List of institutional investors who are active in the last 9 months.
| # | Name | Latest Filing Quarter | Latest Holding Count | Latest AUM |
| 7301 | Slotnik Capital LLC | 2026Q2 | 26 | $359.41M |
| 7302 | Slow Capital Inc. | 2026Q2 | 104 | $819.09M |
| 7303 | Sloy Dahl & Holst LLC | 2026Q2 | 118 | $802.22M |
| 7304 | SLT Holdings LLC | 2026Q2 | 145 | $156.47M |
| 7305 | SMA Capital LLC | 2026Q2 | 121 | $238.09M |
| 7306 | Smallwood Wealth Investment Management LLC | 2026Q2 | 516 | $218.77M |
| 7307 | Smart Money Group LLC | 2026Q2 | 83 | $383.35M |
| 7308 | SMART Wealth LLC | 2026Q2 | 219 | $458.34M |
| 7309 | SmartHarvest Portfolios LLC | 2026Q2 | 459 | $307.08M |
| 7310 | Smartleaf Asset Management LLC | 2026Q2 | 3397 | $2.97B |
| 7311 | Smead Capital Management Inc. | 2026Q2 | 31 | $4.66B |
| 7312 | SMH CAPITAL ADVISORS INC | 2026Q2 | 50 | $22.05M |
| 7313 | SMI Advisory Services LLC | 2026Q2 | 59 | $614.88M |
| 7314 | Smith & Howard Wealth Management LLC | 2026Q2 | 85 | $397.94M |
| 7315 | Smith Asset Management Co. LLC | 2026Q2 | 70 | $127.11M |
| 7316 | SMITH CHAS P & ASSOCIATES PA CPAS | 2026Q2 | 197 | $1.97B |
| 7317 | Smith Group Asset Management LLC | 2026Q2 | 166 | $2.46B |
| 7318 | SMITH MOORE & CO. | 2026Q2 | 582 | $1.53B |
| 7319 | Smith Partners Wealth Management LLC | 2026Q2 | 68 | $113.85M |
| 7320 | Smith Salley Wealth Management | 2026Q2 | 272 | $2.26B |
| 7321 | SMITH SHELLNUT WILSON LLC | 2026Q2 | 161 | $267.88M |
| 7322 | SMITH THOMAS W | 2026Q2 | 5 | $112.62M |
| 7323 | Smith Thornton Advisors LLC | 2026Q2 | 133 | $204.9M |
| 7324 | SMITHBRIDGE ASSET MANAGEMENT INC | 2026Q2 | 180 | $676.03M |
| 7325 | Smithfield Trust Co | 2026Q2 | 1053 | $2.2B |
| 7326 | Snider Financial Group | 2026Q2 | 100 | $367.96M |
| 7327 | Snow Phipps Group LLC | 2026Q3 | 2 | $264.12M |
| 7328 | Snowden Capital Advisors LLC | 2026Q2 | 1299 | $4.16B |
| 7329 | SNOWWATER INVESTMENT PARTNERS LLC | 2026Q2 | 98 | $144.64M |
| 7330 | SNYDER CAPITAL MANAGEMENT L P | 2026Q2 | 69 | $5.79B |
| 7331 | SOA Wealth Advisors LLC. | 2026Q2 | 891 | $595.06M |
| 7332 | Soapstone Management L.P. | 2026Q2 | 13 | $137.5M |
| 7333 | Socha Financial Group LLC | 2026Q2 | 14 | $245.88M |
| 7334 | Socorro Asset Management LP | 2026Q2 | 32 | $213.25M |
| 7335 | SOF Ltd | 2026Q2 | 1 | $274.48M |
| 7336 | SOFI WEALTH LLC | 2026Q2 | 45 | $2.48B |
| 7337 | Sofinnova Investments Inc. | 2026Q2 | 53 | $1.87B |
| 7338 | SOFTBANK GROUP CORP. | 2026Q2 | 30 | $18.17B |
| 7339 | SoftVest Advisors LLC | 2026Q2 | 3 | $628.85M |
| 7340 | SOL Capital Management CO | 2026Q2 | 0 | $0 |
| 7341 | Solano Wealth Investment Advisors LLC | 2026Q2 | 35 | $219.75M |
| 7342 | Solas Capital Management, LLC | 2026Q2 | 21 | $186.61M |
| 7343 | Solel Partners LP | 2026Q2 | 24 | $588.49M |
| 7344 | Soleus Capital Management L.P. | 2026Q2 | 97 | $2.9B |
| 7345 | Solidarity Wealth LLC | 2026Q2 | 92 | $574.21M |
| 7346 | Solitude Financial Services | 2026Q2 | 40 | $360.74M |
| 7347 | Sollinda Capital Management LLC | 2026Q2 | 74 | $400.58M |
| 7348 | Solstein Capital LLC | 2026Q2 | 429 | $286.71M |
| 7349 | Soltis Investment Advisors LLC | 2026Q2 | 598 | $1.71B |
| 7350 | Solus Alternative Asset Management LP | 2026Q2 | 9 | $307.55M |