Stepstone Group Inc. Class ASTEP
13F holders, Q4 2025 (December 31)260holders +3
30new positions
30sold out
5famous investors
$64.18avg. 13F price*
At the end of Q4 2025, 260 institutions reported holding Stepstone Group Inc. Class A (STEP) in their 13F filings, up 3 from Q3 2025. 30 opened new positions and 30 sold out. The largest holders were BlackRock, Inc. ($681.8M), Vanguard Group Inc. ($542.2M) and Wellington Management Group LLP ($399.6M). 5 famous investors held it, including Israel Englander (0.2% of Millennium Management's portfolio), Ron Baron (0.1% of Baron Capital (BAMCO)'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 Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 30 | $63.3M |
| Exits | 30 | $28.6M |
All 13F filers, Q3 2025 → Q4 2025: 6,209,431 shares bought and 4,607,058 shares sold, net +1,602,373 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 260 holders
| BlackRock, Inc. | 0.01% | Add +3.4% | 10,625,314 | $681.8M |
| Vanguard Group Inc. | 0.01% | Add +9.4% | 8,449,878 | $542.2M |
| Wellington Management Group LLP | 0.07% | Add +8.8% | 6,227,753 | $399.6M |
| T. Rowe Price Associates Inc. | 0.04% | Add +16.5% | 5,102,666 | $327.4M |
| Millennium Management | 0.21% | Add +14.4% | 4,456,150 | $286.0M |
| Pitcairn Wealth Advisors LLC | 23.33% | — | 4,040,795 | $259.3M |
| Invesco Ltd. | 0.02% | Reduce -3.2% | 4,006,305 | $257.1M |
| Capital World Investors | 0.03% | Add +3.2% | 3,056,795 | $196.2M |
| State Street Corp. | 0.01% | Reduce -0.1% | 2,755,041 | $176.8M |
| Geode Capital Management, LLC | 0.01% | Add +3.1% | 1,776,677 | $114.0M |
| Citadel Advisors | 0.07% | Add +6.0% | 1,599,158 | $102.6M |
| Franklin Resources Inc. | 0.02% | Add +0.7% | 1,182,791 | $75.9M |
| Alliancebernstein L.P. | 0.02% | Reduce -3.7% | 1,172,511 | $75.2M |
| JPMorgan Chase & Co. | 0.01% | Reduce -15.3% | 1,165,500 | $74.8M |
| FMR LLC | 0.00% | Reduce -43.7% | 1,030,785 | $66.1M |
| T. Rowe Price Investment Management, Inc. | 0.04% | Reduce -48.7% | 917,498 | $58.9M |
| Wasatch Advisors LP | 0.35% | Reduce -19.0% | 917,456 | $58.9M |
| Fred Alger Management, LLC | 0.23% | Add +5.3% | 906,072 | $58.1M |
| CIBC Private Wealth Group LLC | 0.10% | Reduce -3.7% | 899,550 | $57.7M |
| Raymond James Financial Inc. | 0.02% | Add +6.3% | 801,580 | $51.6M |
| Ameriprise Financial Inc. | 0.01% | Add +7.2% | 803,494 | $51.6M |
| Capital Research Global Investors | 0.01% | No change | 794,883 | $51.0M |
| Morgan Stanley | 0.00% | Add +45.7% | 793,149 | $50.9M |
| Westfield Capital Management Co. LP | 0.21% | Add +1.0% | 786,501 | $50.5M |
| Baron Capital (BAMCO) | 0.13% | Add +22.1% | 730,557 | $46.9M |
| Northern Trust Corp. | 0.01% | Reduce -5.0% | 679,805 | $43.6M |
| Charles Schwab Investment Management Inc. | 0.01% | Add +2.1% | 674,906 | $43.3M |
| William Blair Investment Management, LLC | 0.12% | Add +7.4% | 670,192 | $43.0M |
| Balyasny Asset Management L.P. | 0.08% | Add +61.0% | 617,247 | $39.6M |
| Holocene Advisors, LP | 0.07% | Add +2659.7% | 549,229 | $35.2M |
| Voya Investment Management LLC | 0.04% | Reduce -0.1% | 523,663 | $33.6M |
| Bank of New York Mellon Corp | 0.01% | Reduce -6.2% | 505,667 | $32.4M |
| Massachusetts Financial Services Co. | 0.01% | Reduce -52.4% | 461,037 | $29.6M |
| Neuberger Berman Group LLC | 0.02% | Add +3.4% | 404,667 | $26.0M |
| Loomis Sayles & Co. L P | 0.03% | Reduce -12.9% | 381,770 | $24.5M |
| Voloridge Investment Management, LLC | 0.08% | Add +25.3% | 370,239 | $23.8M |
| UBS Group AG | 0.00% | Reduce -39.9% | 363,347 | $23.3M |
| TimesSquare Capital Management, LLC | 0.34% | New | 353,697 | $22.7M |
| GMO | 0.06% | Reduce -41.1% | 352,370 | $22.6M |
| Principal Financial Group Inc. | 0.01% | Reduce -28.6% | 347,925 | $22.3M |
| Nuveen, LLC | 0.01% | Add +0.1% | 298,880 | $19.2M |
| Granahan Investment Management, LLC | 0.79% | Reduce -24.3% | 288,709 | $18.5M |
| Wells Fargo & Company | 0.00% | Add +16.2% | 272,895 | $17.5M |
| Bank of America Corp. | 0.00% | Reduce -6.3% | 269,970 | $17.3M |
| Segall Bryant & Hamill, LLC | 0.23% | Add +4.7% | 269,571 | $17.3M |
| Rockefeller Capital Management L.P. | 0.03% | Add +24.7% | 258,448 | $16.6M |
| Public Sector Pension Investment Board | 0.05% | Reduce -10.6% | 251,962 | $16.2M |
| Tidal Investments LLC | 0.06% | Add +25.1% | 231,560 | $14.9M |
| Victory Capital Management Inc. | 0.01% | Add +5.9% | 215,928 | $13.9M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -32.5% | 204,459 | $13.1M |
| Adage Capital Partners Gp, L.L.C. | 0.02% | New | 203,695 | $13.1M |
| State of Wisconsin Investment Board | 0.03% | Add +4.2% | 189,537 | $12.2M |
| Schonfeld Strategic Advisors LLC | 0.06% | Add +309.2% | 184,261 | $11.8M |
| Rhumbline Advisers | 0.01% | Reduce -7.1% | 183,102 | $11.7M |
| Legal & General Group Plc | 0.00% | Reduce -5.4% | 178,518 | $11.5M |
| Lazard Asset Management LLC | 0.02% | Reduce -25.0% | 169,861 | $10.9M |
| Hudson Bay Capital Management LP | 0.06% | Add +1.9% | 159,794 | $10.3M |
| Woodline Partners LP | 0.04% | New | 150,870 | $9.7M |
| Swiss National Bank | 0.01% | Add +1.8% | 139,500 | $9.0M |
| Prana Capital Management, LP | 0.30% | Add +17.2% | 130,221 | $8.4M |
| Engle Capital Management, L.P. | 3.22% | Add +2.4% | 130,000 | $8.3M |
| Barclays PLC | 0.00% | Add +5.5% | 117,097 | $7.5M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +296402.6% | 112,671 | $7.2M |
| First Trust Advisors LP | 0.01% | Add +50.8% | 107,411 | $6.9M |
| Prudential Financial Inc. | 0.01% | Reduce -14.8% | 84,125 | $5.4M |
| National Bank of Canada | 0.01% | Add +7.8% | 76,715 | $4.9M |
| Trillium Asset Management, LLC | 0.14% | Reduce -16.5% | 68,458 | $4.6M |
| Thornburg Investment Management Inc. | 0.06% | Reduce -2.7% | 71,137 | $4.6M |
| California State Teachers Retirement System | 0.00% | Add +14.8% | 69,065 | $4.4M |
| Thrivent Financial for Lutherans | 0.01% | Reduce -17.4% | 65,191 | $4.2M |
| Natixis | 0.02% | New | 65,000 | $4.2M |
| Cinctive Capital Management LP | 0.23% | New | 62,443 | $4.0M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -23.9% | 59,699 | $3.8M |
| LPL Financial LLC | 0.00% | Add +251.8% | 58,069 | $3.7M |
| Deutsche Bank AG | 0.00% | Add +10.4% | 57,481 | $3.7M |
| Teachers Retirement System of the State of Kentucky | 0.03% | Add +4.5% | 57,005 | $3.7M |
| Sei Investments Co. | 0.00% | Reduce -7.7% | 55,431 | $3.6M |
| PDT Partners, LLC | 0.21% | Reduce -6.5% | 50,422 | $3.2M |
| Creative Planning | 0.00% | Add +12.9% | 50,148 | $3.2M |
| Pathstone Holdings, LLC | 0.01% | Add +2.1% | 48,777 | $3.1M |
| Public Employees Retirement System of Ohio | 0.01% | Reduce -5.4% | 48,207 | $3.1M |
| Van Eck Associates Corp. | 0.00% | Add +44.9% | 47,791 | $3.1M |
| State of Alaska, Department of Revenue | 0.03% | Add +29.4% | 47,036 | $3.0M |
| Natixis Advisors, LLC | 0.00% | Add +14.7% | 45,652 | $2.9M |
| HighTower Advisors, LLC | 0.00% | Add +3.1% | 44,573 | $2.9M |
| Harbor Capital Advisors, Inc. | 0.21% | Add +6.2% | 42,031 | $2.7M |
| MetLife Investment Management, LLC | 0.01% | Reduce -5.2% | 38,599 | $2.5M |
| Credit Agricole S A | 0.01% | No change | 38,397 | $2.5M |
| State of New Jersey Common Pension Fund D | 0.01% | Reduce -1.0% | 35,864 | $2.3M |
| Manufacturers Life Insurance Company, The | 0.00% | Reduce -3.2% | 34,742 | $2.2M |
| Louisiana State Employees Retirement System | 0.04% | Add +0.3% | 33,300 | $2.1M |
| Susquehanna Portfolio Strategies, LLC | 0.03% | Reduce -14.2% | 32,525 | $2.1M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Add +0.0% | 32,430 | $2.1M |
| Twinbeech Capital LP | 0.15% | New | 32,134 | $2.1M |
| Y-Intercept (Hong Kong) Ltd | 0.04% | New | 30,387 | $1.9M |
| Janus Henderson Group PLC | 0.00% | No change | 29,998 | $1.9M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | Add +9.4% | 29,379 | $1.9M |
| Keebeck Wealth Management | 0.22% | Reduce -8.8% | 29,048 | $1.9M |
| SG Americas Securities, LLC | 0.00% | New | 28,438 | $1.8M |
| Alps Advisors Inc. | 0.01% | Reduce -0.7% | 27,300 | $1.8M |
| Aquatic Capital Management LLC | 0.05% | Reduce -28.8% | 25,937 | $1.7M |
| Intech Investment Management LLC | 0.01% | No change | 24,899 | $1.6M |
| Dimensional Fund Advisors LP | 0.00% | Reduce -31.6% | 24,891 | $1.6M |
| Handelsbanken Fonder AB | 0.00% | Add +76.5% | 23,528 | $1.5M |
| Yousif Capital Management, LLC | 0.02% | Reduce -11.6% | 19,843 | $1.5M |
| BNP Paribas Financial Markets | 0.00% | Add +15.5% | 22,655 | $1.5M |
| New York State Common Retirement Fund | 0.00% | Add +7.6% | 22,554 | $1.4M |
| Moody National Bank Trust Division | 0.13% | Add +0.4% | 21,396 | $1.4M |
| Amalgamated Bank | 0.01% | Add +0.8% | 20,920 | $1.3M |
| AQR Capital Management | 0.00% | Add +9.2% | 20,255 | $1.3M |
| Blair William & Co. | 0.00% | Add +25.5% | 20,042 | $1.3M |
| Arizona State Retirement System | 0.01% | Reduce -7.0% | 19,444 | $1.2M |
| Police & Firemen's Retirement System of New Jersey | 0.01% | Add +1.9% | 19,070 | $1.2M |
| Citigroup Inc. | 0.00% | Reduce -27.2% | 18,405 | $1.2M |
| Stifel Financial Corp. | 0.00% | Reduce -20.3% | 18,292 | $1.2M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.01% | Reduce -2.1% | 18,021 | $1.2M |
| State of Tennessee, Department of Treasury | 0.00% | Reduce -11.8% | 16,247 | $1.1M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.00% | Add +7.0% | 17,402 | $1.1M |
| Oregon Public Employees Retirement Fund | 0.01% | Add +2.5% | 16,695 | $1.1M |
| Quantinno Capital Management LP | 0.00% | Add +75.4% | 16,172 | $1.0M |
| Comerica Bank | 0.00% | Reduce -75.4% | 15,873 | $1.0M |
| New York State Teachers Retirement System | 0.00% | Add +0.7% | 15,500 | $995K |
| State Board of Administration of Florida Retirement System | 0.00% | No change | 15,409 | $989K |
| KLP Kapitalforvaltning As | 0.00% | No change | 15,100 | $969K |
| Sumitomo Mitsui Trust Group, Inc. | 0.00% | No change | 14,864 | $954K |
| TD Asset Management Inc | 0.00% | Reduce -56.5% | 14,848 | $953K |
| Cibc World Market Inc. | 0.00% | Add +0.6% | 14,535 | $933K |
| Susquehanna International Group, LLP | 0.00% | New | 14,431 | $926K |
| Meketa Investment Group Inc. | 3.12% | No change | 14,363 | $922K |
| XTX Topco Ltd | 0.02% | Add +114.6% | 14,318 | $919K |
| Truist Financial Corp. | 0.00% | Add +24.3% | 13,777 | $884K |
| ProShare Advisors LLC | 0.00% | Add +3.1% | 13,604 | $873K |
| Gsa Capital Partners LLP | 0.07% | New | 12,389 | $795K |
| Smith Group Asset Management, LLC | 0.04% | Add +2.9% | 11,745 | $754K |
| Amundi | 0.00% | Reduce -19.4% | 11,571 | $742K |
| Maryland State Retirement & Pension System | 0.01% | Add +3.1% | 10,716 | $688K |
| Guggenheim Capital LLC | 0.01% | New | 10,627 | $682K |
| Pictet Asset Management Holding SA | 0.00% | Add +8.6% | 10,410 | $668K |
| Oppenheimer Asset Management Inc. | 0.01% | Reduce -10.2% | 9,787 | $628K |
| Cetera Investment Advisers | 0.00% | Add +1.7% | 9,689 | $622K |
| Russell Investments Group, Ltd. | 0.00% | Reduce -3.5% | 8,628 | $554K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 8,563 | $549K |
| Mutual of America Capital Management LLC | 0.01% | Add +2.8% | 8,320 | $534K |
| Corient Private Wealth LP | 0.00% | Add +19.2% | 7,954 | $511K |
| Engineers Gate Manager LP | 0.01% | New | 7,490 | $481K |
| Brevan Howard Capital Management LP | 0.01% | Add +98.4% | 7,433 | $477K |
| PNC Financial Services Group, Inc. | 0.00% | Add +4.5% | 6,899 | $443K |
| Royal Bank of Canada | 0.00% | Reduce -86.3% | 6,340 | $407K |
| Keybank National Association | 0.00% | Add +10.5% | 5,897 | $378K |
| Verition Fund Management LLC | 0.00% | Reduce -37.0% | 5,800 | $372K |
| Praxis Investment Management Inc. | 0.02% | No change | 5,670 | $364K |
| Ameritas Investment Partners, Inc. | 0.01% | Reduce -2.8% | 5,666 | $364K |
| Xponance LLC | 0.00% | Add +0.8% | 5,527 | $355K |
| Federation des caisses Desjardins du Quebec | 0.00% | Add +22.2% | 5,457 | $350K |
| Evergreen Capital Management LLC | 0.01% | Reduce -9.1% | 5,336 | $342K |
| O'shaughnessy Asset Management, LLC | 0.00% | Reduce -4.0% | 5,182 | $333K |
| Mirae Asset Global Investments Co., Ltd. | 0.00% | No change | 4,958 | $318K |
| Cim, LLC | 0.04% | Reduce -5.7% | 4,939 | $317K |
| Bank of Montreal | 0.00% | Add +0.2% | 4,886 | $314K |
| Cibc World Markets Corp. | 0.00% | — | 4,618 | $296K |
| Centiva Capital, LP | 0.02% | New | 4,418 | $284K |
| Mackenzie Financial Corp. | 0.00% | Reduce -0.8% | 4,372 | $282K |
| WINTON GROUP Ltd | 0.01% | Reduce -83.1% | 4,311 | $277K |
| Sanctuary Advisors, LLC | 0.00% | Add +2.2% | 4,203 | $270K |
| &partners | 0.00% | Add +12.1% | 4,137 | $265K |
| STRS Ohio | 0.00% | Reduce -10.9% | 4,100 | $263K |
| VARCOV Co. | 0.09% | — | 3,705 | $238K |
| New Age Alpha Advisors, LLC | 0.01% | Reduce -11.5% | 3,599 | $231K |
| Glenmede Trust Co. NA | 0.00% | — | 3,597 | $231K |
| Farther Finance Advisors, LLC | 0.00% | Add +463.7% | 3,585 | $230K |
| Atria Investments, Inc | 0.00% | Reduce -7.6% | 3,499 | $225K |
| Ethic Inc. | 0.00% | New | 3,447 | $221K |
| Swiss Life Asset Management Ltd | 0.00% | No change | 3,254 | $209K |
| Profund Advisors LLC | 0.01% | Reduce -0.7% | 3,205 | $206K |
| Crossmark Global Holdings, Inc. | 0.00% | No change | 3,154 | $202K |
| CIBC Asset Management Inc | 0.00% | Reduce -21.1% | 3,152 | $202K |
| Abel Hall, LLC | 0.05% | New | 3,126 | $201K |
| EverSource Wealth Advisors, LLC | 0.01% | Add +14.2% | 2,790 | $179K |
| US Bancorp \de | 0.00% | Add +1203.3% | 2,724 | $175K |
| KBC Group NV | 0.00% | Add +30.0% | 2,537 | $163K |
| Cwm, LLC | 0.00% | Add +2.9% | 1,913 | $123K |
| Tema ETFs LLC | 0.01% | New | 1,911 | $123K |
| Clearstead Advisors, LLC | 0.00% | Add +189.7% | 1,683 | $108K |
| Quadrant Capital Group LLC | 0.00% | Add +27.1% | 1,423 | $91K |
| GAMMA Investing LLC | 0.00% | Add +13.1% | 1,413 | $91K |
| Pinnacle Wealth Planning Services, Inc. | 0.01% | New | 1,273 | $82K |
| AlphaQuest LLC | 0.00% | Reduce -58.5% | 1,258 | $81K |
| Nisa Investment Advisors, LLC | 0.00% | Add +10.6% | 1,013 | $65K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -62.7% | 948 | $61K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | Reduce -1.9% | 780 | $55K |
| Spire Wealth Management | 0.00% | Add +60.0% | 800 | $51K |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.00% | Add +47.2% | 780 | $50K |
| Versant Capital Management, Inc | 0.01% | No change | 661 | $42K |
| Fifth Third Bancorp | 0.00% | Add +58.6% | 544 | $35K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 527 | $34K |
| Harvest Fund Management Co., Ltd | 0.00% | No change | 512 | $33K |
| Signaturefd, LLC | 0.00% | Add +12.3% | 482 | $31K |
| Sterling Capital Management LLC | 0.00% | Add +167.5% | 452 | $29K |
| Larson Financial Group LLC | 0.00% | Add +35.8% | 451 | $29K |
| Salomon & Ludwin, LLC | 0.00% | Add +105.0% | 414 | $28K |
| Osaic Holdings, Inc. | 0.00% | Reduce -79.1% | 419 | $27K |
| UMB Bank, n.a. | 0.00% | Add +43.1% | 382 | $25K |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | No change | 368 | $25K |
| Bessemer Group Inc. | 0.00% | Add +103.9% | 365 | $24K |
| Los Angeles Capital Management LLC | 0.00% | New | 326 | $20K |
| Quarry LP | 0.00% | Reduce -41.6% | 300 | $19K |
| Danske Bank A/S | 0.00% | No change | 300 | $19K |
| Hantz Financial Services, Inc. | 0.00% | Add +85.3% | 289 | $19K |
| Arax Advisory Partners | 0.00% | New | 271 | $17K |
| Smartleaf Asset Management LLC | 0.00% | Add +84.3% | 247 | $16K |
| Kemnay Advisory Services Inc. | 0.00% | New | 236 | $15K |
| Jones Financial Companies LLLP | 0.00% | Add +163.9% | 227 | $15K |
| Parallel Advisors, LLC | 0.00% | Add +11.4% | 186 | $12K |
| Optiver Holding B.V. | 0.00% | Reduce -47.9% | 184 | $12K |
| Bare Financial Services, Inc | 0.00% | Add +17.9% | 171 | $11K |
| Allworth Financial LP | 0.00% | Reduce -18.8% | 164 | $11K |
| SageView Advisory Group, LLC | 0.00% | New | 140 | $9K |
| Aster Capital Management (DIFC) Ltd | 0.00% | Reduce -76.0% | 120 | $8K |
| Rothschild Investment LLC | 0.00% | Reduce -57.9% | 115 | $7K |
| Bell Investment Advisors, Inc | 0.00% | New | 102 | $7K |
| Assetmark, Inc. | 0.00% | Reduce -15.3% | 83 | $5K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | No change | 72 | $5K |
| Sound Income Strategies, LLC | 0.00% | New | 58 | $4K |
| High Note Wealth, LLC | 0.00% | Reduce -9.7% | 65 | $4K |
| Global Retirement Partners, LLC | 0.00% | No change | 65 | $4K |
| First Pacific Financial | 0.00% | New | 61 | $4K |
| SouthState Bank Corp | 0.00% | Add +354.6% | 50 | $3K |
| Wolff Wiese Magana LLC | 0.00% | No change | 48 | $3K |
| Covestor Ltd | 0.00% | Add +1266.7% | 41 | $3K |
| Parkside Financial Bank & Trust | 0.00% | Add +2.4% | 43 | $3K |
| Northwestern Mutual Wealth Management Co. | 0.00% | No change | 38 | $2K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 37 | $2K |
| True Wealth Design, LLC | 0.00% | No change | 25 | $2K |
| Picton Mahoney Asset Management | 0.00% | No change | 22 | $1K |
| Whittier Trust Co. | 0.00% | No change | 18 | $1K |
| MAI Capital Management | 0.00% | New | 18 | $1K |
| Golden State Wealth Management, LLC | 0.00% | New | 18 | $1K |
| Physician Wealth Advisors, Inc. | 0.00% | Add +54.5% | 17 | $1K |
| SBI Securities Co., Ltd. | 0.00% | No change | 17 | $1K |
| Ankerstar Wealth, LLC | 0.00% | — | 11 | $706 |
| Fortitude Family Office, LLC | 0.00% | No change | 11 | $706 |
| Stone House Investment Management, LLC | 0.00% | No change | 11 | $706 |
| Hughes Financial Services, LLC | 0.00% | No change | 11 | $706 |
| Rialto Wealth Management, LLC | 0.00% | No change | 10 | $642 |
| Gilpin Wealth Management, LLC | 0.00% | — | 7 | $450 |
| JFS Wealth Advisors, LLC | 0.00% | No change | 7 | $450 |
| IFP Advisors, Inc | 0.00% | No change | 6 | $385 |
| TD Capital Management LLC | 0.00% | New | 5 | $322 |
| DiNuzzo Private Wealth, Inc. | 0.00% | No change | 5 | $321 |
| Essential Partners LLC | 0.00% | No change | 4 | $257 |
| Annis Gardner Whiting Capital Advisors, LLC | 0.00% | No change | 4 | $257 |
| Keating Financial Advisory Services, Inc. | 0.00% | — | 4 | $257 |
| Harbour Investments, Inc. | 0.00% | New | 3 | $193 |
| Abound Wealth Management | 0.00% | No change | 3 | $193 |
| SJS Investment Consulting Inc. | 0.00% | No change | 2 | $129 |
| Root Financial Partners, LLC | 0.00% | No change | 2 | $128 |
| Dunhill Financial, LLC | 0.00% | New | 1 | $92 |
| Huntington National Bank | 0.00% | Reduce -80.0% | 1 | $64 |
| Turning Point Benefit Group, Inc. | 0.00% | No change | 1 | $64 |
| Optima Capital LLC | 0.00% | New | 1 | $64 |
"% 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.