Stepstone Group Inc. Class ASTEP
13F holders, Q1 2026 (March 31)263holders +3
52new positions
51sold out
8famous investors
$48.52avg. 13F price*
At the end of Q1 2026, 263 institutions reported holding Stepstone Group Inc. Class A (STEP) in their 13F filings, up 3 from Q4 2025. 52 opened new positions and 51 sold out. The largest holders were BlackRock, Inc. ($564.4M), Millennium Management ($342.3M) and Pitcairn Wealth Advisors LLC ($259.3M). 8 famous investors held it, including Israel Englander (0.3% 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 Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 52 | $166.7M |
| Exits | 51 | $177.4M |
All 13F filers, Q4 2025 → Q1 2026: 14,848,606 shares bought and 11,767,694 shares sold, net +3,080,912 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 263 holders
| BlackRock, Inc. | 0.01% | Add +11.3% | 11,827,188 | $564.4M |
| Millennium Management | 0.27% | Add +61.0% | 7,173,424 | $342.3M |
| Pitcairn Wealth Advisors LLC | 23.86% | No change | 4,040,795 | $259.3M |
| Wellington Management Group LLP | 0.05% | Reduce -15.9% | 5,240,073 | $250.1M |
| T. Rowe Price Associates Inc. | 0.03% | Reduce -4.5% | 4,873,759 | $232.6M |
| Vanguard Portfolio Management LLC | 0.01% | — | 4,484,935 | $214.0M |
| Vanguard Capital Management LLC | 0.00% | — | 3,525,956 | $168.3M |
| Capital World Investors | 0.02% | Add +7.0% | 3,271,525 | $156.1M |
| State Street Corp. | 0.00% | Add +4.2% | 2,869,762 | $136.9M |
| Citadel Advisors | 0.07% | Add +22.9% | 1,964,827 | $93.8M |
| Geode Capital Management, LLC | 0.01% | Add +9.8% | 1,951,359 | $93.1M |
| William Blair Investment Management, LLC | 0.30% | Add +185.7% | 1,914,477 | $91.4M |
| JPMorgan Chase & Co. | 0.00% | Add +27.0% | 1,479,884 | $68.8M |
| Balyasny Asset Management L.P. | 0.14% | Add +131.0% | 1,425,899 | $68.0M |
| Adage Capital Partners Gp, L.L.C. | 0.10% | Add +549.6% | 1,323,243 | $63.1M |
| Westfield Capital Management Co. LP | 0.24% | Add +49.8% | 1,177,971 | $56.2M |
| FMR LLC | 0.00% | Reduce -3.5% | 995,155 | $47.5M |
| Franklin Resources Inc. | 0.01% | Reduce -17.4% | 977,423 | $46.6M |
| Wasatch Advisors LP | 0.29% | Add +0.5% | 921,720 | $44.0M |
| Samlyn Capital, LLC | 0.73% | New | 895,445 | $42.7M |
| Junto Capital Management LP | 0.87% | New | 855,722 | $40.8M |
| Baron Capital (BAMCO) | 0.12% | Add +13.7% | 830,574 | $39.6M |
| Capital Research Global Investors | 0.01% | No change | 794,883 | $37.9M |
| Morgan Stanley | 0.00% | Reduce -5.8% | 747,047 | $35.6M |
| Northern Trust Corp. | 0.00% | Add +7.0% | 727,036 | $34.7M |
| Raymond James Financial Inc. | 0.01% | Reduce -8.4% | 734,004 | $34.6M |
| Charles Schwab Investment Management Inc. | 0.00% | Reduce -3.6% | 650,628 | $31.0M |
| Goldman Sachs Group Inc. | 0.00% | Add +185.4% | 583,611 | $27.8M |
| UBS Group AG | 0.00% | Add +43.2% | 520,414 | $24.8M |
| Vanguard Fiduciary Trust Co. | 0.01% | — | 514,026 | $24.5M |
| Fred Alger Management, LLC | 0.11% | Reduce -43.5% | 512,242 | $24.4M |
| Invesco Ltd. | 0.00% | Reduce -87.5% | 500,655 | $23.9M |
| Bank of New York Mellon Corp | 0.00% | Reduce -2.8% | 491,736 | $23.5M |
| Voloridge Investment Management, LLC | 0.08% | Add +17.0% | 433,168 | $20.7M |
| Bank of America Corp. | 0.00% | Add +53.6% | 414,722 | $19.8M |
| SG Americas Securities, LLC | 0.02% | Add +1314.5% | 402,245 | $19.2M |
| TimesSquare Capital Management, LLC | 0.32% | Add +10.5% | 390,800 | $18.6M |
| Principal Financial Group Inc. | 0.01% | Add +3.5% | 360,253 | $17.2M |
| Lazard Asset Management LLC | 0.03% | Add +95.7% | 332,328 | $15.9M |
| GMO | 0.04% | Reduce -11.4% | 312,011 | $14.9M |
| Rockefeller Capital Management L.P. | 0.03% | Add +19.1% | 307,710 | $14.7M |
| Nuveen, LLC | 0.00% | Add +0.2% | 299,437 | $14.3M |
| Squarepoint Ops LLC | 0.03% | New | 282,234 | $13.5M |
| Tidal Investments LLC | 0.04% | Add +21.5% | 281,313 | $13.4M |
| Public Sector Pension Investment Board | 0.04% | Add +4.7% | 263,785 | $12.6M |
| Segall Bryant & Hamill, LLC | 0.18% | Reduce -4.9% | 256,294 | $12.2M |
| Engle Capital Management, L.P. | 3.86% | Add +82.5% | 237,216 | $11.3M |
| Inherent Management Corp. | 5.67% | New | 233,729 | $11.2M |
| Wells Fargo & Company | 0.00% | Reduce -18.3% | 223,040 | $10.6M |
| Granahan Investment Management, LLC | 0.49% | Reduce -26.7% | 211,626 | $10.1M |
| Woodline Partners LP | 0.04% | Add +34.8% | 203,376 | $9.7M |
| Rhumbline Advisers | 0.01% | Add +3.3% | 189,137 | $9.0M |
| Point72 Asset Management | 0.02% | New | 187,068 | $8.9M |
| State of Wisconsin Investment Board | 0.02% | Reduce -3.7% | 182,601 | $8.7M |
| Schonfeld Strategic Advisors LLC | 0.07% | Reduce -5.2% | 174,688 | $8.3M |
| Legal & General Group Plc | 0.00% | Reduce -9.2% | 162,107 | $7.7M |
| Ameriprise Financial Inc. | 0.00% | Reduce -80.1% | 160,206 | $7.6M |
| AQR Capital Management | 0.00% | Add +659.5% | 153,828 | $7.3M |
| Swiss National Bank | 0.00% | No change | 139,500 | $6.7M |
| Quantinno Capital Management LP | 0.01% | Add +694.1% | 128,427 | $6.1M |
| Advent International, L.P. | 0.14% | New | 120,135 | $5.7M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Reduce -0.2% | 112,490 | $5.4M |
| Alliancebernstein L.P. | 0.00% | Reduce -93.0% | 82,025 | $5.3M |
| First Trust Advisors LP | 0.00% | Reduce -7.1% | 99,793 | $4.8M |
| Corient Private Wealth LP | 0.01% | Add +1175.8% | 101,481 | $4.6M |
| Healthcare of Ontario Pension Plan Trust Fund | 0.01% | New | 96,185 | $4.6M |
| Jain Global LLC | 0.06% | New | 93,238 | $4.4M |
| Renaissance Technologies | 0.01% | New | 91,500 | $4.4M |
| Van Eck Associates Corp. | 0.00% | Add +82.4% | 87,154 | $4.2M |
| Barclays PLC | 0.00% | Reduce -26.7% | 85,864 | $4.1M |
| XTX Topco Ltd | 0.07% | Add +495.0% | 85,190 | $4.1M |
| Prudential Financial Inc. | 0.00% | Add +0.1% | 84,195 | $4.0M |
| California State Teachers Retirement System | 0.00% | Add +21.3% | 83,786 | $4.0M |
| Sei Investments Co. | 0.00% | Add +50.1% | 83,219 | $4.0M |
| HSBC Holdings PLC | 0.00% | New | 80,721 | $3.9M |
| Neuberger Berman Group LLC | 0.00% | Reduce -80.5% | 78,966 | $3.8M |
| Trexquant Investment LP | 0.03% | New | 73,589 | $3.5M |
| Trillium Asset Management, LLC | 0.11% | Reduce -9.2% | 62,133 | $3.2M |
| Prana Capital Management, LP | 0.10% | Reduce -48.9% | 66,503 | $3.2M |
| Envestnet Asset Management Inc. | 0.00% | Add +9.3% | 65,278 | $3.1M |
| Thrivent Financial for Lutherans | 0.01% | Reduce -1.2% | 64,386 | $3.1M |
| Deutsche Bank AG | 0.00% | Add +11.4% | 64,050 | $3.1M |
| VANGUARD ASSET MANAGEMENT, Ltd | 0.00% | — | 64,027 | $3.1M |
| Congress Asset Management Co. | 0.02% | New | 62,909 | $3.0M |
| Bessemer Group Inc. | 0.00% | Add +15526.3% | 57,036 | $2.7M |
| Tudor Investment Corporation | 0.01% | New | 55,317 | $2.6M |
| Kingsview Wealth Management, LLC | 0.04% | New | 54,337 | $2.6M |
| Delta Global Management LP | 0.21% | New | 54,000 | $2.6M |
| National Bank of Canada | 0.00% | Reduce -30.8% | 53,056 | $2.5M |
| BNP Paribas Financial Markets | 0.00% | Add +113.6% | 48,388 | $2.3M |
| Public Employees Retirement System of Ohio | 0.01% | No change | 48,207 | $2.3M |
| State of Alaska, Department of Revenue | 0.02% | Reduce -1.4% | 46,373 | $2.2M |
| Susquehanna International Group, LLP | 0.00% | Add +217.2% | 45,773 | $2.2M |
| US Bancorp \de | 0.00% | Add +1580.1% | 45,765 | $2.2M |
| Mackenzie Financial Corp. | 0.00% | Add +895.3% | 43,514 | $2.1M |
| State of New Jersey Common Pension Fund D | 0.01% | Add +16.6% | 41,802 | $2.0M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | Add +34.0% | 39,358 | $1.9M |
| MetLife Investment Management, LLC | 0.01% | Add +1.0% | 38,994 | $1.9M |
| Susquehanna Fundamental Investments, LLC | 0.07% | New | 37,712 | $1.8M |
| Pathstone Holdings, LLC | 0.01% | Reduce -24.3% | 36,941 | $1.8M |
| Natixis Advisors, LLC | 0.00% | Reduce -19.2% | 36,893 | $1.8M |
| Teachers Retirement System of the State of Kentucky | 0.01% | Reduce -36.9% | 35,960 | $1.7M |
| Walleye Capital LLC | 0.01% | New | 34,282 | $1.6M |
| Manufacturers Life Insurance Company, The | 0.00% | Reduce -1.7% | 34,156 | $1.6M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Add +0.9% | 32,731 | $1.6M |
| Louisiana State Employees Retirement System | 0.03% | Reduce -1.8% | 32,700 | $1.6M |
| Jones Financial Companies LLLP | 0.00% | Add +14786.8% | 33,793 | $1.5M |
| Janus Henderson Group PLC | 0.00% | No change | 29,998 | $1.4M |
| Vanguard Global Advisers, LLC | 0.00% | — | 29,679 | $1.4M |
| WINTON GROUP Ltd | 0.05% | Add +584.8% | 29,522 | $1.4M |
| State of Tennessee, Department of Treasury | 0.00% | Add +80.0% | 29,237 | $1.4M |
| Keebeck Wealth Management | 0.16% | No change | 29,048 | $1.4M |
| Alps Advisors Inc. | 0.01% | Add +4.3% | 28,475 | $1.4M |
| Susquehanna Portfolio Strategies, LLC | 0.02% | Reduce -15.4% | 27,530 | $1.3M |
| Bokf, NA | 0.02% | New | 25,000 | $1.2M |
| Creative Planning | 0.00% | Reduce -51.0% | 24,561 | $1.2M |
| Citigroup Inc. | 0.00% | Add +33.3% | 24,532 | $1.2M |
| Handelsbanken Fonder AB | 0.00% | Add +2.5% | 24,128 | $1.2M |
| Dimensional Fund Advisors LP | 0.00% | Reduce -3.7% | 23,965 | $1.1M |
| Quantbot Technologies LP | 0.04% | New | 22,774 | $1.1M |
| New York State Common Retirement Fund | 0.00% | No change | 22,554 | $1.1M |
| Arax Advisory Partners | 0.03% | Add +8059.8% | 22,113 | $1.1M |
| Aquatic Capital Management LLC | 0.03% | Reduce -14.8% | 22,093 | $1.1M |
| Amalgamated Bank | 0.01% | Add +0.9% | 21,102 | $1.0M |
| HRT Financial LP | 0.00% | New | 20,421 | $974K |
| Yousif Capital Management, LLC | 0.01% | Reduce -0.9% | 19,672 | $939K |
| Engineers Gate Manager LP | 0.01% | Add +160.6% | 19,516 | $931K |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.00% | Add +11.7% | 19,445 | $928K |
| Arizona State Retirement System | 0.01% | Reduce -0.1% | 19,419 | $927K |
| Los Angeles Capital Management LLC | 0.00% | Add +5851.8% | 19,403 | $926K |
| Brevan Howard Capital Management LP | 0.01% | Add +161.1% | 19,406 | $919K |
| Police & Firemen's Retirement System of New Jersey | 0.01% | No change | 19,070 | $910K |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.00% | Add +1.2% | 18,234 | $870K |
| CIBC Bancorp USA Inc. | 0.00% | — | 18,043 | $867K |
| Amundi | 0.00% | Add +51.7% | 17,550 | $838K |
| Vanguard Investments Australia, Ltd. | 0.00% | — | 17,413 | $831K |
| Oregon Public Employees Retirement Fund | 0.01% | Add +1.2% | 16,895 | $806K |
| Moody National Bank Trust Division | 0.08% | Reduce -22.0% | 16,683 | $796K |
| Fifth Third Bancorp | 0.00% | Add +2927.6% | 16,470 | $786K |
| Stifel Financial Corp. | 0.00% | Reduce -10.8% | 16,311 | $778K |
| Thornburg Investment Management Inc. | 0.01% | Reduce -77.2% | 16,225 | $774K |
| Intech Investment Management LLC | 0.01% | Reduce -35.3% | 16,108 | $769K |
| KLP Kapitalforvaltning As | 0.00% | Add +3.3% | 15,600 | $744K |
| LPL Financial LLC | 0.00% | Reduce -73.2% | 15,549 | $742K |
| State Board of Administration of Florida Retirement System | 0.00% | No change | 15,409 | $735K |
| Sumitomo Mitsui Trust Group, Inc. | 0.00% | No change | 14,864 | $709K |
| Russell Investments Group, Ltd. | 0.00% | Add +70.8% | 14,732 | $703K |
| Cibc World Market Inc. | 0.00% | Reduce -1.6% | 14,310 | $683K |
| Blair William & Co. | 0.00% | Reduce -34.0% | 13,224 | $631K |
| New York State Teachers Retirement System | 0.00% | Reduce -14.7% | 13,219 | $631K |
| Smith Group Asset Management, LLC | 0.03% | Add +8.3% | 12,725 | $607K |
| STRS Ohio | 0.00% | Add +197.6% | 12,200 | $582K |
| Victory Capital Management Inc. | 0.00% | Reduce -94.4% | 12,133 | $579K |
| Truist Financial Corp. | 0.00% | Reduce -13.7% | 11,893 | $568K |
| Gsa Capital Partners LLP | 0.03% | Reduce -6.7% | 11,561 | $552K |
| Cwm, LLC | 0.00% | Add +497.6% | 11,432 | $546K |
| Voya Investment Management LLC | 0.00% | Reduce -97.8% | 11,365 | $542K |
| Fox Run Management, L.L.C. | 0.09% | New | 11,630 | $541K |
| Pictet Asset Management Holding SA | 0.00% | Add +7.2% | 11,161 | $533K |
| Mangrove Partners Im, LLC | 0.04% | New | 11,135 | $531K |
| ProShare Advisors LLC | 0.00% | Reduce -19.9% | 10,900 | $520K |
| Maryland State Retirement & Pension System | 0.01% | Add +0.6% | 10,784 | $515K |
| Bull Harbor Capital LLC | 0.13% | — | 9,813 | $468K |
| Two Sigma Securities, LLC | 0.05% | New | 9,163 | $437K |
| Dynamic Technology Lab Private Ltd | 0.07% | New | 8,873 | $423K |
| PNC Financial Services Group, Inc. | 0.00% | Add +26.9% | 8,753 | $418K |
| Jump Financial, LLC | 0.01% | New | 8,743 | $417K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 8,563 | $409K |
| Mutual of America Capital Management LLC | 0.00% | Add +1.4% | 8,438 | $403K |
| Cetera Investment Advisers | 0.00% | Reduce -14.1% | 8,319 | $397K |
| Numerai GP LLC | 0.04% | New | 8,218 | $392K |
| Fieldview Capital Management, LLC | 0.11% | New | 8,013 | $382K |
| Mercer Global Advisors Inc. | 0.00% | New | 7,438 | $355K |
| Oppenheimer Asset Management Inc. | 0.00% | Reduce -24.6% | 7,384 | $352K |
| Capstone Investment Advisors, LLC | 0.00% | New | 7,365 | $351K |
| Hudson Bay Capital Management LP | 0.00% | Reduce -95.8% | 6,780 | $324K |
| Xponance LLC | 0.00% | Add +19.4% | 6,602 | $315K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | New | 6,553 | $308K |
| Royal Bank of Canada | 0.00% | Add +0.5% | 6,373 | $304K |
| Captrust Financial Advisors | 0.00% | New | 6,074 | $290K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +1020.3% | 5,904 | $282K |
| Ameritas Investment Partners, Inc. | 0.01% | No change | 5,666 | $270K |
| Bank of Montreal | 0.00% | Add +10.1% | 5,381 | $257K |
| Brooklyn Investment Group | 0.01% | New | 4,696 | $224K |
| Swiss Life Asset Management Ltd | 0.00% | Add +41.9% | 4,617 | $220K |
| Sanctuary Advisors, LLC | 0.00% | Add +8.8% | 4,571 | $218K |
| Oppenheimer & Co. Inc. | 0.00% | New | 4,416 | $211K |
| Evergreen Capital Management LLC | 0.00% | Reduce -17.9% | 4,378 | $209K |
| Keybank National Association | 0.00% | Reduce -25.9% | 4,369 | $208K |
| Vanguard Personalized Indexing Management, LLC | 0.00% | New | 4,366 | $208K |
| nVerses Capital, LLC | 0.19% | New | 4,343 | $207K |
| Federation des caisses Desjardins du Quebec | 0.00% | Reduce -22.6% | 4,224 | $202K |
| Caitong International Asset Management Co., Ltd | 0.04% | New | 4,178 | $199K |
| Farther Finance Advisors, LLC | 0.00% | Add +6.9% | 3,831 | $180K |
| New Age Alpha Advisors, LLC | 0.01% | Reduce -2.8% | 3,500 | $167K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +6.6% | 2,974 | $142K |
| Tower Research Capital LLC (TRC) | 0.00% | Add +208.1% | 2,921 | $139K |
| Hantz Financial Services, Inc. | 0.00% | Add +806.9% | 2,621 | $125K |
| KBC Group NV | 0.00% | No change | 2,537 | $121K |
| Tema ETFs LLC | 0.01% | Add +19.0% | 2,274 | $109K |
| Quadrant Capital Group LLC | 0.00% | Reduce -15.9% | 1,197 | $57K |
| Versant Capital Management, Inc | 0.00% | Add +48.1% | 979 | $47K |
| GAMMA Investing LLC | 0.00% | Reduce -33.1% | 945 | $45K |
| Nisa Investment Advisors, LLC | 0.00% | Reduce -16.7% | 844 | $40K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | No change | 780 | $37K |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.00% | Reduce -7.4% | 722 | $34K |
| Essential Partners LLC | 0.01% | Add +17350.0% | 698 | $33K |
| Allworth Financial LP | 0.00% | Add +312.2% | 676 | $32K |
| Bayforest Capital Ltd | 0.04% | New | 674 | $32K |
| Osaic Holdings, Inc. | 0.00% | Add +32.0% | 553 | $26K |
| Kemnay Advisory Services Inc. | 0.00% | Add +119.5% | 518 | $25K |
| Harvest Fund Management Co., Ltd | 0.00% | No change | 512 | $24K |
| Sterling Capital Management LLC | 0.00% | No change | 452 | $22K |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | No change | 368 | $18K |
| Signaturefd, LLC | 0.00% | Reduce -24.1% | 366 | $17K |
| Larson Financial Group LLC | 0.00% | Reduce -27.5% | 327 | $16K |
| Pinnacle Wealth Planning Services, Inc. | 0.00% | Reduce -75.5% | 312 | $15K |
| Spire Wealth Management | 0.00% | Reduce -62.5% | 300 | $14K |
| Kilter Group LLC | 0.01% | New | 299 | $14K |
| Parkside Financial Bank & Trust | 0.00% | Add +437.2% | 231 | $11K |
| Smartleaf Asset Management LLC | 0.00% | Reduce -25.5% | 184 | $9K |
| UMB Bank, n.a. | 0.00% | Reduce -56.3% | 167 | $8K |
| Parallel Advisors, LLC | 0.00% | Reduce -12.9% | 162 | $8K |
| Covestor Ltd | 0.00% | Add +214.6% | 129 | $6K |
| Danske Bank A/S | 0.00% | Reduce -66.7% | 100 | $5K |
| Bare Financial Services, Inc | 0.00% | Reduce -42.7% | 98 | $5K |
| Rothschild Investment LLC | 0.00% | Reduce -20.9% | 91 | $4K |
| Crews Bank & Trust | 0.00% | New | 85 | $4K |
| IFP Advisors, Inc | 0.00% | Add +1316.7% | 85 | $4K |
| True Wealth Design, LLC | 0.00% | Add +224.0% | 81 | $4K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Add +1.4% | 73 | $3K |
| Zions Bancorporation, National Association | 0.00% | New | 68 | $3K |
| Salomon & Ludwin, LLC | 0.00% | Reduce -84.1% | 66 | $3K |
| Keating Financial Advisory Services, Inc. | 0.00% | Add +1450.0% | 62 | $3K |
| Wolff Wiese Magana LLC | 0.00% | No change | 48 | $2K |
| First Pacific Financial | 0.00% | Reduce -21.3% | 48 | $2K |
| Twin Peaks Wealth Advisors, LLC | 0.00% | New | 43 | $2K |
| Northwestern Mutual Wealth Management Co. | 0.00% | No change | 38 | $2K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 37 | $2K |
| MAI Capital Management | 0.00% | Add +88.9% | 34 | $2K |
| Assetmark, Inc. | 0.00% | Reduce -66.3% | 28 | $1K |
| Picton Mahoney Asset Management | 0.00% | No change | 22 | $1K |
| Bogart Wealth, LLC | 0.00% | New | 22 | $1K |
| Fortitude Family Office, LLC | 0.00% | Add +72.7% | 19 | $907 |
| Huntington National Bank | 0.00% | Add +1700.0% | 18 | $859 |
| SBI Securities Co., Ltd. | 0.00% | No change | 17 | $811 |
| JPL Wealth Management, LLC | 0.00% | New | 15 | $716 |
| CVA Family Office, LLC | 0.00% | New | 13 | $620 |
| TopTier Wealth Management, LLC | 0.00% | New | 11 | $525 |
| SJS Investment Consulting Inc. | 0.00% | Add +450.0% | 11 | $525 |
| Advisory Services Network, LLC | 0.00% | New | 11 | $525 |
| Sunbelt Securities, Inc. | 0.00% | New | 11 | $525 |
| JFS Wealth Advisors, LLC | 0.00% | No change | 7 | $335 |
| Vermillion Wealth Management, Inc. | 0.00% | New | 7 | $334 |
| Prestige Wealth Management Group LLC | 0.00% | New | 5 | $239 |
| Blue Trust, Inc. | 0.00% | New | 4 | $191 |
| Root Financial Partners, LLC | 0.00% | Add +100.0% | 4 | $191 |
| Abound Wealth Management | 0.00% | No change | 3 | $144 |
| TD Private Client Wealth LLC | 0.00% | New | 3 | $143 |
| Harbour Investments, Inc. | 0.00% | Reduce -33.3% | 2 | $95 |
| Hughes Financial Services, LLC | 0.00% | Reduce -81.8% | 2 | $95 |
| Dunhill Financial, LLC | 0.00% | No change | 1 | $68 |
| GHP Investment Advisors, Inc. | 0.00% | New | 1 | $48 |
"% 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.