List of institutional investors who are active in the last 9 months.
# | Name | Latest Filing Quarter | Latest Holding Count | Latest AUM |
1 | &PARTNERS | 2025Q1 | 1672 | $9.15B |
2 | 1 NORTH WEALTH SERVICES LLC | 2025Q2 | 265 | $231.67M |
3 | 1060 Capital LLC | 2025Q1 | 11 | $40.46M |
4 | 10Elms LLP | 2025Q1 | 203 | $83.65M |
5 | 11 Capital Partners LP | 2025Q1 | 17 | $301.43M |
6 | 111 Capital | 2025Q2 | 497 | $581.62M |
7 | 12 West Capital Management LP | 2025Q1 | 17 | $677.58M |
8 | 1248 Management LLC | 2025Q1 | 167 | $233.97M |
9 | 12th Street Asset Management Company LLC | 2025Q1 | 29 | $586.77M |
10 | 13D Management LLC | 2025Q1 | 21 | $113.41M |
11 | 140 Summer Partners LP | 2025Q1 | 14 | $740.55M |
12 | 1492 Capital Management LLC | 2025Q1 | 107 | $184.31M |
13 | 14B Captial Management LP | 2025Q1 | 12 | $240.07M |
14 | 1607 Capital Partners LLC | 2025Q1 | 119 | $1.14B |
15 | 1620 INVESTMENT ADVISORS INC. | 2025Q1 | 683 | $130.66M |
16 | 1623 Capital LLC | 2025Q2 | 0 | $0 |
17 | 17 CAPITAL PARTNERS LLC | 2025Q1 | 133 | $153.57M |
18 | 1776 Wealth LLC | 2025Q1 | 137 | $217.71M |
19 | 180 WEALTH ADVISORS LLC | 2025Q1 | 404 | $622.17M |
20 | 1832 Asset Management L.P. | 2025Q1 | 622 | $52.26B |
21 | 1834 INVESTMENT ADVISORS CO | 2025Q2 | 198 | $753.81M |
22 | 1858 WEALTH MANAGEMENT LLC | 2025Q2 | 116 | $129.76M |
23 | 1888 Investments LLC | 2025Q1 | 3 | $1.58M |
24 | 1900 WEALTH MANAGEMENT LLC | 2025Q2 | 209 | $1.31B |
25 | 1922 Investment Co LLC | 2025Q1 | 2 | $3.41M |
26 | 1ST SOURCE BANK | 2025Q1 | 260 | $1.7B |
27 | 21 West Wealth Management LLC | 2025Q2 | 54 | $88.72M |
28 | 22NW LP | 2025Q1 | 20 | $149.09M |
29 | 25 LLC | 2025Q2 | 59 | $259.41M |
30 | 26North Partners LP | 2025Q1 | 1 | $57.82M |
31 | 272 Capital LP | 2025Q1 | 31 | $37.85M |
32 | 2Xideas AG | 2025Q1 | 61 | $658.11M |
33 | 325 CAPITAL LLC | 2025Q1 | 11 | $241.44M |
34 | 360 Financial Inc. | 2025Q1 | 74 | $263.33M |
35 | 3Chopt Investment Partners LLC | 2025Q2 | 226 | $415.89M |
36 | 3EDGE Asset Management LP | 2025Q1 | 81 | $1.07B |
37 | 3G Capital Partners LP | 2025Q1 | 16 | $348.18M |
38 | 400 Capital Management LLC | 2025Q1 | 0 | $0 |
39 | 44 WEALTH MANAGEMENT LLC | 2025Q1 | 186 | $266.43M |
40 | 49 WEALTH MANAGEMENT LLC | 2025Q1 | 182 | $787.93M |
41 | 4D Advisors LLC | 2025Q1 | 32 | $128.72M |
42 | 4J Wealth Management LLC | 2025Q1 | 79 | $111.21M |
43 | 4Thought Financial Group Inc. | 2025Q2 | 80 | $166.5M |
44 | 4WEALTH ADVISORS INC. | 2025Q1 | 118 | $82.85M |
45 | 53 HOUSE LLP | 2025Q1 | 8 | $113.26M |
46 | 59 North Capital Management LP | 2025Q1 | 13 | $2.71B |
47 | 5AM Venture Management LLC | 2025Q1 | 31 | $264.41M |
48 | 5T Wealth LLC | 2025Q1 | 86 | $161.35M |
49 | 5th Street Advisors LLC | 2025Q2 | 34 | $201.39M |
50 | 626 Financial LLC | 2025Q2 | 100 | $186.49M |