Filing Research | STEP - STEPSTONE GROUP INC Institutional Holdings

Snapshot holdings

36 / 36 loaded

#		Instrument	quantity
1	WASATCH ADVISORS LP	Shares	905.2KSH	$37.4M
2	Y-Intercept (Hong Kong) Ltd	Shares	85.5KSH	$3.5M
3	Louisiana State Employees Retirement System	Shares	32.3KSH	$1.3M
4	Police & Firemen's Retirement System of New Jersey	Shares	22.9KSH	$948.2K
5	YOUSIF CAPITAL MANAGEMENT, LLC	Shares	19.7KSH	$816.1K
6	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	Shares	17.5KSH	$723.2K
7	Farther Finance Advisors, LLC	Shares	5.5KSH	$227.1K
8	EverSource Wealth Advisors, LLC	Shares	3.3KSH	$137.3K
9	Mirae Asset Global Investments Co., Ltd.	Shares	2.0KSH	$84.4K
10	Tema ETFs LLC	Shares	1.4KSH	$56.5K
11	GAMMA Investing LLC	Shares	712SH	$29.4K
12	SIGNATUREFD, LLC	Shares	227SH	$9.4K
13	IFP Advisors, Inc	Shares	79SH	$3.3K
14	MassMutual Private Wealth & Trust, FSB	Shares	63SH	$2.6K
15	HARBOR INVESTMENT ADVISORY, LLC	Shares	50SH	$2.1K
16	WOLFF WIESE MAGANA LLC	Shares	48SH	$2.0K
17	FARMERS & MERCHANTS INVESTMENTS INC	Shares	37SH	$1.5K
18	Bogart Wealth, LLC	Shares	36SH	$1.5K
19	State of Alaska, Department of Revenue	Shares	34.3KSH	$1.4K
20	Handelsbanken Fonder AB	Shares	24.1KSH	$998
21	Fortitude Family Office, LLC	Shares	20SH	$827
22	AMALGAMATED BANK	Shares	19.9KSH	$824
23	JFS WEALTH ADVISORS, LLC	Shares	17SH	$704
24	SBI Securities Co., Ltd.	Shares	17SH	$703
25	SJS Investment Consulting Inc.	Shares	16SH	$662
26	NEW YORK STATE TEACHERS RETIREMENT SYSTEM	Shares	15.6KSH	$645
27	Physician Wealth Advisors, Inc.	Shares	11SH	$455
28	Creative Capital Management Investments LLC	Shares	7SH	$290
29	GILPIN WEALTH MANAGEMENT, LLC	Shares	5SH	$207
30	DiNuzzo Private Wealth, Inc.	Shares	4SH	$166
31	Davis Capital Management	Shares	4SH	$165
32	Abound Wealth Management	Shares	3SH	$125
33	Hughes Financial Services, LLC	Shares	2SH	$83
34	LRI Investments, LLC	Shares	2SH	$83
35	True Wealth Design, LLC	Shares	2SH	$83
36	GHP Investment Advisors, Inc.	Shares	1SH	$42

Manager changes2026-06-30 vs 2026-03-31

47 / 47 loaded

#		Instrument
1	Y-Intercept (Hong Kong) Ltd new	Shares	+85.5K	+$3.5M	$3.5M
2	Mirae Asset Global Investments Co., Ltd. new	Shares	+2.0K	+$84.4K	$84.4K
3	Farther Finance Advisors, LLC added	Shares	+1.7K	+$47.0K	$227.1K
4	Police & Firemen's Retirement System of New Jersey added	Shares	+3.9K	+$38.2K	$948.2K
5	HARBOR INVESTMENT ADVISORY, LLC new	Shares	+50	+$2.1K	$2.1K
6	Physician Wealth Advisors, Inc. new	Shares	+11	+$455	$455
7	Bogart Wealth, LLC added	Shares	+14	+$439	$1.5K
8	JFS WEALTH ADVISORS, LLC added	Shares	+10	+$369	$704
9	Creative Capital Management Investments LLC new	Shares	+7	+$290	$290
10	GILPIN WEALTH MANAGEMENT, LLC new	Shares	+5	+$207	$207
11	DiNuzzo Private Wealth, Inc. new	Shares	+4	+$166	$166
12	Davis Capital Management new	Shares	+4	+$165	$165
13	SJS Investment Consulting Inc. added	Shares	+5	+$137	$662
14	LRI Investments, LLC new	Shares	+2	+$83	$83
15	NEW YORK STATE TEACHERS RETIREMENT SYSTEM added	Shares	+2.4K	+$14	$645
16	GHP Investment Advisors, Inc. unchanged	Shares	0	-$6	$42
17	Hughes Financial Services, LLC unchanged	Shares	0	-$12	$83
18	Abound Wealth Management unchanged	Shares	0	-$19	$125
19	Fortitude Family Office, LLC added	Shares	+1	-$80	$827
20	SBI Securities Co., Ltd. unchanged	Shares	0	-$108	$703
21	Handelsbanken Fonder AB unchanged	Shares	0	-$153	$998
22	AMALGAMATED BANK trimmed	Shares	-1.2K	-$183	$824
23	Blue Trust, Inc. exited	Shares	-4	-$191	$0
24	FARMERS & MERCHANTS INVESTMENTS INC unchanged	Shares	0	-$236	$1.5K
25	WOLFF WIESE MAGANA LLC unchanged	Shares	0	-$305	$2.0K
26	Vermillion Wealth Management, Inc. exited	Shares	-7	-$334	$0
27	TopTier Wealth Management, LLC exited	Shares	-11	-$525	$0
28	IFP Advisors, Inc trimmed	Shares	-6	-$789	$3.3K
29	State of Alaska, Department of Revenue trimmed	Shares	-12.1K	-$796	$1.4K
30	MassMutual Private Wealth & Trust, FSB trimmed	Shares	-10	-$878	$2.6K
31	First Pacific Financial exited	Shares	-48	-$2.3K	$0
32	True Wealth Design, LLC trimmed	Shares	-79	-$3.8K	$83
33	Crews Bank & Trust exited	Shares	-85	-$4.1K	$0
34	EverSource Wealth Advisors, LLC added	Shares	+345	-$4.6K	$137.3K
35	SIGNATUREFD, LLC trimmed	Shares	-139	-$8.1K	$9.4K
36	Spire Wealth Management exited	Shares	-300	-$14.3K	$0
37	GAMMA Investing LLC trimmed	Shares	-233	-$15.6K	$29.4K
38	Versant Capital Management, Inc exited	Shares	-979	-$46.7K	$0
39	Tema ETFs LLC trimmed	Shares	-908	-$52.0K	$56.5K
40	YOUSIF CAPITAL MANAGEMENT, LLC added	Shares	+59	-$122.7K	$816.1K
41	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS trimmed	Shares	-749	-$146.9K	$723.2K
42	EVERGREEN CAPITAL MANAGEMENT LLC exited	Shares	-4.4K	-$208.9K	$0
43	Louisiana State Employees Retirement System trimmed	Shares	-400	-$224.5K	$1.3M
44	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC exited	Shares	-6.6K	-$308.3K	$0
45	MOODY NATIONAL BANK TRUST DIVISION exited	Shares	-16.7K	-$796.1K	$0
46	CONGRESS ASSET MANAGEMENT CO exited	Shares	-62.9K	-$3.0M	$0
47	WASATCH ADVISORS LP trimmed	Shares	-16.5K	-$6.5M	$37.4M