Stepstone Group Inc. Class ASTEP
13F holders, Q2 2026 (June 30)273holders +10
51new positions
40sold out
7famous investors
$41.35avg. 13F price*
At the end of Q2 2026, 273 institutions reported holding Stepstone Group Inc. Class A (STEP) in their 13F filings, up 10 from Q1 2026. 51 opened new positions and 40 sold out. The largest holders were BlackRock, Inc. ($495.2M), Millennium Management ($232.4M) and Wellington Management Group LLP ($214.7M). 7 famous investors held it, including Israel Englander (0.2% of Millennium Management's portfolio), Steve Cohen (0.1% of Point72 Asset Management'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 Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 51 | $63.2M |
| Exits | 40 | $314.0M |
All 13F filers, Q1 2026 → Q2 2026: 9,745,307 shares bought and 11,963,939 shares sold, net −2,218,632 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 273 holders
| BlackRock, Inc. | 0.01% | Add +1.2% | 11,972,263 | $495.2M |
| Millennium Management | 0.16% | Reduce -21.7% | 5,619,498 | $232.4M |
| Wellington Management Group LLP | 0.04% | Reduce -1.0% | 5,189,963 | $214.7M |
| T. Rowe Price Associates Inc. | 0.02% | Add +6.0% | 5,167,251 | $213.7M |
| Vanguard Portfolio Management LLC | 0.01% | Add +4.2% | 4,674,073 | $193.3M |
| Vanguard Capital Management LLC | 0.00% | Add +0.7% | 3,550,308 | $146.8M |
| State Street Corp. | 0.00% | Add +8.7% | 3,117,991 | $129.0M |
| Capital World Investors | 0.01% | Reduce -22.9% | 2,524,018 | $104.4M |
| Geode Capital Management, LLC | 0.00% | Add +3.3% | 2,016,372 | $83.4M |
| William Blair Investment Management, LLC | 0.24% | Add +0.8% | 1,930,015 | $79.8M |
| Westfield Capital Management Co. LP | 0.23% | Add +46.8% | 1,729,424 | $71.5M |
| JPMorgan Chase & Co. | 0.00% | Add +2.8% | 1,520,835 | $61.4M |
| Goldman Sachs Group Inc. | 0.01% | Add +144.8% | 1,428,505 | $59.1M |
| Adage Capital Partners Gp, L.L.C. | 0.08% | Add +5.1% | 1,391,217 | $57.5M |
| Samlyn Capital, LLC | 0.87% | Add +41.7% | 1,269,100 | $52.5M |
| Capital Research Global Investors | 0.01% | Add +55.0% | 1,231,923 | $51.0M |
| Balyasny Asset Management L.P. | 0.09% | Reduce -21.9% | 1,113,093 | $46.0M |
| Morgan Stanley | 0.00% | Add +45.1% | 1,084,346 | $44.8M |
| Junto Capital Management LP | 0.83% | Add +26.1% | 1,078,672 | $44.6M |
| Point72 Asset Management | 0.07% | Add +437.1% | 1,004,669 | $41.6M |
| Wasatch Advisors LP | 0.24% | Reduce -1.8% | 905,245 | $37.4M |
| Baron Capital (BAMCO) | 0.05% | Reduce -0.2% | 828,911 | $34.3M |
| Northern Trust Corp. | 0.00% | Add +10.3% | 802,242 | $33.2M |
| Raymond James Financial Inc. | 0.01% | Add +0.3% | 735,937 | $30.4M |
| Charles Schwab Investment Management Inc. | 0.00% | Add +6.0% | 689,492 | $28.5M |
| Advent International, L.P. | 0.16% | Add +468.9% | 683,432 | $28.3M |
| Bank of America Corp. | 0.00% | Add +55.1% | 643,171 | $26.6M |
| Franklin Resources Inc. | 0.01% | Reduce -44.0% | 547,000 | $22.6M |
| Bank of New York Mellon Corp | 0.00% | Add +7.0% | 525,918 | $21.8M |
| UBS Group AG | 0.00% | Reduce -3.7% | 501,320 | $20.7M |
| Vanguard Fiduciary Trust Co. | 0.00% | Reduce -2.7% | 500,049 | $20.7M |
| Nuveen, LLC | 0.00% | Add +63.0% | 488,219 | $20.2M |
| Woodline Partners LP | 0.06% | Add +129.4% | 466,529 | $19.3M |
| Schonfeld Strategic Advisors LLC | 0.10% | Add +150.2% | 437,016 | $18.1M |
| Fred Alger Management, LLC | 0.05% | Reduce -29.7% | 360,029 | $14.9M |
| Voloridge Investment Management, LLC | 0.06% | Reduce -17.2% | 358,586 | $14.8M |
| Principal Financial Group Inc. | 0.01% | Reduce -1.0% | 356,662 | $14.8M |
| Rockefeller Capital Management L.P. | 0.02% | Add +13.9% | 350,476 | $14.5M |
| TimesSquare Capital Management, LLC | 0.21% | Reduce -10.5% | 349,666 | $14.5M |
| Public Sector Pension Investment Board | 0.04% | Add +31.9% | 347,876 | $14.4M |
| Lazard Asset Management LLC | 0.02% | Reduce -3.5% | 320,853 | $13.3M |
| GMO | 0.03% | Add +2.1% | 318,500 | $13.2M |
| Tidal Investments LLC | 0.03% | Add +11.8% | 314,523 | $13.0M |
| Marshall Wace, LLP | 0.01% | New | 301,956 | $12.5M |
| Engle Capital Management, L.P. | 3.41% | Add +26.5% | 300,000 | $12.4M |
| Wells Fargo & Company | 0.00% | Add +22.3% | 272,665 | $11.3M |
| Inherent Management Corp. | 4.23% | Add +12.8% | 263,729 | $10.9M |
| Segall Bryant & Hamill, LLC | 0.13% | Add +1.8% | 260,788 | $10.8M |
| Squarepoint Ops LLC | 0.02% | Reduce -8.5% | 258,252 | $10.7M |
| Invesco Ltd. | 0.00% | Reduce -53.4% | 233,314 | $9.6M |
| Trexquant Investment LP | 0.06% | Add +207.9% | 226,578 | $9.4M |
| Ceredex Value Advisors LLC | 0.26% | New | 219,650 | $9.1M |
| Renaissance Technologies | 0.01% | Add +133.1% | 213,300 | $8.8M |
| Barclays PLC | 0.00% | Add +143.4% | 209,018 | $8.6M |
| State of Wisconsin Investment Board | 0.02% | Add +5.5% | 192,648 | $8.0M |
| Arrowstreet Capital, Limited Partnership | 0.00% | New | 190,163 | $7.9M |
| Citadel Advisors | 0.00% | Reduce -90.7% | 182,893 | $7.6M |
| Rhumbline Advisers | 0.01% | Reduce -6.4% | 176,984 | $7.3M |
| Delta Global Management LP | 0.78% | Add +222.4% | 174,120 | $7.2M |
| HSBC Holdings PLC | 0.00% | Add +113.6% | 172,408 | $6.9M |
| XTX Topco Ltd | 0.09% | Add +92.5% | 164,013 | $6.8M |
| Legal & General Group Plc | 0.00% | Reduce -0.6% | 161,167 | $6.7M |
| Jupiter Topco LLC | 0.00% | — | 160,014 | $6.6M |
| Ameriprise Financial Inc. | 0.00% | Reduce -6.3% | 150,179 | $6.2M |
| Quantinno Capital Management LP | 0.01% | Add +15.0% | 147,634 | $6.1M |
| Swiss National Bank | 0.00% | Add +3.8% | 144,800 | $6.0M |
| Prana Capital Management, LP | 0.18% | Add +115.4% | 143,222 | $5.9M |
| Healthcare of Ontario Pension Plan Trust Fund | 0.01% | Add +38.9% | 133,567 | $5.5M |
| Corient Private Wealth LP | 0.01% | Add +29.6% | 131,465 | $5.4M |
| George Kaiser Family Foundation | 0.49% | New | 124,406 | $5.1M |
| LPL Financial LLC | 0.00% | Add +699.8% | 124,366 | $5.1M |
| Ibex Wealth Advisors | 0.39% | New | 121,785 | $5.0M |
| FMR LLC | 0.00% | Reduce -87.8% | 121,628 | $5.0M |
| Susquehanna International Group, LLP | 0.00% | Add +163.0% | 120,367 | $5.0M |
| Qube Research & Technologies Ltd | 0.01% | New | 117,256 | $4.8M |
| Alliancebernstein L.P. | 0.00% | Add +19.4% | 97,917 | $4.7M |
| Van Eck Associates Corp. | 0.00% | Add +28.6% | 112,120 | $4.6M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Reduce -0.5% | 111,890 | $4.6M |
| Trillium Asset Management, LLC | 0.14% | Add +71.3% | 106,446 | $4.4M |
| BNP Paribas Financial Markets | 0.00% | Add +116.5% | 104,781 | $4.3M |
| Weiss Asset Management LP | 0.06% | New | 85,933 | $3.6M |
| Engineers Gate Manager LP | 0.05% | Add +338.9% | 85,654 | $3.5M |
| Y-Intercept (Hong Kong) Ltd | 0.07% | New | 85,479 | $3.5M |
| California State Teachers Retirement System | 0.00% | Reduce -1.4% | 82,586 | $3.4M |
| Deutsche Bank AG | 0.00% | Add +25.6% | 80,421 | $3.3M |
| Prudential Financial Inc. | 0.00% | Reduce -9.7% | 76,055 | $3.1M |
| AQR Capital Management | 0.00% | Reduce -53.9% | 70,926 | $2.9M |
| VANGUARD ASSET MANAGEMENT, Ltd | 0.00% | Add +5.0% | 67,216 | $2.8M |
| Envestnet Asset Management Inc. | 0.00% | Add +1.7% | 66,372 | $2.7M |
| Sei Investments Co. | 0.00% | Reduce -30.8% | 57,590 | $2.4M |
| Bessemer Group Inc. | 0.00% | Reduce -0.2% | 56,925 | $2.4M |
| National Bank of Canada | 0.00% | Add +4.0% | 55,179 | $2.3M |
| Mackenzie Financial Corp. | 0.00% | Add +17.7% | 51,219 | $2.1M |
| Thrivent Financial for Lutherans | 0.00% | Reduce -24.8% | 48,418 | $2.0M |
| Gsa Capital Partners LLP | 0.13% | Add +317.0% | 48,210 | $2.0M |
| Amundi | 0.00% | Add +174.4% | 48,150 | $2.0M |
| Aquatic Capital Management LLC | 0.07% | Add +111.6% | 46,739 | $1.9M |
| US Bancorp \de | 0.00% | Reduce -0.2% | 45,694 | $1.9M |
| MetLife Investment Management, LLC | 0.01% | Add +16.5% | 45,416 | $1.9M |
| Citigroup Inc. | 0.00% | Add +83.8% | 45,095 | $1.9M |
| WINTON GROUP Ltd | 0.06% | Add +45.0% | 42,796 | $1.8M |
| First Trust Advisors LP | 0.00% | Reduce -58.4% | 41,491 | $1.7M |
| Manufacturers Life Insurance Company, The | 0.00% | Add +17.7% | 40,213 | $1.7M |
| Man Group plc | 0.00% | New | 39,781 | $1.6M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | No change | 39,358 | $1.6M |
| Natixis Advisors, LLC | 0.00% | Add +2.8% | 37,916 | $1.6M |
| Teachers Retirement System of the State of Kentucky | 0.01% | Add +1.9% | 36,660 | $1.5M |
| Jones Financial Companies LLLP | 0.00% | Add +10.3% | 37,290 | $1.5M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Add +8.9% | 35,642 | $1.5M |
| Natixis | 0.01% | New | 35,000 | $1.4M |
| State of Alaska, Department of Revenue | 0.01% | Reduce -26.1% | 34,259 | $1.4M |
| Pathstone Holdings, LLC | 0.00% | Reduce -10.2% | 33,163 | $1.4M |
| Louisiana State Employees Retirement System | 0.02% | Reduce -1.2% | 32,300 | $1.3M |
| Bokf, NA | 0.02% | Add +24.0% | 31,000 | $1.3M |
| Twinbeech Capital LP | 0.23% | New | 30,400 | $1.3M |
| STRS Ohio | 0.00% | Add +141.0% | 29,400 | $1.2M |
| Russell Investments Group, Ltd. | 0.00% | Add +97.0% | 29,016 | $1.2M |
| Alps Advisors Inc. | 0.01% | Add +1.9% | 29,015 | $1.2M |
| Vanguard Global Advisers, LLC | 0.00% | Reduce -2.7% | 28,877 | $1.2M |
| Jefferies Financial Group Inc. | 0.01% | New | 28,807 | $1.2M |
| New York State Common Retirement Fund | 0.00% | Add +21.3% | 27,354 | $1.1M |
| State of New Jersey Common Pension Fund D | 0.00% | Reduce -35.0% | 27,180 | $1.1M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.00% | Add +25.2% | 24,351 | $1.0M |
| Dimensional Fund Advisors LP | 0.00% | Add +0.7% | 24,130 | $998K |
| Handelsbanken Fonder AB | 0.00% | No change | 24,128 | $998K |
| Arax Advisory Partners | 0.01% | Add +8.2% | 23,931 | $990K |
| Police & Firemen's Retirement System of New Jersey | 0.01% | Add +20.2% | 22,926 | $948K |
| State of Tennessee, Department of Treasury | 0.00% | Reduce -22.6% | 22,645 | $937K |
| Neo Ivy Capital Management | 0.20% | New | 21,366 | $884K |
| Intech Investment Management LLC | 0.01% | Add +31.9% | 21,244 | $879K |
| Two Sigma Securities, LLC | 0.08% | Add +130.3% | 21,102 | $873K |
| Keebeck Wealth Management | 0.08% | Reduce -28.1% | 20,889 | $864K |
| Amalgamated Bank | 0.01% | Reduce -5.6% | 19,915 | $824K |
| Arizona State Retirement System | 0.00% | Add +2.5% | 19,903 | $823K |
| Yousif Capital Management, LLC | 0.01% | Add +0.3% | 19,731 | $816K |
| Bridgefront Capital, LLC | 0.21% | New | 18,893 | $781K |
| KLP Kapitalforvaltning As | 0.00% | Add +17.3% | 18,300 | $757K |
| Fieldview Capital Management, LLC | 0.21% | Add +127.1% | 18,199 | $753K |
| Hudson Bay Capital Management LP | 0.00% | Add +168.1% | 18,174 | $752K |
| Royal Bank of Canada | 0.00% | Add +180.5% | 17,874 | $739K |
| Creative Planning | 0.00% | Reduce -28.3% | 17,615 | $729K |
| ExodusPoint Capital Management, LP | 0.01% | New | 17,510 | $724K |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.00% | Reduce -4.1% | 17,485 | $723K |
| Vanguard Investments Australia, Ltd. | 0.00% | No change | 17,413 | $720K |
| Oregon Public Employees Retirement Fund | 0.01% | Reduce -0.6% | 16,795 | $695K |
| Fifth Third Bancorp | 0.00% | Add +0.6% | 16,565 | $685K |
| New York State Teachers Retirement System | 0.00% | Add +18.0% | 15,600 | $645K |
| State Board of Administration of Florida Retirement System | 0.00% | No change | 15,409 | $637K |
| Truist Financial Corp. | 0.00% | Add +28.3% | 15,260 | $631K |
| Sumitomo Mitsui Trust Group, Inc. | 0.00% | No change | 14,864 | $615K |
| Voya Investment Management LLC | 0.00% | Add +30.4% | 14,824 | $613K |
| Two Sigma Investments, LP | 0.00% | New | 14,587 | $603K |
| Cibc World Market Inc. | 0.00% | Add +0.7% | 14,410 | $596K |
| Neuberger Berman Group LLC | 0.00% | Reduce -81.9% | 14,309 | $592K |
| Los Angeles Capital Management LLC | 0.00% | Reduce -30.2% | 13,539 | $560K |
| Brevan Howard Capital Management LP | 0.01% | Reduce -31.3% | 13,342 | $552K |
| PNC Financial Services Group, Inc. | 0.00% | Add +47.7% | 12,926 | $535K |
| Smith Group Asset Management, LLC | 0.02% | Add +1.4% | 12,909 | $534K |
| Victory Capital Management Inc. | 0.00% | Add +0.9% | 12,241 | $506K |
| Mitsubishi UFJ Trust & Banking Corp | 0.00% | New | 12,119 | $501K |
| Dark Forest Capital Management LP | 0.03% | New | 11,883 | $491K |
| Mangrove Partners Im, LLC | 0.03% | Add +3.8% | 11,558 | $478K |
| Fox Run Management, L.L.C. | 0.08% | Reduce -1.2% | 11,490 | $475K |
| Jump Financial, LLC | 0.00% | Add +30.0% | 11,364 | $470K |
| Pictet Asset Management Holding SA | 0.00% | No change | 11,161 | $462K |
| ProShare Advisors LLC | 0.00% | Add +1.3% | 11,039 | $457K |
| Maryland State Retirement & Pension System | 0.01% | No change | 10,784 | $446K |
| Bull Harbor Capital LLC | 0.08% | Add +0.7% | 9,880 | $409K |
| CIBC Bancorp USA Inc. | 0.00% | Reduce -47.9% | 9,402 | $389K |
| Cetera Investment Advisers | 0.00% | Add +10.6% | 9,204 | $381K |
| Oppenheimer Asset Management Inc. | 0.00% | Add +18.1% | 8,721 | $361K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 8,563 | $354K |
| Mutual of America Capital Management LLC | 0.00% | Add +0.1% | 8,445 | $349K |
| Canada Pension Plan Investment Board | 0.00% | New | 8,400 | $347K |
| Blair William & Co. | 0.00% | Reduce -37.8% | 8,226 | $340K |
| Xponance LLC | 0.00% | Add +16.9% | 7,721 | $319K |
| Levin Capital Strategies, L.P. | 0.02% | New | 7,413 | $307K |
| Daiwa Securities Group Inc. | 0.00% | New | 7,200 | $298K |
| Ameritas Investment Partners, Inc. | 0.01% | Add +24.5% | 7,055 | $292K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +8.9% | 6,430 | $266K |
| Guggenheim Capital LLC | 0.00% | New | 6,353 | $263K |
| Bank of Montreal | 0.00% | Add +12.4% | 6,046 | $250K |
| Capstone Investment Advisors, LLC | 0.00% | Reduce -18.6% | 5,998 | $248K |
| Inspire Investing, LLC | 0.01% | New | 5,821 | $241K |
| Farther Finance Advisors, LLC | 0.00% | Add +43.3% | 5,490 | $227K |
| Mercer Global Advisors Inc. | 0.00% | Reduce -26.3% | 5,483 | $227K |
| Keybank National Association | 0.00% | Add +20.9% | 5,280 | $218K |
| Aigen Investment Management, LP | 0.06% | New | 5,199 | $215K |
| Oppenheimer & Co. Inc. | 0.00% | Add +16.4% | 5,142 | $213K |
| Swiss Life Asset Management Ltd | 0.00% | Add +11.3% | 5,140 | $213K |
| Freestone Grove Partners LP | 0.00% | New | 4,404 | $182K |
| New Age Alpha Advisors, LLC | 0.01% | Reduce -3.7% | 3,370 | $139K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +11.6% | 3,319 | $137K |
| Global Retirement Partners, LLC | 0.00% | — | 3,035 | $126K |
| Nykredit A/S | 0.00% | — | 2,870 | $119K |
| KBC Group NV | 0.00% | No change | 2,537 | $105K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -16.9% | 2,427 | $100K |
| Nisa Investment Advisors, LLC | 0.00% | Add +182.6% | 2,385 | $99K |
| Mirae Asset Global Investments Co., Ltd. | 0.00% | New | 2,040 | $84K |
| Hantz Financial Services, Inc. | 0.00% | Reduce -40.6% | 1,556 | $64K |
| Sterling Capital Management LLC | 0.00% | Add +230.8% | 1,495 | $62K |
| Tema ETFs LLC | 0.00% | Reduce -39.9% | 1,366 | $56K |
| Summit Securities Group LLC | 0.01% | New | 1,340 | $55K |
| Quantbot Technologies LP | 0.00% | Reduce -94.3% | 1,304 | $54K |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.00% | Add +59.0% | 1,148 | $47K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | Add +2.4% | 799 | $34K |
| GAMMA Investing LLC | 0.00% | Reduce -24.7% | 712 | $29K |
| Optiver Holding B.V. | 0.00% | New | 589 | $24K |
| Private Trust Co. NA | 0.00% | New | 583 | $24K |
| Kemnay Advisory Services Inc. | 0.00% | Add +12.4% | 582 | $24K |
| Harvest Fund Management Co., Ltd | 0.00% | No change | 512 | $21K |
| Kilter Group LLC | 0.01% | Add +64.9% | 493 | $20K |
| Silvant Capital Management LLC | 0.00% | New | 475 | $20K |
| State of Wyoming | 0.00% | New | 439 | $18K |
| Pinnacle Wealth Planning Services, Inc. | 0.00% | Add +24.0% | 387 | $16K |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | No change | 368 | $15K |
| Osaic Holdings, Inc. | 0.00% | Reduce -40.3% | 330 | $14K |
| Larson Financial Group LLC | 0.00% | No change | 327 | $14K |
| Parkside Financial Bank & Trust | 0.00% | Add +9.5% | 253 | $10K |
| UMB Bank, n.a. | 0.00% | Add +47.3% | 246 | $10K |
| Huntington National Bank | 0.00% | Add +1250.0% | 243 | $10K |
| Signaturefd, LLC | 0.00% | Reduce -38.0% | 227 | $9K |
| Quarry LP | 0.00% | New | 225 | $9K |
| Clearstead Advisors, LLC | 0.00% | New | 198 | $8K |
| Smartleaf Asset Management LLC | 0.00% | No change | 184 | $7K |
| Caitong International Asset Management Co., Ltd | 0.00% | Reduce -96.2% | 160 | $7K |
| Parallel Advisors, LLC | 0.00% | Reduce -3.1% | 157 | $6K |
| Allworth Financial LP | 0.00% | Reduce -80.5% | 132 | $5K |
| Federation des caisses Desjardins du Quebec | 0.00% | Reduce -97.0% | 126 | $5K |
| Assetmark, Inc. | 0.00% | Add +321.4% | 118 | $5K |
| Danske Bank A/S | 0.00% | No change | 100 | $4K |
| Covestor Ltd | 0.00% | Reduce -17.8% | 106 | $4K |
| IFP Advisors, Inc | 0.00% | Reduce -7.1% | 79 | $3K |
| Salomon & Ludwin, LLC | 0.00% | No change | 66 | $3K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Reduce -13.7% | 63 | $3K |
| Private Wealth Asset Management, LLC | 0.00% | New | 51 | $2K |
| Harbor Investment Advisory, LLC | 0.00% | New | 50 | $2K |
| Wolff Wiese Magana LLC | 0.00% | No change | 48 | $2K |
| Northwestern Mutual Wealth Management Co. | 0.00% | No change | 38 | $2K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 37 | $2K |
| Rothschild Investment LLC | 0.00% | Reduce -60.4% | 36 | $1K |
| Bogart Wealth, LLC | 0.00% | Add +63.6% | 36 | $1K |
| Keating Financial Advisory Services, Inc. | 0.00% | Reduce -43.5% | 35 | $1K |
| Fortitude Family Office, LLC | 0.00% | Add +5.3% | 20 | $827 |
| Bare Financial Services, Inc | 0.00% | Reduce -80.6% | 19 | $786 |
| Rossby Financial, LCC | 0.00% | New | 18 | $744 |
| JFS Wealth Advisors, LLC | 0.00% | Add +142.9% | 17 | $704 |
| SBI Securities Co., Ltd. | 0.00% | No change | 17 | $703 |
| CVA Family Office, LLC | 0.00% | Add +23.1% | 16 | $662 |
| SJS Investment Consulting Inc. | 0.00% | Add +45.5% | 16 | $662 |
| Prestige Wealth Management Group LLC | 0.00% | Add +200.0% | 15 | $621 |
| Zions Bancorporation, National Association | 0.00% | Reduce -77.9% | 15 | $620 |
| Physician Wealth Advisors, Inc. | 0.00% | New | 11 | $455 |
| Ankerstar Wealth, LLC | 0.00% | New | 9 | $372 |
| Silver Grove Financial Group, Inc. | 0.00% | New | 8 | $331 |
| Essential Partners LLC | 0.00% | Reduce -98.8% | 8 | $331 |
| Fiduciary Financial Advisors | 0.00% | New | 8 | $330 |
| Creative Capital Management Investments LLC | 0.00% | New | 7 | $290 |
| HFM Investment Advisors, LLC | 0.00% | New | 6 | $249 |
| Plante Moran Financial Advisors, LLC | 0.00% | New | 6 | $248 |
| Gilpin Wealth Management, LLC | 0.00% | New | 5 | $207 |
| DiNuzzo Private Wealth, Inc. | 0.00% | New | 4 | $166 |
| Davis Capital Management | 0.00% | New | 4 | $165 |
| Abound Wealth Management | 0.00% | No change | 3 | $125 |
| Bayforest Capital Ltd | 0.00% | Reduce -99.7% | 2 | $83 |
| True Wealth Design, LLC | 0.00% | Reduce -97.5% | 2 | $83 |
| LRI Investments, LLC | 0.00% | New | 2 | $83 |
| Hughes Financial Services, LLC | 0.00% | No change | 2 | $83 |
| Rialto Wealth Management, LLC | 0.00% | New | 2 | $83 |
| GHP Investment Advisors, Inc. | 0.00% | No change | 1 | $42 |
| Bay Harbor Wealth Management, LLC | 0.00% | New | 1 | $41 |
| DecisionPoint Financial, LLC | 0.00% | New | 1 | $41 |
| Evolution Advisers, Inc. | 0.00% | New | 7 | $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.