global Investments Co., Ltd. | 0.00% | Add +65.3% | 4,958 | $324K |
| Bank of Montreal | 0.00% | Reduce -54.5% | 4,875 | $318K |
| STRS Ohio | 0.00% | Add +48.4% | 4,600 | $300K |
| Federation des caisses Desjardins du Quebec | 0.00% | New | 4,465 | $292K |
| Mackenzie Financial Corp. | 0.00% | Add +7.5% | 4,409 | $288K |
| Sanctuary Advisors, LLC | 0.00% | New | 4,111 | $269K |
| New Age Alpha Advisors, LLC | 0.01% | Reduce -2.3% | 4,065 | $265K |
| CIBC Asset Management Inc | 0.00% | Add +3.9% | 3,997 | $261K |
| Atria Investments, Inc | 0.00% | Reduce -9.7% | 3,787 | $247K |
| Brevan Howard Capital Management LP | 0.00% | Reduce -86.6% | 3,746 | $245K |
| &partners | 0.00% | Add +0.8% | 3,691 | $241K |
| Susquehanna Fundamental Investments, LLC | 0.01% | New | 3,380 | $221K |
| Swiss Life Asset Management Ltd | 0.00% | New | 3,254 | $213K |
| Profund Advisors LLC | 0.01% | New | 3,227 | $211K |
| Crossmark Global Holdings, Inc. | 0.00% | New | 3,154 | $206K |
| PharVision Advisers, LLC | 0.11% | New | 3,097 | $202K |
| AlphaQuest LLC | 0.01% | Reduce -83.6% | 3,032 | $198K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -71.1% | 2,544 | $166K |
| EverSource Wealth Advisors, LLC | 0.01% | Add +97.7% | 2,443 | $160K |
| Osaic Holdings, Inc. | 0.00% | Reduce -9.7% | 2,008 | $131K |
| KBC Group NV | 0.00% | No change | 1,951 | $127K |
| Cwm, LLC | 0.00% | Add +14.4% | 1,860 | $121K |
| GAMMA Investing LLC | 0.00% | Add +11.7% | 1,249 | $82K |
| Quadrant Capital Group LLC | 0.00% | New | 1,120 | $73K |
| Nisa Investment Advisors, LLC | 0.00% | Add +35.5% | 916 | $60K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | Add +7.0% | 795 | $53K |
| Versant Capital Management, Inc | 0.01% | No change | 661 | $43K |
| Farther Finance Advisors, LLC | 0.00% | Add +4.1% | 636 | $42K |
| Walleye Trading LLC | 0.00% | Reduce -70.5% | 597 | $39K |
| Clearstead Advisors, LLC | 0.00% | Add +127.8% | 581 | $38K |
| BI Asset Management Fondsmaeglerselskab A/S | 0.00% | No change | 541 | $35K |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.00% | No change | 530 | $35K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +350.4% | 527 | $34K |
| Quarry LP | 0.01% | Add +155.7% | 514 | $34K |
| Harvest Fund Management Co., Ltd | 0.00% | No change | 512 | $33K |
| Aster Capital Management (DIFC) Ltd | 0.02% | Add +2285.7% | 501 | $33K |
| Spire Wealth Management | 0.00% | No change | 500 | $33K |
| Signaturefd, LLC | 0.00% | Add +13.5% | 429 | $28K |
| Wealthspire Advisors, LLC | 0.00% | New | 426 | $28K |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | No change | 368 | $24K |
| Optiver Holding B.V. | 0.00% | Add +85.8% | 353 | $23K |
| CI Investments Inc. | 0.00% | Reduce -44.9% | 359 | $23K |
| Fifth Third Bancorp | 0.00% | No change | 343 | $22K |
| Larson Financial Group LLC | 0.00% | Reduce -10.5% | 332 | $22K |
| Danske Bank A/S | 0.00% | No change | 300 | $20K |
| Rothschild Investment LLC | 0.00% | Add +82.0% | 273 | $18K |
| UMB Bank, n.a. | 0.00% | Add +30.2% | 267 | $17K |
| Salomon & Ludwin, LLC | 0.00% | New | 202 | $15K |
| US Bancorp \de | 0.00% | Add +12.4% | 209 | $14K |
| Allworth Financial LP | 0.00% | Add +64.2% | 202 | $13K |
| Bessemer Group Inc. | 0.00% | Add +135.5% | 179 | $12K |
| Rise Advisors, LLC | 0.00% | No change | 171 | $11K |
| Sterling Capital Management LLC | 0.00% | Add +11.2% | 169 | $11K |
| Simplex Trading, LLC | 0.00% | Reduce -51.9% | 179 | $11K |
| Parallel Advisors, LLC | 0.00% | No change | 167 | $11K |
| Hantz Financial Services, Inc. | 0.00% | Add +239.1% | 156 | $10K |
| Bare Financial Services, Inc | 0.00% | Add +40.8% | 145 | $9K |
| Smartleaf Asset Management LLC | 0.00% | Add +42.5% | 134 | $9K |
| Assetmark, Inc. | 0.00% | Add +18.1% | 98 | $6K |
| Jones Financial Companies LLLP | 0.00% | Add +138.9% | 86 | $6K |
| High Note Wealth, LLC | 0.00% | Add +1.4% | 72 | $5K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | No change | 72 | $5K |
| Global Retirement Partners, LLC | 0.00% | Reduce -19.8% | 65 | $4K |
| Wolff Wiese Magana LLC | 0.00% | No change | 48 | $3K |
| Parkside Financial Bank & Trust | 0.00% | No change | 42 | $3K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Reduce -100.0% | 38 | $2K |
| Northwestern Mutual Wealth Management Co. | 0.00% | No change | 38 | $2K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 37 | $2K |
| North Capital, Inc. | 0.00% | No change | 28 | $2K |
| True Wealth Design, LLC | 0.00% | No change | 25 | $2K |
| Whittier Trust Co. | 0.00% | No change | 18 | $1K |
| SBI Securities Co., Ltd. | 0.00% | Reduce -5.6% | 17 | $1K |
| Picton Mahoney Asset Management | 0.00% | No change | 22 | $1K |
| JPL Wealth Management, LLC | 0.00% | New | 15 | $980 |
| Physician Wealth Advisors, Inc. | 0.00% | No change | 11 | $719 |
| SouthState Bank Corp | 0.00% | No change | 11 | $719 |
| Fortitude Family Office, LLC | 0.00% | No change | 11 | $718 |
| Stone House Investment Management, LLC | 0.00% | New | 11 | $718 |
| Hughes Financial Services, LLC | 0.00% | No change | 11 | $683 |
| Rialto Wealth Management, LLC | 0.00% | No change | 10 | $654 |
| Guerra Advisors Inc | 0.00% | New | 10 | $653 |
| Clearstead Trust, LLC | 0.00% | No change | 8 | $523 |
| JFS Wealth Advisors, LLC | 0.00% | No change | 7 | $458 |
| IFP Advisors, Inc | 0.00% | Add +0.0% | 6 | $392 |
| Huntington National Bank | 0.00% | No change | 5 | $326 |
| DiNuzzo Private Wealth, Inc. | 0.00% | No change | 5 | $311 |
| Annis Gardner Whiting Capital Advisors, LLC | 0.00% | No change | 4 | $262 |
| Essential Partners LLC | 0.00% | No change | 4 | $261 |
| Advisory Services Network, LLC | 0.00% | New | 3 | $196 |
| Abound Wealth Management | 0.00% | No change | 3 | $196 |
| SJS Investment Consulting Inc. | 0.00% | No change | 2 | $131 |
| Root Financial Partners, LLC | 0.00% | New | 2 | $131 |
| Tortoise Investment Management, LLC | 0.00% | New | 1 | $65 |
| Turning Point Benefit Group, Inc. | 0.00% | New | 1 | $64 |
| Hemington Wealth Management | 0.00% | No change | 6 | $0 |
| Covestor Ltd | 0.00% | No change | 3 | $0 |
| Cloud Capital Management, LLC | 0.00% | New | 6 | $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.