List of institutional investors who are active in the last 9 months.
| # | Name | Latest Filing Quarter | Latest Holding Count | Latest AUM |
| 6751 | SlateStone Wealth LLC | 2025Q2 | 291 | $1.07B |
| 6752 | SLC Asset Management ULC | 2025Q2 | 36 | $1.82B |
| 6753 | Slocum Gordon & Co LLP | 2025Q2 | 124 | $123.34M |
| 6754 | Slotnik Capital LLC | 2025Q2 | 20 | $248.23M |
| 6755 | Slow Capital Inc. | 2025Q2 | 112 | $786.32M |
| 6756 | Sloy Dahl & Holst LLC | 2025Q2 | 108 | $718.37M |
| 6757 | SLT Holdings LLC | 2025Q2 | 105 | $130.45M |
| 6758 | Smallwood Wealth Investment Management LLC | 2025Q1 | 491 | $152.83M |
| 6759 | Smart Money Group LLC | 2025Q2 | 72 | $314.47M |
| 6760 | Smart Portfolios LLC | 2025Q2 | 97 | $88.53M |
| 6761 | SMART Wealth LLC | 2025Q2 | 167 | $318.58M |
| 6762 | Smartleaf Asset Management LLC | 2025Q2 | 2681 | $1.1B |
| 6763 | Smead Capital Management Inc. | 2025Q2 | 32 | $4.99B |
| 6764 | SMH CAPITAL ADVISORS INC | 2025Q2 | 42 | $19.22M |
| 6765 | SMI Advisory Services LLC | 2025Q2 | 47 | $491.89M |
| 6766 | Smith & Howard Wealth Management LLC | 2025Q2 | 75 | $323.11M |
| 6767 | Smith Anglin Financial LLC | 2025Q2 | 207 | $1.06B |
| 6768 | Smith Asset Management Co. LLC | 2025Q1 | 66 | $106.12M |
| 6769 | SMITH CHAS P & ASSOCIATES PA CPAS | 2025Q2 | 164 | $1.78B |
| 6770 | Smith Group Asset Management LLC | 2025Q2 | 169 | $1.53B |
| 6771 | SMITH MOORE & CO. | 2025Q2 | 500 | $1.17B |
| 6772 | Smith Salley Wealth Management | 2025Q2 | 249 | $1.7B |
| 6773 | SMITH SHELLNUT WILSON LLC | 2025Q2 | 138 | $230.59M |
| 6774 | Smith Thornton Advisors LLC | 2025Q2 | 126 | $161.38M |
| 6775 | SMITHBRIDGE ASSET MANAGEMENT INC | 2025Q2 | 122 | $571.93M |
| 6776 | Smithfield Trust Co | 2025Q2 | 1022 | $1.81B |
| 6777 | Snider Financial Group | 2025Q2 | 113 | $328.25M |
| 6778 | Snow Phipps Group LLC | 2025Q2 | 2 | $298.5M |
| 6779 | Snowden Capital Advisors LLC | 2025Q2 | 1170 | $3.33B |
| 6780 | SNS Financial Group LLC | 2025Q2 | 192 | $870.48M |
| 6781 | SNYDER CAPITAL MANAGEMENT L P | 2025Q2 | 67 | $4.7B |
| 6782 | SOA Wealth Advisors LLC. | 2025Q2 | 879 | $532.4M |
| 6783 | Soapstone Management L.P. | 2025Q2 | 15 | $150.68M |
| 6784 | Socha Financial Group LLC | 2025Q2 | 24 | $224.59M |
| 6785 | Social Capital Group LLC | 2025Q2 | 0 | $0 |
| 6786 | Socorro Asset Management LP | 2025Q2 | 31 | $279.63M |
| 6787 | SOF Ltd | 2025Q2 | 1 | $335.62M |
| 6788 | SOFI WEALTH LLC | 2025Q2 | 41 | $1.63B |
| 6789 | Sofinnova Investments Inc. | 2025Q2 | 55 | $1.47B |
| 6790 | SOFTBANK GROUP CORP. | 2025Q2 | 27 | $24.94B |
| 6791 | SoftVest Advisors LLC | 2025Q2 | 2 | $492.81M |
| 6792 | SOL Capital Management CO | 2025Q2 | 303 | $1.03B |
| 6793 | Solano Wealth Investment Advisors LLC | 2025Q2 | 36 | $194.83M |
| 6794 | Solas Capital Management, LLC | 2025Q2 | 20 | $178.7M |
| 6795 | Solel Partners LP | 2025Q2 | 20 | $574.48M |
| 6796 | Soleus Capital Management L.P. | 2025Q2 | 94 | $1.45B |
| 6797 | Solidarity Wealth LLC | 2025Q2 | 83 | $427.43M |
| 6798 | Solitude Financial Services | 2025Q2 | 38 | $275.73M |
| 6799 | Sollinda Capital Management LLC | 2025Q2 | 86 | $358.99M |
| 6800 | Solstein Capital LLC | 2025Q2 | 489 | $194.6M |